Reggie Xu
CFA, FRM, FSA, MAAA
Director, Investment Solutions
Chicago, IL, US
Reggie Xu is a director of investment solutions within Milliman’s Financial Risk Management Practice. He leads hedging, ALM, and investment strategy efforts within the Capital Markets Group.
Experience
He specializes in derivatives-based hedging solutions across interest rate, equity, FX, and credit markets, and has extensive experience in ALM and asset allocation for insurance and other institutional balance sheets. Reggie works with clients across the U.S., Bermuda, and Asia-Pacific, and regularly contributes to industry conferences and white papers.
Reggie began his career at Security Benefit, focusing on derivatives hedging and general account investments.
Publications and Presentations
- Presented at SOA ImpACT 2025: Advanced Indexing and Hedging Series – Complex Derivatives
- Presented at EQD Asia 2025: Options in Focus – Monetizing the U.S. Macro and Micro Markets
- Presented at SAS 2025: Index-linked Products – Hedging and Investment Considerations
- Presented at Taiwan Insurance Seminar 2025: Index-linked Products Discussion and Investment Considerations
- Presented at ACLI SIMS 2023: Concurrent Session – Derivatives
Professional Designations
- Chartered Financial Analyst (CFA)
- Financial Risk Manager (FRM)
- Fellow of the Society of Actuaries (FSA)
- Member of American Academy of Actuaries (MAAA)
Education
- MS in Mathematical Finance, Illinois Institute of Technology
- BS in Finance, Southwestern University of Finance and Economics, China
Publications
Read their latest work
Article
Exploring RILA and VA synergies through integrated hedging and risk management
17 February 2025 - by John Balbach, Jr, Collin Davidson, Daren Lockwood, Danh Mai, Reggie Xu
Recent industry and regulatory trends give insurers reason to add registered indexed-linked annuities to a variable annuity portfolio.