Driving growth for financial advisors through managed accounts
Investment Management
Investment management
Our approach is tailored, high-touch, and consultative. We take the time to understand your specific needs and objectives, recognising that each client is unique. We embrace flexibility, nimbleness, and a willingness to adapt to your evolving requirements.
Investment Expertise
Client-Centric Partnership
Tailored Portfolios or best ideas portfolios
Delivering expert investment management and comprehensive support through Multi-Asset Portfolios, Managed Accounts and Investment Consulting Services.
Transparent Reporting
Transparent Reporting
Activam regularly provides detailed reports, performance summaries, and portfolio analyses, keeping you and your clients fully informed and aligned.
Monthly economic & investment market updates
Monthly investment portfolio & manager updates
Topical insights content
Portfolio changes report
Global asset allocation insights report
Providing comprehensive and timely reports to keep advisers informed and up to date with investment markets and portfolios.
Collateral for Your Clients
Collateral for your clients
Activam produces professional factsheets, performance reports, and educational materials, making it simple to convey investment strategies and performance.
SOA rationale support document
Quarterly market update
Portfolio factsheets & changes reports
Client communication & update streams
Topical insights content
Engaging client centric collaterals, providing information about their portfolios and insightful content to enhance their investment experience.
Value Proposition Support
Value Proposition Support
Activam provides customized support, strategic investment solutions, and ongoing consultations to help you deliver exceptional service and results.
Ongoing practice development support
Investment committee & updates
Annual investor days
The act Conference, workshops & webinars
Supporting your value proposition through practice and professional development.
Founder & Managing Director
Activam Group
Diverse investment
portfolios
Activam presents a comprehensive suite of multi-asset investment portfolios, each designed to cater to a variety of investment styles, timeframes, and risk profiles.
We work with the following platforms:
Conservative & Income 20/80
Time horizon: 3 years
Moderate 50/50
Time horizon: 5 years
Balanced 70/30
Time horizon: 7 years
Index Focused Balance 70/30
Time horizon: 7 years
Growth 90/10
Time horizon: 10 years
High Growth 100/0
Time horizon: 10 years
* Disclaimer: Investment returns are not guaranteed. Past performance is not a reliable indicator of future returns. The managed portfolio performance represents total returns. Returns have been calculated using the time-weighted method and are after underlying investment management fees. This information is general in nature and does not take in to account your personal objectives, financial situation, or needs. Before making a financial decision, you should think about your financial requirements and obtain financial advice.
Your Strategy, Your Way
Buy: Choose from Activam’s selection of pre-constructed, high-performing portfolios, ideal for clients seeking ready-made investment solutions with a track record of success.
Partner: Merge your existing investment strategies with Activam's expertise to create a blended approach.
Build: Craft completely customised portfolios from scratch or rebrand Activam’s portfolios as your own.
Insights
William Loebis-Arnost spoke with ausbiz today about market volatility amid rising geopolitical tensions in the Middle East and the upcoming U.S. presidential election.
In this interview with ausbiz, Alex Crompton discussed the impact of rising bond yields alongside US Fed rate cuts.
Robert Talevski explored the solid economic backdrop, global easing cycles, and why history favours continued gains in this bull market's third year.