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.

ASIC cancels AFSL and permanently bans its responsible manager

ASIC/AFSL/ASIC-cancellation/

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager.

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Back-to-back adviser losses reported in June

Wealth-Data/financial-advisers/financial-advice/Colin-Williams/EOFY/

In the run-up to heavy losses expected at the end of the financial year, June has already reported consecutive weeks of adviser losses.

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Platinum merger candidate opposes LIC conversion

Platinum/L1-Capital/ETFs/LICs/

L1 Capital, which is in talks to merge with Platinum Asset Management, has indicated it will be voting against a deal to convert a Platinum LIC into an ETF.

AUTHOR

Evidentia Group appoints quant head from AMP

managed-accounts/hires/appointments/

Evidentia Group has hired a head of quantitative investments who joins the investment firm and managed account provider from AMP.

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Bentham appoints 2 to distribution team

Bentham/bentham-asset-management/fixed-income/distribution/hires/

Bentham Asset Management has become the latest fund manager to expand its distribution team as it reports increased interest in its credit strategies.

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Relative Return Insider: Public-private discussions and the future of markets

Podcast/Relative-Return/

In this week’s episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy we

AUTHOR

Former NSW adviser banned over cryptocurrency scam investment

ASIC/crypto/scams/banning/

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam.

AUTHOR

ASIC cracks down on finfluencers over unauthorised financial advice

ASIC/finfluencer/enforcement/compliance/

ASIC has sent warning notices to social media finfluencers who it suspects are providing unlicensed financial advice to Australians as part of a global crackdown by international regulators.

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