Generates revenue mainly from management fees for managing client assets through mutual funds, provident and study funds, and discretionary investment portfolios. Also manages the group’s own (nostro) investment portfolio for treasury returns.
Geographic Exposure
IsraelN/A
United StatesN/A
Revenue Drivers
Provident and study fund management
Manages long-term savings and provident funds and collects management fees.
CORE77.5%
Mutual fund management
Manages open-end mutual funds including active and index-tracking products.
SIGNIFICANT20.7%
Portfolio management and marketing
Manages discretionary client portfolios and provides investment marketing services.
PERIPHERAL1.8%
End Markets
Retail investors
Institutional investors
Corporate and nonprofit organizations
Pension/provident savers and members
Specializations
Pension clearinghouse integration“Pension 2025” data interface programElectronic AML/CTF customer identification“Portfolio Management 2.0” digital marketing via dedicated fundsCloud migration of core systemsInternal process automation tools+2 more
Activities
Asset and portfolio management
Investment research and security selection
Product structuring and fund administration oversight
