Generates revenue primarily from management fees and related income for managing provident (gemel) funds and pension funds. It also earns fees from alternative investment products and provides non-bank credit to small and medium businesses.
Geographic Exposure
IsraelN/A
Revenue Drivers
Provident and pension fund management
Manages provident and pension savings products and earns management fees.
CORE97.4%
Alternative investments and SME credit
Manages alternative investment products and provides non-bank business lending.
PERIPHERAL1.7%
End Markets
Individual savers / fund members
Employers (pension and savings contributors)
Qualified investors
Banks and family offices
Small and medium businesses (borrowers)
Specializations
Derivatives hedging policySPV and limited-partnership structuringiCapitalNetwork platform distribution (iFunds)Alternative real estate deal origination and fundraisingCollateralized SME lending (guarantees, real estate, equipment)KYC and anti-money laundering compliance+1 more
Activities
Asset and investment management
Fund and pension plan administration
Marketing and distribution via agents/banks/partners
Alternative investment origination and fundraising
