Annuity Products
Clal Finance's proprietary program enables the planning of a fixed monthly income while safeguarding the client's principal throughout the investment period. This program provides optimal liquidity and is tailored to the specific needs of each client.
Brokerage Service
CFB Brokerage is the leading private brokerage firm in Israel, providing advisory and trade-execution services for the local financial markets to Israeli and foreign institutional investors, including both local and international leading Asset Managers, Hedge Funds and Investment Houses. Expert analysts cover a broad spectrum of industries, companies, and the local macroeconomic environment, offering a comprehensive view of the Israeli market.
Foreign Currency Deposits
The Company provides all its clients - corporations, institutions, and individual investors alike - access to competitive interest rates on foreign currency deposits
Hedge funds
Obtaining high absolute returns on their investment.
Index Linked Certificates
Mabat Index Linked Certificates enables investors to commit funds to equity and bond indexes in Israel and abroad, in addition to foreign currencies.
As of 30.10.09, Mabat had 59 exchange traded funds. The division's wide-ranging offerings include ETFs for major overseas indexes, leading indexes in the Israeli markets, bonds indexes, currency-linked Certificates, short-selling Certificates, which enable investors to benefit from falling markets, and sector-linked Certificates.
MABAT ETFs brochure
Investment Savings Guidance
The Company has developed a proprietary system of financial consulting aimed at optimizing the investment potential of a client's portfolio based on his or her specific needs. Investment advisors utilize this system to analyze a client's risk profile, focusing on such factors as the size of the investment involved, the investor's goals, the level of liquidity required, as well as the client's investment experience. After conducting this procedure, the advisor tailors the optimal investment product for the client, based on a designated level of risk, geared towards attaining superior returns over time.
Clal Finance offers clients financial consulting sessions, without charge, at all its branches, located throughout Israel. During these sessions, an in-depth analysis is conducted of the client's current holdings with the aim of creating the optimal investment framework to generate superior returns over time.
Portfolio Management
The company utilizes several asset-allocation configurations differentiated by specified levels of risk. Portfolio adjustments within these configurations are carried out on the basis of decisions made by the company's investment committee, a team comprising some of the finest experts and analysts in the local financial markets.
Shekel Deposits
Clal Finance enables clients to make short-term shekel deposits at some of the most favorable interest rates available, at liquidity level specified by the client.
Structured Products
Clal has developed a wide range of sophisticated products aimed at safeguarding the client's principal against a multitude of scenarios, including changes in inflation rates, foreign exchange fluctuations, and interest rate moves.
Unique Trading Information
The Company provides clients who trade for their own accounts with a fully operational trading room, enabling them to conduct transactions on all global markets throughout all trading hours in the Israeli, European, and U.S. markets.
The trading room fields hundreds of calls and executes thousands of transaction a day, at the highest level of execution available. |
