Altshuler Shaham Investment House was established in 1990 by Gilad Altshuler and Kalman Shaham, and today consists of a group of companies in various fields of finance. Altshuler Shaham is managed by two co-CEO’s who have many years of experience and expertise – Gilad Altshuler, with over 30 years’ experience in the capital market, and Ran Shaham, with over 20 years’ experience in the capital market. Yair Lowenstein, with over 28 years' experience in the capital market, is the CEO of Altshuler Shaham Provident funds and Pension Ltd.
Altshuler Shaham Provident funds and Pension Ltd. Is publically traded on the Tel-Aviv stock exchange since 2019, and is the first publically traded provident and pension company in Israel.
Today, the Investment House manages over NIS 208 billion for about 1.6 million customers and investors, and it offers its customers a wide range of products and services, including management of investment portfolios, provident funds, training funds, pension funds and mutual funds. Altshuler Shaham also offer supplementary services such as guidance on retirement, alternative investments, trust services and foreign currency services, provided by incorporated subsidiaries.
Altshuler Shaham promotes responsible and considered investment policy, taking the long view while being flexible and open-minded. The Group’s investment managers work to identify global trends and processes, in order to locate attractive investment opportunities. At Altshuler Shaham, we believe in a unique method that combines professionalism, ethical values, uncompromising excellence and constant innovation, allowing us to adapt to changing market conditions. The ability to identify trends and respond in a timely manner to markets in
Israel and worldwide is the key, in our assessment, to achieving long-term results.*
At Altshuler Shaham the customers come first, and are the main asset of the Investment House.
We therefore constantly strive to improve and streamline processes and to diversity channels of communication for the benefit of our clients. We focus our efforts on providing our customers with the most professional information, tailored to their requirements. The trust of our customers is vitally important to us and we work on nurturing and retaining this trust every day.
Social involvement is an integral part of the Altshuler Shaham DNA and one of its most basic values.
This social approach is expressed in the company’s vision and conduct. Altshuler Shaham involvement is found at two levels. One – a contribution to various social projects all over the country, including support for children and youths, education and sport. The second is the voluntary project, in which the company’s employees volunteer in a range of activities. Altshuler Shaham is also active promoting Israeli sport and sponsors the Israeli soccer team as well as teams and individuals in sports such as basketball, Paralympic sailing, judo and more.
Altshuler Shaham Investment Portfolio Management Ltd. has been providing investment services for some 30 years, and manages assets for thousands of customers, including institutions, private and public companies, and private investors. Investment portfolio managers carefully examine the individual needs and personal data of each customer and on that basis formulate a suitable policy for their investments. Periodically there is a review and renewed assessment of the customer’s needs, and as required, changes are made in the mix and structure of the portfolio. The Altshuler Shaham team consists of experienced analysts and traders, who have over the years built up expertise and experience that is invaluable in situations of volatility and uncertainty.
Altshuler Shaham Mutual Trust Fund Management Ltd. offers the public a wide range of mutual funds in a variety of investment channels in Israel and abroad, at variable levels of risk. Thus, in our estimation, every investor can find the right mutual fund for their individual characteristics and desired level of exposure.
The right combination of location of opportunities, caution, responsibility, and the correct move between different investment channels is in our view the key to long-term success.
Provident funds and Pension
Altshuler Shaham Provident & Pension Funds Ltd. offers a wide range of pension products for maximum tailoring to individual needs and diversification of savings. In recent years, the Israeli public has become more aware of their pension savings, and with the rise in life expectancy, this type of savings has become extremely important. With the help of an expert and experienced team of investment managers and analysts, alongside a professional customer service system, we enable our customers to benefit from a broad and professional suite of services.
* The above information is not to be viewed as a commitment by Altshuler Shaham to achieve excess yields and the information of past achieved yields cannot be used to project future yields | The above are not to be viewed as a substitute for financial/pensionary consulting, and/or pensionary marketing and/or marketing of investments tailored to customer’s needs | The company is entitled to change its investment policy and/or composition properties and/or main investment principles at any time, subject to funds provisions and legislations | The above cannot be viewed as a proposal to purchase sole funds | The purchase of sole funds is based on the fund’s prospectus, accurate to the day of purchase and immediate reports | This information is accurate as of January 2021.