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.

Mason Stevens to be acquired in PE deal

Mason Stevens M&A private equity

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equity firm.

AUTHOR

Insignia board responds to Bain offer

insignia financial insignia Scott Hartley private equity M&A

The board of Insignia Financial has reached a decision regarding the possible acquisition of the firm by US private equity giant Bain Capital.

AUTHOR

The licensees leading 2024 share price growth

AFSL equities australian equities share price financial advice licensees

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses.

AUTHOR

JBWere rolls out 2 fixed income products

JBWere fixed income

Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.

AUTHOR

AMP and Iress directors join AICD board

AICD board of directors

AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.

AUTHOR

Advice opportunity as billionaires rise in Australia

UBS HNW high net worth financial advisers

There has been a 16.3 per cent rise in the wealth of Australian billionaires this year to over $200 billion, UBS finds, as Australian advisers shift their offerings to meet this expansion and service their unique needs.

AUTHOR

Perpetual/KKR deal ruled ‘not in best interest of shareholders’

Perpetual KKR shareholders australian equities equities wealth management

An independent expert has ruled the Perpetual deal with KKR is no longer in the best interest of shareholders in light of the increased tax liabilities.

AUTHOR

AZ NGA seeks to triple in size as Oaktree deal completes

AZ NGA Oaktree Capital Management M&A

AZ NGA is looking to triple in size over the next five years as US investment giant Oaktree completes its $240 million investment in the professional services company.

AUTHOR

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