Portfolio Construction Guide 2025: A comprehensive guide to portfolio construction for financial year 2024–25

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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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An Interview with David Koch, Money Management founder

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.

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.

Insignia bidding war escalates with second CC Capital offer

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New York-based firm CC Capital has bumped up its offer to stay ahead of rival bidder Bain Capital.

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AMPFP regains title as largest individual AFSL

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In a tight race against Morgans, AMP Financial Planning has won back its position as the largest individual licensee in Australia, according to Wealth Data.

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How to create a self-sustaining advice firm

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Learning to delegate authority and relinquish a hands-on approach is a critical step towards building a self-sustaining financial advice practice, says Assured Support.

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What fund manager is most recommended by advisers?

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New research has revealed which fund manager is the most recommended by financial advisers to their clients, as well as the most preferred research houses.

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National advice firm welcomes new chief

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Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in the global financial services industry.

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BlackRock exec departure leads to reshuffle

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The departure of BlackRock’s head of global client business Mark Wiedman after his 21-year tenure has prompted a reshuffle, with several senior executives receiving promotions.

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Relative Return Unplugged: The economic outlook for 2025

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ASIC completes global CEO search

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The corporate regulator has named its new chief executive, who is set to replace retiring interim CEO Greg Yanco in March.

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