Services
Investment




Market developments

With the public markets fluctuating dramatically, major institutional investors rely on Milliman's expert knowledge of every asset class.

Asset allocation

We help clients choose asset targets to achieve the returns they seek while minimizing risk.

Manager evaluation

We visit with hundreds of managers in person each year as part of our extraordinarily thorough evaluation process.

Performance measurement

Our robust tracking systems provide constant data for useful and accurate performance analysis.

Asset/Liability Modeling & LDI

Milliman can help plan sponsors boost the risk tolerance of their assets through the use of asset-liability management (ALM), which shows the consequences of different investment options, and liability-driven investment (LDI), which helps match assets more closely to liabilities.

Investment policy

We work with clients both to establish initial investment policies and to revise them as circumstances change.

Investment structure

We translate asset allocation decisions into best-in-class investments, identifying strategies and styles for achieving your goals.

Microinsurance

Milliman provides deep expertise and a broad array of insurance and financial perspectives to microinsurance efforts all over the world.

Investment education

We offer seminars on emerging industry trends, conduct investment conferences, and provide ongoing education.