Management of issue portfolios
An investment portfolio that participates in IPOs is an amazing product that allows an investor to purchase securities during the institutional IPO stage and enjoy the discount that was reserved for institutional entities only.
As part of a reform in the field of issuances led by the Securities Authority in 2016, managed portfolios are allowed to participate in the institutional phase of new issuances (debt/equity) together with other institutional bodies (provident funds, mutual funds, training funds, etc.). Participation in the institutional phase allows the private investor to benefit from a significant discount on the price (pre-commitment fee) embodied in the purchase price in the IPO, a benefit that until now was reserved for institutional investors only.
The private investor does not have direct access to issues like an institutional investor, but only through an investment manager. Clients of investment managers are already allowed to operate in the initial phase of issuing securities, and private investors are reaping the rewards.
Prominent benefits for you as a customer
Fast Reply
The ability to respond quickly and adjust the investment policy and asset mix to the state of the markets.
Rich experience and expertise
Leading professionals with rich experience in the capital market.
Dynamism and flexibility in managing your portfolio.
objectivity
Management services that enable a real choice for you without conflict of interest.
transparency
The case management is done in your account, you receive a regular report on the composition of the case and what is done in it.
Attitude and service
Service and personal attention with each new call, you get a permanent contact person who answers all your needs.
As a customer you are part of an investment boutique and not one of many like in large investment houses.
Diverse investment avenues suitable for you.
costs
Trading costs are reduced in all financial instruments.
Risk Management
Dynamic and personal management consisting of stocks, bonds and ETFs in Israel and abroad, according to your character and preferences.
