Stephen Huxley

Stephen Huxley

Professor

Full-Time Faculty

(415) 422-6628 Malloy Hall, Room 320

Biography

Professor Stephen J. Huxley is recognized by his fellow colleagues, students and a number of professional organizations for his achievements in academia, having been a teacher and researcher at USF since 1973. Most notably, he is the recipient of the Franz Edelman Outstanding Management Science Award, the highest award given in the profession and the Sarlo Prize, the highest award bestowed to a faculty member for teaching that exemplifies USF's mission and values.

With research specializations and expertise in quantitative data analytics, decision modeling, personnel scheduling, financial planning and investment strategies for retirement, Dr. Huxley introduces BA and MBA students to the concepts and practice of rigorous examination and analysis, developing their ability to make more informed, strategic and effective financial decisions.

While teaching at USF, Professor Huxley also serves as the Managing Director of Research for Asset Dedication, LLC, an investment consulting company he helped found. In addition to publishing his work in leading financial industry journals and speaking to professional financial planning organizations throughout the US and overseas, Dr. Huxley has garnered a reputation as a major academic contributor to the personal investment industry.

Education
Registered Investment Advisor (Series 65), 2004-Present
Ph.D., Economics, University of California, San Diego, 1975
B.S., Business Administration and Statistics, Ohio State University, 1966
Experience
Chief Investment Strategist, Asset Dedication, LLC, 2009-present
Professor, University of Queensland in Australia, 1971 - 1973
Selected Publications

“Safety Zones, Danger Zones, and the Critical Path:  Visualizing U.S. Asset Class Returns Based on Time Horizons, Size, and Style,” Retirement Management Journal, Vol. 7, No. 1, 2018.  (Winner of the Investment & Wealth Institute 2019 Journal Research Award.)

“Dedicated Portfolio Theory versus Modern Portfolio Theory,” NAPFA Advisor, April, 2018

"Gaining Market Share in Emerging Markets Portfolios By Moderating Extreme Returns: The Case of Peru," Economics, Management, and Financial Markets, March, 2018

"Equity Yield Curves, Time Segmentation, and Portfolio Optimization," Journal of Financial Planning, November, 2016

"The Short Term Nature of Robo Portfolios," Advisor Perspectives, September, 2014

"Why Market-Timers Go Nuts," Advisor Perspectives, July, 2014

"Interest Rate Freight Train," Advisor Perspectives, July, 2013

"Sequential Maximization: A Method for Weighting Criteria in Performance Appraisal Systems," Western Journal of Human Resource Management, summer 2012.

"Assessing the Safety of Investment Grade Bonds," National Association of Personal Financial Advisors Magazine, August 2011.

"Bond Funds Are Bad for Retirement," Forbes, June 7, 2010.

"Silver Lining," Investment Advisor, May, 2010.

Asset Dedication, McGraw Hill, 2005. (with Brent Burns)

Awards & Distinctions

The Sarlo Prize, USF, 2000

Outstanding Teacher Award, USF School of Business, 1987, 1989, 1993, 1999, 2000

Outstanding Service Award, USF School of Business, 1997, 1999, 2000, 2005

Colleague of the Year Award, USF School of Business, 1998

Outstanding Faculty Research Award, USF, 1988

Franz Edelman Outstanding Management Science Award, 1988

Chief Investment Strategist, Asset Dedication LLC, 2009 - present

Chief Executive Officer, Asset Dedication LLC, 2002 - 2009

Board Member, IDEA Center, 2005 - present

Acting Associate Dean of Academic Affairs, USF School of Business, 1999