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Nomisma R&D Management LLC

This page is intended for administrators, insurance carriers, and fiduciaries evaluating Nomisma for platform or mandate approval.

Download:    Investment Manager Overview (PDF)

Key Facts

  • Role: Discretionary IM

  • Vehicle: IDF / MIV compatible

  • Instruments: Exchange-traded, centrally cleared (e.g. CME/COMEX)

  • Reporting: Daily reconciliation / periodic NAV

  • Investor direction: None permitted

  • NDA: Available

    • Institutional Investment Management Designed for Insurance-Linked Capital

    Nomisma R&D Management LLC is a discretionary investment manager providing systematic, quantitative investment management services for institutional and insurance-linked structures. Our mandates are designed to integrate cleanly with independent fund administrators, custodians, trustees, and insurance carriers supporting private placement life insurance (PPLI / PPVUL) and related platforms.

    This page summarizes our investment, risk, and operational framework for due-diligence and onboarding purposes.

    Investment Mandate Overview

    Role: Discretionary Investment Manager
    Decision Authority: Sole discretion over portfolio construction, execution, and risk management
    Investor Direction: None permitted


    Nomisma manages portfolios pursuant to written investment management agreements. All strategies are systematic in design and implemented without policyholder or investor direction, customization, or control.

    Mandates are structured to operate within:

    • Insurance-Dedicated Funds (IDFs)

    • Master Investment Vehicles (MIVs)

    • Insurance-linked investment programs (PPLI / PPVUL)

    • Fiduciary-controlled and trust-owned structures

    Strategy Characteristics (High Level)

  • Systematic, rules-based quantitative strategies

  • Focus on liquid, exchange-traded markets

  • Central clearing and transparent price discovery

  • Scalable execution suitable for institutional capital

  • Designed for auditability and administrator reporting

    • Detailed strategy documentation is available under NDA.

    Risk Management Framework

    Risk management is embedded at every stage of the investment lifecycle and is designed to meet administrator and carrier expectations:

    • Pre-trade exposure and concentration limits

    • Margin survivability under adverse stress scenarios

    • Volatility-adaptive position sizing frameworks

    • Hard caps on portfolio and cluster-level exposure

    • Drawdown monitoring and risk throttling mechanisms

    • No leverage practices inconsistent with exchange or carrier guidelines

    Risk parameters are defined at the fund level and are not adjustable by policyholders or investors.

    Governance & Investor-Control Safeguards

    Nomisma maintains strict controls to ensure compliance with insurance-linked investment requirements and investor-control doctrine:

    • No investor or policyholder trading authority

    • No post-issuance customization of strategy parameters

    • No communication of trade instructions from owners or insured parties

    • Clear separation between ownership, insurance policyholders, and investment decision-making

    All portfolio decisions are made exclusively by Nomisma in its capacity as discretionary investment manager.

    Operational Infrastructure

    Nomisma is designed to operate within a fully independent, third-party institutional ecosystem:

    • Independent fund administrators (daily or periodic NAV support)

    • Tier-one custodians and clearing brokers

    • Exchange-cleared execution venues

    • External audit and valuation support

    • Administrator-friendly trade, cash, and position reporting

    Our operational workflows are structured to support:

    • Daily reconciliation

    • Transparent valuation

    • Carrier and trustee reporting requirements

    Reporting & Transparency

    Nomisma supports administrator and carrier reporting needs, including:

    • Trade blotters and position files

    • Daily or periodic NAV inputs

    • Cash and margin reporting

    • Risk and exposure summaries

    • Audit support documentation

    Reporting formats are coordinated directly with the appointed administrator.

    Regulatory & Legal Positioning

    Nomisma R&D Management LLC provides investment management services only.

    • We do not act as an insurer or insurance intermediary

    • We do not provide tax or legal advice

    • We do not offer retail investment products

    All services are provided on a discretionary basis pursuant to applicable investment management agreements and governing documents.

    Engagement Process

    For administrators, carriers, or fiduciaries evaluating Nomisma for inclusion on an approved manager platform:

    1. Initial discussion (introductory call)

    2. NDA execution

    3. Strategy and risk documentation review

    4. Operational and reporting alignment

    5. Formal onboarding and mandate approval

    Nomisma works collaboratively with administrators and carriers to ensure smooth integration and ongoing operational consistency.

    Institutional Contact

    For administrator, carrier, or fiduciary inquiries:

    Headquarters: 1309 Coffeen Avenue Suite 1200, Sheridan, WY 82801, United States

    Email: info@nomismallc.com

    Phone: +1-408-829-5307 (California office - by appointment)


    NDA-backed discussions are welcomed.