Milliman Investment Consulting

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Milliman Investment Consulting (Milliman IC) is a global firm offering a comprehensive suite of investment advisory services to institutional investors. With a history spanning several decades, Milliman IC provides tailored solutions to pension plans, endowments, foundations, healthcare organizations, insurance companies, and other large pools of capital.

Their core expertise lies in helping clients develop and implement investment strategies that align with their specific goals, risk tolerance, and regulatory requirements. This involves a deep understanding of the client’s unique circumstances, coupled with rigorous quantitative analysis and qualitative insights.

Milliman IC’s services encompass several key areas. Investment Strategy Consulting focuses on crafting long-term asset allocation frameworks, developing investment policies, and conducting liability-driven investing (LDI) analyses. They assist clients in determining the optimal mix of asset classes to achieve their desired returns while managing risk effectively.

Manager Selection and Monitoring is another critical service. Milliman IC leverages its extensive research capabilities and due diligence process to identify and recommend high-quality investment managers across various asset classes. They monitor manager performance, conduct operational reviews, and provide ongoing recommendations to ensure managers are aligned with client objectives.

Actuarial and Investment Integration is a differentiating factor for Milliman IC, leveraging their actuarial heritage. Their understanding of actuarial principles allows them to seamlessly integrate investment strategies with liability considerations, particularly for pension plans and insurance companies. This integrated approach helps clients manage funding levels and navigate complex regulatory environments.

Alternative Investments are a significant part of their offering. Milliman IC has a dedicated team focused on researching and recommending alternative investments, such as private equity, hedge funds, real estate, and infrastructure. They assist clients in accessing these less liquid asset classes while carefully managing the associated risks and complexities.

ESG and Responsible Investing are increasingly integrated into their investment process. Milliman IC helps clients develop and implement ESG (Environmental, Social, and Governance) strategies, aligning investment decisions with their values and contributing to sustainable outcomes. This includes incorporating ESG factors into manager selection, asset allocation, and engagement activities.

Milliman IC distinguishes itself through its independent and objective advice. They operate as a fee-based advisor, ensuring their recommendations are solely in the best interests of their clients. Their global presence allows them to serve clients across diverse geographies, providing local expertise with a global perspective.

In summary, Milliman Investment Consulting provides comprehensive investment advisory services to institutional investors, encompassing investment strategy, manager selection, actuarial integration, alternative investments, and ESG considerations. Their focus on independent advice and tailored solutions helps clients achieve their investment goals while managing risk effectively.