is part of our
The aforesaid should not be regarded as a commitment by the Company to achieve surplus yields, and the information on yields achieved in the past is not intended to indicate yields that will be achieved in the future
Responsible and calculated investment policyRead more
Long term view
Our investment managers and analysts work to locate future trends and attractive investment opportunities for which, in our estimation, when taking the long view, the chances exceed the risk. In order to achieve this goal, we work in a unique way that combines professionalism, excellence and continual renewal, and sometimes we are required to make decisions and carry out moves that do not match the current prevalent trend in the market. The rule that guides these decisions and moves is the expectation that they will bring high yields to our clients in the long run.
Retaining a permanent team of Investment Managers
We take steps to retain our permanent team of investment managers who have worked together for many years. This professional, high quality human capital, who are thoroughly familiar with our investment strategy, is in our estimation the key to long term gains.
Worldwide spread of assets
A significant portion of our asset portfolio is currently invested in overseas markets, with the aim of achieving broad exposure to global assets and limiting the risk of focusing on a specific market. In addition, we focus on investment in assets with high liquidity, which allows us to change the asset allocation in the portfolio and respond quickly to events in the markets as required. This strategy extends the range of investment options open to us, and helps us to benefit from global trends and processes.
How did it all begin?Click here to view our journey
in the Pension Savings Service Index of the Capital Market Authority*
managing funds of billion ILS (approx.)
employees and managers (approx.)