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IBI Portfolio Management

We offer a variety of advanced investment portfolios, with a holistic approach to management of your financial and pension assets. Our investment managers specialize in a wide range of unique investments and in identifying investment opportunities in both in Israeli and global markets, with close personal guidance throughout the process.

Our products

דסק-טופ-לידרס
IBI LEADERS Leaders portfolio

With the IBI LEADERS investment portfolio, you will be able to benefit from one of the standard methods used around the globe for foreign investments, through funds and quality investment instruments managed by the world’s finest investment managers. Our investment team finds high-quality funds and investment instruments through in-depth and professional due diligence. What’s more, you will be able to benefit from investment products that are reserved for institutional customers and at a much lower cost than is standard on the market. The leaders portfolio offers numerous advantages, including the option of selecting and screening quality funds and ETFs, in-depth analysis of the investment products in the portfolio, attractive terms for IBI Portfolio Management customers (institutional class) and development of smart allocation in the investment portfolio.

אלפא
IBI ALPHA Dynamic investment portfolio

A portfolio focused on the pulsating heart of the economy, through investment channels that offer a cash flow, with stable economic and growing economic activity. The investments in the portfolio focus on quality financial products and securities, including stocks, indices and select corporate bonds. The portfolio is highly diversified in terms of sector and geography, including technology, infrastructure, renewable energy, medicine, finance and income-producing real estate. Therefore, in a portfolio of this type, there is no investment in areas based on entrepreneurship or future developments.

IBI-SMART
IBI SMART Managed portfolio beta

A portfolio that combines passive and active investment, allowing you to track leading indices in Israel and worldwide wisely. The investment strategy in the portfolio is designed to generate a higher return than the base index. The portfolio is based on selection of investment channels (allocation), while making adjustments for market conditions and the defined risk level, using three main characteristics: sophistication, innovation and investment in companies with a high ESG rating.

תכנון-פיננסי
IBI Financial Planning Pension Insurance Agency

As part of the suite of IBI portfolio management services, you can receive a financial check-up from our pension insurance agency. IBI Pension Insurance Agency offers a range of services related to financial planning, retirement planning and more. Simply put, we help you plan and build the portfolio that is right for you. Of course, when the time comes, we will help you use it effectively.

תיק השקעות אג”ח BOND
IBI BONDS Bond investment portfolio

The investment portfolio focuses on investment in the bonds of companies we believe to be strong and holding them until their redemption date (buy and hold strategy). In this type of portfolio, we expect a return from the interest regularly paid by the bonds (“coupons”) and it is possible to attempt to estimate the return the portfolio will yield in advance – as it is derived from the bond yield at the time of investment. The investment is suitable for those with an investment term of at least two and a half years.

מוסדיים ותאגידים corporate
IBI CORPORATE Investments for institutions and corporations

IBI Portfolio Management has specialized for five decades in managing investments for institutional organizations and corporations, in management foreign currency surpluses and providing unique investment solutions in non-marketable parts. All this is done by senior investment managers, who specialize in institutional and corporate clients only. The team frequently and regularly participates in the meetings of the investment committees and forums of the managed organization. Companies, corporations and institutions benefit from the personal guidance of the senior investment managers in all financial decisions.

IBI KOSHER Kosher investment portfolio

IBI KOSHER enables you comply with Jewish religious law and the benefits of a managed investment portfolio. From now on, you can enjoy the advantages of a managed investment portfolio that takes the requirements of Jewish law into account.

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Our Uniqueness

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    Global Exposure
    Diverse global investments, with banks in Israel and worldwide, foreign debentures and special investment management for the global market.
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    Decision-Support Research
    The Research Department of IBI Investment House is one of the largest and best established on the Israeli capital market and regularly reviews over 100 companies in Israel and overseas to enable the best possible investment management decisions to be made.
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    Professionalism and Stability
    Professionalism and experience of a stable, leading and successful investment house which has been offering unique investment solutions to private, institutional and corporate customers for 50 years.

FQA

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