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
Easily and efficiently implemented
Applicable to any investor or advice model
The missing piece
SmartShield wins award for Managed Account Innovation
We are delighted to have won the Innovation category at the 2020 IMAP Managed Account Awards.
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
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.
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.
Investor Insights
SmartShield Insights
Portfolio construction benefits
Adviser insights
SmartShield is available on the following platforms
Please contact your platform BDM for more information or alternatively, you can contact Milliman below.
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.
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.
Contact us
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