Milliman’s SmartShield managed accounts, which offer dynamic protection against market downturns, have passed $100 million in funds under management.
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.
Older investors need to be particularly cognizant of controlling volatility and minimizing the impact of sustained market drawdowns.
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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We hope that you find the information useful within your own client conversations.
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.
Durand Oliver joins Milliman's Australian office as Head of Distribution.
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.
The immense value of the Age Pension is often underappreciated when markets are strong, but its worth is never greater than in a crisis.
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?
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.
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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Helping you have better client conversations when markets become challenging.
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Giving you a unique approach to delivering comfort and peace of mind for your retiree clients.
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Provide your clients with the confidence to invest for growth while maintaining a solid foundation.
After significant downturns in the stock market, the de-risking trade can prove detrimental to investors, so we explore the importance of staying invested.
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.
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.
The best portfolios should be built on the core principles that drive investor behaviour.
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Our rules-based approach provides you with the predictability and confidence that your portfolio performance requires.
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Incorporating SmartShield within your investment strategy helps your clients achieve growth while the risk management adds protection during large drawdowns.
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The SmartShield portfolios have been designed to provide resilience across all risk profiles.
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SmartShield provides a powerful approach for retirees to remain invested.
Long-term average returns are important but a ‘duck’ – or market crash – at the wrong time can derail risk-averse investors such as retirees.
When considering risk management, a digital portfolio simulator shows how not all fund managers offering downside protection are equal.
Australians spend their working lives saving for retirement, yet most retirees live in fear that they'll run out of money.
We explore an advisor’s use of SmartShield to raise growth assets in pre-retiree portfolios while better protecting the downside risk.
Advisers are well placed to untangle clients’ needs from wants, helping them to make balanced choices that offer both certainty and flexibility.
Glenn Dibley of Fairway Financial discusses managing financial risk.
Financial planner Derek Fitzgerald discusses managing loss aversion.
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