JASON HSU, Ph.D.
Managing Director
Research & Investment Management

Dr. Jason Hsu oversees the research and investment management areas at Research Affiliates®. He manages all investment operations associated with the firm's sub-advisory and hedge fund businesses. In addition, he oversees research on the asset allocation models and equity strategies that underpin RA's fundamental indexation concept. Jason worked closely with Robert Arnott to originate the Research Affiliates® fundamental indexation methodology.

As a consultant to Asian investment banks, securities dealers, and insurance companies, Jason focused on issues such as risk management, strategic asset allocation, and convergence trading. His consulting clients have included Farmer's Insurance Group, Global Window Partners, VirtualStockExchange.com, and Taiwan National Association of Securities Dealers. He began his career working in the derivatives research/trading area of Taiwan’s Far Eastern Securities.

Jason taught financial management at the Taiwan National University of Political Science (NCCU) and at the Shanghai University of Financial Economics. He was also a research fellow at the NCCU’s Center for Business Economics and Computational Finance. Jason is currently a professor in finance at the Anderson School of Business at UCLA.

Jason graduated summa cum laude from California Institute of Technology and earned his Ph.D. in finance at the University of California, Los Angeles, where he conducted research on the equity premium, business cycles, and portfolio allocations.

RA Team

  Robert Arnott
  David Hennessy
  Jason Hsu
  Janine Nesbit
  Katrina Sherrerd

  Michael Bowers
  Stephen Brennan
  Doug Gratz
  Daniel Harkins
  Vitali Kalesnik
  Michael Larsen
  Feifei Li
  Brett Myers
  Shane Shepherd
  Vivek Viswanathan
  John West
  Julia Zhu