Robert Talevski Email and Phone Number
Robert is an accomplished investment executive with over 27 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, Robert’s 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, with the aim to support and enhance Wealth Practices’ value proposition through fostering meaningful high-touch partnerships. He believes that an effective investment management structure is one that delivers alpha through multiple sources, such as asset allocation, investment manager selection, and currency management.Prior to 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 was responsible in managing 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 totalling $50 billion. His experience includes time in London with INVESCO, IMS (Investment Manager Selection), and Threadneedle Investments.
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Founder And Managing DirectorActivam GroupMelbourne, Vic, Au -
Founder & Managing DirectorActivam Group Jul 2023 - PresentMelbourne, Victoria, AustraliaActivam Group provides independent multi-asset investment management and asset consulting services to enhance business efficiency & clients' financial outcomes of Wealth Practices, Super Funds, Wholesale & Institutional Investors. -
Managing Director & FounderActivus Investment Advisors Jul 2016 - Jun 2023Melbourne, Australia -
Member Of The Board Of DirectorsAbia Group Ltd Nov 2013 - Nov 2016AustraliaMember of the Board of Directors
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Portfolio ManagerLegalsuper 2013 - 2015Melbourne, Victoria, Australia -
Portfolio Manager - Global Equities & Private Markets InvestmentsTelstrasuper Apr 2011 - Mar 2013Melbourne, Australia- Responsible for managing the $900 million Private Markets portfolio - Responsible for global strategic direction, investment sourcing, selection, due diligence and implementation, monitoring and reporting to the Investment Committee and Board- Sectors covered included buyouts, expansion capital, distressed debt & equity, venture, turnaround, secondaries, energy and mezzanine investments - Also portfolio manager of the $2.5 billion dollar Global Equities portfolio with broad exposures across developed, emerging markets and other strategies -
Investment ConsultantJana Investment Advisers 2007 - 2011Melbourne, Australia- Held advisory positions across a number of large industry and corporate super funds, charities and high net worth clients totaling $20 billion dollars - Advised on asset allocation strategy and portfolio construction - Advice covered multi-asset classes including, Global & Australian Equities, Property, Infrastructure, Private Equity, Hedge Funds and Fixed Income - Senior member of the Global Equities ($46 billion) & Private Markets ($6 billion) research committees, responsible for sourcing, due-diligence, selection, approval for investment to be used by clients & monitoring investment managers -
Manager - Markets ResearchThreadneedle Investments 2005 - 2006London, United Kingdom- Investment manager research and monitoring- Covered multiple regions and asset classes -
Research Analyst / Deputy Portfolio ManagerIms - Investment Manager Selection 2002 - 2005London, United Kingdom- Prepared investment manager research and selection reports- Participated in asset allocation strategy meetings- Portfolio construction and monitoring activities- Sourced new investment managers- Covered multiple regions and asset classes
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Manager - Performance AnalystBlackrock 1998 - 2002Melbourne, Australia -
AnalystColes Myer 1996 - 1998Melbourne, Australia
Robert Talevski Education Details
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FinsiaApplied Finance & Investment -
(Accounting & Law)
Frequently Asked Questions about Robert Talevski
What company does Robert Talevski work for?
Robert Talevski works for Activam Group
What is Robert Talevski's role at the current company?
Robert Talevski's current role is Founder and Managing Director.
What schools did Robert Talevski attend?
Robert Talevski attended Finsia, Victoria University.
Not the Robert Talevski you were looking for?
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Rob Talevski
Greater Sydney Area1cba.com.au -
1talcon.com.au
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Robert Talevski
Melbourne, Vic -
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