Financial risk management
Financial risk management
Minimizing financial risk, maximizing financial security
Financial risk management solutions
Life & annuity risk management
Financial risk management strategies
Milliman financial risk management insight
Managing fund basis risk amidst the wave of mega-IPOs for variable annuity insurers
With the coming wave of large initial public offerings, hedging practitioners at VA insurers have an opportunity to monitor and combat basis-risk, and position themselves for better balance sheet outcomes.
Introducing InnovatIV™: A forward-looking volatility control index methodology anchored in option-implied risk
To address the shortcomings of volatility control index product design for index-linked annuities, we introduce a forward-looking methodology anchored in option-implied risk.
7 considerations for pricing annuities in a VM-22 PBR world
We discuss seven important considerations as insurers adapt their pricing models and philosophy in the new world of principle-based reserving.
Considerations for new entrants to the pension risk transfer market
The pension risk transfer (PRT) market for defined benefit pension schemes is experiencing a period of growth in various regions around the globe, presenting a potentially attractive opportunity for new entrants.
Managing residual risks within partially annuitised decumulation strategies
We note that the UK Financial Conduct Authority (FCA) published, in March 2024, its thematic review of retirement income advice.
Risk-based rebalancing thresholds
Transaction costs incurred within rebalancing strategies, can result in a material drag on performance.
The case for more female financial advisors
By increasing the number of female advisors, an increasing number of clients can benefit from the unique perspectives and life experiences women bring to help people navigate critical financial decisions.
Educating investors: The importance of making informed decisions
Managing defined contribution pension schemes can be challenging for the average investor.
Managing prosperity across global economies
See how Milliman’s innovative hedging solutions have helped clients weather two global recessions.
Australia’s plan to save retirement
Former Senator and Minister for Superannuation Nick Sherry on why Australia is a global leader in retirement innovation.