In January 2016, Ackerman Asset Management, LLC launched the Israel Global Impact Index® strategy. This strategy is a specialized portfolio for clients with an interest in investing in a globally diversified portfolio with a core Israel theme. Please see the summary below. To learn more about this strategy, please email: ja@ackermanasset.com or dial 301-230-2088.
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SUMMARY
Global Equity Portfolio Designed for Friends of Israel. The Israel Global Impact IndexTM offers friends of Israel the opportunity to align their public equity portfolio with Israel’s interests. It is a broadly diversified, global investment, synchronized with Israel’s economic, diplomatic, and national security.
Quantifiable Beneficial Impact on Israel. The Israel Global Impact Index® portfolio is principally allocated according to an algorithmic calculation of beneficial impact on Israel. Investments include: top economic trade partners (65%), U.S. sectors critical to Israel’s economic and national security (20%), and Israeli securities (15%). Investments are fully transparent in client-owned accounts.
Unique Offering. The Israel Global Impact Index® goes far beyond a simple concentrated investment in Israeli stocks. Rather, it provides a global view of the world through Israel’s strategic lens.
Israel as an Economic Growth Engine for Trade Partners. As a leading technological innovator, Israel serves as a partner for economic growth with countries around the world, contributing to a compelling long-term investment proposition.
Impact Thesis. The portfolio reflects Israel’s broadening bilateral economic trade relations, supporting the thesis that trade enhances diplomacy; diplomacy enhances national security; and commerce has the potential to trump politics and discrimination.
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