We believe in taking a holistic approach to asset management that looks at the client’s asset composition in its entirety, including pension savings. We constantly review the latest investment opportunities on both the domestic and global markets, ensuring that our asset selection is individually tailored to each client’s needs, investment objectives and preferred level of risk.
Investment strategy is set and reviewed on a weekly basis by the main investment committee, led by our chief investment officer and which all our portfolio managers attend. The committee considers those events that could potentially have an impact on the various asset classes, such as local and overseas equities, sovereign bonds and corporates, as well as current trends in interest rates, inflation, growth and other key macroeconomic metrics in Israel and internationally. The conclusions and estimates that the committee arrives at during this process of consultation then serve as the basis on which asset weighting is determined right down to the individual equity or bond.
The investment committee’s decisions are supported by the extensive analysis produced by IBI’s in – house research team which includes some of Israel’s top analysts. Any changes in strategy or asset weighting are applied in practice in portfolio management in accordance with each client’s preferred level of risk and financial objectives. We also purchase research on overseas investment opportunities and make use of the most up – to – date IT technology to deliver our services.
Our portfolio management also draws on the insight and commentary from the IBI Fixed Income forum which tracks corporate debt issuance worldwide. This resource is complimented by the knowledge of the expert teams in place across the IBI group.