Multi-asset Portfolio Manager
Asset Allocation Strategist
Investment Manager Research & Selection
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 establishing Activam, Robert founded Brightstone Capital Advisors, a firm that provided investment advisory services to Australian superannuation, institutional and high-net-worth investors. Preceding that, he managed the $3 billion Global Private Markets and $5 billion Global Shares portfolios at Australia's largest corporate superannuation fund.
Robert has also worked as an Investment Consultant at Australia’s largest asset consultant, providing investment advice to large industry and corporate super funds, charities, and private wealth clients totaling $50 billion.
His experience includes time in London with INVESCO, IMS (Investment Manager Selection), and Threadneedle Investments.
He has a Bachelor of Business (Accounting & Law) from Victoria University and a Graduate Diploma of Applied Finance & Investment from the Financial Services Institute of Australia (FINSIA).
Aside from being a multi-asset portfolio manager, Robert champions Autism related charities and causes. He was also a Board Member of the Autism Behavioural Intervention Association.
In this interview with ausbiz, I spoke on the matter of the sustainabilty of the current market rally. I also expressed my observation of the positive environment for equity markets with US data remaining favourable. And despite wider market progress, I see there is an evident disparity between successful and failing sectors.
We are thrilled to be offering access to the Activam Group Multi-Asset SMA investment portfolios through North. The demand has been fantastic, as we stay committed to delivering exceptional opportunities and outcomes for advisers and their clients, through quality and performance focus.
Asset allocation strategist, Robert Talevski, perceives that the current hesitation from the US central bank to chart a path towards interest rate cuts is due to recent inflation surprises in the US.
In this interview with ausbiz, Robert Talevski of Activam Group, perceives that the current hesitation from the US central bank to chart a path towards interest rate cuts is due to recent inflation surprises in the US.
The US earnings reporting season for Q4 2023 has come to a close. According to asset allocation strategist Robert Talevski, these quarterly earnings updates provide valuable insight into how companies perform and how they might perform going forward from an earnings perspective.
Is the ASX poised for a historic moment? Join the conversation with investment management professional Robert Talevski as he analyzes the current upswing and shares his predictions for 2024. Learn which sectors may shine and how to position your portfolio for success.
Australian shares climb, but is it time to jump in? Get the inside scoop from multi-asset portfolio manager Robert Talevski who analyzes the market rise and offers expert advice for investors.
Unemployment jumps - should you adjust your portfolio? In an insightful AusBiz interview, asset allocation strategist Robert Talevski analyzes the economic landscape and unveils strategies to navigate potential market shifts.
Will oil prices ignite inflation or can it be contained? Asset allocation strategist Robert Talevski dives deep into the issue, explaining the potential consequences and sharing strategies for investors in his SBS interview.
Macro worries got you anxious? Dive into Ausbiz's interview with Robert Talevski, an investment management professional, who analyzes the big picture, forecasts earnings season, and offers guidance for investors.
Advice firms brace for impact as Royal Commission findings raise questions about investment processes. Multi-asset portfolio manager Robert Talevski reveals what advisors need to know in his IFA interview.
Aussie investors overlook small caps, but could they be missing out? Investment management professional Robert Talevski reveals a 7.57% "outperformance gap" and why small caps might be poised for a comeback in his Nestegg interview.
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