Founded in 2002, and based in Newport Beach, CA, Research Affiliates is a pioneer in smart beta and asset allocation. The firm seeks to have a profound impact on the global investment community through insights and products that benefit the end investor.

Consulting

Research Affiliates

Research Affiliates' headquarters in Newport Beach, CA, United States

Chris Brightman

Elaine Zane

Jennifer Macha

Que Nguyen

Tom Rutherford

John Hawk

Reena Lalji

Jeff Wilson

Seanna Kim

Chris Ariza

The Leadership Team at Research Affiliates is responsible for setting the strategic direction of the firm, driving innovation in smart beta and asset allocation, and ensuring the alignment of operational and investment objectives. Comprising executives from diverse functional areas, such as research, compliance, technology, and human resources, the team collaborates to enhance the firm's market position and deliver impactful investment solutions for clients. Their goal is to cultivate a culture of excellence that advances the firm's mission to benefit the global investment community.

Leadership Team

The Partnership Team at Research Affiliates focuses on building and maintaining strategic alliances and distribution channels to enhance the reach and impact of the firm’s investment products and insights. Comprised of senior leaders, including heads of sales, distribution, and equity solution distribution, the team collaborates with global partners to deliver innovative smart beta and asset allocation strategies to benefit end investors.

Partnership Team

The Product Management and Investment Systems Team at Research Affiliates is responsible for developing and managing the firm's innovative investment products and systems. This team works on creating smart beta strategies and asset allocation solutions, with a focus on integrating ESG considerations and multi-asset strategies. They ensure that the firm's insights and products efficiently serve the end investor while maintaining a strong alignment with market needs and technological advancements.

Product Management and Investment Systems Team

The Strategy Research Team at Research Affiliates develops innovative equity strategies by conducting in-depth market analyses and quantitative research. They focus on creating smart beta and asset allocation solutions to improve investment outcomes, benefitting end investors and impacting the global investment community.

Strategy Research Team

The Compliance and Legal team at Research Affiliates ensures adherence to regulatory standards and legal requirements while providing strategic legal counsel. They oversee compliance programs, manage legal risks, and support the firm's mission of impacting the global investment community positively.

Compliance and Legal

The Finance and Investment Team at Research Affiliates is responsible for managing the firm’s financial strategies and investment portfolios. This includes developing and implementing smart beta and asset allocation strategies, optimizing investment performance, and providing financial insights to support the global investment community.

Research Affiliates

Org chart

Teams

Leadership Team

Partnership Team

Product Management and Investment Systems Team

Strategy Research Team

Compliance and Legal

Finance and Investment Team

Offices

Research Affiliates

Org chart

Teams

Leadership Team

Partnership Team

Product Management and Investment Systems Team

Strategy Research Team

Compliance and Legal

Finance and Investment Team

Offices

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