Infinity Investment Group (Est. 1997), operates without conflict of interests, and is ranked by both D&B and Globes as one of the largest and best performing investment houses in Israel.
Investment management at Infinity Group incorporates decision-supporting tools, so that the clients’ portfolio/provident fund/advanced study fund is created based on analyzing each client’s financial assets, including precise diagnosis of her/his needs, as well as examination of the parameters that influence the appropriate investment composition, the invested sum, the liquidity needs, and the desired investment type.
The method incorporates two stages, the first includes defining a personal risk profile, which is defining separate monetary allocations of assets between to “pure” investment channels (“solid” and share-based”), and the second employs a unique investment model based on the individual model,securities baskets are created, for optimal investment in each channel and achievement of excellent return.
Investment Management Department, which consists of a team of experienced experts, specializes in various fields: the stock market, debentures, overseas investments, derivatives, accompanying products, and more.
Corporations and Institutions Department consists of senior investment managers and consultants, with extensive experience in the capital market and in managing clients with broad financial scopes. Our experts manage portfolios for authorities and governmental companies, public entities and companies, municipal corporations, non-profit organizations, private companies, and more.
We provide professional service to bankers and financial advisors in a wide range of areas: tracking and administrative queries concerning portfolios from managed advisors (fees, returns, portfolio compositions, and investment policy), information regarding various investment instruments, and more.
Enhanced Investment Committee: This Committee includes Group employees who are licensed in portfolio management and investment marketing, and representatives from the research department, as well as three external directors: CPAs who hold senior positions outside the Group.
This department consists of CPAs, economists, and capital market professionals, with professional and research experience in various fields. The Research Department specializes in macro-economics and Asset Risk Allocation, shares and micro-analysis, debentures and fixed income instruments, derivatives, and overseas investments.
The Group issues for its clients studies and analyses of various markets, in collaboration with research department of foreign banks, current research from Israeli entities, and designated studies conducted by external experts. In addition, we issue to clients professional materials on a weekly and monthly basis, as well as research reports and professional reviews.
Trading and Dealing Room
The Group operates a state-of-the-art trading room, which includes access to leading dealing rooms worldwide, as well as direct ongoing communication with the banking system as stock exchanges both in Israel and overseas.
Developed by company employees who served in the IDF Intelligence Corps’ Development Units, our internal computer structure includes decision-supporting systems and “artificial intelligence”, control systems, and real-time monitoring of investment opportunities.
The Group operates ongoing stringent control measures over execution and implementation of the Investment Committee’s decisions and the trading and consultation rooms’ operations. These measures include internal and external auditing and supervision procedures, as well as designated computer systems that monitor in real-time all investments and orders given by the trading room, and also immediately report all irregularities to the organization’s senior managers.
