A track record in high-calibre research
IBI Investment House enjoys the superlative professional services of leading research and economics departments that support all company operations. Together these two departments constitute one of the largest research bodies in Israel's capital marke. t
Our economists and analysts cover almost 100 companies on a day-to-day basis, publishing company and sector analyses and macro-economic surveys.
Our research team numbers 10 professionals, including 6 senior analysts assisted by a number of research assistants, two economists who follow macro-economic developments and two investment strategists who analyze trends in international markets.
Who benefits from the information?
The research and economics departments provide timely research to portfolio managers, trading desks and mutual fund managers at IBI Investment House.
Additionally, they provide research services and valuations to external bodies which use the data in making decisions for managing their investments.
Among the clients who purchase IBI research are pension funds, financial companies, insurance companies and provident funds as well as private and public companies.
Our advantage lies in our ability to combine diverse sources of information with market-leading and insightful analysis and the ability to deliver up-to-the minute feedback on market developments and fluctuations.
Our research and economics departments have built a reputation among Israel's leading institutional investors for their professionalism, objectivity and integrity.
IBI clients enjoy access to an up-to-date research library on the IBI website. Clients also receive e-mails with real time updates on developments in covered companies, in the Israeli economy and in various capital markets.
Close cooperation between the macro and microeconomic teams, analysis of global trends and a superior trading desk – all these generate synergies that give our research and economics teams a clear advantage over our competitors.
Economic Strategy Unit – a thought leader on global issues
Our economic strategy unit was established at the end of 2004 as part of an internal redeployment ahead of the equalizing of tax rates on foreign investments. This unit is tasked with monitoring global developments that impact on markets for clients interested in investing abroad.
Services
o Continuous tracking of international developments affecting various financial investments.
o Advising clients on asset allocation
o Briefing clients on geographical, sectoral and industrial aspects of international investment as well as investment products.
o Publication of comprehensive research on global economic trends affecting financial markets, using academic economic models adjusted for application in investment management.
The Strategic Advantage
Since international investments represent a new area for many of the institutions dealing in money management, the unit also produces position papers containing recommendations on the appropriate exposure of Israeli investment portfolios to overseas investments.
The unit prepares presentations for all IBI clients on request.
Institutions interested in reviews of international developments and their effect on investments are invited to contact us. We will return your call as soon as possible.
