Growth
Partnership
Evolution

Managed Accounts, Asset Management & Investment Consulting
Solutions for Financial Advisers & Institutional Investors

At the core of our values lies the commitment to support you in delivering exceptional client outcomes and enhancing overall efficiency.

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Tailored Financial Expertise

Activam Group offers leading multi-asset &
diversified Managed Accounts & Investment
Portfolios seeking to meet a range of
investment objectives & risk profiles. Our
portfolios can also be tailored to adapt specific
to investment requirements such as direct
equities, ethical, pension, cost conscious & ETF
focused portfolios.

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Flexibility & Choice

We offer a buy, partner or build approach to our multi-asset Managed Accounts & Investment Portfolio solutions:

Buy
Invest in Activam’s leading best ideas portfolios

Partner
Blending your current investment portfolios and incorporating portfolios managed by Activam.

Build
Adviser’s existing portfolios or new tailored portfolios

You also have the option to rebrand and use Activam’s top-performing portfolios as your own.

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Our Partnership Approach

We firmly believe in our duty to cater to the needs and preferences of our clients, offering tailored services and investment solutions while safeguarding their financial objectives.

As we say goodbye to an incredible year, we at the Activam Group extend our best wishes to our cherished clients, colleagues, and friends. Your support has made our 2023 journey one to cherish and remember. We're grateful for the milestones achieved together and look forward to supporting our clients to even greater accomplishments ahead! Here's to a New Year filled with success, opportunities, and the spirit of evolution, partnership, and growth.

Our MD, Robert Talevski, discussed the unexpectedly strong performance of the equity market rally and its potential sustainability. He provided insights into our 2024 outlook and identified investment opportunities in a conversation with Ricardo Gonçalves, the host of Special Broadcasting Service (SBS) Australia’s On The Money Programme. The interview was showcased in last night's SBS World News Bulletin. https://lnkd.in/gtXUMqxM

Robert Talevski spoke with Ricardo Gonçalves on Special Broadcasting Service (SBS) Australia - On The Money Programme, covering global equity market movements and sharing his thoughts on the weakening of the US Dollar, the spike in iron ore prices, and our economic outlook & portfolio positioning.
https://lnkd.in/g44taPYf

Our very own Robert Talevski had the opportunity to discuss with ausbiz his thoughts on the current macroeconomic landscape and its potential trajectory, including significant trends in the US labor market, his perspectives on the ongoing US and Australian earnings season, the recent Chinese policy expenditure, and our portfolio's strategic positioning. https://lnkd.in/gdyxMqS7

We are grateful to the AdviserVoice Pty Limited's team for their coverage of the launch of our SMA on BT Panorama. If you're keen on exploring our managed accounts for your practice, please get in touch. https://lnkd.in/gc4sVsxj

Earlier today, Robert Talevski, had the opportunity to engage in a discussion with Danielle Ecuyer from ausbiz. During their conversation, he expressed his perspectives on the present macroeconomic conditions, the forecast for earnings, and our strategic portfolio positioning. https://lnkd.in/gr3wjgFY

Robert Talevski, engaged with Jonathan Shapiro of The Australian Financial Review, delving into the topic of active versus passive managers and explored the optimal scenarios for adopting active & passive investment strategies. “In markets where inefficiencies exist or where information is not immediately reflected in prices, active managers can exploit these opportunities to potentially generate excess returns,” he said. Active managers also did well in bear markets, Mr Talevski said. “Skilled active managers can use their expertise to navigate bear markets more effectively. However, this success is not guaranteed, and not all active managers can consistently outperform,” he said. Full article can be found in the following URL: https://lnkd.in/gj5tBcdu

Growth
Partnership
Evolution

Managed Accounts, Asset Management & Investment Consulting
Solutions for Financial Advisers & Institutional Investors

Tailored Financial Expertise

Our Partnership Approach

Quick Links

Address

contact@activam.com.au

Level 13, 470 Collins Street, Melbourne VIC 3000

Contact

GrowthPartnershipEvolution

Managed Accounts, Asset Management & Investment ConsultingSolutions for Financial Advisers & Institutional Investors

Tailored Financial Expertise

Our Partnership Approach

Growth
Partnership
Evolution

Managed Accounts, Asset Management & Investment Consulting
Solutions for Financial Advisers & Institutional Investors