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.

Partnered by
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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.

RLAM plans 2 fund launches for Australian market

London/asset-manager/fund-launch/global-equities/

The $365 billion UK fund manager Royal London Asset Management is to launch two funds in Australia by the end of November as it seeks to build an international presence.

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AUTHOR

Education deadline to prompt steep upcoming adviser drops

Adviser-Ratings/adviser-numbers/advice-industry/report/

Adviser Ratings has revealed almost 400 advisers joined the FAR in the third quarter but, with just seven weeks to go until the education deadline, more than 1,000 could depart in the upcoming two quarters.

AUTHOR

Costly active ETFs penalised by investor flows

ETF/pricing/active-ETF/ETFs/

With ETF pricing becoming more competitive than ever, those active ETF vehicles priced higher than 120bps are the only segment of the popular product to see outflows.

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AUTHOR

Pengana appoints Tyndall veteran as portfolio manager

Pengana/australian-equities/appointment/tyndall/

Pengana has appointed a senior fund manager from Tyndall Asset Management to join its Australian equities team, who departs after 18 years.

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AUTHOR

Advice firm launches online investing solution targeting accessibility gap

OpenInvest/accessibility-of-advice/advice-gap/product-launch/

Hudson Financial Planning has partnered with OpenInvest to launch an online investing solution designed to address Australia’s advice accessibility challenge.

AUTHOR

Advisers’ perception gap on non-advice inefficiencies

financial-advisers/efficiency/data/

| By Alex Driscoll |

Advisers are underestimating how much time they spend on non-advice work, creating inefficiencies within their practice which has a financial impact on their bottom line, according to Elemnta.

AUTHOR

IAM promotes Press to chair

asset-manager/appointment/danielle-press/board-appointment/

Income Asset Management has promoted former ASIC commissioner, Danielle Press, as chair of its board following the retirement of John Nantes.

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AUTHOR

Relative Return Insider: Economic shifts, political crossroads, and the digital future

Relative-Return/Podcast/

| By Staff |

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver discuss the Reserve Bank of Australia’s cautious stance in response to persistent inflation, subdued growth prospects, and political shifts affecting the nation’s journey towards net zero emissions.

AUTHOR

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