Managed Investment Portfolio: Professional Management in Your Own Account
A managed investment portfolio is a product in which a professional investment manager builds and manages your portfolio while the money remains registered in your name at a bank or investment house. It combines expert knowledge with your direct ownership of the securities.
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How does it work in practice?
The process begins by defining Investment policy:
- Needs assessment: In a meeting with the portfolio manager, you define your risk level, investment horizon, and personal preferences.
- Opening an account: You open a dedicated investment account and deposit funds into it.
- Ongoing management: The portfolio manager executes buy and sell transactions in the capital market according to the established Investment policy, without requiring your approval for each individual transaction.
- Entry threshold: Unlike automated investment products, a minimum investment amount of several hundred thousand shekels is generally required. However, digital solutions are also available that allow you to start with lower amounts.
What is in the portfolio?
The portfolio can include a broad range of assets: Israeli and international stocks, , , , cash, and other assets.