Portfolio Construction Guide 2025: A comprehensive guide to portfolio construction for financial year 2024–25

image

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
image
image
image
image
image

Download now

 



 
 

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.

ASIC’s ‘final warning’ shows 15% of advice industry at risk

ASIC/adviser-exits/

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could be on their way out.

AUTHOR

Morningstar ups private credit research amid fund boom

morningstar/private-credit/private-markets/research-house/

Morningstar has become the latest research house to express concern about private credit funds, suggesting it is conducting further checks before handing out a fund rating.

Read more about:

AUTHOR

Alts pivotal to deep HNW client relationships

praemium/Alternatives/HNW/HNW-clients/

As high-net-worth investors look to opportunities in alternatives, Praemium has revealed that advisers who can deliver on this demand tend to have deeper relationships with their clients as they are seeking more involvement in the investment process.

AUTHOR

Hybrid advice key to tackling capacity hurdle

investment-trends/digital-advice/efficiency/advice-gap/

As adviser-client relationships stabilise, Investment Trends’ latest report said digital hybrid advice models are key to addressing the supply-demand gap in Australia.

AUTHOR

Koda Capital partner exits after three years

wealth-managers/departure/amp/

A Koda Capital partner and executive team member, who joined the firm from almost a decade in advice roles at AMP, has departed the wealth manager.

Read more about:

AUTHOR

Centuria acquires specialist fund manager Arrow

Centuria/fund-manager/M&A/acquisition/real-estate/

Real estate fund manager Centuria Capital has acquired Arrow Funds Management, a specialist agriculture fund manager.

Read more about:

AUTHOR

Perpetual raises $267m for Credit Income Trust

Perpetual/fund-manager/credit/fixed-income/

Perpetual has raised $267 million for its Credit Income Trust following strong demand to capitalise on a pipeline of corporate loan opportunities.

Read more about:

AUTHOR

Advisers facing higher workload amid 1.6k education deadline exits

Wealth-Data/adviser-numbers/education-requirements/experience-pathway/adviser-exits/

The exit of as many as 1,600 advisers as a result of the education requirements will fundamentally redefine adviser capacity, Padua Wealth Data says, and leave clients facing longer turnaround times and reduced access to advice.

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 months 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 months 3 weeks ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

3 weeks 6 days ago

The central bank has released its decision on the official cash rate following its November monetary policy meeting. ...

3 weeks 6 days ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

1 week 4 days ago
moneymanagement logo