Financial Risk Management


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At Milliman in Australia, we are risk management and retirement experts.

We help institutions, such as dealer groups, fund managers and superannuation funds, control the many forms of risk their clients face as they walk down the path to retirement.

We understand the impact of investment, longevity and interest rate risk – as well as other retirement hazards – and can help you manage them.

Our local consultants are ably supported by the resources and technology of our global group, which spans 55 offices and has more than 1,300 consultants and actuaries.

The Milliman Managed Risk StrategyTM aims to stabilize the volatility of investment portfolios and defend against loss during severe sustained market declines. The strategy is employed across more than US$50 billion in global assets. Our institutional risk management capabilities have been deployed across a further US$90 billion, making Milliman one of the largest independent risk management organisations in the world.

It offers investors the same institutional-grade risk management techniques used by many of the world’s largest companies to protect their assets, including through the 2008-2009 global financial crisis.

Read more about these services here.

Partners

Milliman’s risk management and retirement advice is employed by a wide range of respected Australian companies including research houses, financial advisers, fund managers and superannuation funds.

Milliman joined forces with Lonsec Research in 2013 to create Lonsec Retire, a site which helps financial advice professionals tackle the issues of retirement.

Global financial services group Sanlam employs the Milliman Managed Risk Strategy across a range of its products which are distributed in Australia through Colonial First State.

Exchange-traded product provider BetaShares employs Milliman’s expertise across a range of its ETFs, such as the Australian Dividend Harvester, to provide downside protection against dramatic market movements.

Australian fund manager Plato Investment Management offers the Australian Shares Income Fund (Managed Risk) which employs the Milliman Managed Risk Strategy to tackle sequencing and longevity risk.

Fortnum Financial Advisers relies on Milliman’s advice and actuarial forecasts while also employing the Milliman Managed Risk Strategy across a number of its investments.

Maritime Super offers two versions of its balanced and growth investment options which employ the Milliman Managed Risk Strategy to meet the needs of retirees.

Issued by Milliman Pty. Ltd. (Milliman AU) (ABN51 093 828 418) (AFSL 340679) Please contact Milliman to obtain more information about the products and services we offer as not all products and services may be suitable for you.

The Milliman Managed Risk Strategy is available only to persons who meet the requirements for a "wholesale client" under the Corporations Act and trustees of superannuation funds with net assets of at least A$10 million (Clients). Clients must have an agreement with Milliman Pty Ltd ABN 51 093 828 418 AFSL 340679 (Milliman) to implement the strategy (Service) against a portfolio of the Client's equity investments (such as listed shares), which enables the Client to use the Service or to offer the Service to members of the Client's superannuation fund.

Milliman makes no recommendation and gives no statement of opinion to Clients, members of Clients' superannuation funds or their respective advisers in relation to use of, or any investments, in the Service. Before considering whether to use the Service, Clients may wish to obtain professional advice (including taxation advice). Investments in, the Service are subject to market and other risks, and no guarantee or assurance is given by Milliman that such investments will not give rise to losses or that performance of the Service will completely reflect inversely the performance of equities markets generally or a Client's portfolio of equity investments. While generally assets which are acquired through use of the Service will be liquid, this may not be the case in all circumstances. Further, during periods of sustained market growth, the return to Clients from the combination of their portfolio of equity investments and assets held in the Service should be less than if the Client did not participate in the Service. Fees and conditions apply to use of the Service.

Next Steps

For more information, contact:

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