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.

Qld adviser receives 5-year ban

ASIC/banning/financial-advice/

| By Laura Dew |

Financial planning

ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his clients.

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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Adviser numbers break 10-week growth streak

Wealth-Data/adviser-numbers/financial-advisers/

| By Jasmine Siljic |

Financial planning

The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, 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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Licensees reluctant to hold crypto on APLs

crypto/cryptocurrency/APLs/approved-product-list/financial-advisers/

| By Laura Dew |

Financial planning

Only 11 per cent of financial advice practices have said they are including crypto products on their approved products lists, according to CoreData.

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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Jones clarifies role of new class of adviser

Stephen-Jones/financial-advice/quality-of-advice-review/

| By Laura Dew |

Financial planning

Minister for Financial Services, Stephen Jones, has said it is not a “backdoor attempt” by the government to allow the new class of adviser to provide full advice.

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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BlackRock reveals inaugural public-private model portfolio

blackrock/private-markets/managed-accounts/public-markets/

| By Jasmine Siljic |

Funds management

BlackRock, in collaboration with iCapital and GeoWealth, has unveiled a model portfolio that delivers access to both private and public market assets in a single account, following adviser demand.

AUTHOR

Jasmine Siljic

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Relative Return Unplugged: Unpacking the budget: Deficits, spending, and productivity risks

Podcast/Relative-Return/

| By Robyn Tongol |

Editorial

In this week’s episode of Relative Return Unplugged, AMP’s chief economist, Shane Oliver, joins u

AUTHOR

Former IOOF CEO takes up chair role at COG Financial

IOOF/centrepoint-alliance/Sequoia/M&A/board/

| By Laura Dew |

Financial planning

A former chief executive of IOOF and managing director of Centrepoint Alliance has joined the board as chair of COG Financial, which previously made a bid to acquire advice licensee Diverger.

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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Infocus makes 2 senior leadership hires

infocus/fitzpatricks-private-wealth/appointments/

| By Laura Dew |

Financial planning

Infocus has announced two appointments to its senior leadership team, just days after unveiling a new business model for the advice licensee.

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