Ask the tough questions. We’re ready for them.
Milliman excels at translating asset allocation decisions into best-in-class investments. Our services include assisting clients in identifying the strategies and styles they want to use to achieve their goals.
When we've determined the desired approach, we can use our proprietary database of information on funds, and personal knowledge of manager track records, to select appropriate options for a client based upon that client's strategy.
Milliman experts never work for commissions or manage funds, so our advice is unbiased. Our focus is entirely in achieving the client's desired result.
Clients include all sizes of public and corporate defined benefit and defined-contribution plans, Taft-Hartley plans, profit sharing, college plans, endowments, and foundations.
We offer advice on current investment strategies and regulatory changes, including:
Milliman brings more than 30 years of investment consulting experience to bear, working with clients toward achieving the highest possible return at the lowest possible level of risk.
One hospital client came to Milliman for a review of its retirement plan investment structure. Two-thirds of the plan was invested with one manager, 60% in stocks and 40% in bonds.
Milliman's review found the stock mix was solid—although in need of updating—but the bond side was performing poorly. Our consultants worked with plan trustees to craft a new investment structure proposal with a more robust mix of large cap, small cap and non-U.S. equities. We recommended some managers be replaced and the company made these changes. The fixed-income allocation was lowered and some of the funds redirected to carefully selected hedge funds.
The results: Over the next three years, Milliman tracked the performance of the old portfolio versus the performance of the new investment mix. In each of the three years, the new portfolio outperformed the plan goals. Past performance, of course, is no guarantee of future results.