Liu Liu
SVP, Director, Investment Research & Management at BOK Financial
- Role
- Director, Investment Research & Management at BOK Financial
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About Liu Liu
Experienced Director of Research and CFA Charterholder with a demonstrated history of successfully managing multi-asset and multi-manager strategies, as well as investment due diligence research. Lead a team of portfolio managers and responsible for the management of model portfolios and collective investment trusts including target-date funds and target-risk funds. Create asset allocation framework including developing Capital Market Assumptions and establishing strategic and tactical asset allocation targets using advanced techniques to enhance risk-adjusted returns. Evaluate, select, and monitor mutual funds, exchange-traded funds, and separate account managers. Oversee investment operations.
Experience
Director, Investment Research & Management
Mar 2019 — Present
Education
The University of Tulsa
Master of Science, Finance
Jinan University
Bacholers in Economics, Finance
Skills
- Portfolio Management
- Asset Allocation
- Investment Strategies
- Policy/Procedure Development
- Compliance
- Wealth Management
- Chartered Financial Analyst
- Alternative Investments
- Asset Management
- Analysis
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