Lydia Luo

Investment Analyst / Team Leader

Lydia has been working as an investment analyst for Consilium for over 4 years and is a member of the Consilium Investment Committee.

The primary focus of Lydia’s role includes monitoring the model portfolio’s performance, risk and attribution, coordinating quarterly client reporting and presentation, and assisting with strategic asset allocation and RFP.

Before working at Consilium, Lydia was in the managerial roles in a couple of products and services firms. In this role, Lydia involved product development, planning, decision making and communication with internal and external sources.

Lydia has a Bachelor of Commerce majoring in Operations Research and a Master degree in Applied Finance and Economics from the University of Canterbury. Lydia is a candidate in the CFA® program and is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct.