Milliman understands the unique pressures felt by endowment and foundation-fund trustees: Funds must grow enough to cover planned disbursements and keep up with inflation or the organization's ability to fulfill its mission is endangered. But donors also must be assured that their gifts are safeguarded from undue risk.
Nonprofit-sector clients come to Milliman for our depth of global investment consulting expertise—we have more than $350 billion in a variety of fund types under consultancy.
Milliman helps funds allocate to traditional asset classes of U.S. and international stocks, bonds, and real estate, and to hire and monitor investment managers in these key areas.
In addition, understanding the current trend toward moving out of traditional asset classes, we also can guide clients interested in exploring alternative investment strategies. Our expertise in nontraditional and alternative asset classes includes:
- emerging markets
- REITs
- global equity markets
- venture capital
- hedge funds
- distressed securities
- private equity funds
Milliman excels in helping clients establish appropriate private-equity allocations. As well, we assist clients in devising well-diversified strategies that focus on long-term results.
Relying on the latest intelligence from our research staff, Milliman experts design well-balanced asset allocation plans that help smooth returns year to year. Our research allows us to stay at the forefront of emerging investment opportunities.
