A unique array of solutions to manage your wealth. The PREMIUM Department specializes in providing solutions for high-net-worth individuals and those with unique characteristics. IBI PREMIUM’s team of experts specializes in a 360° holistic approach to management of your financial and pension assets. Personal guidance and in-depth learning of your personal needs will enable us to work with you to create a smart allocation that includes a variety of unique investment solutions that are right for you
Broad geographic and sectoral distribution, which diversifies the investment portfolio, using special investment solutions.
Professionalism And Experience
Professional management by our finest investment specialists, who specialize in various areas of the financial sector. This is in addition to the investment house, which has been offering unique investment solutions for private, institutional and corporate customers for 50 years.
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 companies in Israel and overseas.
Personal Guidance
We believe in a single contact approach, according to which your portfolio manager is the person who will guide you throughout the process.
Our Unique Solutions
Capital Market Investments
Personalized investment mix, tailored to the customer’s objectives, needs and investment channel, and is made up of classic investment instruments on the negotiable capital market. Among the solutions, investment in a variety of debentures and shares, in Israel and overseas, Israeli and foreign mutual funds, guidance on pension savings, unique solutions for investments overseas and ESG investing.
International Department
International investment instruments managed through foreign debentures and shares. The team of investment managers in the International Department finds high-quality funds and investment instruments through in-depth and professional research. The international portfolio is based on professional research and analysis and includes quality financial products and securities, including foreign and local mutual funds, ETFs, select foreign stocks and debentures. The International Department is led by Zvika Shlezinger, and investment manager with over 20 years of experience in management of foreign investment. Working side-by-side with Zvika are additional investment managers, analysts and traders with extensive experience with investments and trading on international markets.
IBI ESG
The investment portfolio includes investment in quality local and international companies that have been selected based on their business activity and their ranking on the ESG Index. Double and high-quality screening is performed on the managed portfolio, so that in addition to analysis of the investments, each of the holdings in the portfolio also undergoes thorough screening that provides a comprehensive and in-depth picture of the company.
Alternative Investment Funds
Unique investment funds, generally characterized with a low correlation to the negotiable investment portfolios that are an important part of the allocation such as debt, consumer credit, real estate funds and more. This investment is intended for 35 offerees and investors listed in the first addendum to the Securities Law, 1968.
Investments In Income-Producing Real Estate
The investment in real estate assets arm of IBI Investment House offers investments in income-producing assets overseas along with the leading institutional organizations in the field. This investment is intended for 35 offerees and investors listed in the first addendum to the Securities Law, 1968.
Pension Check-Up
As part of the comprehensive view of the asset portfolio and as a way of including the pension component in the proposed investment, we will conduct an in-depth review of your pension portfolio in terms of the investment tracks, pensions and more.
Research and Risk Management Department
The IBI Investment House Micro and Macro Research Department is among the largest and best-established on the Israeli capital market, with more than 10 analysts, and it regularly reviews companies in Israel and overseas. There is also a Risk Management Department and that works with them to provide another professional support structure for the IBI PREMIUM DEPARTMENT.
Decision-Making System For The Best Mapping Of The Investment
Our investment strategy is decided by the Central Investment Committee, which convenes weekly. Members of the committee include all IBI investment managers along with the economists and analysts.
The committee discusses the events relevant to the capital market and their anticipated impact on the various investment channels.
Based on the analyses and estimates of the Committee, IBI Investment Portfolio Management purchases studies related to investments overseas and receives data from corresponding investment houses around the world.
The conclusions of the Committee are applied in the changes made if necessary, according to the risk level and investment policy that is right for you.
Broad geographic and sectoral distribution, which diversifies the investment portfolio, using special investment solutions.
Professional management by our finest investment specialists, who specialize in various areas of the financial sector. This is in addition to the investment house, which has been offering unique investment solutions for private, institutional and corporate customers for 50 years.
The Research Department of IBI Investment House is one of the largest and best established on the Israeli capital market and regularly reviews companies in Israel and overseas.
We believe in a single contact approach, according to which your portfolio manager is the person who will guide you throughout the process.
Our investment strategy is decided by the Central Investment Committee, which convenes weekly. Members of the committee include all IBI investment managers along with the economists and analysts.
The committee discusses the events relevant to the capital market and their anticipated impact on the various investment channels.
Based on the analyses and estimates of the Committee, IBI Investment Portfolio Management purchases studies related to investments overseas and receives data from corresponding investment houses around the world.
The conclusions of the Committee are applied in the changes made if necessary, according to the risk level and investment policy that is right for you.