About the Founder

Louis Liu, PhD., CFA, ASA, MAAA,  is a seasoned investment professional with extensive actuarial background and experience in pension and insurance asset allocation, portfolio management and fixed income quantitative investment.  Louis offers proven expertise in working with pension plans, life/annuity and property/casualty insurers with needing a thoughtful partner to develop investment strategies and products to meet the needs of various liabilities.

In his early career, Louis worked at the large insurer Lincoln National Corporation (now part of Lincoln Financial Group), followed by more than two decades with Wellington Management, in various roles, including portfolio manager, fixed income strategist, pension and insurance strategist, where he helped grow the company’s combined AUM in insurance and pension LDI to over $250 billion as of June 30, 2023.  The insurers and pension plans Louis worked with most closely in the past 10 years ranged from $100 million to over $10 billion in AUM, including multiple long-term clients with AUM over $1 billion. He also conducted and led extensive research on retirement income strategies and feasibility studies for retirement income products. 

Louis was a key member of Wellington’s FRM (Financial and Reserve Management) and a founding member of their pension LDI team. He has worked with all major insurance and pension clients on asset management and strategic asset allocation.