JASON HSU, Ph.D.
Chief Investment Officer

Dr. Jason Hsu oversees the research and investment management areas at Research Affiliates. He directs research on the asset allocation models and equity strategies that are built on the Research Affiliates Fundamental Index® (RAFI®) concept. Jason worked closely with Robert Arnott to originate the RAFI methodology and to popularize the alternative equity beta concept. For his work at Research Affiliates, he has won the 2008 Institutional Investor 20 Rising Stars of Hedge Funds Award and the 2005 William F. Sharpe Award for Best New Index Research.

In addition, Jason is a professor in finance at the Anderson School of Business at UCLA and a visiting professor in international finance at the Taiwan National University of Political Science (NCCU). He has also taught financial management at the Merage School of Business at UC Irvine and at the Shanghai University of Financial Economics.

Jason began his career working in derivatives research and in the trading area of Taiwan’s Far Eastern Securities. He has also been a consultant to Asian investment banks, securities dealers, and insurance companies where he focused on issues such as risk management, strategic asset allocation, and convergence trading.

Jason graduated summa cum laude from California Institute of Technology and earned his Ph.D. in finance from UCLA where he conducted research on the equity premium, business cycles, and portfolio allocations. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley, 2008) and a contributing author in The VAR Implementation Handbook (McGraw-Hill, 2009), Stock Market Volatility (Chapman & Hall/CRC Finance, 2009), Model Risk Evaluation Handbook (McGraw-Hill, 2010), and Shadow Banks and the Financial Crisis of 2007-2008 (Chapman-Hall/Taylor & Francis 2010). Jason has also authored more than 20 academic and practitioner articles appearing in journals such as the Financial Analysts Journal, the Journal of Portfolio Management, the Journal of Fixed Income, and the Journal of Investment Management.

RA Team

  Robert Arnott
  Jason Hsu
  Katrina Sherrerd

  Michael Bowers
  Doug Gratz
  Daniel Harkins
  David Hennessy
  Vitali Kalesnik
  Jason Kuan
  Dale Kurtz
  Michael Larsen
  Feifei Li
  Jennifer Macha
  Max Moroz
  Shane Shepherd
  Vivek Viswanathan
  John West