Rick W. Liu

About Rick W. Liu

I am an experienced portfolio manager and investment professional in US and global credit, with particular focus in leveraged finance, high yield and crossover credit bond strategies. As a leader brought on to start the credit capability in HSBC AM New York office, we have grown to over $25bn assets under management over the past 15 years with multiple fixed income capabilities, and helped develop a rigorous and proven investment process for fundamental research, security selection, relative value analysis, sector positioning, and credit beta and risk management. I am also a key member of the global credit allocation committee, driving macro investment allocation decisions between geographies and asset classes within the broader fixed income platform.

Experience

1. Senior Portfolio Manager - High Yield and Flexible Credit at Hsbc Asset Management

   HSBC

   Jan 2011 — Present · New York, NY, US

   Lead PM for US and global flexible credit, multi-asset credit, and total return credit strategies Senior leader for HSBC high yield and leverage finance team Steering member of global credit allocation investment committee N. America lead for HSBC Diversity Equity and Inclusion Portfolio and Strategies under management: HSBC Global High Income Bond HSBC Strategic Income HSBC Global Corporate Fixed Term Bond HSBC US Income Focused HSBC US High Yield HSBC Global High Yield HSBC Global Short Duration High Yield HSBC ESG Global High Yield

Education

• The University of British Columbia

  Bachelor of Commerce, Finance (Honors)