Portfolio Construction Guide 2025: A comprehensive guide to portfolio construction for financial year 2024–25
Welcome to our Money Management special report, where we explore and demystify five asset classes for financial advisers.
This report is divided into five chapters, each featuring insights from a manager specialising in their respective field. Our partners provide analysis on the performance of their asset classes, their integration into client portfolios, and the current opportunities they observe.
Specifically, this e-book will cover:
- Global equities with Capital Group
- Commercial real estate opportunities with Metrics Credit Partners
- Global private credit with Pengana Capital Group
- Australian small-cap equities with Maple-Brown Abbott
- Retirement income with Allianz Retire+
On behalf of Money Management and our partners, we hope you enjoy this report.
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Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...