CFA Society San Antonio

A Member of the CFA Institute Global Network of Societies

​​​​​

Use SHIFT+ENTER to open the menu (new window).
  
  
  
  
  
Event Description
  
2/1/2019 11:30 AM2/1/2019 1:00 PM

​Examining traditional behavioral anomalies whether they are also valid when applied to Asia, especially emerging markets in Asia. Explain differences between US and EM Asia factor investing experiences based on unique features of EM Asia’s evolving investing landscape and demonstrates ways in which a deep institutional knowledge of local markets leads to more effective investment strategies through factor design and portfolio construction.

Jason is founder and CIO of Rayliant Global Advisors, a Hong Kong-based investment management group specializing in asset allocation and factor-based investment solutions, with a special focus on emerging markets.  Jason also co-founded Research Affiliates, a $190 billion investment manager specializing in Smart Beta indices and asset allocation.

Jason sits on the editorial board of the Financial Analyst Journal, the Journal of Investment Management, the Journal of Investment Consulting and the Journal of Index Investing. Jason is also an adjunct professor in finance at UCLA, and a visiting professor at Tsinghua University in China, Kyoto University in Japan and National Chengchi University in Taiwan. 

Jason authored more than 40 journal articles and is a contributing author on 8 handbooks in finance and economics. Jason has won 2 Graham and Dodd Scroll Award awarded by the CFA Institute, 3 Bernstein/Fabozzi-Jacob/Levy Outstanding Research Award, 3 William Sharpe Best Research Award and 1 FAJ Reader’s Choice Award.  Jason was recognized by Institutional Investor in 2008 as 1 of the 20 rising stars of the industry. He also co-invented the Fundamental Index, which won best index from the Global Pension Magazine in 2007, 2008, and 2009.

Jason received his Ph.D. in finance from UCLA Anderson School of Management. He received his M.S. degree from Stanford and B.S. from Caltech.

Jason headshot19.jpg