An overseas investment makes it possible for you to benefit from a wide variety of financial assets and investment opportunities on the global market. International investments are an integral part of effective diversification of assets in an investment portfolio, and they are necessary in today’s economic reality. Zvika Shlezinger, manager of the department, is one Israel’s most senior investment managers, with vast experience in managing international investments. Working with him are investment managers who are highly experienced in investments and trading on international markets.
Advantages of an international investment portfolio
Diversification
Broad diversification of assets will reduce geographic, political and sectoral risks in the investment portfolio.
Diversity
Your investment portfolio will include financial products and securities that are traded both on both the global and local markets (foreign and local mutual funds, ETFs, select foreign stocks and debentures).
Smart Allocation
Exposure to sophisticated and advanced financial instruments.
Synchronization
Between shekel-based assets and foreign currency assets and adjusting them to specific needs and preferences.
Diversify to balance the risks in Israel
Investment in the local market alone is exposed to geopolitical risks, to a mediocre investment rating, a small number of sectors and exposure to an individual country. The right allocation of assets in the investment portfolio is necessary to create balances in the portfolio, and to do so, you need to diversify your portfolio in different countries, other geographies, numerous sectors and a variety of currencies.
Purchasing of international debentures, for example, is a means of diversifying an investment portfolio. Purchasing debentures is, in fact, extending a loan to multinational companies or different governments around the world with investment ratings that correspond to the debentures of the State of Israel (A+ or better). Purchasing debentures of leading companies opens up a world of investments that are stable and makes it possible to build long-term investment portfolios with a higher chance of outperforming the standard alternatives.
Our Investment Solutions
A portfolio managed through debentures and shares overseas. The 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 overseas manager investment portfolio. The portfolio is managed through funds and quality investment instruments from overseas. 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.
