Research Affiliates:
Innovative Investment Products

Recently Released!!!
Date Published: June 11, 2015
Summary PPT Deck: 17 Slides

Reference PPT Deck: 82 Slides

Research Affiliates was founded by Rob Arnott & Jason Hsu in 2002 and is based in Newport Beach, CA. The firm has three offices, 85 employees, $160 billion assets under advisory & licensing and is led by its CEO Rob Arnott & President Katrina Sherrerd. Its web site can be found at

Research Affiliates' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Research Phase
  • Product Launch Phase
  • Success Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, assets under advisory & licensing, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Research
  • Indexes
  • Mutual Funds & Exchange Traded Funds


And its profile concludes with the highlights of its organizational structure & ownership.

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