Li-Lan Kuo
Plus aucun poste en cours
Profil
Ms. Li-Lan Kuo, CFA, is Senior Researcher at Research Affiliates LLC.
She 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.
She has co-authored various papers published in peer-reviewed journals.
Previously, Ms. Kuo 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.
Ms. Kuo 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.
She 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.
Anciens postes connus de Li-Lan Kuo
| Sociétés | Poste | Fin |
|---|---|---|
Research Affiliates LLC
 Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Analyst-Equity | 01/01/2020 |
IndyMac Bancorp, Inc.
 IndyMac Bancorp, Inc. Regional BanksFinance IndyMac Bancorp, Inc. operates as the holding company for IndyMac Bank, F.S.B., a thrift/mortgage bank that provides mortgage products and services. It operates in two segments namely, mortgage banking and thrift. The mortgage banking segment offers adjustable-rate mortgages, intermediate term fixed-rate loans, pay option ARMs, fixed-rate mortgages, conforming and non conforming loans, construction-to-permanent loans, subprime mortgages, home equity lines of credits and reverse mortgages. The thrift segment offers single-family residential mortgage loans and also provides construction financing for individual consumers for building a primary residence or second home. The company was founded in 1985 and is headquartered in Pasadena, CA. | Corporate Officer/Principal | - |
Formation de Li-Lan Kuo
| National Central University | Graduate Degree |
| University of Southern California | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Research Affiliates LLC
Research Affiliates LLC Investment ManagersFinance Research Affiliates LLC is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded in 2002 by Robert Arnott and Jason Hsu. They are a subsidiary of Research Affiliates Global Holdings LLC. Research Affiliates provides discretionary management and advisory services to private funds and discretionary and non-discretionary sub-advisory services to an independent, third-party investment adviser for unaffiliated registered investment companies, separately managed accounts and private funds. | Finance |
IndyMac Bancorp, Inc.
IndyMac Bancorp, Inc. Regional BanksFinance IndyMac Bancorp, Inc. operates as the holding company for IndyMac Bank, F.S.B., a thrift/mortgage bank that provides mortgage products and services. It operates in two segments namely, mortgage banking and thrift. The mortgage banking segment offers adjustable-rate mortgages, intermediate term fixed-rate loans, pay option ARMs, fixed-rate mortgages, conforming and non conforming loans, construction-to-permanent loans, subprime mortgages, home equity lines of credits and reverse mortgages. The thrift segment offers single-family residential mortgage loans and also provides construction financing for individual consumers for building a primary residence or second home. The company was founded in 1985 and is headquartered in Pasadena, CA. | Finance |
