A Story of 50 Years and Beyond
At HKU, the discipline of Statistics existed as a special teaching unit within the Department
of Mathematics prior to 1967, consisting of a senior lecturer and a lecturer. It provided a
compulsory year-course for all first year Science students of about 80 and two courses for
about 15 second and third year Arts students. (In around 1960, the University’s annual intake
was only about 350.)
In 1967, the Faculty of Social Sciences was established. The Statistics Unit left Mathematics
to join the new Faculty as an independent Unit. The initial idea was that it should provide
services of quantitative research methods for the other five Departments of the new Faculty.
The Unit was upgraded to a proper Department a year later. The Faculty of Social Sciences
admitted 120 students yearly at the early stage. All first year students were required to read a
statistics paper, the equivalent load of two semester courses. The Department of Statistics also
provided a few other second and third year courses.
The Department grew gradually, gaining status. Professor S.H. Saw was appointed to the
founding Chair in 1969. He developed the second and third year courses up to half of a
degree curriculum, to be combined with another half in other disciplines such as Economics.
Emphasis was on applied statistics, such as Economic Statistics, Demography, Survey
Sampling, Marketing Research, Industrial Statistics, Statistical Methods and others. Professor
Saw left HKU in 1971 to take up the post of Chairman of the newly-established National
Statistical Commission of Singapore. Even so, he
continued his support for the Department: he donated a
fund for the Saw Gold Medal in 1971 and another fund
for two Saw Swee Hock Scholarships in 2006.
Dr. S.C. Fan was the Head of the Statistics Department from 1971 to 1976. These are the years when the Department started to be taking shape in the Social Science Faculty starting with only five teaching staff. Dr. S.C. Fan was the Head, Dr. W.K. Chiu was a senior lecturer, Mr. C. K. Leung and Dr. K. Lam were lecturers and Mr. R.K.C. Li was an assistant lecturer. Under the leadership of Dr. S.C. Fan, a practical and challenging statistics curriculum was developed and it became quite popular with students in the Social Science Faculty. The program then was able to attract some very talented students who later became prominent figures in the academic field and in the society. Other than contributing a lot to the Department, Dr. S. C. Fan also worked as Dean of the Faculty of Social Science from year 1981-1990.
After Professor Saw left, the Department had no Chair Professor until 1976, when Professor John Aitchison, F.R.S.E., came as Head, initially
on secondment from the University of Glasgow where he
was Titular Professor in Statistics. The University was on
the verge of a dynamic expansion, which was to take it way
beyond its then student number of 5000, and Quadrennial
Planning was a high priority at the time, particularly for
new degree structures. To see through the unfolding
developments, Professor Aitchison stayed on as Head until
retirement in 1989. Gradually, theoretical elements were
added to the courses and more courses were introduced
to the new curriculum, including even a one-term course
in basic actuarial science. While the main reconstructed
honours degree was within Social Sciences, the Department
was also heavily involved in teaching in the Faculties of Arts
and Science.
Professor Aitchison’s arrival sparked off great interests in
consultation, research and publications in the Department.
More teaching members were recruited. The Department
changed from one of playing a supporting role to other
disciplines in the Faculty to one of a fully fledged and
standard university department of statistics, like its counterparts
in overseas universities. Professor Aitchison’s own
research conducted in Hong Kong pioneered the analysis of
compositional data, which are positive multivariate data that
sum to unity, such as household expenditure patterns and
material composition of rocks. His seminal work in this area
of statistics has earned him a Guy Medal in Silver from the
Royal Statistical Society (U.K.) in 1988 and a Krumbein Award
from the International Association for Mathematical Geology
in 1995.
The founding of the Hong Kong Statistical Society in 1977
owes much to Professor Aitchison’s efforts, who poured over
the government’s very restrictive red-tapes then concerning
the formation of a new society. The Society’s address has
been with the Department ever since he was elected the
founding President. He also put much effort into setting
up a Computer Room furnished with a number of new
personal computers when the Department moved to the
Run Run Shaw Building from the Knowles Building. Not
only did it help solving the numerical problems in research
at the Department but also computer implementation
could be demonstrated in our teaching for the first
time. The significant contributions that an independent
department of statistics could make to the cultural and
educational life of a university were quickly recognized
by other tertiary institutions in Hong Kong, so much so
that they also started to set up their own departments of
statistics, sometimes under slightly different names. Two
years before his retirement, Professor Aitchison launched
a part-time M.Soc.Sc.(Applied Statistics) programme in
1987, which has gradually evolved into the present course
structure of the Master of Statistics programme.
Professor Richard Cowan succeeded Professor Aitchison
as Chair Professor in 1989. Given the large number of
courses offered by the Department and the diversity of
backgrounds of the students as well as the existence of
multifarious study programmes, Professor Cowan led the
department into making substantial changes in our course
structure by systematising the study programmes with
the introduction of clearly defined streams of courses
taken by different groups of students in the University.
Professor Cowan also foresaw the increasing demand for
skills in practical data analysis and statistical computing
on our graduates. In response to this, he placed much
emphasis on computer-aided elements in the curriculum.
He formed a Data Analysis Team in the Department and
put Professor Ng in charge of it; the latter shared the same
vision and had substantial expertise in SAS, which formed
the backbone in statistical software for the Department.
The Team was to launch the new computer-aided courses
in data analysis using SAS with hands-on teaching and
learning, particularly during those critical years of software
migration from main-frame with terminal machines of
different keyboards to mini-computers of changing types.
As the courses began with real problems that the students
would learn to resolve at the end of the courses, they were
probably the earliest prototype of problem-based learning
in the University. Large enrolments were attracted to these
courses and their pre-requisite courses.
In 1993, Professor Cowan decided to build on the one-semester
course in basic actuarial science to a full
B.Sc.(Actuarial Science) degree. Dr. K.C. Yuen, the only
teacher with professional qualification in actuarial science
at the time, was instrumental to this development. The
programme was launched in 1994 with 20 student places
and, in the year immediately following, became the number one
programme in JUPAS in terms of average score of 3 best
A-Level subjects. This highest ranking in quality has been
maintained consistently ever since, although new enrolments
have seen an almost four-fold increase.
As a result of Professor Cowan’s leadership in teaching and
learning, the Department’s total enrolment in 1994-95 was
38% higher than 1990-91, which provided a very significant
boost to the Department’s finance. The Department was
able to recruit new teachers and supporting staff and to
acquire more sophisticated equipments for teaching and
research. Professor Cowan also seized the opportunity for
space expansion when the university invited units to move
to the new Meng Wah Complex. He designed the present
layout of the Department, particularly with one computer
room and two computer laboratories. In the meantime,
the M.Soc.Sc.(Applied Statistics) programme was updated
and renamed Master of Statistics. Professor Cowan stepped
down as Head in 1995 and resigned from the University in
1997, leaving the Department once again without a Chair
Professor.
Professor K.W. Ng served as Head in 1995-1996. He led the
Department through the first UGC Research Assessment
Exercise in 1996. Based on intake quality, market analysis
and support from large players in the industry, the
Department obtained the University’s endorsement for the
first expansion of the B.Sc.(Actuarial Science) programme
from 20 student places to 35 as part of the University’s
1998-2001 triennium plan, which was later approved
by the UGC. In this year, Professor Ng discovered
a simple inversion of the celebrated Bayes Formula
under the positivity condition. He went on
leave to the Hong Kong Baptist University as (full)
Professor in Mathematics from September 1996 to August 1998.
Professor W.K. Li served as Acting Head for one
semester and then as Head until December
1999. The late 1990s marked the beginning of
fundamental changes in higher education in Hong
Kong. The most significant was the greater emphasis
on original research. The University positioned itself
by creating a new scheme of Distinguished Visiting Professorship in anticipation of
some major shift in the UGC funding policy. Professor Li’s
nomination of Professor Howell Tong from the U.K. as a
Distinguished Visiting Professor in the Department was
successful, beating the Chinese University of Hong Kong
(by one day!) in attracting the latter to the University. Professor
Howell Tong arrived in 1997 initially for two years under the
scheme. He was appointed Chair Professor in 1999, thus filling
the vacant chair. His academic standing and administrative
experience were quickly spotted by three successive
Vice-Chancellors, who appointed him the Founding
Dean of the Graduate School in 1998, Acting Pro-Vice-Chancellor
(Research) in 2000 and Pro-Vice-Chancellor (Administration and Development) in 2002,
positions which he held till his return to the London
School of Economics in 2004.
The Department went through the University’s
Internal RAE (1998) under Professor Li’s Headship.
Upon the commencement of new quota of student
places for B.Sc.(Actuarial Science) for the triennium
1998-2001, the Department changed its name to the
Department of Statistics and Actuarial Science,
thus becoming the first department with this
name in the Far East and in the Greater-China region. Apart from the B.Sc.(Actuarial
Science), the Department had about this time three study
themes for students to choose under the B.Soc.Sc.(Statistics):
the Mathematical Statistics, Applied Statistics and Risk
Management themes. These themes have evolved today into
the two Science Majors: the B.Sc.(Statistics) and the B.Sc.
(Risk Management). The research strengths in time series
analysis and financial statistics (H. Tong, W.K. Li, K.W. Ng,
W.S. Chan, H. Yang, P.L.H. Yu, K.C. Yuen, L. Zhu) were
at an all time high in the late 1990s, a fact well recognized
by the University, which rated Financial Time Series in the
Department as an area of research excellence and granted
a budget of one million dollars to support the activities in
this area, such as supporting a post-doctoral fellowship and
conferences. Specifically, the Department organized the
Hong Kong International Workshop on Statistics in Finance
and the Symposium on Financial Risk and Statistics, both in
July 1999. One of the keynote speakers in the symposium
was Professor Granger who would become a Nobel
Laureate in Economics in 2003.
Professor K.W. Ng was Acting Head when Professor Li took
his long leave in the second half of 1999. Professor Ng later
took over the Headship, which lasted six years until December
2006, when it was passed to Professor Li, who still holds the
post at the time of writing. During this period, the biggest
challenge facing the Department was the conflict between
two opposing forces: first the substantial shrinkage of the
Departmental budget as a consequence of the reduction of
the block-grant to the University from the UGC; second the
pressure for extra resources in order to increase and improve
research output as demanded by the University in response
to the UGC’s new policy. Around 2000, the University
started to abandon its previous funding policy that effectively
kept a close linkage between a department’s budget and its
enrolment number. The new resource-allocation model,
however, could have an impact on a departmental budget in a
way too complicated to explain here. Suffice it to say that in
the event the Department suffered badly despite the admirable
performance of the Department in terms of both teaching
and research in the eyes of its peers inside and outside the
University. In fact, the Department’s budget from the block-grant
was reduced continuously for several years, each time
by 2% to 3%. This unfortunate situation came to a stop only
after the Department moved to the Faculty of Science in 2004
in accordance with the decision of the Senate.
Unless alternative sources of income were forthcoming, it
was almost impossible to operate under successive budget
cuts, because the Department had to sustain the human
resources and research projects already in place based on the
budget level set after the 38% growth in student enrolment
from 1990-91 to 1994-95. As the Chinese saying goes: there
are opportunities in crises. About this time, the Director of
the Social Sciences Research Centre was on secondment to
the Government’s Central Policy Unit. The Dean of Social
Sciences asked Professor Ng to be Acting Director of the
Centre with the mission to turn it financially independent
from the Faculty. Concurrently with his duties in the
Department, Professor Ng accepted the challenge and took it
as an opportunity. Wearing two hats for about two years and
a half, he succeeded in not only making the Centre financially
independent from the Faculty ever since, but also providing
some extremely welcome supplementary funding for the
Department; this tied the Department over the very difficult
financial period that ended only with the M.Stat. programme
becoming fully self-funded. The programme has since
continued to provide critical supplementary funding for the
Department. Generous donations from Mr. Patrick Poon
and Professor S.H. Saw, together with a matched amount
from the University, also helped a lot, particularly in actuarial
research and encouragements to students in statistics.
It is worth noting that the Department had been a very
active constituent of the Faculty of Social Sciences before
it moved to the Faculty of Science. Indeed, for a long
period of time, teachers of the Department of Statistics
were successfully and successively elected Dean of the
Faculty of Social Sciences: Professor J. Aitchison, Dr.
S.C. Fan, Professor J. Bacon-Shone, and Dr. S.M. Shen.
Professor Fung and Professor Li served as Associate Dean
respectively for three years and one year and two months.
Professor Ng was Chairman of the Faculty’s Research
Committee for two years. Professor Bacon-Shone left the
Department in 1994 to become full-time Director of the
Social Sciences Research Centre. Dr. S.C. Fan’s family later
donated a fund to support the on-going S.C. Fan Memorial
Lecture Series.
Since 1999, the Department has set itself the mission
of becoming a top research-led department at an
international level. To date, it has very strong ties with
the international academic community and has organized
or co-organized a total of 23 international conferences
and workshops. The total number of post-1999 visitors to the Department is over 356 (as of April 2008), compared to the total of 130 before 1999. World class academics such as Professor Peter
Hall (FRS) and Professor Hans Gerber, who received the
Life Time Contribution Award from the International
Actuarial Association, have been appointed visiting
professors of the department for many years. Professor
Clive Granger, who received the Nobel Prize in Economics
in 2003, visited the department again in 2006 and gave a
public lecture. Three recipients, namely Professors J. Fan
(Princeton), X. L. Meng (Harvard) and W.H. Wong (UCLA),
of the prestigious President’s Award of the Committee of
Presidents of Statistical Societies of North America have
been appointed as Honorary Professors of the Department,
while another (Professor T.L. Lai of Stanford University) is
serving on its Advisory Board. Professor Howell Tong has
been appointed Distinguished Visiting Professor since 2004
so as to formalize his continuing ties with the Department.
The Department has a very proud record of academic
honours won by its teachers. Details are given in the
website. Briefly, they
have won all the categories of research awards established
by the University in 1998, including the highest honour
bestowed by the University. Specifically, the Department
has won the Distinguished Research Achievement Award
(H. Tong), the Outstanding Researcher Awards (W.K. Fung,
W.K. Li), the Young Outstanding Researcher Award (S.M.S.
Lee), and the Outstanding Research Student Supervisor
Award (W.K. Li). Outside the University, Professor Li and
Professor Fung have each been a Croucher Foundation
Senior Research Fellow. In recognition of Professor Tong’s
path-breaking research in non-linear time series analysis,
he was, in 2000, the sole winner (in Mathematics) of the
National Natural Science Award (Class II) of China and the
first person from Hong Kong elected to a Foreign Membership
of the Norwegian Academy of Science and Letters. In 2007,
he was the first Chinese to receive the Guy Medal in Silver
from the Royal Statistical Society (U.K.) in its 114 years
of history. Few departments of statistics in the world can
boast even one Guy Silver medalist but our Department has
had two. In addition, ten teachers of the Department are
elected members of the International Statistical Institute,
three elected Fellows of the American Statistical Association
and three elected Fellows of the Institute of Mathematical
Statistics.
In the Internal Research Strategic Exercise in 2003, it scored 4.5
out of 5 and in the 2006 UGC RAE, it scored 88.04% which
was slightly above the University average. (HKU was ranked
18th amongst the world's top 200 universities according to the
THES-QS World University Rankings 2007.)
Moreover, the Department was placed No.1 in Asia and No.10 worldwide according to a scientific paper entitled "A Digital Picture of the Actuarial Research Community" by Christian Genest & Alberto Carabarin-Aguirre published in North American Actuarial Journal (2013 Vol. 17, 3-12), in terms of publication pages in the actuarial journals of their study over a 30-year period from 1982 to 2011. In 2011, it was designated a Centre of Actuarial Excellence (CAE) by the US Society of Actuaries (SOA) for a period of five years with the status recently renewed for another five years. It is at this time of writing the only university in Asia receiving the CAE research grant, which amounted to over two million Hong Kong dollars.
In addition to academic excellence, the Department believes
strongly that it is important to serve the society by producing
high quality graduates well trained in statistics, actuarial
science and risk management. It has strived with its best
to equip its students with the state of the art in each
and every course it runs. For instance, a new major B.Sc. (Decision Analytics) was launched in 2015 to meet the needs of the society for talents in the area of data science. HKU Statistics ranked No.1 in Hong Kong/China and No.20 worldwide overall in the QS World University Ranking by Subject 2017. It has also topped the QS ranking as No.1 in Asia for at least 4 consecutive years (2014-2017) in terms of employer reputation.
The Department believes strongly that its
success is impossible without the hard work of its staff,
teaching and non-teaching, the strong support of its students, its alumni,
the industry/commerce and the society in Hong
Kong. It looks forward to closer links with its
alumni and industry/commerce in the future.
In a modern society, the relationship of Town
and Gown has elevated to a higher plateau.
The experience of top North American
universities such as Harvard and Stanford has
demonstrated vividly the important contributions
that industrial and commercial institutions can
make to the cultural and educational life of the
society in which they operate through their
generous donations to the local universities.
The Department is confident that with generous
support from similar institutions in Hong Kong,
China and the neighbouring regions, it will be
able to compete with the best internationally
and achieve its mission of becoming one of
the top Departments of Statistics in the world,
thereby making even greater contributions to the
advancement of the society in Hong Kong and
China in the many years to come.
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