Robert Talevski

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Investment Management Professional

Multi-asset Portfolio Manager

Asset Allocation Strategist

Investment Manager Research & Selection

About

Robert Talevski, a Multi-Asset Portfolio Manager, unlocks financial success for clients through his 30-year journey in investment management. As the Founder and Managing Director of Activam Group, an independent Melbourne-based firm, he orchestrates a holistic value proposition.

Robert serves as the Asset Allocation Strategist, crafting investment strategies that generate growth through targeted asset allocation and Investment Manager Selection. He leads a team of experts to build customized portfolios and provide insights as an Investment Management Professional. His hands-on approach ensures clients receive clear communication and responsive service.

Before Activam, refined his expertise as an Investment Consultant, advising clients with $50 billion in assets. His international experience includes roles at INVESCO, IMS, and Threadneedle Investments.


Beyond investments, Robert advocates for Autism-related charities, reflecting his passion for social impact. His academic credentials include a Bachelor of Business (Accounting & Law) and a Graduate Diploma in Applied Finance & Investment. 

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Media Links

Why the Bull Run May Be Far From Over.

Tailored or off-the-shelf: What's right for your practice?

Why the Bull Run May Be Far From Over.

Robert Talevski explains Why the Bull Run May Be Far From Over.

Equity markets are surging to new heights, with plenty of reasons to stay optimistic. Asset allocation strategist Robert Talevski explored the solid economic backdrop, global easing cycles, and why history favours continued gains in this bull market's third year. 

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Markets Bounce on Banking Boost.

Tailored or off-the-shelf: What's right for your practice?

Why the Bull Run May Be Far From Over.

In this interview with SBS Australia World News Bulletin, investment management professional Robert Talevski discussed the day's market movements, his predictions for Iron Ore prices considering potential Chinese government stimulus, and the outlook for Australia's Banks.

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Tailored or off-the-shelf: What's right for your practice?

Tailored or off-the-shelf: What's right for your practice?

Tailored or off-the-shelf: What's right for your practice?

Robert Talevski writes Tailored or off-the-shelf: What's right for your practice?

In the ever-evolving landscape of wealth management, financial advisers and investment professionals are faced with a multitude of choices when it comes to managed accounts. Read this thought piece multi-asset portfolio manager Robert Talevski wrote for Financial Standard. 

read the article

Interest rate-sensitive sectors to watch.

Continued Demand Drives Expansion: Activam Group Launches Multi-Asset Series SMA Portfolios on North

Tailored or off-the-shelf: What's right for your practice?

Robert Talevski talks about Interest rate-sensitive sectors to watch.

Asset allocation strategist Robert Talevski shared with ausbiz his current outlook for equity markets. In the interview, he also discussed the broadening of market participation and highlighted the current risks facing equities.  

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Is the current equity market rally sustainable?

Continued Demand Drives Expansion: Activam Group Launches Multi-Asset Series SMA Portfolios on North

Continued Demand Drives Expansion: Activam Group Launches Multi-Asset Series SMA Portfolios on North

Robert Talevski speaks to Andrew Geoghegan of ausbiz.

In this interview with ausbiz, investment management professional Robert Talevski spoke on the matter of the sustainabilty of the current market rally. He also expressed his observation of the positive environment for equity markets with US data remaining favourable.

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Continued Demand Drives Expansion: Activam Group Launches Multi-Asset Series SMA Portfolios on North

Continued Demand Drives Expansion: Activam Group Launches Multi-Asset Series SMA Portfolios on North

Continued Demand Drives Expansion: Activam Group Launches Multi-Asset Series SMA Portfolios on North

Robert Talevski Announces Activam Group Launches Multi-Asset Series SMA Portfolios on North

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.

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Why the interest in small caps, both locally and abroad.

The reason behind he current hesitation from the US central bank.

The reason behind he current hesitation from the US central bank.

Multi-asset portfolio manager Robert Talevski suggests a diversified strategy, focusing on growth equities, emerging markets, and gold exposure.

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The reason behind he current hesitation from the US central bank.

The reason behind he current hesitation from the US central bank.

The reason behind he current hesitation from the US central bank.

Investment manager Robert Talevski talks about the influencing factors on the markets

Asset allocation strategist Robert Talevski talked about the influencing factors on the markets, including elevated inflation and global geopolitical risks.

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US earnings update for Q4 2023.

The reason behind he current hesitation from the US central bank.

ASX Soars: Record High Within Grasp? Expert Reveals 2024's Top Picks.

Robert Talevski says these quarterly earnings updates provide valuable insight.

The US earnings reporting season for Q4 2023 has come to a close. According to investment management professional Robert Talevski, these quarterly earnings updates provide valuable insight into how companies perform and how they might perform going forward from an earnings perspective. 

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ASX Soars: Record High Within Grasp? Expert Reveals 2024's Top Picks.

ASX Soars: Record High Within Grasp? Expert Reveals 2024's Top Picks.

ASX Soars: Record High Within Grasp? Expert Reveals 2024's Top Picks.

Robert Talevski ASX Soars

The ASX200 is inching closer to a record high! Dive into an insightful interview with Robert Talevski, a multi-asset portfolio manager, who unveils his strategies and top picks for navigating the 2024 market. 

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Aussie Market Heats Up! What's Driving the Rise? Expert Weighs In.

ASX Soars: Record High Within Grasp? Expert Reveals 2024's Top Picks.

Jobs Warning! Is Our Economy Headed for Trouble? Expert Sounds Alarm.

Robert Talevski Aussie Market

The Australian market sizzles, but what's behind the surge? Tune in as investment management professional Robert Talevski delivers his insights on today's news and reveals what's next for investors. 

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Jobs Warning! Is Our Economy Headed for Trouble? Expert Sounds Alarm.

ASX Soars: Record High Within Grasp? Expert Reveals 2024's Top Picks.

Jobs Warning! Is Our Economy Headed for Trouble? Expert Sounds Alarm.

Robert Talevski Jobs Warning

Is rising unemployment a sign of things to come? Multi-asset portfolio manager Robert Talevski weighs in on the current economic climate and potential risks for your portfolio in an interview with ausbiz.

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