Interview with Jason Hsu of Rayliant Global Advisors.

This article features an interview with Jason Hsu from Rayliant Global Advisors, where he discusses their investment strategy and risk management approach. Hsu explains that their firm focuses on identifying behavioral factors in inefficient markets, like emerging markets, to generate investment ideas. They stress the importance of vetting these ideas and regularly reviewing existing signals for effectiveness. Hsu also highlights the potential dangers of relying too heavily on statistical measures and provides an example of how they adjusted their value factor strategy based on historical data and market dynamics. He discusses the integration of technology in their asset management strategies, emphasizing the role of experienced professionals in selecting and interpreting data. Hsu addresses the challenge of balancing client expectations with market realities and the influence of environmental, social, and governance (ESG) factors on their investment strategies. The text also touches on the role of a quant manager in backtesting ESG strategies and the importance of humility and emotional intelligence in investment management. Lastly, it mentions the opportunities and threats posed by AI in the asset management industry. [Extracted from the article]