Financial Risk Management — Videos


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We cover recent developments in the superannuation industry, post-retirement products, the cost of managing risk, online technology, financial advice and more. To get our newsletters, sign up here.

Educating investors: The importance of making informed decisions

Managing defined contribution pension schemes can be challenging for the average investor.

Looking ahead: The Australian superannuation system

The ability to fund retirement is getting harder for many countries, including Australia.

 

Retirement crisis: The path to security

Our new retirement solutions deliver, no matter what the market serves up.

Australia's plan to save retirement

Former Senator and Minister for Superannuation Nick Sherry on why Australia is a global leader in retirement innovation.

 

Managed risk investing and retirement

Managed risk investing uses mathematical methods to monitor and forecast market volatility, reducing an investor’s exposure to stocks when markets become risky.

Managing prosperity across global economies

See how Milliman’s innovative hedging solutions have helped clients weather two global recessions.

 

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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