Knowledge resources
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generalHow is ESG is changing the rules of the game in the alternative investments sector?
10 August, 2025The attitude towards aspects of ESG (environmental, social and corporate governance) is also reflected in the alternative investments sector. What different ESG approaches are being implemented in Europe and the United States? To what extent are these approaches affecting property values? And how are international climate agreements, such as the Paris Agreement, changing how investors are investing in this market?Read More -
generalWhat are alternative investments and how do they integrate in your investment portfolio?
11 March, 2025In today’s digital age, the knowledge industry is changing the rules of the game. Financial information is more available and accessible than ever before, and private investors can be exposed to a wide variety of data, analytics and opportunities that were previously reserved solely for professionals. The growing awareness that uninvested money could lose value due to inflation and eroding purchasing power is prompting many investors to seek out diverse investment channels. One of the most prominent channels within this context is alternative investments.Read More -
generalWho is allowed to invest in alternative investments and how does it work?
11 March, 2025Alternative investments being offered or sold to the public within the framework of a Private Offering offer many diverse and unique alternatives for wealth management but, due to their complexity and unique characteristics, the Securities Law defines criteria to ensure that investors wanting to participate in them are prepared to contend with the risks and challenges involved. Private investors who fulfill these criteria are given access to investment channels that are not available to the general public, the objective being to create balance between investment opportunities and the level of requisite knowledge and resources.Read More
The alternative investment market carries with it opportunities but also risks that must be taken into account when making an investment, such as: market risks, including exposure to foreign exchange, interest rates and global markets, operational risks, regulatory risks, limited liquidity risk and risk of complexity and limited transparency of the transactions.
The above includes general and selected information only regarding the field of alternative investments and therefore does not claim to be comprehensive and comprehensive, and should not be considered an exhaustive review of the field and/or the risks involved in it. The above does not constitute legal advice and/or interpretation and/or a complete review of the provisions of the law. When making an investment decision, the investor must rely on an examination conducted solely by him regarding the transaction and its terms, including the advantages and risks involved in the transaction, and must carefully review all documents relevant to the transaction, as well as consult with his professional advisors to the extent required prior to investment. Altshuler's Investment Proposal in Transactions Shaham Alternative Investments for investors from the State of Israel is based on an exemption under the Securities Law, 5728 - 1968 ("Securities Law"), which states that an offer and sale to up to 35 investors in any 12-month period (as specified in Section 15A(a)(1) of the Securities Law and its regulations) who are not listed in the First Schedule to the Securities Law or to investors as stated in Section 15A(a)(7) of the Securities Law and its regulations does not require the publication of a prospectus whose publication the Securities Authority has approved. In light of the above, the investment is not regulated under the Securities Law and/or under the provisions of the Joint Investments in Trust Law, 5754-1994. The investment and any advertising material regarding it have not been approved by the Israel Securities Authority. The above does not constitute investment advice pursuant to the Law on the Regulation of the Practice of Investment Consulting, Investment Marketing and Investment Portfolio Management, 5755-1995 (the "Practice Regulation Law"). Altshuler Shaham Alternative Investments, as well as its advisors and those working on its behalf (a) are not authorized to provide investment advice or portfolio management pursuant to the Practice Regulation Law; (b) are not licensed under this Law; and (c) are not insured pursuant to the provisions of the Practice Regulation Law. Any advertising information provided, as well as any information that will be provided regarding an investment option as part of a future offering, will not constitute investment advice or investment marketing as defined in the Practice Regulation Law. It is clarified that the above does not constitute a commitment to any return on investment funds. The use of the above information is at the sole risk of the user. The above information is current as of March 2025.