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

Joseph Hattesohl

Matt Lundberg

Jennifer Macha

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.

Finance and Investment 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

This department focuses on gathering, analyzing, and interpreting data to support decision-making and strategy development.

Research and Analysis

This department focuses on managing and optimizing investment-related systems and enterprise solutions.

Investment Systems

This department focuses on designing, building, and maintaining software applications and systems.

Software Development

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.

Research Affiliates

Org chart

Teams

Finance and Investment Team

Partnership Team

Research and Analysis

Investment Systems

Software Development

Compliance and Legal

Offices

Research Affiliates

Org chart

Teams

Finance and Investment Team

Partnership Team

Research and Analysis

Investment Systems

Software Development

Compliance and Legal

Offices

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