Financial Risk Management — Research


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Read below for more information on how to handle bonds, how the Milliman Managed Risk Strategy™ (MMRS) works, and how to reduce inflation risk during retirement. To get our newsletters on topics like these and more, sign up here.

Investing

Are you prepared for a bear market in bonds?

While few are now predicting a crash, there exists a high degree of uncertainty given the length of the bull market in bonds and the extreme level of re-leveraging by central banks in recent years.

Debunking the long-term view

There is a strong correlation between risk and return, but there are often long periods of time when investors aren’t rewarded for taking on greater risk.

How to tell if your portfolio protection strategy is underperforming

Retirees need to pay greater attention to risk while still attempting to maximise returns.

 

Additional articles

 

Retirement

Why funds should look at where their members live

Where members live has significant implications for funds, especially those with regionally focused memberships, which will affect engagement strategies, portfolio construction and financial planning advice.

To keep your head above water in retirement, focus on the long term

Peter Robertson of Maritime Super talks about the maritime industry’s challenges and why the company applies Milliman’s managed risk overlay to its portfolios.

Housing affordability: Not just a problem for the young

As housing affordability edges further out of reach, a greater proportion of older Australians could be paying off their homes well into retirement, acting as a drag on retirement living standards.

 

Additional articles

 

Markets

Milliman FRM Insight: May 2016 Market Commentary

Year to date through May, the amount of 2016 stock buybacks is on pace to be just 55% of the amount in 2015.

Milliman FRM Insight: April 2016 Market Commentary

After trending down through much of February and March, US volatility leveled off in April and remained low as investors absorbed incoming quarterly earnings data.

Milliman FRM Insight: March 2016 Market Commentary

March saw a continuation of February’s second half reversal as U.S., developed, and emerging markets all moved firmly higher and (with the exception of EAFE) into positive year-to-date territory.

 

Additional articles

 

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.

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