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.

Looking beyond ‘plugging the gaps’ with M&A

M&A mergers and acquisitions consolidation wealth management

Asset managers may be urged to diversify their product ranges, but investment executives have warned any M&A deal should avoid simply filling gaps and instead consider long-term value creation.

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Where are advice firms finding new hires?

recruitment salary hiring appointments financial advice

With advice firms thinking about scaling up in 2025, research has detailed the main avenues financial advisers say they have used for successful recruitment.

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Managers ‘super bullish’ ahead of 2025

Bank of America equities cash US equities Donald Trump

Fund managers are entering 2025 with the most bullish sentiment since August 2021 and record high allocations to US equities, thanks to the incoming Trump administration.

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Iress bids farewell to wealth CTO

iress technology wealth management

After seven years at the company, Iress’ chief technology officer for wealth management APAC, Anthony Gerrits, has departed as the firm commences a search process to fill the role.

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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.

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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.

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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.

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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.

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