Jason Hsu is chief investment officer at Research Affiliates, where he directs research on the asset allocation models and equity strategies that are built on the Research Affiliates Fundamental Index® concept. For his work, he won the 2008 Institutional Investor 20 Rising Stars of Hedge Funds Award and the 2005 William F. Sharpe Award for Best New Index Research. Dr. Hsu is also an adjunct 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). Additionally, he has taught financial management at the Merage School of Business at UC Irvine and at the Shanghai University of Financial Economics. Dr. Hsu began his career working in derivatives research and in the trading area of Taiwan’s Far Eastern Securities, and he has been a consultant to Asian investment banks, securities dealers, and insurance companies on issues such as risk management, strategic asset allocation, and convergence trading. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley, 2008) and a contributing author to Model Risk Evaluation Handbook (McGraw–Hill, 2010) and several other books. He has also authored work that has appeared in journals such as the Financial Analysts Journal, the Journal of Portfolio Management, the Journal of Fixed Income, and the Journal of Investment Management. Dr. Hsu earned a bachelor’s degree from the California Institute of Technology, an MS in finance from Stanford University, and a PhD in finance from UCLA.

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