MIO Partners, Inc.
Ka-Ling (Kary) Liu is an experienced investment data professional currently serving as an Investment Data Manager and previously as a Senior Investment Data Analyst at MIO Partners, Inc. since October 2015. Prior to this, Ka-Ling held roles at BlackRock as an Intermediary Contract and Control - Team Assistant, where responsibilities included reviewing and reconciling over 600 invoices annually and analyzing financial impacts of fund fluctuations. At Legg Mason, Ka-Ling progressed from Analyst to Assistant Vice President in International Transfer Agent Oversight, providing operational support and accounting oversight for LM Offshore Funds and managing numerous share classes and daily trades. Ka-Ling earned a Bachelor of Science degree in Finance from SUNY New Paltz in 2007.
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MIO Partners, Inc.
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MIO (and related entities) is an indirect, wholly-owned subsidiary of McKinsey & Company and was formed in the early 1980s to provide asset management services for McKinsey’s retirement plan. Over time, we have expanded to support after-tax investments by McKinsey’s current and former partners, primarily by making available funds already offered in the retirement plan. Our aim was to provide partners with convenient, time-saving investment options, including access to alternative investments. Today, we are a company of approximately 200 people managing retirement and after-tax investments for roughly 30,000 current and former McKinsey employees. A key element of our operating model is that we operate at-cost, generating no profit for either MIO or McKinsey. Our incentives are aligned with those of our investors due to significant management participation in the funds.