Chong Li

Chong Li is a Professor in the Department of Economics at Duke University's Trinity College of Arts & Sciences. He maintains dual affiliation with Sichuan University in China, where he is associated with the School of Economics in Chengdu.

• Duke University, Department of Economics, Trinity College of Arts & Sciences
• Sichuan University, School of Economics, Chengdu

Dr. Li's research focuses on mutual fund performance, investment analysis, and comparative studies of index funds and ETFs. His work examines the nuances of financial markets with particular attention to performance metrics, tax efficiency, and cost structures of different investment vehicles. His publications consistently analyze multiple dimensions of fund performance including pre-tax and after-tax returns, tax efficiency, expense ratios, turnover, diversification, and benchmark tracking precision.

His research reveals important insights about how different fund structures impact investor returns beyond just headline expense ratios, showing that factors like tax efficiency and diversification significantly affect long-term performance. Dr. Li's work has practical implications for individual investors, institutional fund managers, and retirement plan administrators seeking optimal investment strategies.

Dr. Li has collaborated extensively with Edward Tower at Duke University on numerous studies examining investment fund performance. His research on the Duke University Retirement Plan's equity mutual funds provides specific guidance for institutional investors.