Investment Management
The Forum Group has become a leader in the investment management field through an initial partnership with Bank of America. The Group serves institutional investors, professional asset managers and accredited investors worldwide.
In this challenging field, the Forum Group succeeds in earning positive returns by drawing on decades of market experience.
Clients are given access to most asset classes either directly or through the Group’s Ireland-listed offshore investment platform. Added value is achieved by localization of products, asset allocation, currency hedging and optimized duration.
The Group is active in retail portfolio management in Israel through the following channels:
• Investment management services of portfolios via Alfa Platinum Investment House (for Hebrew-only site click here)
• 20 Israeli regulated mutual funds through Alfa Platinum Mutual Funds (for Hebrew-only site click here)
• Online investment management for portfolios and IRAs through Honline (for Hebrew-only site click here)
To learn more about retail Portfolio Management click here