Global Investment Portfolio Management in Foreign Currency

Meitav manages global investment portfolios in foreign currency, which is an attractive alternative to dollar deposits in banks. These portfolios have clear, important advantages:

• The interest rate gap between the United States and Israel creates investment opportunities in dollar bonds of giant companies with significantly higher investment ratings than companies in Israel.
• Diversification abroad reduces exposure to geopolitical threats and dangers in the Middle East.
• Broader and more diverse exposure than in the local market.
• Capital markets in developed countries are sophisticated and efficient markets, with a large number of companies and numerous investors, which reduce the influence of interested parties.

There are also obvious advantages to managing such portfolios in Meitav’s foreign portfolio management department:

• The portfolio is managed from the client’s personal account in foreign currency, without the need to withdraw funds from the bank.
• Management of foreign currency investment portfolios in foreign banks abroad: A client interested in holding and managing their investments in financial institutions outside Israel, but in a way that maintains direct contact with a portfolio manager in Israel, will be able to do so through Meitav Portfolio Management. The portfolio management will be conducted through an investment management platform in financial institutions in Switzerland and Luxembourg and under preferential terms for Meitav clients.
• Experienced investment team: The team is led by the head of the foreign department at Meitav Portfolio Management, Dov Nadler. Mr. Nadler has many years of experience in managing foreign currency portfolios in Israel and the United States, and with a team of experienced portfolio managers and an analysis team with decades of cumulative experience in global investment management. The investment team is responsible for examining the viability of investments in large companies traded on leading global exchanges.
• Dynamic investment management in all investment channels (bonds and stocks abroad), in a variety of investment tools and with global diversification.
• Cost savings: Meitav’s economies of scale work in favor of the client and may reduce costs associated with managing investment portfolios in foreign banks.
• Personal support: The client is in ongoing contact with the portfolio manager for regular updates on the portfolio’s activity and continuous monitoring of the client’s changing needs.
• Working with leading global investment managers, such as Evercore, Blackrock, PIMCO, Goldman Sachs and other market leaders.

Examples of Foreign Currency Investment Portfolios and Other Investment Offers:

• Dynamic Global Portfolio: Investment in bonds and stocks of companies with global diversification.
• Foreign Currency Bonds-to-Maturity Portfolio: Combined investments in bonds held to maturity. The portfolio consists mainly of bonds of American companies.
• Global Dividend Portfolio: An investment portfolio of stocks of companies with a high dividend yield, a fixed dividend distribution policy and global diversification.
• Investment in Structured Products: A structured product is a bond whose return is determined based on changes in stock indices or stocks. The Platinum Department works to identify investment opportunities in structured products issued by foreign banks with high international investment ratings.