Robert Talevski, a Multi-Asset Portfolio Manager, unlocks financial success for clients with his 30-year journey in investment management. Founder of Activam Group, he orchestrates a holistic value proposition. He is responsible for asset allocation strategy, investment manager recommendations, and the portfolio construction process. He also addresses client queries regarding investment-related matters.
Robert Talevski is a Managing Director at Activam Group
Robert Talevski is a Managing Director at Activam Group, a Melbourne-based investment management firm. He oversees a team of experts and orchestrates the holistic value proposition. He specializes in Asset Allocation and Investment Manager Selection and is passionate about building meaningful high-touch relationships with clients. In his spare time, he enjoys skiing and hiking with his family. Discover more at Robert Talevski biography.
Previously, he led multibillion dollar portfolios at Australia’s largest corporate superannuation fund and refined his expertise as an international Investment Consultant with roles at INVESCO, IMS, and Threadneedle Investments. He holds a Bachelor of Business (Accounting and Law) from Victoria University and a Graduate Diploma in Applied Finance and Investment.
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He is a Multi-Asset Portfolio Manager
A multi-asset strategy can help you achieve your investment goals. However, it is important to choose a strategy that fits your risk profile and objectives. Otherwise, you could run the risk of losing your money. In this thought piece, multi-asset portfolio manager Robert Talevski examines how to decide whether you should opt for a tailored or off-the-shelf approach.
Before establishing Activam Group, Robert championed innovative investment approaches at Brightstone Capital Advisors and managed multi-billion dollar portfolios for Australia’s largest corporate superannuation fund. He also honed his expertise internationally as an Investment Consultant, advising clients with over $50 billion in assets. He holds a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment. Outside of investments, he advocates for Autism-related charities, reflecting his commitment to social impact.
As Founder and Managing Director of Activam Group, a Melbourne-based independent firm, Robert orchestrates a holistic value proposition. His hands-on approach ensures that clients receive clear communication and responsive service.
He is an Investment Management Professional
Robert Talevski is a Managing Director at Activam Group, an independent Melbourne-based multi-asset investment management and asset consulting firm. He is a seasoned Multi-Asset Portfolio Manager and Asset Allocation Strategist, crafting investment strategies that unlock financial success for clients. His hands-on approach to investment management ensures that clients receive clear communication and responsive service.
Prior to establishing Activam, he championed innovative investment approaches at Brightstone Capital Advisors and managed multi-billion dollar portfolios at Australia’s largest corporate superannuation fund. He also honed his expertise internationally as an Investment Consultant, advising clients with $50 billion in assets. His academic credentials include a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment.
Equity markets are surging to record highs, fueled by strong economic growth and global easing cycles. In this thought piece, investment management professional Robert Talevski explores the factors driving the market rally and highlights a few interest rate-sensitive sectors to watch.
He is an Asset Allocation Strategist
Robert Talevski is a Managing Director at Activam Group, an independent Melbourne-based firm. He has 27 years of investment management experience across large Australian superannuation funds and institutional investors. He heads up the team and oversees a range of activities, including asset allocation strategy, investment manager recommen…
The right asset allocation depends on your financial goals, risk tolerance, and investment time horizon. Younger investors can take more risks and allocate a greater percentage of their portfolio to stocks, while older investors may prefer to invest more in bonds and cash.
Prior to establishing Activam, Robert championed innovative investment approaches at Brightstone Capital Advisors and managed multi-billion dollar portfolios for Australia’s largest corporate superannuation fund. He refined his expertise internationally as an Investment Consultant, advising clients with over $50 billion in assets. He also spent time in London with INVESCO, IMS (Investment Manager Selection), and Threadneedle Investments. He holds a Bachelor of Business (Accounting & Law) from Victoria University and a Graduate Diploma in Applied Finance & Investment from the Financial Services Institute of Australia (FINSIA). He actively supports Autism-related charities, reflecting his passion for social impact.