Resources

Milliman's SmartShield managed accounts, which offer dynamic protection against market downturns, have passed $100 million in funds under management.

Learn why retirees need a new way to balance risk and return in the wake of COVID-19.

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.

Please click on the following link to view Milliman's Monthly Market Monitor reports. 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.

Market downturns are a risk faced by all investors but unfortunately for many older investors, they're exposed more than most.

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?

Discover effective strategies for risk management and client communication.

While nobody knows what markets will do next, applying the facts to personal situations is much easier and provides some much needed comfort.

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

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

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

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.