Li-Lan Kuo conducts product and analytic research related to smart beta strategies. Her work includes validating portfolio constructions and simulating strategies. She also participates in the research and development of low-volatility equity strategies. Li-Lan has co-authored various papers published in peer-reviewed journals.
Previously, she was a senior analyst at IndyMac, where she was responsible for prepayment research. She also worked in Taiwan as a team leader for Taiwan Securities Co, Ltd., and as a business process and web system developer for Trend Micro Inc.
In 2015, Li-Lan and her co-authors won a Bernstein Fabozzi/Jacobs Levy Outstanding Article award for "A Study of Low-Volatility Portfolio Construction Methods" published in the Journal of Portfolio Management. Li-Lan holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County. She also holds the Financial Risk Manager designation.
Li-Lan earned BS and MS degrees in computer science and information engineering from National Central University, Taiwan. She received her MS in mathematical finance from the University of Southern California.