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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As we approach Money Management's 30th Anniversary gala, Managing Editor, Mike Taylor, sat down with media heavyweight and Money Management founder, David Koch, to trace the genesis of Australia's longest-running financial services publication, and the colourful personalities that have shaped the industry.

Adviser focus prompts platform cash flow jump for AMP

amp/platforms/North/financial-results/

| By Laura Dew |

Financial planning

Net cash flow on AMP’s platforms saw a substantial jump in the last quarter to $740 million, while its new digital advice offering boosted flows to superannuation and investment.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Insignia updates on 2 PE bidders

insignia/insignia-financial/M&A/

| By Staff |

Financial planning

Insignia Financial has provided an update on the status of its private equity bidders as an initial six-week due diligence period comes to an end.

AUTHOR

‘Beyond opportunistic’: Judge details former adviser’s $4.4m theft

gambling/theft/fraud/financial-advice/

| By Laura Dew |

Financial planning

A judge has detailed how individuals lent as much as $1.1 million each to former financial adviser Anthony Del Vecchio, only learning when they contacted his employer that nothing had ever been invested.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Mason Stevens CEO on its PE-fuelled growth trajectory

Mason-Stevens/private-equity/M&A/platforms/

| By Jasmine Siljic |

Financial planning

Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions in financial advice.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Challenging markets hit Australian Ethical FUM

Australian-Ethical/John-McMurdo/financial-results/funds-under-management/

| By Jessica Penny |

Funds management

Ethical investment manager Australian Ethical has cited the ongoing challenging market environment for its modest decrease in assets over the latest quarter.

AUTHOR

Jessica Penny

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Positive HUB24 tailwinds to fall away in FY26: Morningstar

HUB24/platforms/netwealth/

| By Laura Dew |

Financial planning

Despite reporting strong quarterly results, Morningstar forecasts initial tailwinds benefiting the platform in recent years are likely to fall away for HUB24 in the next financial year.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Clime IM continues hiring spree with independent director

Clime-Investment-Management/Clime/appointments/

| By Jasmine Siljic |

Funds management

Clime Investment Management has welcomed an independent director to its board, which follows a series of recent appointments at the company.

AUTHOR

Jasmine Siljic

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Former Victorian adviser sentenced after $4.4m theft

court/financial-advice/gambling/

| By Laura Dew |

Financial planning

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

View articles by Laura