INVESTMENT CONSULTING

Activus provides independent and tailored investment advice, research, reporting, analytical services and Investment Committee support. Our investment consulting service covers the following key areas:

DYNAMIC & STRATEGIC ASSET ALLOCATION STRATEGY 

Activus brings together the investment industry’s leading experts applying proven and active asset allocation strategies across a diverse range of investment opportunities. 

INVESTMENT RESEARCH & RECOMMENDATIONS 

Using our in-house expertise to select and gain special access to the current crop of boutique and top performing investment managers and an ability to select future stars for our client portfolios.

PORTFOLIO CONSTRUCTION

We use proven qualitative and quantitative factors in assessing portfolio construction to better assess risk and potential outcomes over different market environments.

CURRENCY STRATEGY 

Currency is an often overlooked performance contributor but a very valuable source of returns. 

CLIENT SUPPORT & COMMUNICATIONS

We provide clients with regular insightful investment updates and reports.

investment committee

We utilise our expertise in developing a robust & rigorous framework for our client's investment committee. 

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Activus Investment Advisors © 2021 

DISCLAIMER: Activus Investment Advisors PTY Limited ABN 70 612 295 280 AFS rep no. 001242380 has prepared the information in this note. This note has been prepared for the purposes of providing general information only and does not constitute an offer, solicitation or recommendation for investment in Activus does it constitute financial product or investment advice nor take into account your investment objectives, taxation situation, financial situation or needs. An investor must not act on the basis of any matter contained in this announcement in making an investment decision but must make its own assessment of Activus and conduct its own investigations and analysis. While we believe that this material is correct, no warranty of accuracy, reliability or completeness is given and, except for liability under statute which cannot be excluded, no liability for errors or omissions is accepted. This note may not be reproduced or used for any other purpose unless permission is granted by Activus.

contact us

LEVEL 8,

100 COLLINS STREET,

MELBOURNE,

VIC 3000,

AUSTRALIA.

 

Mail: activus@activusia.com.au

Hours of operation 

Mon-Fri: 8AM to 5.30PM

Sat-Sun: Closed