Peilim Portfolio Management
Investment Portfolio Management
Peilim Portfolio Management
View ProfileAvishai Karavani
Chairman of the Board
Peilim Portfolio Management
Yossi Lev Deputy CEO & Investment Manager
Amit Alshech V.P., Sales & Marketing
Aviram Yedidya V.P., Finance & Operations
About Peilim Portfolio Management
Peilim Portfolio Management is one of Israel’s leading investment portfolio management companies. Founded in 1987, the company is fully owned by Bank Hapoalim. Peilim specializes in investment portfolio management for private clients, public and private companies, non-profit organizations, government agencies, local authorities, kibbutzim, and others. The company manages About NIS 20 billion, and is, therefore, one of Israel’s leaders in the field of portfolio management.
Skilled and Experienced Staff
The company’s investment portfolio management staff holds Israel Securities Authority license for managing portfolios and has extensive experience and broad know-how in working in the capital markets. Chairman of the Board of Directors Mr. Ronen Stein has extensive experience in the finacial world, his last position was deputy CEO of Bank Hapoalim with responsibilty over the retail division. The company’s CEO Avishai Karavani has 25 years of experience in senior management in the investment industry.
Objective and Independent Management
Peilim is engaged solely in investment portfolio management. This fact enables the company’s investment managers to select the best quality financial products, and manage the investment portfolio for clients in an objective and independent way. Peilim is supervised by the Israeli Securities Authority, the Bank of Israel and Bank HaPoalim’s internal audit function. In addition, Peilim implements controls for guaranteeing the service quality.
An Orderly and Structured Investment Decision Making Process
The company strives to implement a methodical and enlightened investment decision making process. The process begins with a periodic meeting of the board of directors to map out investment policies and strategies. The investment committee discussed weekly with The company’s CEO Avishai Karavani in attendance, as part of the application of the investment decision making the process to the client’s investment portfolio.
The company’s Research Department, supports the overall investment decisions that are implemented. The department performs fundamental analysis of all securities, and the financial instruments that Peilim invests in, and provides professional opinions and recommendations based on the results of its analyses.
Peilim stresses matching the services provided to clients with expectations in terms of the specific needs and risks desired by the client. This approach is expressed in the company’s vision. The central tenet of Peilim’s vision is “to be the preferred partner” in obtaining the economic goals of the client. In order to realize this vision, Peilim strives to provide a package of proactive services according to the structure of the investment portfolio and the preferences of the client.
The investment portfolio is managed by five professional desks
Specializes in the investment management of private clients. The desk focuses on portfolio management in direct investment in securities in Israel and worldwide. The desk manages investment portfolios worth NIS 350,000 or more and allows clients to hold personally tailored investment portfolios, according to the level of risk chosen by the clients and in line with their financial needs.
The ETF Desk
The required minimal investment in the ETF portfolio is NIS 180,000 and the clients can choose from a variety of channels, ranging between zero exposure to equity stocks and up to ETFs with 100% exposure to various stock market indices. It is important to note that Peilim is not an issuer of self-managed funds, rather it selects and invests for its clients in the most suitable ETFs. This guarantees complete impartiality in the selection of the suitable composition of funds, in accordance with the varying needs of each and every client. Peilim emphasizes the use of the most advanced tools to the benefit of its clients.
Designed for clients with minimum investments of NIS 4 million or more. The Desk’s staff specialize in “exclusive tailoring” which combines overall vision with the financial attributes of the platinum client.
Manages international investment portfolios with $120,000 or more. The Global Desk offers an objective approach to the most advanced global products such as foreign mutual funds and ETFs. Peilim chooses the best specific products in their sector for its clients, through direct connections to bodies overseas and the global know-how of its investment managers.
Global Portfolios through Exchange Traded Funds: in response to the significant increase in client interest of investment in foreign markets, Peilim has decided to offer an ETF/mutual fund portfolio with a minimum initial investment of $50,000.
Entrusted with investment portfolio management for public and private companies, non-profit organizations, government companies, local authorities, kibbutzim and more. The Desk’s staff includes senior portfolio managers, specializing in building and managing portfolios tailored to the unique needs of every company or organization. The Desk also offers solutions for foreign currency and cash flow.
The desk specializes in the management of investment portfolios for private companies, with an emphasis on mid-sized companies. Its clients benefit from a tailored investment portfolio, adjusted to their unique needs, risk levels as well as the predicted cash flow. Clients enjoy day-to-day personal service, performed by its case managers and which includes attending the various committees.
In addition to donations, the company participates in activities of non-profit organizations in which the company employees volunteer as teachers and give lectures on various subjects of economics and financial markets to opportunity-lacking communities.
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