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Excellence Investment House

Excellence offers a wide range of investment and savings options

Areas of activity

Excellence offers the widest range of investment and savings products in the capital market in Israel.


The Phoenix Excellence Pension and Provident Fund Ltd., a member of the Phoenix Group, with extensive experience in pension and provident fundmanagement, manages NIS 55 billion in assets for more than 800,000 customers.

 

  • Provident Funds

The company offers salaried employees and self-employed individuals a variety of provident fund investment tracks to fit your needs. The provident funds are managed by the Phoenix Investments Division, whose investment managers are leaders in long-term savings yields in Israel.

  • Advanced Study Funds

Phoenix Excellence offers salaried employees and self-employed individuals a variety of advanced study fund investment tracks that are managed by the Phoenix Investments Division, whose investment managers are one of the leaders in long-term savings yields in Israel.

 

  • Pension Funds

Phoenix Excellence pension funds offer comprehensive solutions that can be matched to your specific retirement needs, to secure your future and the future of your family. Phoenix Excellence pension funds offer a combination of high-quality investment management by the Phoenix Investments Division, one of the leaders in long-term savings yields in Israel, and professional, efficient customer service.


ESOP Management and Trust Services
ESOP from the Excellence Group is Israel's leading provider of trust and operational services:

  • Capital-based benefit plans (shares, options, etc.) for employees, controlling shareholders, consultants and suppliers.
  • Employee stock ownership plans in mergers and acquisitions (M&A) transactions.
  • Source code/technology (Escrow to Source Code), in collaboration with Iron Mountain.

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Portfolios & Investments Management in Israel and Abroad
Excellence Investment Portfolio Management is a company with more than 25 years of experience, which manages assets of NIS 10 billion.
The company specializes in creating innovative models of diversified investment portfolios, in thinking outside the box and in developing unique financial products for investment in Israel and abroad.
We work with institutional and public clients, as well as thousands of private clients, who enjoy our personal, highly-skilled, professional and creative management.

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Brokerage
Excellence is a member of the Stock Exchange and provides a variety of services in the capital market, including independent trading in Israel and abroad for individual customers, brokerage and research for institutional clients.
We provide our clients with advanced platforms for independent trading in Israel and abroad, in accordance with the requirements and nature of each trader's activity, as well as a professional and skilled trading room in Hebrew during the trading hours in Israel and the United States. All this is combined with attractive trading commissions as compared to local banks and brokers.

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Excellence Invest Savings Policies by the Phoenix
Excellence offers you the” Excellence Invest” policy, which allows you to invest and save almost any available amount in a selection of investment tracks with particularly attractive management fees. Options for one-time and/or monthly deposits.

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Kesem Funds an Exchange Trade Funds
Kesem manages approximately NIS 40 billion in exchange traded funds, index funds and mutual funds. Kesem has set itself the target of trying to turn the Israeli capital market into a simpler, more accessible and more professional place, by means of loyalty and a commitment to high standards and first and foremost a commitment to act for .the benefit of the customer, transparently and with uncompromising professionalism in the management of the financial investments and products

In addition, Kesem manages index products for some of the leading institutional bodies in Israel, such as the management of indices for provident funds, further training funds, savings policies and etc. 

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Underwriting Services
The Company specializes in raising capital from institutional investors in the Israeli capital market, and in the management and underwriting of public and private offerings. The company is managed by Sharon Yegar, serving as chairman and CEO, who has 25 years of experience in the capital market.

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