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Showing posts from August, 2024

Robert Talevski - Activam Group Delivers Strong FY24 Returns

  Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year. Our High Growth portfolio returned 15.1%, while the Balanced Portfolio delivered a notable 13.2%, the Moderate portfolio also achieved double-digit returns at 10.9%, outperforming our investment objectives across the series. These returns are net of management fees but do not include platform or administration fees. Activam Group’s Managing Director, Robert Talevski, said “We are thrilled with our performance over the past year, maintaining our strong track record,” he stated. Adding, “At the core of our values lies the commitment to support advice businesses in delivering exceptional client outcomes.” Activam presents a comprehensive suite of multi-asset investment portfolios, each designed to cater to a variety of investment styles, timeframes, and risk profiles. Talevski added, “With the sub...

Robert Talevski - Investment Management Professional

Robert Talevski is an accomplished investment management professional with nearly 30 years of experience in investment management and advisory activities across large Australian superannuation funds and institutional investors.  In addition to being the Managing Director of Activam Group, his responsibilities within the firm encompass heading up the investment management team, whereby he is responsible for a wide range of investment activities, which include asset allocation strategy, investment manager recommendations, and the portfolio construction process. Additionally, he is responsible for addressing clients’ queries concerning investment-related matters. Robert founded Activam to support and enhance Wealth Practices’ value proposition by fostering meaningful high-touch partnerships. He believes an effective investment management structure delivers alpha through multiple sources, such as asset allocation, investment manager selection, and currency management. Before establishi...