Milliman—together with Evaluation Associates, its wholly owned subsidiary—is one of the country's largest investment consulting firms in terms of assets under advisement. Our consultants apply a proven knowledge of investments and asset allocation, backed by Milliman’s highly regarded proprietary analytical and modeling tools. Our full menu of services helps sponsors review or create investment policy, model asset liability, identify investment managers, and evaluate performance results. Whether you’re responsible for an endowment, defined benefit pension funds, profit-sharing plan, or a 529 plan, Milliman delivers unbiased guidance for investment programs to help meet your goals.
Developing a successful fund strategy requires attention to detail, a clear understanding of plan goals, and expertise in current asset-allocation trends and practices—applied consistently over the long term.
Manager evaluation
We know fund managers. We visit dozens of managers in-person yearly and maintain a proprietary database of more than 1,500 managers. How does your fund manager stack up? We can tell you.