Market Value NIS (K)
Data source: Globes TradeOne
Altshuler Shaham Financial Ltd. is the public company of the Altshuler Shaham Investment House. The CEO of Altshuler Shaham Financial is Yair Lowenstein, who has close to 30 years of capital market experience. The Company was founded in 2022 as part of the restructuring in which Altshuler Shaham Provident and Pension Funds, which was registered as a public company and began trading on TASE in 2019, became a private company wholly owned by Altshuler Shaham Financial. The main business of Altshuler Shaham Financial is managing long-term savings through Altshuler Shaham Provident and Pension Funds, headed by CEO Anat Knafo Tavor.
The Company also aims to expand its operations in real estate investments, among other things, through the establishment of a designated subsidiary. Altshuler Shaham Financial is also working to establish additional areas of business, including fields which are synergistic with the business of Altshuler Shaham Provident and Pension Funds.
Over the years, Altshuler Shaham Provident and Pension Funds has experienced rapid growth in its assets and customers, and in 2018 it became the largest provident and study fund entity in Israel. Altshuler Shaham Provident and Pension Funds is currently one of Israel’s leading managers of study funds, provident funds, and pension funds, with AUM of over ILS 200 billion for 2.5 million customers. The Company’s Chief Investment Officer is Gilad Altshuler, an owner and co-CEO of the Altshuler Shaham Investment House.
At Altshuler Shaham, we stand for a responsible and carefully-considered investment policy, with a long-term outlook alongside flexibility and broad-mindedness. The main objective of the Group’s investment managers is to identify global trends and processes and pinpoint attractive investment opportunities.
Altshuler Shaham Financial Ltd. is controlled by Altshuler Shaham Ltd. and Yair Lowenstein Holdings Ltd. The Company’s owners have an excellent reputation, expertise, and decades of vast professional experience in the capital market.
Assets Under Management pension
Assets Under Management provident funds
Total Assets Under Management
* Data retrieved from Gemel-net and Pension-net, the sites of the Capital Market Authority, Insurance and Savings; and correct as of 30.04.2022 and regarding to Altshuler Shaham Provident Funds and Pension LTD. Company.
* The data are correct for 31.12.2021, the source of the data - Annual Report for 2021 and regarding to Altshuler Shaham Provident Funds and Pension LTD. Company.