Dr. Jason Hsu is the Chief Investment Officer and co-founding partner for Research Affiliates, which is an investment management company with more than $ 100B USD under management and advisory. Jason directs research on the asset allocation models and equity strategies that are built on the Research Affiliates Fundamental Index® concept. Jason worked with Robert Arnott to originate the RAFI® methodology and to popularize the alternative equity beta concept. For his work, he won the 2005 William F. Sharpe Award for Best New Index Research.
Additionally, Jason is an adjunct professor in finance at the Anderson School of Management, UCLA and a visiting professor at Taiwan National University of Political Science (NCCU).
Jason graduated with a BS in Physics from California Institute of Technology and earned his Ph.D. in finance from UCLA where he conducted research on the portfolio choice, business cycles, and portfolio allocations. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley, 2008) and a contributing author to 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 published more than 30 academic and practitioner journal articles and is an active commentator on economic policies and finance industry practices and challenges.