Xi Liu, CFA

Xi Liu, CFA

Senior Vice President, Investment Infrastructure, Equities

Xi Liu, a senior vice president on the Investment Infrastructure|Equities team leads the firm’s simulation development initiative, focusing on the development of a set of modular tools to facilitate simulation activities in backtesting for product design and customization, exploratory research, and analytics. She also conducts quantitative research to support Research Affiliates’ equity strategies.

Previously, Xi worked as an associate in the Enterprise Data Group at Morgan Stanley with responsibility for standardizing large-scale time-series data to facilitate investment decisions.

Xi earned a bachelor’s degree 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. Xi holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.

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