Generates income mainly from managing a portfolio of liquid financial investments (deposits, bonds, tradable securities, funds) and from equity investments in investees while seeking new real-economy investments.
Geographic Exposure
IsraelN/A
Revenue Drivers
Financial investment income
Finance income from deposits, securities, funds, and related hedging activities.
PERIPHERAL0%
Equity investee value gains
Returns from equity interests in investees accounted as investments/joint ventures.
PERIPHERAL0%
End Markets
Financial institutions and capital markets counterparties
Specializations
Pumped-storage energy project developmentInvestment policy governance via investment committeeFX exposure managementDerivatives and options risk hedgingSynthetic deposit structuresShort selling for hedging+1 more
Activities
Treasury and portfolio investment management
Sourcing and evaluating new investments/mergers
Risk management and hedging (FX, derivatives, short positions)
Governance oversight of investees (board representation)
Renewable energy project origination and development (early-stage)
