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.

Sequoia loses 5 advisers as new AFSL opens

Sequoia financial group Sequoia Wealth Data adviser numbers

| By Jasmine Siljic |

Financial planning

Sequoia Financial Group has declined by five financial advisers in the past week, four of whom have opened up a new AFSL, according to Wealth Data.

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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Insignia’s Hartley seeks to expedite 3-way M&A process

insignia insignia financial M&A Scott Hartley private equity financial advice

| By Laura Dew |

Financial planning

Insignia Financial chief executive Scott Hartley has detailed whether the firm will be selecting an exclusive bidder for the second phase of due diligence as it awaits revised bids from three private equity players.

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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Magellan reports 1H25 results amid appointment shuffle

Magellan Magellan Financial Group Magellan asset Management Sophia Rahmani

| By Laura Dew |

Funds management

Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive.

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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Netwealth sees 80% rise in net flows

netwealth platform private markets matt heine

| By Jasmine Siljic |

Funds management

Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity” from private assets.

AUTHOR

Jasmine Siljic

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Schroders expands active ETF range with 2 launches

active ETF Schroders ETFs

| By Laura Dew |

Funds management

Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead.

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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Relative Return Unplugged: RBA’s rate cut – A cautious move or necessary relief?

Podcast Relative Return

| By Maja Garaca Djurdjevic |

Editorial

On this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic is joined by AMP’s chief economist Sha

AUTHOR

Selfwealth updates on 2 competing acquisition bids

Bell Financial Group selfwealth M&A

| By Laura Dew |

Funds management

Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group, and whether rival bidder Svava remains in the picture.

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 reports $17m NPAT loss in 1H25

insignia advice financial results Scott Hartley

| By Laura Dew |

Financial planning

Insignia Financial has reported a statutory net loss after tax of $17 million in its first half results, although the firm has noted cost optimisation means this is an improvement from a $50 million loss last 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.

View articles by Laura