Institutional Investor

Clal Financial Management

Investment Details

Investor Type
Institutional Investor

Asset Class Focus
Fixed Income (Debt and Bonds), Equity, Real Estate, Infrastructure, Private Equity, Venture Capital

Stage Focus
Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed

Geographical Focus
United States, Canada, Japan, Australia, Europe, Asia, Singapore, China, India, Brazil, Mexico, Kenya, South Korea, Egypt, South Africa, Israel, Nigeria, Chile, Argentina, Colombia, Peru

Industries Focus

  • Financial Services
  • Technology
  • Healthcare
  • Energy
  • Consumer Goods
  • Industrials
  • Real Estate
  • Materials
  • Telecommunications
  • Utilities
  • Media
  • Retail
  • Transportation
  • Consumer Services
  • Basic Materials

Investment Size:
1,000,000 to 50,000,000 USD

Investor Details Founded: 1999

Clal Financial Management, known as Canaf, is a wholly owned subsidiary of Clal Insurance Enterprises Holdings Ltd., serving as the investment arm of the Clal Insurance group. The firm manages assets totaling over NIS 374 billion, encompassing Clal policyholders' pension funds, provident funds, executive insurance, and the equity and insurance reserves of the Clal Group. Canaf's investment universe includes a balanced variety of markets and investment classes both in Israel and globally, aiming to achieve optimal yields for policyholders.

Canaf operates within an investment strategy that integrates financial and economic data into macro-economic forecasts. The investment committees and the board of directors approve the investment policy on a yearly basis and supervise Canaf's investment activity. The size of assets managed by Canaf provides a significant competitive advantage, reflected in its accessibility to special transactions and cooperation with international research and investment institutions.

Canaf considers the values of professionalism, excellence, and innovation in all its activities, with the goal of obtaining fair long-term yields for policyholders and maximizing income from nostro account investments, under a defined risk/reward ratio and the characteristics of the portfolios.

Requirements
  • Preference for investments in Israel and select international markets
  • Focus on diversified portfolios across multiple asset classes
  • Alignment with Clal Insurance's strategic objectives
  • Compliance with regulatory standards and risk management policies
Contact

[Official Website Hidden]

[HQ Location Hidden]

[Email Hidden]

[Contact Number Hidden]

Portfolio Companies
  • Clal Insurance Enterprises Holdings Ltd.
  • Clal Real Estate
  • Clal Tech
  • Clal Biotechnology Industries
  • Golf & Co Group
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