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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.

Australian Wealth Management Awards 2025 winners revealed

wealth-management/financial-advice/awards/

More than 25 winners have been announced at the second annual Australian Wealth Management Awards.

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AUTHOR

Former adviser extradited over alleged $4.1m theft

ASIC/theft/New-Zealand/

A former financial adviser has been extradited from New Zealand after being alleged to have misappropriated $4.1 million from 13 clients.

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Triple-digit new entrants boost FY26 gains

financial-adviser-register/Wealth-Data/new-entrants/

Adviser numbers have continued the winning streak for the 2025–26 financial year with the seventh consecutive week in the green, buoyed by a steady flow of new entrants.

AUTHOR

Netwealth’s Heine optimistic after strong adviser growth

netwealth/platform/matt-heine/

Netwealth chief executive Matt Heine has explained the platform is focused on accelerating its share of the affluent advice market as its NPAT reaches $116 million.

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Insignia looks to AI for advice efficiency to meet 2030 targets

insignia/insignia-financial/Scott-Hartley/artificial-intelligence/

Insignia chief executive, Scott Hartley, has said the licensee is “on track” with 2030 revenue and client targets for its advice division, and is looking to AI for future efficiencies.

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Evidentia completes exec team with operating officer

hire/Lonsec-Research/chief-operating-officer/

Evidentia Group has announced the appointment of a chief risk and operating officer, rounding out its executive leadership team after a slew of hires last month.

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Global X appoints AI lead in latest round of hires

global-x/appointments/hires/

ETF provider Global X has appointed five new roles across the business, including a head of technology, as it seeks to scale the business and expand its reach in the Australian market.

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Relative Return Insider: Economic reform wish lists and barriers

Podcast/Relative-Return/

In this week’s episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to dissect th

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