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Providing greater certainty, through strength and stability

Products and services outlined on this site are available exclusively to wholesale investors and financial advisers, in the Australian market.

A simple and innovative approach to Managed Accounts

SmartShield Product Benefits

Low cost

Flexible and liquid

A focus on growth

Protection against market declines

Workflow

Easily and efficiently implemented

applicable

Applicable to any investor or advice model

The missing piece: built-in portfolio protection

The missing piece

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SmartShield is available on the following platforms

SmartShield Investment Profiles

SmartShield GSS Investment Profiles

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Brochure

Adviser Case Studies – free download

SmartShield wins award for Managed Account Innovation

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Managed Risk Investing

STRENGTHEN CLIENT CONVERSATIONS

Demonstrating SmartShield to your clients

Resources

News, insights and resources

Article

Protecting portfolios takes on new importance amid market volatility

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Article

The cost of managing downside risk

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Press Release

Milliman’s SmartShield managed accounts surpass $100m as advisers seek solutions to tackle market volatility

Milliman’s SmartShield managed accounts, which offer dynamic protection against market downturns, have passed $100 million in funds under management.

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Article

Why retirees need a new way to balance risk and return in the wake of COVID-19

Learn why retirees need a new way to balance risk and return in the wake of COVID-19.
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Press release

Milliman and Netwealth deliver a unique and affordable investment solution, for advisers and their clients

Milliman, Inc. a global consulting and actuarial firm, has formed a strategic alliance with Netwealth, Australia’s largest non-institutional platform provider, in a significant move which aims to widen the distribution and availability to Australians, of its first range of managed account portfolios with in-built protection, to dampen the effects of market volatility and potential for capital losses.

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Article

Sequencing risk... quantified.

Older investors need to be particularly cognizant of controlling volatility and minimizing the impact of sustained market drawdowns.

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Why it's time to reimagine portfolio protection (and forget about capital protection for good)

Why downside protection, an effective risk management technique used by insurers, is the way to safeguard investment portfolios from extended market downturns.

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Report

Milliman Market Monitor – Monthly Reports

Please click on the following link to view Milliman’s Monthly Market Monitor reports.

We hope that you find the information useful within your own client conversations.

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Portfolio construction lessons from Top Gun

Investors can maintain upside exposure to growth assets and achieve a high level of insulation against market risk by constructing portfolios with Maverick’s confidence and Iceman’s discipline.

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Press release

Milliman appoints new Head of Retail Distribution

Durand Oliver joins Milliman's Australian office as Head of Distribution.

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Article

How to remove nasty surprises from the investment performance conversation

The emotional impact of a downturn shouldn’t be underestimated—it can make investors act in unexpected ways not revealed in a typical risk profile.

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Why the Age Pension helps retirees with losses in turbulent times

The immense value of the Age Pension is often underappreciated when markets are strong, but its worth is never greater than in a crisis.

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Sequencing risk: why investors need to be extra careful

Market downturns are a risk faced by all investors but unfortunately for many older investors, they're exposed more than most.
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ARtICLE

Investing just got harder for your clients

Returns from term deposits and annuities have all but halved in a matter of months. What does it mean for investors and how can they navigate their way through this new low-rate landscape?

Adviser insights

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Article

Don’t let market turmoil derail a good innings

Long-term average returns are important but a ‘duck’ – or market crash – at the wrong time can derail risk-averse investors such as retirees.

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Why not all fund managers offering downside protection are equal

When considering risk management, a digital portfolio simulator shows how not all fund managers offering downside protection are equal.

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Case study: Helping retirees let go of fear

Australians spend their working lives saving for retirement, yet most retirees live in fear that they'll run out of money.

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Case study

Case study: A new way to climb the retirement mountain

We explore an advisor’s use of SmartShield to raise growth assets in pre-retiree portfolios while better protecting the downside risk.

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Why retirees need a unique risk management approach for financial wellbeing

Advisers are well placed to untangle clients’ needs from wants, helping them to make balanced choices that offer both certainty and flexibility.

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Risk management answers the call

Glenn Dibley of Fairway Financial discusses managing financial risk.

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Article

Tackling loss aversion with Milliman

Financial planner Derek Fitzgerald discusses managing loss aversion.

Investor Insights

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A simple way to discuss and manage risk

We all have an innate understanding of risk, though it is often hidden when things are going well, and innate behavioural biases mean we struggle to manage it effectively when circumstances take a turn for the worse.

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How to have better client conversations during a market downturn

While nobody knows what markets will do next, applying the facts to personal situations is much easier and provides some much needed comfort.

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Better client conversations in challenging markets

Helping you have better client conversations when markets become challenging.

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Giving your retiree clients peace of mind

Giving you a unique approach to delivering comfort and peace of mind for your retiree clients.

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Simple ways to discuss risk

Provide your clients with the confidence to invest for growth while maintaining a solid foundation.

SmartShield Insights

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The importance of staying invested

After significant downturns in the stock market, the de-risking trade can prove detrimental to investors, so we explore the importance of staying invested.

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Advisers look under the SmartShield hood: A closer look at how it reshapes risk and return

Milliman explains in a Q&A with financial advisors how SmartShield works and why it provides a compelling reason to stay invested through all market conditions.

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Why a futures-based risk management strategy is simple, affordable and effective

Milliman’s SmartShield hedging strategy is the same one used by major institutions, such as insurers, to manage their portfolio risk through crises such as the global financial crisis and now the coronavirus.

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Article

How to take a simple, flexible and human approach to portfolio construction

The best portfolios should be built on the core principles that drive investor behaviour.

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Removing “surprises” from the investment performance conversation

Our rules-based approach provides you with the predictability and confidence that your portfolio performance requires.

Portfolio construction benefits

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A defensive strategy that invests for growth

Incorporating SmartShield within your investment strategy helps your clients achieve growth while the risk management adds protection during large drawdowns.

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Creating resilient risk profiles to weather all conditions

The SmartShield portfolios have been designed to provide resilience across all risk profiles.

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Plugging the holes in your bucket strategy

SmartShield provides a powerful approach for retirees to remain invested.

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