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.

Advice firm penalised $11m over 'cookie cutter' advice

ASIC/court/

| By Laura Dew |

Financial planning

A financial advice firm has been penalised $11 million in the Federal Court for providing ‘cookie cutter advice’ to its clients and breaching conflicted remuneration rules.

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 Insider: One last word – Jones on advice, reform and what comes next

Podcast/Relative-Return/

| By Maja Garaca Djurdjevic |

Editorial

In this week’s special edition of Relative Return Insider, we bring you outgoing Financial Services Minister Ste

AUTHOR

Manager selection a ‘critical risk’ in private markets

lonsec/private-markets/private-credit/private-equity/

| By Jasmine Siljic |

Funds management

Lonsec and SQM Research have highlighted manager selection as a crucial risk for financial advisers when it comes to private market investments, particularly due to the clear performance dispersion.

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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E-mail Author

Client rebalancing leads to Insignia outflows

insignia/insignia-financial/platform/fund-flows/Scott-Hartley/

| By Laura Dew |

Financial planning

Insignia Financial has experienced total quarterly net outflows of $1.8 billion as a result of client rebalancing, while its multi-asset flows halved from the prior quarter.

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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Prime Financial steps up the game on M&A

prime-financial-group/Prime-Financial/M&A/mergers-and-acquisitions/

| By Jasmine Siljic |

Financial planning

Prime Financial is looking to shed its “sleeping giant” reputation with larger M&A transactions going forward, having agreed to acquire research firm Lincoln Indicators.

AUTHOR

Jasmine Siljic

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E-mail Author

Macquarie AM commits to Australia with $2.8bn divestment

Macquarie-Asset-Management/macquarie/Japan/

| By Laura Dew |

Funds management

Macquarie Asset Management has indicated its desire to commit the fast-growing wealth business in Australia by divesting part of its public investment business to Japanese investment bank Nomura.

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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Pinnacle expands overseas reach as affiliate opens London office

Pinnacle/Pinnacle-Investment-Management/London/

| By Laura Dew |

Financial planning

An affiliate of Pinnacle Investment Management has expanded its reach with a London office as the fund manager seeks to grow its overseas distribution into the UK and Europe.

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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Laura 's social profiles:

The cost of cyber security hires in financial services

ASIC/cybersecurity/recruitment/technology/

| By Laura Dew |

Financial planning

With cyber security at AFSLs identified as an ASIC enforcement priority, a technology recruiter has shared what these specialists are expecting to earn in the financial services sector.

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