Index Strategies
AT A GLANCE
Uses Research Affiliates’ proprietary research and aims to provide broad diversification and stable returns through volatile markets.
The Research Affiliates Global Multi-Asset Index (RAGMAE) provides diversified exposure to global equities, bonds and commodities through futures contracts, while utilizing a proprietary risk management process to manage volatility. Leveraging Research Affiliates’ decades long experience forecasting returns across asset classes and deep expertise in multi-asset investing, this index utilizes systematic, rules-based signals to create a strategy that seeks to outperform based on where markets are expected to go, not where they’ve been.
Thoughtfully designed to deliver for investors
RAGMAE
Expected 10-Year Excess Return Forecast
Our forecasting models are grounded upon a solid economic foundation. They reflect current market conditions rather than relying simply upon past returns. We use a "building block" approach to forecasting where we estimate key predictors of return for each asset within the index.
These building blocks form the core of our 10-year index forecast. To learn more about our forecast methodology, please visit: Research Affiliates Capital Market Expectations Methodology.
Source: Research Affiliates, LLC, as of June 30, 2024, based in USD.
Note: All data presented herein are forward-looking estimates based on simulated portfolios computed by Research Affiliates, LLC, and do not reflect the performance of any product or strategy. Forward-looking statements are subject to numerous assumptions, risks, and uncertainties, which change over time, and speak only as of the date they are made. Research Affiliates, LLC assumes no duty to and does not undertake to update forward-looking statements. The data are based upon reasonable beliefs of Research Affiliates, LLC, but are not a guarantee of future performance. Actual results may differ materially.
RESEARCH AFFILIATES GLOBAL MULTI-ASSET INDEX
Inception date: 11/24/2023
Performance Snapshot
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