Regardless of where your bank account is handled, Leumi invites you to plan your investments using the Best Invest System. The Best Invest system is a Hebrew language software that uses mathematical models and advanced analytical tools to create a tailored investment solution for a customer's portfolio. If you are already investing, it should be done professionally.
Best Invest is used by all of Leumi's investment advisers throughout Israel. The system’s recommendation is based on the customer’s current investment portfolio and the diversified product basket available at the Bank and in the capital market. It is based on decision-supporting analytical systems used by the bank that includes the Leumi share index, Bond yields, the funds advice model and the NC model. The system is also connected to the trading systems that enable the transfer of instructions for execution quickly and easily.
Here are the four stages of the Best Invest investment process:
- Studying and characterizing the customer: Examining the purpose of the investment, defining the customer's risk tolerance, presenting the customer with macroeconomic forecasts and charting the appropriate investment products for the customer.
- Processing and presenting results: Defining the risk features according to the customers characteristics (high/medium/low/zero), presenting the recommended asset allocation and the required action in relation to the existing portfolio allocation.
- Recommendation: A recommendation on the appropriate investment channels for the customer that includes the recommended percentage holding in each channel down to the single product level. The recommendation also takes into account the issue of currency exposure. Each investment channel has a range of suitable investment products: the recommendation does not amount to adapting the channels, but to adapting specific investment products (unit trusts, bonds, shares etc.) to the customer.
- Summary of the advisory process (in Hebrew): At the end of the advisory process, a final report, that includes a graphic description, which details the adviser's professional recommendation regarding the investment policy in the portfolio and the transactions executed therein, is presented to the customer. This is useful for future investment considerations given our ever changing economic and personal environments. The documentation is computerized and saved in the Bank’s systems that execute the investment transactions for future reference.
You can consult an investment adviser at all Leumi branches throughout Israel for additional information about Best Invest and to arrange a meeting with one of our advisers.
Connect to our online branch & services search (Israel Only).
...................................................................................................................................
*This website and all information and functionality contained within it, including advisory and brokerage services, are not directed at or intended for use in the US or by any US Person, as defined in Regulation S under the US Securities Act.
