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.

Magellan shutters 2 sustainable funds

ESG sustainable funds Magellan

| By Rhea Nath |

Funds management

Magellan Financial Group has terminated three funds in its Core Series, including a sustainable fund and ESG fund, having determined they are “unlikely to achieve the necessary scale”.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Insignia’s Hartley on unlocking Shadforth and Bridges’ potential

insignia financial insignia Scott Hartley Shadforth bridges

| By Jasmine Siljic |

Financial planning

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achieve these strategic growth plans.

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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Centrepoint Alliance targets growth across all 3 adviser streams

centrepoint alliance financial advice AFSL licensees

| By Laura Dew |

Financial planning

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business.

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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Which licensees saw the most complaints in FY24?

AFCA

| By Rhea Nath |

Financial planning

AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year.

AUTHOR

Rhea Nath

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AWAG takes equity stake in Victorian advice firm

financial advice M&A regional Victoria

| By Laura Dew |

Financial planning

Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm.

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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Schroders establishes new group executive committee

Schroders executive appointment

| By Jasmine Siljic |

People & Products

The UK-based global asset manager has formed a new group executive committee to accelerate its growth strategy following the commencement of its new CEO this month.

AUTHOR

Jasmine Siljic

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PAC eyes accretive opportunities for long-term growth

Pacific Current Group GQG Partners funds under management

| By Laura Dew |

Funds management

Pacific Current Group has used its AGM to detail its long-term growth plans after a period of multiple divestments and the progress of plans for a share buyback.

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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