Overview
Milliman helps plan sponsors in the critical development of appropriate investment policies and strategies, providing an integrated process to help meet long-term asset allocation and funding goals.
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Investment committees in today’s economic environment must meet their challenging fiduciary duties with the utmost diligence, especially when it comes to choosing the right allocation and managers for a plan’s assets. Milliman provides independent, unbiased consulting advice that helps committees develop a well-designed discretionary investing strategy in order to meet plan goals. We deliver concise, action-oriented solutions that help trustees and plan sponsors create investment policies, select managers, allocate assets, manage risk, and evaluate performance.
Milliman discretionary advisory services tie together investment plans and goals, providing the following critical elements to any defined contribution program under Section 3(38):
Our discretionary investing team also helps defined benefit plans, through Milliman Portfolio Advisor, a fully bundled, discretionary investment management solution under Section 3(38), encompassing:
Milliman Portfolio Advisor offers the flexibility of our open investment architecture across a full spectrum of asset classes and managers, choosing from mutual funds, collective funds, separate accounts, and specialty assets. This custom approach meets needs not addressed by off-the-shelf services. In addition, your Milliman Portfolio advisor team coordinates closely with your actuarial team, going beyond manager selection and asset allocation, to solve for your specific funding goals. With Portfolio Advisor, all instructions regarding investments and distributions from the trust flow through Milliman. Your portfolio can respond more quickly to the changing market conditions and provide the protection of an ERISA Investment Manager, while offering a best-in-class solution.