Clal Finance, the Premier Non-Bank Financial Group
Financial Strength and Uncompromising
Professionalism Place Clal Finance at the Forefront of Israeli Business
Through intelligent portfolio management, an experienced understanding of
capital markets, and the on-going study of market trends, Clal Finance leads the
Israeli financial and investment industries.
Clal Finance offers a wide selection of services to both private and business
clients. These include consultation on investments and savings, financial
portfolio management, deposit management, tailored investment products, mutual
funds, pension funds, study funds, workers' compensation funds, mortgages,
underwriting, foreign exchange and international investment.
Clal Finance is a subsidiary of Clal Insurance Enterprise Holdings Ltd. and is
owned by Israel's largest conglomerate, I.D.B., which holds 55% of its shares
together with Bank Hapoalim, Israel's largest bank that holds 16% of its shares.
The remaining shares are publicly held and are traded on the Tel Aviv Stock
Our strength and expertise come together with an attentive understanding of our
client's needs, which enables us to offer products and services that provide a
better, brighter future.
Clal Finance Batucha, the Best-Known Portfolio
Management Company in Israel
Seasoned Professionals that Work for You
The professionals at Clal Finance Batucha are seasoned experts at providing
investment consulting, financial services and investment portfolio management to
private clients, companies and public organizations. With assets under
management exceeding NIS 10 billion, Clal Finance Batucha is the largest
non-bank financial institution in Israel and a member of the Tel Aviv Stock
Clal Finance Batucha is the only financial portfolio management company with
branches around the country. Each of our branches employs highly qualified
investment consultants and portfolio managers, which provide our clients with a
wide range of products and professional services.
The Company operates one of the leading capital market research departments in
the country in addition to state-of-the-art trading facilities, which enable us
to optimally manage client portfolios while tracking trends and events in the
local and international markets.
Clal Finance Batucha's branch deployment and a variety of investment products
together with its knowledgeable experienced staff enable the Company to offer
effective and secure services that answer each and every one of our client's
Clal Finance Mutual Funds Offer a Cultivated Range
of Successful Investment Options
The Profitable Way to Invest
Clal Finance Mutual Funds was established with the goal of providing clients
with the ability to choose the type of investment that most suits them. Each
fund blends different investment strategies that result in unique investment
products. These funds combine local and foreign currencies, indices, stocks,
bonds and a number of other investment vehicles that are dynamically matched to
reflect changing market conditions.
Experienced fund managers handpicked from among the leaders in their field guide
fund management to a practiced art. Investment in Clal Finance Mutual Funds
enables our clients to benefit from maximum liquidity while minimizing risk
through optimal diversification. Smart fund management is a Clal Finance Mutual
Clal Finance Provident Funds is the Leading
Non-Bank Provident and Study Fund Management Company in Israel
The Smart Way to Save for Tomorrow
Established in 1991, Clal Finance Provident Funds manages the savings of more
than 40,000 clients with assets under management exceeding NIS 1 billion.
Many industry leaders in the Israeli marketplace are counted among the ranks of
our clients. Clal Finance Provident Funds strive to achieve preferred yields
over time as compared to equivalent banking funds, without increasing the risk
entailed in portfolio investment.
The company offers three groups of products that include provident funds, study
funds and workers' compensation funds. It provides clients with flexibility in
choosing their products resulting in custom tailored investment packages.
Clal Finance Canaf Manages the Financial Assets of
Clal Insurance Enterprise Holdings Ltd.
Financial Bearing You Can Depend On
As one of the leading and most established institutional investor in Israel,
Clal Finance Canaf manages assets reaching NIS 25 billion. Its professional
staff has accumulated years of experience and developed a reputation unrivalled
in the local capital market, with proven ability in long-term investment
strategies. Assets under management include all on-balance sheet assets, such as
general insurance reserves, life insurance reserves and the Group's equity.
Assets managed by Clal Finance Canaf are invested in all asset classes,
including local and international bonds and equities, loans, deposits, cash
funds, mortgages, and real estate both in Israel and abroad.
In addition, investments are diversified in areas such as BOT projects and
private equity. Investing in these channels enables Clal Finance Canaf to
optimally diversify its investment portfolio in the long run both geographically
and by industry segments, while providing superior yields as compared to its
Clal Finance Amitim Manages Clal Insurance
Enterprise Holdings Ltd. Profit Sharing Funds
Managing Tomorrow's Investments Today
A subsidiary of Clal Finance Canaf, Clal Finance Amitim manages a total of NIS
10 billion. These assets include capital invested in unit-linked investment
products (also known as Profile). The Company's trained professional staff
utilizes its extensive experience with advanced financial instruments, together
with in-depth research, which result in impressive yields and consistent results
that stand the test of time.
Clal Finance Mortgages offers Prestigious Service
and Quick Response to Client Needs
We've broken the Mold in the Mortgage
Clal Finance Mortgages offers the most attractive mortgages on the market.
Founded in 1989 as the first nonbanking mortgage unit in Israel, the Company
offers a wealth of advantages to its clients. Clal Finance Mortgages' strong
financial bearing frees it from the need to raise deposits, an advantage that
typically enables it to offer clients the lowest and most flexible interest
terms on the market.
Clal Finance Underwriting,the Underwriting Arm of
Clal Finance Ltd.
Sealing Transactions with Success
Clal Finance Underwriting raises funds for public and private companies through
underwriting, building advanced financial products, managing debentures,
distributing securities and consulting on mergers and acquisitions. Its staff of
knowledgeable underwriters possesses extensive experience in the Israeli capital
market and specializes in constructing and marketing quality products that are
custom tailored to the Israeli market.
Clal Finance Underwriting is one of the leading underwriting firms in Israel
with an impressive track record.
Clal Finance,the Financial Arm of Clal Holdings
Clal Finance is the premier non-bank financial institution in Israel. We are
committed to continue leading the way in financial services by providing
creative solutions and developing new and better products for our private and
business clients while increasing our client's financial standing and remaining
the financial pioneer of the Israeli capital markets.