MIlliman
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2020 IMAP Award for Innovation category - Building smart client solutions
Milliman’s SmartShield Series - a set of managed account portfolios with built-in risk management protection - has taken out the Innovation category at the 2020 IMAP Managed Account Awards.
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Going the distance with retirement portfolios
Building retirement portfolios to withstand market volatility in a fluid markets is a great challenges facing advisers and Victor Huang (Milliman) and Tim Cook (Russell Investments) discuss their approaches.
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IMAP announces that Managed Account FUM reached $205.58 bn as at 30 June 2024
IMAP jointly with Milliman announces that Managed Account FUM reached $205.58 bn as at 30 June 2024 with reported $15bn of new inflows and steady investment performance.
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Investors ride market to record highs but ignore lessons from COVID-19 crisis
"Investment markets are at a unique juncture. Equities are at record highs yet one can reasonably question whether the foundation keeping these valuations aloft is solid" says Victor Huang, Practice Leader, Milliman Australia
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Managed accounts: The art of portfolio management
Mark Smith (Elston), Marc Hraiki (Lonsec), and Victor Huang (Milliman) take a look at the nuances of portfolio management in managed accounts, including risk management and asset allocation.
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One new Managed Account solution reshapes risk and return, bringing unique benefits to advisers & their clients
We talk to Simon Ho, Portfolio Manager at Milliman about the design of SmartShield, how it works and why it provides a compelling reason for advised clients to stay invested, through all market conditions. In the Australian market, Milliman's SmartShield stands unique among more than 3,700 funds management products.
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Risk isn’t always a bad thing
Implementing risk management strategies in managed account portfolios can be challenging. Uwe Helmes (BlackRock), Simon Ho (Milliman), Glen Foster (Atrium), and Andrew Stadelmann (BT) discuss their approach to risk management.