Richard Hsu has served as senior vice president, portfolio manager and senior research analyst for Franklin Templeton’s Investment Solutions group (FTIS). In this role, he was the co-portfolio manager for the group’s flagship Franklin Global Allocation Fund with day-to-day fixed income responsibilities. He also helped lead both the fixed income and alternatives asset allocation research efforts with a specialization in corporate credit for the public and private markets. Mr. Hsu has also served as a member of the FTIS senior investment asset allocation committee as well as the firm’s Fixed Income Research and Strategy Committee (FIRST).
Mr. Hsu previously served as a co-portfolio manager of Franklin Templeton’s largest flagship fund, the Franklin Income Fund, and related strategies, specializing in corporate bank loans and high yield bonds.
After joining Franklin Templeton, Mr. Hsu co-founded the floating rate bank loan group and then served as the senior portfolio manager of the Franklin Floating Rate Daily Access Fund and its two related offshore funds for over 10 years. He also has covered a broad range of sectors across the leveraged finance universe with a strong focus on Technology, Media, and Telecommunications (TMT), as well as LBOs and M&A transactions.
Mr. Hsu holds both a Bachelor of Arts with honors and a Masters degree from Stanford University. He holds both the Charter Financial Analyst (CFA) and Charter Alternative Investment Analyst Association (CAIA) designations. He is a Chapter Executive for the CAIA Bay Area Chapter and a member of the CFA Society of San Francisco. His other finance and executive memberships include the LSTA, Association of Asian American Investment Managers (AAAIM), Ascend Global Leaders, Financial Executives International, the Financial Executive Networking Group, Stanford Professionals in Investing & Finance, and San Francisco Bond Club.
*last firm