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.
אזימוט בית השקעות מנהלת תיקי השקעות ברמות סיכון שונות הן ללקוחות פרטיים והן ללקוחות מוסדיים ולחברות. תיק ההשקעות נבנה בהתאמה מדוייקת ללקוח, בשקיפות מלאה וליווי שוטף.
הצוות המנהל את ההשקעות באזימוט כולל אך ורק את השותפים העיקריים, בעלי הוותק והניסיון המקצועי רב השנים בשוק ההון על מגוון היבטיו. היקף התיק המינימאלי הינו 500 אלף ₪.
Investment portfolio management
The values by which investment portfolios are managed
Reliability and loyalty
professionalism
transparency
Adjusting the nature of investments according to the client's needs
Creative independent thinking
The research process and guiding principles for asset selection
01
A personal meeting with a senior representative of the company prior to investing in it in order to gain an in-depth and direct understanding of the company's activities and human capital.
02
Reviewing the company's financial data.
03
Examining the industry in which the company operates and its competitors.
04
Monitoring developments in the company and the industry.
05
Creative independent thinking
06
Exploiting market failures, anomalies, and changes in tastes in order to "collect" assets that have fallen below their economic value, mainly in the area of bonds.
07
Use as an auxiliary tool in the bond ratings of the leading rating companies, with a focused look based on accumulated experience, to detect errors and delays in rating adjustments to the companies' activities.
08
Checking the volume of series and marketability of the specific security.
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.
