Russell RAFI™ Index Series

Our Russell RAFI Index Series combines transparency, objectivity and diversification to capture the beta of a fundamental index strategy.

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  1. Overview
  2. Index performance
  3. Key resources
  4. Research and Insights
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The Russell RAFI™ Index Series is designed to capture the beta of a fundamental index strategy. Combining the transparency, objectivity and broad diversification that plan sponsors expect from Russell Indices with the advantages of the Research Affiliates‘ Fundamental Index® Strategy.

The Russell RAFI™ Index Series offers a cost-efficient index-based solution for investors seeking a complement to traditional passive strategies. Using publicly available data, the Russell RAFI™ Index Series methodology selects and weights securities using the average of three fundamental measures of company size including adjusted sales, retained operating cash flow and dividends plus buybacks.

Also available is the Russell RAFI™ Select Real Estate Index Series. This is a sub-set of the Russell RAFI™ Global Index and is designed to provide exposure to the real estate segment of the global equity market by selecting and weighting securities by fundamental measures of company size as opposed to market capitalization.

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Index performance

Key resources

Index announcements

Stay up-to-date and read the latest index change notices and announcements.

View all index announcements

Research and Insights

Article

Emerging markets – a changed asset class?

We explore the evolving landscape of emerging markets (EMs), from compressed sovereign spreads to shifting growth models, and discover new investment opportunities.
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12 min

Article

US Preference shares – forgotten asset class or a hidden jewel?

The secrets of style regimes in investing, from their duration to their profound impact on market dynamics. Learn how to leverage style transitions for investment success.
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11 min

Article

T+1 settlement in the US—An Asia-Pacific perspective

Learn about the impacts of the shortened US securities settlement period on the global FX market and strategies for investors to adapt. Read our LSEG FX white paper for more insights.
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11 min

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