Qiwen Liu

Director, Custom Core Portfolio Management at Parametric

Qiwen Liu, CFA has a diverse work experience spanning various roles in the financial industry. Qiwen began their career as an analyst at Lehman Brothers, where they specialized in fixed income technology analytics. They then moved on to become a senior analyst and later a fixed income index research senior analyst at Lehman Brothers. Qiwen also worked as an associate in fixed income quantitative strategies at Nomura. In 2013, they joined HomeStreet Bank as a senior treasury analyst. In 2014, Qiwen transitioned to Parametric, where they worked as a portfolio manager, focusing on centralized portfolio management for unified managed accounts. Currently, Qiwen is the director of custom core portfolio management at Parametric. Qiwen's educational background includes an MBA from the University of Washington's Michael G. Foster School of Business.

Qiwen Liu, CFA obtained a MBA in Finance from the University of Washington - Michael G. Foster School of Business from 2012 to 2016. Prior to that, Qiwen Liu earned a Master of Science (M.S.) in Financial Engineering from Fudan University between 2005 and 2008. Qiwen Liu also holds a Bachelor of Science (B.S.) in Computer Science from Tsinghua University, completed from 2001 to 2005. In terms of additional certifications, Qiwen Liu obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute in April 2014. Qiwen Liu has also attended No.2 Caoyang High School, although the dates and degree obtained from there are not mentioned.

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Sammamish, United States

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Parametric

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Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.