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MetLife launches Investment Portfolio Architect

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MetLife has launched the MetLife Investment Portfolio Architect, an investment-focused variable annuity. 

The product is designed with a flexible framework to accommodate both investors who wish to build their own portfolios, as well as those who seek asset allocation guidance. This flexibility allows investors and their financial professionals to create custom solutions to help the investor achieve his or her individual financial goals while also providing all the traditional benefits offered by a variable annuity.

“At MetLife, we are committed to providing solutions to clients and financial professionals focused on accumulating wealth in a simple and efficient manner,” says Elizabeth Forget, Executive Vice President, MetLife Retail Retirement & Wealth Solutions. “The goal of MetLife Investment Portfolio Architect is to provide a flexible framework with well-curated investment choices, including access to the additional diversification alternative investments can offer, coupled with all the benefits of a variable annuity.”

As a variable annuity, MetLife Investment Portfolio Architect affords investors the chance to grow their investments on a tax-deferred basis, receive guaranteed income payments for life and withdraw portions of their account value to meet unexpected financial needs. Additionally, investors may purchase an optional return of premium death benefit that provides protection of their principal.

The MetLife Investment Portfolio Architect enables investors to further diversify their portfolios and manage portfolio risk through the addition of alternative investments. At the same time, it provides a flexible investment framework including 80 thoughtfully cultivated traditional and alternative investment options and 14 Blueprint Models. The models have been designed by MetLife Advisers, LLC working with Wilshire Associates, a leading provider of investment advice.

“Wilshire has been providing sophisticated investment advice to institutional and retail investors for more than three decades,” says Jason Schwarz, president of Wilshire Funds Management. “This latest expansion of our relationship with MetLife features an innovative suite of outcome-oriented portfolio solutions that include alternative investment strategies. Improving diversification through the use of alternative investments in a turn-key asset allocation framework can provide a simplified tool to improve outcomes for investors.”

Each of the Blueprint Models includes an alternative strategy component, the Permal Alternative Select VIT Portfolio, currently offered exclusively through MetLife Investment Portfolio Architect.

“With Permal Alternative Select VIT we are providing exposure to a wide range of investment approaches through leading alternative managers, many of whom we have known over long periods of time, who together can provide investors with a greater level of asset class diversification,” says Shane Clifford, Executive Vice President, Permal Group.

The Permal Alternative Select VIT is an open-ended alternative portfolio sub-advised by select leading hedge fund managers with a multi-manager, multi-strategy approach which allocates to various types of alternative investment strategies including: equity hedge, event driven, global macro and relative value managers.

“We’re pleased to be partnering with Wilshire Associates, Permal Group, Legg Mason and other reputable asset management firms to deliver a solution that will provide investors the opportunity for maximum diversification combined with the benefits of tax deferral and the protection of an optional return of premium death benefit,” says Forget. “The MetLife Investment Portfolio Architect’s flexible design and streamlined approach meet the needs of today’s investors.”

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