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Overview

Jason Hsu, PhD, founder and chief investment officer of Rayliant Global Advisors, will speak on smart beta and factor investing. Dr. Hsu also co-founded Research Affiliates, which was among the first developers of smart beta indices. Passive investing has grown by more than sixty times in the last twenty years to about US $4.7 trillion in assets under management. About 20% of these assets are in the smart beta space. 

Questions to be addressed in this webinar include:

  • What is smart beta and how should we think about smart beta investing?
  • What are factors and how should we think about factor investing?
  • What is the relationship between smart beta and factor investing?
  • How should we define the key risk factors driving returns in global financial markets and the behavioral factors driving anomalous returns?
  • How do we measure factor premia?
  • How do we effectively implement a factor and smart beta investment strategy?

This is the archived version of a live webinar that took place 28 June 2018.

About the Speaker(s)

Jason Hsu
Jason Hsu PhD

Jason Hsu is founder and chief investment officer of Rayliant Global Advisors, a Hong Kong–based investment management group specializing in emerging market equity strategies, especially in Greater China. He co-founded Research Affiliates, an investment manager specializing in smart beta indexes and asset allocation. In addition, Mr. Hsu is an adjunct professor in finance at the UCLA Anderson School of Management in the US, and a visiting professor at Tsinghua University in Beijing, Kyoto University in Kyoto, and National Chengchi University in Taipei. He is on the editorial board of the CFA Institute Financial Analysts Journal®, the Journal of Investment Management, the Journal of Investment Consulting, and the Journal of Index Investing. Mr. Hsu has authored more than 40 journal articles and is a contributing author for eight handbooks in finance and economics. He has won two Graham and Dodd Scroll Awards from the Financial Analysts Journal, two Bernstein Fabozzi/Jacobs Levy Outstanding Research Awards, and three William Sharpe Best Research Awards. Mr. Hsu has been recognized by Institutional Investor as one of the 20 rising stars of the industry. He also co-invented the Fundamental Index, which won best index from Global Pensions magazine for three consecutive years. Mr. Hsu received a bachelor of science degree from Caltech, a master of science degree from Stanford University, and a PhD in finance from the UCLA Anderson School of Management.

Shreenivas Kunte
Shreenivas Kunte CFA, CIPM

Shreenivas Kunte, CFA, CIPM, is a director of continuing education and advocacy at CFA Institute. In this role, Mr. Kunte contributes to thought leadership in the investment profession. He writes on investing topics in leading publications and represents CFA Institute at conferences and forums. Mr. Kunte serves as an external research scholar at the Indian Institute of Technology Bombay. Previously, he worked as the country trading strategist for Citi in Tokyo, Japan. He holds a degree in computer engineering from the University of Mumbai.

1 CE

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