Research Affiliates

Darden Business Publishing Cases

ISSN: 2474-7890

Publication date: 20 January 2017

Abstract

Towers Watson (TW) has always conducted its own research into alternative approaches to market cap investing. A senior investment consultant with TW, impressed by a recent presentation by the CIO of Research Affiliates (RA) about an innovative investing concept called the “Fundamental Index methodology,” thinks it might be an important innovation in applying nonmarket cap approaches. But he has some concerns about the approach and whether or not it would be appropriate for TW's clients who depend on the firm to keep them on the cutting edge of institutional investing.

Keywords

Citation

Evans, R. and Green, R. (2017), "Research Affiliates", Darden Business Publishing Cases. https://doi.org/10.1108/case.darden.2016.000260

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Publisher

:

University of Virginia Darden School Foundation

Copyright © 2012 by the University of Virginia Darden School Foundation, Charlottesville, VA. All rights reserved.

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