Global Capital Markets and Investment Management
The Forum Group offers Israeli institutional investors a bridge to global capital markets through its global partnerships with the world’s largest investment funds, including Vanguard Investments, Alliance Bernstein, Aberdeen, Wellington Management, Franklin Templeton and Pro-Shares.
Economies of scale in the global financial market
In the age of globalization there is a great significance to working with the world’s largest and leading investment funds. Their scale and significance in the marketplace allows them to allocate the necessary research resources to cope with the abundance of data and to turn it into operational knowledge and smart investment decisions.
Unique access to knowledge and a wide variety of financial products
The Forum Group’s exclusive representation in Israel of leading global financial funds provides its clients with access to a large variety of products at relatively low rates. Our long and close relationship with these funds allows us to gain access to key stakeholders in these organizations, providing a substantial advantage to our clients.
Lowering barriers of entry to exclusive financial products
Investing through The Forum Group provides access to exclusive products, whose minimal investment requirements may be too high for a single Israeli investor. In addition, we can offer Israeli investors the conditions that are usually offered to large-scale
international organizations.
An experienced Israeli representative for global financial institutions
The Forum Group has been operating in Israel since 1993. Among our clients are Israel’s leading insurance companies, pension, provident and mutual funds, public and private companies and high networth individuals. We have extensive experience in the representation of global funds in Israel, offering a business and cultural bridge when necessary to the Israeli investors.
For Israeli retail investors the group offers:
• 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)