Jason Hsu Ph.D.

Jason Hsu, the co-founder of Research Affiliates, leads the firm’s strategic initiatives related to transforming the industry for the benefit of investors. Jason is a strong advocate for investor education and products that add value by systematically exploiting known sources of excess returns and delivering them in low-cost and transparent index chasses.

Jason is at the forefront of the smart beta revolution and is a recognized thought leader in the space. Building on his pioneering work on the RAFI® Fundamental Index® approach to investing with Rob Arnott in 2005, he has published more than 30 academic and practitioner articles on the topic.

Jason is a member of the board of directors at the Anderson School of Management at UCLA. He is an associate editor of the Journal of Investment Management and serves on the editorial board of the Financial Analysts Journal, the Journal of Index Investing and the Journal of Investment Consulting.

Jason graduated with a BS (summa cum laude) in physics from the California Institute of Technology, was awarded an MS in finance from Stanford University, and earned his Ph.D. in finance from UCLA, where he conducted research on the equity premium, business cycles, and portfolio allocations