Profile
Ms. Jennifer Xu is a Director at Advisor Partners II LLC.
She leads the investment management team and overseas portfolio implementation and risk management.
Additionally, she interfaces directly with firm clients and provides quantitative portfolio analysis.
Ms. Xu was previously employed as a Senior Portfolio Manager by Advisor Partners LLC.
She obtained a BA in Economics and Actuarial Sciences from the University of Illinois at Urbana-Champaign and a Masters degree in Statistics from Columbia University.
Jennifer Xu active positions
| Companies | Position | Start |
|---|---|---|
Advisor Partners II LLC
Advisor Partners II LLC Investment ManagersFinance Advisor Partners invests primarily in exchange-traded equity securities, exchange-traded funds (ETFs), and American Depository Receipts (ADRs). The firm uses a combination of qualitative and quantitative statistical analysis to build client-specific portfolios that track specific benchmarks. In managing individual accounts, they use a quantitative portfolio construction methodology with the objective of building a portfolio that fits the client’s individual needs. | Head-Equity Investments | 01/01/2024 |
Former positions of Jennifer Xu
| Companies | Position | End |
|---|---|---|
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners applies a research-driven, systematic approach to creating equity portfolios. The firm uses a combination of qualitative and quantitative statistical analysis to build client-specific portfolios that track specific benchmarks. In managing individual accounts, they utilize a quantitative portfolio construction methodology with the objective of building a portfolio that fits the client’s individual needs. Advisor Partners invests primarily in exchange-traded equity securities, exchange-traded funds (ETFs), and American Depository Receipts (ADRs). | Analyst-Equity | 15/08/2022 |
Training of Jennifer Xu
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners applies a research-driven, systematic approach to creating equity portfolios. The firm uses a combination of qualitative and quantitative statistical analysis to build client-specific portfolios that track specific benchmarks. In managing individual accounts, they utilize a quantitative portfolio construction methodology with the objective of building a portfolio that fits the client’s individual needs. Advisor Partners invests primarily in exchange-traded equity securities, exchange-traded funds (ETFs), and American Depository Receipts (ADRs). | Finance |
Advisor Partners II LLC
Advisor Partners II LLC Investment ManagersFinance Advisor Partners invests primarily in exchange-traded equity securities, exchange-traded funds (ETFs), and American Depository Receipts (ADRs). The firm uses a combination of qualitative and quantitative statistical analysis to build client-specific portfolios that track specific benchmarks. In managing individual accounts, they use a quantitative portfolio construction methodology with the objective of building a portfolio that fits the client’s individual needs. | Finance |
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