Impact investment house, established in 1996, is one of the oldest, most professional, experienced and high-quality investment houses in the landscape of investment houses in Israel. The investment house operates as a boutique that provides a customer-focused service, with a solid approach and a tolerant attitude, but with the professional capabilities of a large financial institute. In doing so, it combines the good of all the worlds without the shortcomings that characterize large institutions, while neutralizing conflicts of interest that characterize large investment houses.

In Impact, each and every client receives individual treatment. He enjoys the full organizational attention of the portfolio manager according to his specific needs.
Impact works to generate excess returns for clients’ investment portfolios, with as low level of risk as possible, while carefully combining investing in solid channels and equity channels and taking advantage of market opportunities. Investment managers demonstrate flexibility and professionalism, using complex products alongside standard management.

Impact presents a unique model in the local capital market that combines impressive professional ability, relying on a professional team and powerful analytical tools at its disposal, along with a personal and human approach focused on the client. The vast experience gained by the employees of the investment house, both in portfolio management and consulting, have made it a leading factor in the top portfolio managers in the capital market, without losing its uniqueness.

Impact has set itself a high quality standard of professions and value management, while maintaining integrity, due diligence, fairness and service, all while adapting management and investment channels to the financial needs of customers.

Impact’s investment policy is designed to improve clients’ investment portfolios and maximize returns, while minimizing risk, taking advantage of opportunities, responding quickly to market developments and mental flexibility. It is about implementing both a calculated and sophisticated investment strategy, connected to the long-term needs of clients.

Impact’s portfolio managers pursue an integrated and balanced policy, while maintaining a constant dialogue with clients. The guidelines are patience and self-discipline as essential tools in bearing a return, which can only be achieved over time. The main idea is to go with the capital market and not act against it.

Two of the principles that guide the investment house are perseverance and diversification. Persistence guarantees a long-term return, since in the end, the tide not only offsets the low tide, but also guarantees an excess return. Investment diversification ensures intelligent risk management. The management of clients’ investment funds is done in the hands of trustworthiness and professionalism.
The analysts of the investment house analyze the situation on an ongoing basis, in order to ensure the maximization of the return in the client’s portfolio, when the investment management is done in a transparent manner and not in a “black box”.
The investment house shares with the client his analyzes and assessments regarding the global and Israeli economy and the state of the capital markets, and presents him with the investment considerations derived from it.