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.

Relative Return Insider: Conflicting views, confusing markets: Who can you trust?

Podcast/Relative-Return/

In the latest episode of Relative Return Insider, hosts Maja Garaca Djurdjevic, Shane Oliver, and Keith Ford unp

AUTHOR

Beating the risk of deal fatigue in advice M&A

M&A/advice-firms/Mergers/Acquisitions/

With an advice M&A deal taking around six months to enact, two experts have shared their tips on how buyers and sellers can avoid “deal fatigue” and prevent potential deals from collapsing.

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AUTHOR

Research houses divided on Metrics' private credit funds

private-credit/Zenith/lonsec/metrics-credit-partners/research-house/

A week after Lonsec downgraded multiple Metrics Credit Partners funds, rival research house Zenith Investment Partners has opted to retain its ratings for the same funds.

AUTHOR

Women in Finance Awards 2025 finalists revealed

women-in-finance/financial-advice/gender-equality/gender-diversity/

Several financial advisers have been shortlisted in the ninth annual Women in Finance Awards 2025, to be held on 14 November.

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AUTHOR

Praemium sees $1bn inflows to HNW Spectrum offering

praemium/platform/high-net-worth/

Strong adviser engagement has helped Praemium reach $1 billion in inflows on its Spectrum offering, with a deal with Western Australian wealth firm Euroz Hartleys expected to add as much as $2 billion.

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AUTHOR

Women prioritising social media advice over professionals

wealth-transfer/women/women's-wealth/Capital-Group/

Women are expected to inherit US$124 trillion through the intergenerational wealth transfer, but Capital Group has found they are twice as likely to rely on social media for advice over a financial adviser.

AUTHOR

Challenger IM raises $350m for listed credit structure

challenger/fund-launch/private-markets/public-markets/

Challenger Investment Management has raised $350 million during the offer period for its new ASX-listed investment structure.

AUTHOR

Could digital advice tools place licensees at risk of class action?

ASIC/AFSL/digital-advice/law/compliance/class-action/

Digital advice tools are on the rise, but licensees will need to ensure they still meet adviser obligations or potentially risk a class action if clients lose money from a rogue algorithm.

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AUTHOR

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