Coastal Square Asset Allocation Consulting, LLC (CSAA) was founded by Dr. Xisuo (Louis ) Liu, a long-time Managing Director of Wellington Management. Louis led the research and development of Strategic Asset Allocation (SAA) and Liability Driven Investment (LDI) strategies for Wellington’s insurance and pension clients representing AUM of over US$250 billion as of June 30, 2023.
CSAA provides unique, in-depth consulting services to:
- Asset managers in support of their pension and insurance clients.
- Insurers of varies types (Global, re-insurer, captive, run-off)
- Pensions at various stages of funding
- Other institutions utilizing asset-liability management techniques (Project funding, CLOs, etc.)
Please refer to the “Services” tab for more information.