Yung-Shin Kung, Managing Director, is Head and CIO of CSAM QIS and one of the industry pioneers in the development and management of liquid alternative investment strategies. Since 2009, he has held various leadership positions in Credit Suisse’s Asset Management area including Head of Portfolio Management – Americas and Global Head of Hedge Fund Research within the Alternative Funds Solutions group. Mr. Kung was a Director at Merrill Lynch in the Financial Products Group from 2006-2009, where he developed and marketed customized structured products and provided advice and guidance to hedge fund investors. Prior to his time at Merrill Lynch, Mr. Kung spent eight years at Credit Suisse First Boston in several departments including structured debt capital markets, technology investment banking, and alternative investments. Mr. Kung began his career at Credit Suisse First Boston in 1997. He served on the Advisory Board of the Rutgers Big Data in San Francisco Certificate Program and is a member of the University of Chicago’s Leaders in Philanthropy. Mr. Kung holds a B.A. in Economics from the University of Chicago, where he was elected Phi Beta Kappa, and fulfilled the college's requirements for a B.A. in Statistics.
Custom Solutions
Our Partnership Model
Custom solutions are fundamentally partnerships. We believe in planning, open dialogue, careful objective setting, and regular ongoing communication with you.
Investment Objectives and Constraints Consultation: we work with you to define investment objectives and specify solution constraints.
Analysis of Pre-Existing Exposures: we analyze your holdings to identify gaps and latent risk concentrations. This analysis forms the basis for ongoing interactive dialogue oriented toward refining investment objectives and focusing risk intentions.
Deliberate Risk Extension
We collect and filter a broad range of third party market and systematic strategy index data (1,200+ indices) to produce a sparse but comprehensive set of exposure benchmarks. This work enables us to decompose any portfolio in common terms, which offer much greater insight than traditional PCA or capital allocation decompositions. The goal is salience.
Highlighting Opportunities
Our seasoned investment professionals apply scientific rigor to the analysis of your portfolio, generating actionable insights we leverage to help you achieve your objectives.
Promoting Consistent Risk Balance
Our active approach recognizes that markets evolve, and seeks to address the dynamic nature of risk and correlation in your portfolio.
CSAM QIS Leadership
Yung-Shin Kung
Managing Director, is Head and Chief Investment Officer of CSAM QIS
