IBI Portfolio Management

The PREMIUM department specializes in providing solutions for high-net-worth individuals (HNWI) 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. In addition to management of your portfolio, we believe in the importance of providing professional advice and guidance in supplemental investment areas, such as planning of intergenerational wealth transfer and pension check-ups along with tailoring alternative investment funds and real investments in income-producing real estate.

Investing in a portfolio based on foreign stock in industries and innovation industries, which are one of the most popular investment channels. In view of the growth in technology consumption, we can see that over the past decade, the technology indices have been outperforming others. This trend was especially clear over the past year, when the sector remained relatively stable and also showed growth, even bucking the general trend. You choose whether to invest in shekels or in foreign currency. Additionally, through the IRA platform.

Investing overseas allows you to benefit from a wide variety of financial assets and investment opportunities on the global market, which make it possible to effectively diversify risk.  A global investment portfolio is tailored to your needs, goals and investment range. The portfolio consists of quality securities, including ETFs, funds, stocks and foreign bonds. Zvika Shlezinger, manager of IBI Investment House’s International Department, one of Israel’s most senior investment managers, has very extensive experience in international investment management.

Investing in a portfolio made up of companies that are evaluated according to their business activity as well as their ESG rating. In the managed portfolio, the companies undergo high quality double screening, which includes traditional business-financial screening along with quality screening that examines the company’s conduct and provides an additional in-depth view based on the criteria of the ESG Index. The portfolio comprises stocks and bonds with high ESG ratings, ETFs that specialize in companies with a positive contribution to the environment and society and investment in green bonds.

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.

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.