Minimizing financial risk, maximizing financial security
Milliman is the global leader in financial risk management. Our risk management strategies have been tested for more than 20 years and by three market crises.
Financial risk management solutions
Life & annuity risk management
Milliman offers an end-to-end annuity risk management solution. We start with each client’s seriatim inforce data, calculate liability risk exposures, execute derivatives transactions, and provide performance attribution.
Hedging & overlay services
Milliman's quantitative and investment professionals provide a wide range of customized hedging and overlay solutions to help clients achieve their portfolio management objectives. Services provided include cash equitization, portfolio rebalancing and transition management, liability driven investing and completion management, and currency and interest rate risk management.
Financial reporting
Leveraging MG-Hedge® for financial management, Milliman can produce and deliver statutory and tax valuations, GAAP / IFRS earnings, dynamic hedging results, and more for your balance sheet. We offer various financial reporting methodologies across a broad range of VA products and riders–all optimized for fast run-time.
Execution services
Milliman's global trading team provides customized, cost-efficient solutions for the trading needs of insurance companies, asset managers and pension fund around the globe. Our trading solutions enable clients to focus on core business activities while significantly reducing the burden and costs associated with technology and operations.
Software
Milliman's financial and trading technology team boasts decades of diverse industry experience across software engineering and quality assurance, all brought to bear in the construction of cutting-edge technology solutions. These solutions span high performance computing, quantitative analysis, trading, workflow automation, data management, reporting and visualization, and retirement planning.
Financial risk management strategies
The Milliman Managed Risk Strategy
The Milliman Managed Risk Strategy® is an intelligent portfolio risk management technique that seeks to first prevent portfolio volatility from exceeding a designated threshold, second capture growth in up markets, and third defend against losses during sustained market declines.
Milliman Managed Risk Parity Strategy
The Milliman Managed Risk Parity Strategy® combines the dynamic asset allocation approach of risk parity with the risk mitigating features of volatility management.
Milliman Defined Outcome Strategies
Milliman’s Defined Outcome Strategy capabilities are designed to create clearly defined investment outcomes across broad asset classes and through multiple product structures.