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About
Yi Shao, PhD, serves as an Associate Portfolio Manager at Chandler Asset Management, Inc. in Dublin, Ohio, where she focuses on supporting the firm's multi-asset class (MAC) strategy and overall portfolio management process. In her role, she is responsible for implementing diversified investment solutions across a range of asset classes, helping structure customized portfolios for institutional clients with risk/return profiles tailored to client objectives.
Dr. Shao specializes in managing portfolios that span stocks, fixed income securities, real estate investment trusts (REITs), and commodities, primarily using low-cost investment vehicles such as ETFs and mutual funds to deliver broad market exposure. Her specific asset focus includes domestic and international equities, fixed income, real estate, and commodities, as part of Chandler's disciplined, quantitative, and qualitative investment approach.
Prior to joining Chandler in 2024, Dr. Shao held investment roles at Nationwide and risk management positions at The Huntington National Bank, strengthening her expertise in quantitative analysis, portfolio construction, and risk mitigation. She holds a PhD in Economics from Oklahoma State University and a Master of Science in Applied Economics from East Carolina University, providing a strong academic foundation for her contributions to investment management and risk analysis in the multi-asset class sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chandler Asset Management, Inc. | Associate Portfolio Manager | Dec 2024 to Present | — |
| Nationwide | Investment Professional | Aug 2019 to Present | — |
| The Huntington National Bank | Risk Management Specialist | Feb 2015 to Present | Participate in the annual CCAR and DFAST exam. Responsible for validating the model and reporting the results. The validation process include: input data analysis, conceptual soundness evaluation, out... |
| Oklahoma State University | Instructor | Aug 2011 to Aug 2014 | Instructor of Econ1113, The Economics of Social Issues, A economic class for non-econ major undergraduates. Independently running the class. The responsibility include: giving lecture, making tests, a... |
Education
Oklahoma State University
Doctor of Philosophy (PhD), Economics
2009 — 2014
East Carolina University
Master of Science (M.S.), Applied Economics
2008 — 2009
Skills & Expertise
Others at Chandler Asset Management, Inc. (16)
| Name | Role | Location |
|---|---|---|
| Senior Portfolio Strategist | Los Angeles, CA , United States | |
| Deputy Chief Investment Officer | United States | |
| Senior Portfolio Manager | San Diego, CA , United States | |
J Julie Hughes | SVP, Portfolio Strategist | Denver, CO , United States |
| Associate | San Diego, CA , United States | |
R Rare Williams | Associate Portfolio Manager | San Diego, CA , United States |
| Deputy Chief Investment Officer, Chandler Asset Management | Bainbridge Island, WA , United States | |
| Senior Portfolio Strategist | Atlanta, GA , United States | |
S Stephen Church | Trader and Portfolio Manager | San Diego, CA , United States |
T Ted Piorkowski | Senior Vice President Portfolio Manager | San Diego, CA , United States |
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