Regency Affiliates Inc. (RAFI)
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Preference vs. Performance: Investing in ESG With RAFI Indices
In a wide-ranging conversation on Treussard Talks, host Jonathan Treussard sat down with Ari Polychronopoulos, head of RAFI™ Indices at TMX VettaFi, to dissect the evolution of index strategies. Among the topics discussed was environmental, social, and governance (ESG) investing.
Webinar: Mitigating Market Concentration Risk With RAFI Indices
In a recent webcast hosted by TMX VettaFi's Head of Research Todd Rosenbluth, Ari Polychronopoulos, TMX VettaFi's head of RAFI Indices joined Brent Leadbetter, TMX VettaFi's head of RAFI Distribution, to address the growing market concentration risk within broad equity benchmarks.
Why RAFI Serves as an Effective Core & Stronger Value Allocation
Balancing the trade-offs between passive market representation and fundamental risk management is an ongoing challenge for investors. The RAFI Fundamental Index (RAFI) strategy addresses this by weighting constituents according to real economic footprint rather than market price, offering a resilient solution that could serve investors in core portfolio and value exposure allocations.
Head of RAFI Indices Discusses 20 Years of Fundamental Indexing
The genesis of fundamental indexing began in the early 2000s, and its principles continue to drive smart beta strategies today.
Rethinking Equal Weight: How RAFI Offers an Alternative
As equity market concentration hits historic levels, investors are actively seeking alternative index weighting strategies to mitigate idiosyncratic risk. For decades, the default option to escape the confines of market-capitalization concentration was to seek refuge in equal-weight strategies.
Multi-Factor Strategies Strike Back: The RAFI Approach
Highly concentrated capitalization-weighted indices have exerted their market dominance within the past decade, but multi-factor investing is striking back. A recent analysis by RAFI Indices highlighted the strategy's resurgence as of late.
Indexing Redefined, Part IV: Active Management vs. RAFI
Throughout this Indexing Redefined series, we explored how traditional market-capitalization indexing ties portfolio weights directly to stock prices, creating hidden concentration risks. Furthermore, we discussed how fundamental indexing offers a disciplined alternative by weighting companies according to their real-world economic footprint.
Indexing Redefined, Part II: Core, Value, & Growth Exposure
In Part I of Indexing Redefined, the foundational strategies comprising Research Affiliates' fundamental indexing methodology (RAFI) were introduced. More specifically, the article explained how fundamental indexing differentiates itself from a traditional market-cap-weighted approach, and the risks involved in tying portfolio weights directly to stock prices.
Indexing Redefined, Part I: The RAFI Approach
When it comes to equities exposure, investors typically gravitate toward a passive, market-cap-weighted index as the default strategy. These strategies are often billed as an efficient, low-cost method to capture broad market returns.
RAFI Fundamental Indexing: An Interview With Rob Arnott
Meta: Learn how RAFI fundamental indexing offers an alternative to market-cap weighting in this interview with Rob Arnott and TMX VettaFi.
VettaFi Accelerates Smart Beta Expansion With Closed RAFI Deal
VettaFi today officially completed its acquisition of RAFI Indices, LLC from Research Affiliates Global Holdings, LLC. The deal was originally announced in June 2026.
Rosenbluth Discusses Thematics & RAFI Acquisition on Schwab Network
TMX VettaFi Head of Research Todd Rosenbluth discusses thematic ETFs and the implications of VettaFi's acquisition of RAFI Indices on Schwab Network. VettaFi's RAFI Indices Acquisition and Fundamental Shift On June 11, VettaFi announced the acquisition of RAFI Indices, a deal expected to close in the coming weeks.
