Xi Liu

CFA

Vice President, Product Research

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Xi Liu conducts quantitative research to support the firm's existing products and to develop new investment strategies, with particular attention to alternative investment strategies in the global equity and foreign currency markets. She is also responsible for supervising research data management and the process of validating portfolio constructions in production.

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 holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.

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.

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