Asset Management
Management of Investment Portfolios
Clal Finance Batucha offers investment management services and financial guidance to both private clients, companies and institutions in Israel and abroad, and its services are custom tailored to each client in accordance with their needs for excess returns durably. The company has financial centers located throughout the country allowing for maximum access to its clients base. In addition, the company offers other financial products for the business sector such as Shekel deposits and structured products.
Mutual Funds
Clal Finance Mutual Funds manages approximately 100 funds (as of June 31, 2010) and is one of Israel's leading mutual fund firms in Israel, inter alia, through launching innovative funds and exposing its client base to attractive investment channels, both in Israel and abroad. The company offers a wide range of mutual funds, appropriate for each investor and for every time, such as ETF's, money market, Shekels, Government bonds, corporate bond funds, as well as Israeli and foreign share funds.
Clal's investment management team is the most professional of all teams operating in the capital markets, and includes global investment specialists in various fields.
Index Linked Products
The Mabat group, affiliated with Clal Finance, is one of Israel's leading groups in the field of index-linked products [Index Linked Certificates (ETF's), reverse certificates, commodity certificates, complex certificates and deposits certificates].
Index products are financial instruments that allow investors to trade in and to link to the stock, bonds and/or foreign currency indexes in Israel and abroad.
Financial Services
Brokerage
Clal Finance Brokerage is Israel's leading off-bank brokerage firm. Clal Finance Brokerage provides trading services on the TASE for institutional Israeli and foreign investors, including venture funds, investment houses, provident funds, pension funds, and insurance companies located in Israel and abroad. Clal Finance Brokerage has an in-house research department that provides clients with comprehensive surveys of macro and sector developments in the Israeli market. The company leads in share, option, and bond trading for institutional investors.
Derivatives
Clal Finance Derivatives trades in derivatives and underlying assets, for its own account. Transactions are based on arbitrage, with minimum exposure to the markets, matched by the most constant monitoring, management, and exacting risk evaluations.
In addition, the company provides management and operating services for a wide range of activities in the field of securities, including market making in securities traded on the TASE.
Market Maker
Clal Finance Batucha provides market-making services for companies traded on the TASE, and is the only non-bank institution to hold a license for primary market making in government bonds.
Trust Services
Clal Finance Trusts provide services for public and private companies, institutional entities, non-profit organizations and private clients (local and foreign). The company provides services which are adjusted to the needs of each client, while emphasizing service, efficiency, and professionalism at the highest level possible. Clal Finance Trusts also specializes in providing trust services to corporate bondholders of public companies.
Trading Services for Individual Investors
The company provides individual investors with an active trading center enabling them to trade in all global markets, all through trading hours. In addition, the company offers these trading services through the Internet.
Investment Banking
Underwriting
Clal Finance Underwriting leads the Israeli underwriting market. The company engages in fund raising for public and private clients through underwriting, advising and/or management of private placements and public offerings of bonds and stocks, structuring of advanced financial products, financing of transactions through structured bonds, distribution of securities (including for sophisticated investors, block trade), and advisement and mediation on mergers and acquisitions (including initiation and full advisement of the transactions, company analysis and worth valuation).
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