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

Our new Managed Accounts combine our global experience in risk management, with investment expertise to present advisers and their clients, access to a smarter approach to achieving their financial goals.

SmartShield Product Benefits

Low cost

 

Flexible and liquid

 

A focus on growth

 

Protection against market declines

 
Workflow
Workflow

Easily and efficiently implemented

 
applicable

Applicable to any investor or advice model

 
The missing piece: built-in portfolio protection

The missing piece

Combined with all the benefits of a traditional portfolio, we have applied our expertise in risk management to the new SmartShield Managed Accounts, to include a high level of insulation against market risk. Designed to give you control and the power to choose the level of protection required to suit your client’s needs, with the added flexibility to turn it on and off.
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SmartShield wins award for Managed Account Innovation

We are delighted to have won the Innovation category at the 2020 IMAP Managed Account Awards.

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SmartShield Investment Profiles

Click the links below each icon to learn more.

Moderate

 

Balanced

 

Growth

 

High Growth

 

SmartShield GSS Investment Profiles

Please note that the following profiles are available exclusively on Netwealth, as part their core menu.

Moderate

 

Balanced

 

Growth

 

High Growth

 

News, insights and resources

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

Spending patterns — providing comfort to retirees in a volatile market

The faster-than-expected drop-off in retiree spending casts doubt on some common rules of thumb and suggests that financial plans for retirees that assume a steady or increasing spending over time may be conservative relative to actual behaviour.

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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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Article

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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Article

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?
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Press release

Milliman and HUB24 launch solution to tackle market uncertainty

Milliman, Inc. a global consulting and actuarial firm, has launched its first range of managed account portfolios, with built-in protection against volatility and capital losses.

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VIDEO

Milliman Managed Portfolios

Learn how Milliman can help you become the architect of your client's financial dreams.
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Investor Insights

Article

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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Article

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.
Read the article
Video

Better client conversations in challenging markets

Helping you have better client conversations when markets become challenging.
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Video

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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Video

Simple ways to discuss risk

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

Article

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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Video

Removing “surprises” from the investment performance conversation

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

Video

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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Video

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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Video

Plugging the holes in your bucket strategy

SmartShield provides a powerful approach for retirees to remain invested.
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Adviser insights

Article

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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Article

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.
Read the article

SmartShield is available on the following platforms

Please contact your platform BDM for more information or alternatively, you can contact Milliman below.

Contact us

STRENGTHEN CLIENT CONVERSATIONS

Demonstrating SmartShield to your clients

We have designed a complementary digital tool, to help you have better, more personalised client conversations, when discussing the suitability of SmartShield with your clients.

Simple to use, the tool is powered by Milliman’s financial modelling platform, running thousands of simulations to present you with robust scenarios, for each SmartShield Managed Account portfolio.

Read more
For your free personal account, please register here
Watch the short demonstration video

Contact us

If you would like more information on SmartShield or would like one of the team to give you a call, please email us at smartshield@milliman.com.

Alternatively, you can call us on 02 9080 1900.

Learn more about Milliman

Milliman has over 200 specialized financial risk management professionals and over 20 years experience. Learn more about what Milliman can do for you. 

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We’re here to help you break through complex challenges and achieve next-level success.

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