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.

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Research and Insights

Article

Quality control: A global perspective

Discover how the FTSE Pure Quality Index achieves quality returns without tech overreliance. A smarter, balanced approach to factor investing awaits.
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7 min

Article

Risk of US-China trade tensions 2.0: How can this time be different?

Explore US-China trade tensions' impact on industries, global supply chains, and market trends with key insights into flagship indices and investment opportunities.
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15 min

Research

Rewarding ESG disclosures - part 2

Our latest edition of the Japanese sustainable investment and futures report explores the connection between increased disclosure and investment.

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