I’m happy to share that I’m starting a new position as Founder and CEO at Coastal Square Asset Allocation (CSAA) Consulting, LLC!
CSAA Consulting aims to provide unique and differentiated asset allocation advisory services to asset managers managing assets on behalf of their pension and insurance clients, and for pension plans and insurance companies on LDI, ALM, retirement income strategies and liquidity-aware investing. By employing an integrated asset-liability approach, CSAA consulting utilizes multiple risk and return metrics that not only capture the asset risk, but also capture the excess return and surplus risk resulting from potential asset-liability mismatch. This approach would enable their clients to achieve long-term success and financial stability with higher certainty.
I am very excited about the opportunity discussing with you, your team, your company and your friends about ways we could work together to improve the insurance and pension asset allocation decision making process, and to enhance the management of assets for your clients, and ultimately for the pension fund participants, insurance policy holders and their beneficiaries.
For more information, please visit the CSAA website CSAAConsulting.net, or email me at LXLiu.CSAAConsulting@gmail.com.
Hope to hear from you, and please spread the words.
