Milliman SmartShield Managed Accounts

Milliman’s rules based, systematic approach which aims to position clients for growth whilst offering a cushion during material, market downsides, all while staying invested.

Specifically Designed For Retirement Planning

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.

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Having Better Conversations with Clients in Challenging Markets

Understand how Milliman’s series of SmartShield managed accounts are helping advisers have meaningful conversations with clients during challenging markets, offering a built-in risk management strategy that offers clients a reason to stay invested and do it with confidence.

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Strategy Performance

Holdings

As of 6/30/25

SmartShield Product Benefits

SmartShield Investment Profiles

SmartShield GSS Investment Profiles

Available on platforms

Platform names: Hub24, netwealth, BT Panorama, North

Demonstrating SmartShield to your clients

Milliman's SmartShield Simulator

Strengthen Client Conversations

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.

Resources

NEWS

Milliman and Netwealth deliver a unique and affordable investment solution

INVESTOR INSIGHTS

A simple way to discuss and manage risk

ADVISOR INSIGHTS

Don't let market turmoil derail a good innings

SMARTSHIELD INSIGHTS

The importance of staying invested

PORTFOLIO CONSTRUCTION

A defensive strategy that invests for growth

An Introduction to SmartShield

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An Introduction to SmartShield

With a dedicated team, located in major cities around the world, SmartShield uses cutting-edge technology to help clients navigate complex market environments, and protect their assets, using a unique, rules-based approach to managing risk.

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Bucket Strategy with SmartShield

SmartShield integrates seamlessly into the bucket strategy by serving as an enhanced growth component in Bucket 3, providing long-term capital appreciation while actively managing downside risks

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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.

FOR INVESTMENT PROFESSIONAL USE ONLY

Products and services outlined on this site are available exclusively to wholesale investors and financial advisers, in the Australian market.

Milliman Pty Ltd ABN 51 093 828 418 AFSL 340679 (Milliman AU) for provision to Australian financial services (AFS) licensees and their representatives, [and for other persons who are wholesale clients under section 761G of the Corporations Act]. Not for public use or distribution.

Past performance is not indicative of future results. Recipients must make their own independent decisions regarding any strategies or securities or financial instruments mentioned herein.

Milliman Pty Ltd does not make any representations that products or services described or referenced herein are suitable or appropriate for the recipient. Many of the products and services described or referenced herein involve significant risks, and the recipient should not make any decision or enter into any transaction unless the recipient has fully understood all such risks and has independently determined that such decisions or transactions are appropriate for the recipient.

Any discussion of risks contained herein with respect to any product or service should not be considered to be a disclosure of all risks or a complete discussion of the risks involved.

The recipient should not construe any of the material contained herein as investment, hedging, trading, legal, regulatory, tax, accounting or other advice. The recipient should not act on any information in this document without consulting its investment, hedging, trading, legal, regulatory, tax, accounting and other advisors.

Milliman Pty Ltd does not ensure a profit or guarantee against loss. Materials may not be reproduced without the express consent of Milliman.

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