Research Affiliates Selects Asset Control’s AC Invest Data Management Solution for Business Users

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Newport Beach, Calif.-based investment management firm Research Affiliates, LLC has chosen Asset Control’s AC Invest data management solution to support its data management operations.

AC Invest gives us significantly better visibility into, and control of, our data. When you are building portfolios of the scope and size that we do, this is a huge advantage.

Research Affiliates, LLC, an investment management firm based in Newport Beach, Calif., has chosen Asset Control’s AC Invest data management solution to underpin its data management operations.

Research Affiliates required a data management system that could expand along with its growing roster of products and affiliates around the world. The new system must allow them to continue to deliver what they are best known for: innovative solutions for asset allocation and the Research Affiliates Fundamental Index® methodology, an alternative to traditional capitalization-weighted market indexes that is based on the size of a company’s economic footprint, not its market price.

To design and implement its strategies, the firm requires data that span the globe and every asset class. The firm also wanted the ability to identify and override incorrect historical data using exception workflows and create a clear audit trail of every change. The enhanced data control will give Research Affiliates a competitive advantage in researching, testing, building, and maintaining its investment models and will ultimately help improve client and affiliate service levels.

Katrina Sherrerd, chief operating officer of Research Affiliates, said, “We are a research-intensive firm handling large amounts of financial data from around the world. We needed a solution that helps organize and manage this vast volume of data which are critical to our investment models. A solution now exists that allows us to identify problems in the data and correct them in an intelligent and auditable way. That is what AC Invest does – it gives us significantly better visibility into, and control of, our data. When you are building portfolios of the scope and size that we do, this is a huge advantage.”

Phil Lynch, president and chief executive officer at Asset Control, said, “AC Invest was designed with the business user in mind as well as affording firms fast implementation and low cost of ownership. AC Invest enables firms to quickly and cost-effectively get the correct data into their business by using a standard product framework for centralizing business knowledge and giving non-technical business users the tools they need to define the process, content and structure of data.”

About Asset Control

Established in 1991, Asset Control provides centralized data management solutions for financial institutions worldwide. From business-entity to firm-wide projects, Asset Control offers a strategic reference and market data platform that delivers the accuracy, consistency and relevancy firms need to reduce costs and risk, manage evolving compliance needs, and accelerate the delivery of new products and services. For more information, visit http://www.asset-control.com.

About Research Affiliates, LLC

Research Affiliates, a global leader in innovative investing and asset allocation strategies, operates worldwide from its base in Newport Beach, Calif. Dedicated to solving complex investment issues, the firm creates innovative strategies that respond to the current needs of the market. Leveraging its strong research focus, Research Affiliates distributes products in partnership with some of the world's leading financial institutions. These affiliations take the form of direct asset management, sub-advisory services, and licensing agreements. The firm is majority employee-owned and employs a team of 50 dedicated professionals. Approximately $69 billion in assets are managed worldwide using investment strategies developed by Research Affiliates, as of Dec. 31, 2010.

Trademark Information: Asset Control, the Asset Control logo and AC Invest are trademarks or registered trademarks of Asset Control Systems, Inc. or its subsidiaries or affiliates in the U.S. and/or other countries. All other trade names are trademarks or registered trademarks of their respective holders.

The trade names Fundamental Index®, RAFI®, the RAFI logo, and the Research Affiliates corporate name and logo are registered trademarks and are the exclusive property of Research Affiliates, LLC. Fundamental Index® concept, the non-capitalization method for creating and weighting of an index of securities, is the patented and patent-pending proprietary intellectual property of Research Affiliates, LLC.

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Peter Mullinder
Asset Control
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