2010
Research Affiliates won the 2010 Global Pensions Award for Investment Strategy Index Provider of the Year for the RAFI methodology
Other finalists included: State Street
2009
Nomura Asset Management Company won the R&I Fund Award 2009 in the Defined Benefit Pension category for the Nomura RAFI Japan Equity Fund.
Research Affiliates won the 2009 Global Pensions Award for Investment Strategy Index Provider of the Year for the RAFI methodology
Other finalists included: Deutsche Börse / Market Data & Analytics;
Global Wealth Allocation (GWA);
MarketGrader
2008
Lyxor FTSE/RAFI Europe ETF won the 2008 Feri Fund Awards (Germany) for Special Fund Innovation Award
Other finalists included: Goldman Sachs Europe CORE Flex Portfolio; INVESCO Asia Infrastructure Fund; Pictet Funds Absolute Return; Global Diversified; Tiberius Exploration Fund
2007
PowerShares FTSE/RAFI US 1000 ETF (NYSE ticker PRF) won the 2007 3rd ETF Global Annual Awards for Most Innovative Exchange Traded Fund
2006
PowerShares FTSE/RAFI US 1000 ETF (NYSE ticker PRF) won the 2006 SmartMoney Best ETF
FTSE/RAFI Index Series won the 2006 2nd ETF Global Annual Awards for Most Innovative ETF Index Provider
2005
FTSE/RA Fundamental Index US 1000 won the 2005 IMN/IndexUniverse William F. Sharpe Indexing Achievement Award for Most Innovative Benchmark Index
Other finalists included: FTSE’s ASEAN Index Series; Standard & Poor's Style and Pure Style Indexes; Russell’s Microcap Index; DJ STOXX’s Pan European Select Dividend
“Fundamental Indexation” by Robert Arnott, Jason Hsu, and Philip Moore won the 2005 IMN/IndexUniverse William F. Sharpe Indexing Achievement Award for Best Index-related Research Paper (March/April 2005, Financial Analysts Journal)
Other finalists included:
"Index Changes and Unexpected Losses to Investors in S&P 500 and Russell 2000 Index Funds," by Honghui Chen, University of Central Florida, Gregory Noronha, University of Washington, Tacoma, and Vijay Singal, Virginia Tech
"The Forecast Quality of CBOE Implied Volatility Indexes," by Charles J. Corrado, Massey University-Albany, Auckland, New Zealand, and Thomas W. Miller, Jr., St. Louis University (2005, Journal of Futures Markets)
"Class Consciousness Pays: Characteristics of Index Funds with Diverse Expense Ratios," by John A. Haslem, University of Maryland, H. Kent Baker, American University, and David M. Smith, University at Albany, SUNY
"Taking Issue with the Active vs. Passive Debate," by Craig Israelsen, Brigham Young University (2005)
Overview | Methodology | Performance | RAFI®
FAQ | Awards
|