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

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.

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.

SmartShield GSS Investment Profiles

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

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.

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.

SmartShield is available on the following platforms

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

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.

Practice leaders

Key contacts

To learn more about SmartShield, please contact us at smartshield@milliman.com.

One of the team will then get in touch, to present you with more information and answer any questions.

Nigel Crampton

Head of Managed Accounts

Nigel is Head of Managed Accounts for Milliman Australia. He is responsible for distribution and execution of the Milliman SmartShield Series of Managed Accounts. These portfolios leverage Milliman's risk management expertise to create...

Matterson Wade

Wade Matterson

Practice Leader

Wade is a principal and leads Milliman’s Australian practice. He joined the firm in 2004 and is responsible for Milliman’s Australian operations. Wade also supports Milliman’s retirement and risk management initiatives across the Asia-...

Kieran Walsh

Consulting Actuary

Kieran Walsh is a consulting actuary within Milliman, specialising in the financial modelling and technology aspects of the business. He works extensively with financial advisers to support their advice process through product and soft...

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.