Simon Ho
FIAA
Senior Portfolio Manager
Sydney, AU
Simon Ho is a portfolio manager in the Investment Solutions team at Milliman Australia, and assists in the management of investment mandates across managed accounts and superannuation products.
Experience
Simon has 13 years of investment and risk management experience, having worked for MLC Asset Management and Mizuho Bank prior to joining Milliman.
During this time Simon has assisted clients across a range of strategic initiatives, providing advice and execution, across investment portfolio and asset management solutions, as well as superannuation.
Examples include:
- Hedge Fund strategies & research
- Portfolio Management advice across Hedge Fund investment/disinvestment
- Developing Quantitative Risk Models and analysis tools for Market Risk and Liquidity Risk
- Liquidity Risk and Market Risk assessment reporting on FX and Interest Rate instruments.
- Improvement of investment process (automation, current models, new processes/models)
- Validating/Building Valuation and Yield Curve Models
- Developing portfolio optimisation and asset allocation models & frameworks
Professional Designations
- Fellow, Institute of Actuaries of Australia (FIAA)
Education
- Bachelor of Actuarial Studies and Bachelor of Applied Finance - Macquarie University, Australia
- Master of Statistics - UNSW Australia
Publications
Read their latest work
Article
投資継続の重要性
01 November 2023 - by Simon Ho
株式市場が大幅に下落した後のリスク回避のための取引は、投資家にとって不利益をもたらす可能性があるため、ここでは投資を継続することの重要性について探ります。
Article
The importance of staying invested
01 November 2023 - by Simon Ho
After significant downturns in the stock market, the de-risking trade can prove detrimental to investors, so we explore the importance of staying invested.
Article
Advisers look under the SmartShield hood: A closer look at how it reshapes risk and return
08 July 2021 - by Simon Ho
Milliman explains in a Q&A with financial advisors how SmartShield works and why it provides a compelling reason to stay invested through all market conditions.
Article
SmartShieldを用いてアドバイス：リスクとリターンをどのように再認識するかを詳しく確認
08 July 2021 - by Simon Ho
ミリマンは、ファイナンシャルアドバイザーとの質疑応答の中で、SmartShieldがどのような仕組みであり、またあらゆる市場環境においても投資し続けるべきである説得力のある理由について解説しました。