Robert Talevski

Activam Group, one of Australia’s fastest-growing boutique managed account providers, continues to strengthen its presence in the multi-asset SMA space with the launch of its MultiAsset Series SMA Portfolios on the Netwealth platform.

The launch responds to increasing demand from financial advisers for access to these diversified managed portfolios, already available on BT, Macquarie, and North platforms. The new suite on Netwealth includes four models: the Activam Conservative, Balanced, IndexFocused Balanced, and High Growth portfolios, providing advisers with greater choice to meet a range of client goals and risk profiles.

Each portfolio is built on Activam’s dynamic, asset allocation-led approach, blending a broad mix of asset classes to optimise investment outcomes while managing risk. This expansion reflects Activam’s ongoing commitment to meeting the evolving needs of advisers and their clients.

Managing Director and Founder, Robert Talevski said the availability of the portfolios on Netwealth represents another important step in the firm’s continued growth. “Managed accounts are at the core of what we offer, and we focus on delivering solid performance through our multi-asset SMA portfolios,” he said. “We continually evolve to meet the needs of advisers and their clients.”

Kristina Benkotic, Head of Strategic Growth & Partnerships, added that the addition directly addresses market demand. “Our focus remains on supporting financial advisers with investment options that prioritise client outcomes,” she said. “The launch on Netwealth directly responds to growing adviser demand, and we’re looking forward to working with the Netwealth team to support advisers with the products, assistance, and collaterals they need to deliver quality advice.”

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Robert Talevski

Activam Group continues to deliver strong performance across its Multi-Asset Series SMA Portfolios, with impressive results for the past calendar year – to 31 December 2024. The Balanced Portfolio achieved 13.7%, outperforming its multi-asset peer group benchmark.

Robert Talevski, Managing Director and Head of Investments at Activam Group, commented, “We’re pleased with the continued strong performance of our portfolios. This reinforces the consistency of our investment approach, and we remain focused on helping advice businesses deliver positive outcomes for their clients.”

Activam’s multi-asset portfolios are designed to meet a wide range of client needs, investment profiles, and time horizons. Talevski noted, “The significant variation in asset class performance over the past 12 months highlighted the importance of a disciplined asset allocation strategy, which continues to play a key role in our success.”

At Activam, asset allocation remains a central element of their investment approach, with a focus on active management and capturing emerging market opportunities. The firm’s portfolios are available on the BT, North, and Macquarie platforms.

About the Portfolios: Activam offers a range of investment options, from Conservative to High Growth, designed to meet different risk profiles, investment timeframes, and asset allocations. The firm’s approach to asset allocation and manager selection aims to deliver sustainable, long-term returns for its clients.

Portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio.

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The ‘Activam 2024 Impact Awards’ aim to celebrate excellence and impactful achievements in wealth management and financial services. This is your opportunity to recognise the outstanding professionals and firms that have made significant contributions to our industry.

The winners will be announced at the 2024 act Conference Gala Dinner & Awards Night on September 4, 2024, at the RACV Torquay.

This will be an evening of celebration and recognition of those who have made impactful contributions to our industry.

Voting is now open and will run through August 30, 2024.

Investment Adviser of the Year

• Alex Cokalis (iPartner)
• Chris Harris (Exelsuper)
• David Romanovski (The Hopkins Group)
• Jarrad Page (Right Advice)
• Michael Williams (The Hopkins Group)
• Miles Bellman (Royce Advisory)

Rising Star of the Year

• Jacob Eliopoulos (The Hopkins Group)
• Lucas Kulen (Global X)
• Lucy Gaff (Netwealth Investment)
• Michelle Pham (AMP)
• Ryan James (Sonder Advisory Group)

Fixed Income Fund Manager of the Year

• Daintree Capital
• Metrics
• Perpetual Group
• PIMCO
• Yarra Capital Management

Australian Equity Fund Manager of the Year

• DNR Capital
• First Sentier Investors
• Hyperion Asset Management
• Pendal
• Yarra Capital Management

Holistic Advice Firm of the Year

• Exelsuper Advice
• iPartner Financial Solutions
• Patman Planning Group
• Smart Happy Money
• The Hopkins Group

Financial Services Publication & Information of the Year

• AdviserVoice
• HerAdvice – Podcast Series (BT Academy)
• Financial Newswire
• Financial Standard
• Livewire Markets

Business Development Manager of the Year

• Brent McArdle (BT)
• Chad Hitzeman (Global X)
• Dario Bartolomeo (AMP/My North)
• Gil MacBean (J.P. Morgan Asset Management)
• Haydn Scott (PIMCO)
• Nadia Zveck (Macquarie Group)
• Tony Andronaco (Yarra Capital Management)

Global Equity Fund Manager of the Year

• Arrowstreet
• Global X
• GQG Partners
• Talaria Capital
• T. Rowe Price

Boutique Advice Firm of the Year

• Complete Financial Providence (CFP)
• Dollar Wise Financial Services
• Right Advice Wealth Management
• Stewards Capital Group
• WealthLab

Managed Account (SMA/MDA) Offering of the Year

• BT Managed Accounts
• Lifespan MDA Service
• Netwealth Managed Accounts
• MyNorth Managed Portfolios
• Sentry Advice MDA Service

Dealer Group/Advice Network of the Year

• Centrepoint Alliance
• Lifespan Financial Planning
• New Horizons Financial Services
• Sentry Advice

Alternatives Fund Manager of the Year

• Global X
• Neuberger Berman (NB)
• Partners Group
• VanEck

To cast your vote, review the nominees and vote for each category using the QR code below or on the Activam website.

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Robert Talevski

Activam Group is proud to announce the strong performance of its actively managed Multi-Asset Series SMA Portfolios, achieving significant returns for clients over the past financial year.

Our High Growth portfolio returned 15.1%, while the Balanced Portfolio delivered a notable 13.2%, the Moderate portfolio also achieved double-digit returns at 10.9%, outperforming our investment objectives across the series. These returns are net of management fees but do not include platform or administration fees.

Activam Group’s Managing Director, Robert Talevski, said “We are thrilled with our performance over the past year, maintaining our strong track record,” he stated. Adding, “At the core of our values lies the commitment to support advice businesses in delivering exceptional client outcomes.”

Activam presents a comprehensive suite of multi-asset investment portfolios, each designed to cater to a variety of investment styles, timeframes, and risk profiles.

Talevski added, “With the substantial divergence in asset class returns over the past 12 months, a well-executed asset allocation strategy was critically important, and this has become more evident than ever before. At Activam asset allocation is at the core of our philosophy, we’re active in managing investments, through capturing opportunities”.

These portfolios are currently available on the BT, North, and Macquarie platforms.

*This media release is for informational purposes only and does not constitute financial advice. 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 fees. This information is general in nature and does not take into account your personal objectives, financial situation, r needs. Before making a financial decision, you should think about your financial requirements and obtain financial advice.

About the Portfolios

Our investment options span from Conservative to High Growth, offering risk profiles across different styles, investment timeframes, and growth/defensive mixes. This ensures that we cater to the various investment requirements and objectives of clients.

Our proven track record is supported by our strong focus on asset allocation strategy and, manager selection process. With an objective of delivering outperformance and sustainable returns.

The portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio

The post Activam Group delivers strong FY24 returns appeared first on AdviserVoice.

Robert Talevski

Activam Group is excited to announce the launch of the Activam Multi-Asset Series SMA Portfolios on North Platform, reflecting a growing adviser demand for diverse, high-performing managed portfolios with a strong focus on asset allocation. This new suite, now available to advisers on the North platform.

The six managed portfolios, expertly managed by Activam Group, an investment firm specialising in multi-asset portfolio management and investment consulting services, bring enhanced optionality to advisers. The portfolio options include:

• Activam Conservative and Income Portfolio
• Activam Moderate Portfolio
• Activam Index-Focused Balanced Portfolio
• Activam Balanced Portfolio
• Activam Growth Portfolio
• Activam High Growth Portfolio

Each portfolio reflects Activam Group’s strategic asset allocation approach, combining a diverse mix of assets to optimise performance and manage risk effectively.

This launch reaffirms Activam’s dedication to supporting the evolving needs of the adviser community with high-quality investment solutions.

Robert Talevski, Activam Group Managing Director and Founder said: “We are thrilled to be offering access to the Activam Multi-Asset SMA investment portfolios through North. Our investment team takes an active approach to portfolio management, bringing together our extensive experience, knowledge, and best ideas.”

“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.”

Kristina Benkotic, Activam Group – Head of Strategic Growth & Partnerships said: “We are excited to expand our partnership with North, our commitment is to partner and grow with financial advisers and wealth practices providing investment options that deliver best outcomes for their clients, this launch meets the rising demand for dynamic portfolio management solutions.”

Edwina Maloney, AMP Group Executive, Platforms said: “North also continues to invest in optionality and choice by giving advisers the confidence that their platform is the easiest to use in the market with a growing range of tailored investment solutions and best of breed functionality.”

“That’s why we’re thrilled to be welcoming Activam to our platform with six new managed portfolios on North, as we continue to set the pace with the fasting growing offer in the market.”

“Thanks to this partnership, North is offering advisers access to an extensive new range of actively managed portfolios with diversified risk profiles across different styles, investment timeframes and exposures that help drive advice practice efficiency whilst also lowering its cost to serve.”

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