Milliman FRM Strategies
Distinct investment strategies—tailored to meet the specific needs of our clients
The Milliman Managed Risk Strategy
The Milliman Managed Risk Strategy® (MMRS) is an intelligent portfolio risk management technique that seeks to 1) prevent portfolio volatility from exceeding a designated threshold, 2) capture growth in up markets, and 3) defend against losses during sustained market declines.
The links below are illustrative of strategies developed fully or in part by Milliman Financial Risk Management LLC. Clicking a link below will cause you to leave the Milliman Financial Risk Management LLC website. Each respective link may contain information concerning investments, products or other information. This information is not intended to be a recommendation, offer, solicitation or advertisement to buy or sell any securities, securities related product or service, or investment strategy, nor is it intended to be to be relied upon as a forecast, research or investment advice.
Largest in the world
More than $49b track the strategy, making it the largest dynamic equity risk management strategy in the world.
Insurance trusts
Used in more than 80 variable insurance trusts, mutual funds, exchange-traded funds, and collective investment trusts.
Global platform
Carried out via a global trading platform with offices strategically located in Chicago, Sydney, and London.
2021 MARC5 Commentary
The Milliman Managed Risk Strategy
Exploring managed risk strategy
Innovation in financial services, especially where retirement assets are concerned, must be rigorously tested and employed with the utmost care.
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