Distinct investment strategies—tailored to meet the specific needs of our clients
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.
More than $49b track the strategy, making it the largest dynamic equity risk management strategy in the world.
Used in more than 80 variable insurance trusts, mutual funds, exchange-traded funds, and collective investment trusts.
Carried out via a global trading platform with offices strategically located in Chicago, Sydney, and London.
Can a managed risk strategy stabilize volatility while providing for lower drawdowns during periods of sustained market decline?
Indices are democratizing risk management, bringing data and tools previously only available to large financial institutions to financial advisors. Milliman Financial Risk Management’s Adam Schenck joins S&P DJI’s Shaun Wurzbach and Vinit Srivastava to discuss applications and the range of markets tracked by the innovative S&P Managed Risk 2.0 Index Series.
Innovation in financial services, especially where retirement assets are concerned, must be rigorously tested and employed with the utmost care.
We're passionate about partnering with people to solve complex problems and develop innovative and disruptive investment solutions.