Comprehensive. Effective. Reliable.

Our drive to discover more has led us to create one of the most successful buyer and seller research units in the entire asset management industry. Our unique disciplines include quantitative research, basic research, currency forecasting and economic research. Besides that, many specialized research units have been developed by us, including one that explores common patterns affecting geography and various branches of industry. Our portfolio specialists take all of these research models into account in the process of creating portfolios, selecting securities, and giving professional investment tips.

Our advanced quantitative analyst teams create tools that dramatically increase the likelihood of member success. Such quantitative tools always help our fundamental analysts in terms of a gradual improvement of the accuracy of their forecasts. Others help our portfolio managers improve portfolios. Our cutting-edge asset-allocation research and risk-and-return models also help us in the development of effective, comprehensive and tailor-made investment solutions for institutional investors and individuals of all types. Some studies focus on the most complex issues of personal wealth management, including stock concentration, taxation, charity, and intergenerational transfer of property. Other research puts emphasis on complex investment-allocation solutions, including liquidity management and liability-driven investments.