Investment portfolio management
Azimuth Investment House manages investment portfolios with varying levels of risk, both for private clients and institutional clients as well as companies. Each portfolio is tailored specifically to the client, with full transparency and ongoing support.
The team managing investments at Azimuth consists exclusively of the primary partners, who have extensive experience and many years of professional expertise in the capital markets across various aspects. The minimum portfolio size is 500,000 NIS.
Advantages of managing an overseas investment portfolio with Azimut
Unique and exclusive collaboration with a Swiss investment house
Utilizing expertise to combine diverse overseas markets and diverse investment avenues while increasing diversification in the investment portfolio
Portfolio management that serves as an "insurance policy" for periods of instability and high volatility in the local market
Taking advantage of investment opportunities in other markets abroad, with an emphasis on the American market
Overseas investment portfolio management
Invest in all worlds
Azimut Investment House has a close and exclusive collaboration with a veteran Swiss investment house with rich experience in managing investments in overseas markets.
The collaboration allows Azimut to offer its clients the ability to manage an investment portfolio that is invested entirely in assets abroad, while utilizing the knowledge, experience, and many years of expertise accumulated at the Swiss investment house.
Naturally, the cooperation is also reflected in the investment portfolios, which are mostly managed with shekel assets, as long as there is any allocation to assets abroad.
Advantages of managing through a self-managed education fund and/or a self-managed provident fund
Maximum control over savings management policy and asset mix
Ability to respond, adapt investment policy and asset mix to market conditions
Full transparency of all assets that make up the fund
Planning and adjusting all of the saver's money while maximizing tax benefits
Direct and personal contact with the investment manager
Individually Managed Provident Fund (IRA)
What is an IRA?
A medium/long-term savings solution that allows for individual management of the education fund and provident fund in accordance with the client's personal needs. Full control over the nature of the investment and the mix of assets in the education fund and personal provident fund.
The research process and guiding principles for asset selection
01
A personal meeting with a senior representative of the company prior to investment, in order to gain an in-depth and direct understanding of the company’s activities and human capital.
02
Review of the company’s financial data.
03
Examination of the industry in which the company operates and its competitors.
04
Monitoring developments within the company and the industry.
05
Independent and creative thinking.
06
Exploiting market failures, anomalies, and changes in preferences to "acquire" assets that have fallen below their economic value, primarily in the bond market.
07
Using the bond ratings from leading rating agencies as a tool, with a focused perspective based on accumulated experience to identify errors and delays in adjusting ratings to company activities.
08
Examining the size and liquidity of the specific security issues.
The values by which investment portfolios are managed
Reliability and loyalty
Professionalism
Transparency
Tailoring investments to client's needs
Independent creative thinking
