A seasoned Multi-Asset Portfolio Manager, Robert unlocks investment success for clients through his 30-year journey. He leads Activam Group, a Melbourne-based firm that orchestrates a holistic value proposition. Previously, he managed multi-billion dollar portfolios at Australia’s largest corporate superannuation fund. He honed his expertise internationally as an Investment Consultant, advising clients with $50 billion in assets.
Asset Allocation Strategist
Depending on your financial goals and investment time horizon, an appropriate asset allocation can help you achieve them. Asset allocation involves dividing your portfolio among different assets such as stocks, bonds, and cash. The right balance of assets will depend on your risk tolerance and investment time horizon, as well as your current financial situation and lifestyle. Check out Robert Talevski official site for more info now!
Multi-Asset Portfolio Manager Robert Talevski unlocks financial success for clients through his 30-year journey in investment management. As Founder and Managing Director of Activam Group, an independent Melbourne-based firm, Robert orchestrates a holistic value proposition. His responsibilities include crafting investment strategies that generate growth through targeted asset allocation and Investment Manager Selection. He also directly oversees client portfolios, ensuring clients receive clear communication and responsive service.
Investors are currently facing a confluence of factors that could push the ASX 200 to new highs. In this thought piece, multi-asset portfolio manager Robert Talevski explores the solid economic backdrop and global easing cycles that are driving equity market gains.
Investment Manager Researcher & Selection
Robert Talevski unlocks financial success for clients through his 30-year journey as a multi-asset portfolio manager and investment consultant. As Founder and Managing Director of Activam Group, an independent Melbourne-based firm, he orchestrates a holistic value proposition, ensuring clients receive clear communication and responsive service.
Robert leads a team of professionals in crafting investment strategies that generate growth through targeted asset allocation and Investment Manager Research and Selection. He also directly oversees client portfolios, addressing all queries regarding their investments with personalized attention.
Prior to founding Activam, he refined his expertise as an Investment Consultant with large industry and corporate super funds, charities and private wealth clients, advising on investment matters across a $50 billion global portfolio. He has a Bachelor of Business (Accounting & Law) from Victoria University, and a Graduate Diploma in Applied Finance & Investment from the Financial Services Institute of Australia. Outside of work, he is an advocate for Autism-related charities, and serves on the board of the Autism Behavioural Intervention Association.
Investment Management Professional
As a Multi-Asset Portfolio Manager, Robert Talevski unlocks financial success for his clients through an all-encompassing value proposition. He is the Founder & Managing Director of Activam Group, an independent Melbourne-based firm that offers multi-faceted investment management and asset consulting solutions. He leads a team of experts to craft and implement strategies as an Asset Allocation Strategist, providing insights as an Investment Manager Researcher & Selection expert. He directly oversees client portfolios to ensure they receive personalised attention and clear communication.
Investing in the Australian equity market has never been easier or more attractive. This insight from investment management professional Robert Talevski covers a range of essential topics, including navigating the complexities of multi-asset investing and implementing the right strategy according to your financial objectives, time horizon and risk tolerance.
Equities may have risen to new highs, but this bull run could be far from over. Investment management professional Robert Talevski explores the solid economic backdrop, global easing cycles and why history favours continued gains in this equity market.
Founder & Managing Director of Activam Group
Founder & Managing Director of Activam Group, an independent Melbourne-based firm, Robert Talevski unlocks client financial success through a holistic value proposition. As an Asset Allocation Strategist, he crafts investment strategies that generate growth through targeted Asset Allocation and Investment Manager Selection. He also oversees client portfolios and directs the team of investment management professionals at Activam.
Previously, he championed innovative investments at Brightstone Capital Advisors and managed multi-billion dollar portfolios for Australia’s largest corporate superannuation fund. He honed his expertise internationally as an Investment Consultant, advising clients with more than $50 billion in assets. He holds a Bachelor of Business (Accounting & Law) from Victoria University and a Graduate Diploma in Applied Finance & Investment.
Despite surging equity markets, the bull market’s third year may be a long way off according to Investment Management Professional Robert Talevski. In this podcast, he explores the solid economic backdrop, global easing cycles and why history favours continued gains for listed Australian companies.