Research Affiliates

Overview

Research Affiliates operates as an institutional registered investment adviser that serves institutional clients on a fee‑for‑assets basis. The firm reports a material footprint in publicly traded markets and identifies itself as an active ESG investor. It is not identified as a capital allocator and does not present itself as a multi‑state adviser. The firm's stated business orientation emphasizes managing institutional mandates with discretionary authority across most assets, while also maintaining a small non‑discretionary sleeve. Research Affiliates reports using external managers for certain alternative exposures rather than committing capital directly to private vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives