Profile
Ms. Xi Liu, CFA, is a Senior Vice President & Head of Strategy Research & Equity Strategies at Research Affiliates LLC.
She manages research and development activities for the firm's systematic equity strategies, including data standardization, signal creation and implementation research, product design and customization, implementation validation, portfolio analytics, and risk attribution.
Previously, Ms. Liu worked as an Associate in the Enterprise Data Group at Morgan Stanley, responsible for standardizing large-scale time-series data to facilitate investment decisions.
She earned a BS with honors in biomedical engineering from Zhejiang University in China, an MS in biomedical engineering from the University of Rochester, and an MS in statistics from Cornell University.
She holds the Chartered Financial Analyst designation with a membership in the CFA Institute and CFA Society Orange County.
Xi Liu active positions
| Companies | Position | Start |
|---|---|---|
Research Affiliates LLC
Research Affiliates LLC Investment ManagersFinance Research Affiliates offers various investment strategies which based on their proprietary research which has shown that an index based on market capitalization tends to overweight overvalued stocks and underweight undervalued stocks, resulting in a performance drag. | Analyst-Equity | 01/01/2011 |
Former positions of Xi Liu
| Companies | Position | End |
|---|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Training of Xi Liu
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Rochester Christian University
Rochester Christian University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Research Affiliates LLC
Research Affiliates LLC Investment ManagersFinance Research Affiliates offers various investment strategies which based on their proprietary research which has shown that an index based on market capitalization tends to overweight overvalued stocks and underweight undervalued stocks, resulting in a performance drag. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Zhejiang University
Zhejiang University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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