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 is available on the following platforms
Please contact your platform BDM for more information or alternatively, you can contact Milliman below.
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
Adviser Case Studies – free download
See how these Advisers are successfully implementing SmartShield Managed Accounts to address client objectives and concerns head on.
SmartShield wins award for Managed Account Innovation
We are delighted to have won the Innovation category at the 2020 IMAP Managed Account Awards.
Managed Risk Investing
Managed risk investing uses mathematical methods to monitor and forecast market volatility, reducing an investor’s exposure to stocks when markets become risky.
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.
News, insights and resources
Protecting portfolios takes on new importance amid market volatility
New market conditions are challenging investors but there are ways to manage the risks, according to Victor Huang.
The cost of managing downside risk
In this short article, Victor Huang explores the ongoing costs of some typical downside risk management strategies.
Why risk management is becoming more important as inflation fears spook markets
With inflation currently intimidating the markets, risk management strategies can help provide the confidence to stay invested.
Three lessons for investors as return of COVID-19 brings risk to the fore
Risk may be rising, but investors still have time to review key lessons to avoid making the same mistakes that have destroyed portfolios in past crises
Investor Insights
SmartShield Insights
Portfolio construction benefits
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 [email protected].
Alternatively, you can call us on 02 8090 9100.
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
We’re here to help you break through complex challenges and achieve next-level success.
Contact us
We’re here to help you break through complex challenges and achieve next-level success.