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: firstname.lastname@example.org or dial 301-230-2088.
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.