Organizations need to manage their finances in a changing and complex financial world.
Azimuth Finances will advise and assist the organization to a responsible and qualitative management adjusted to its life time ever changing needs.
What does the financial service include?
Stage One
- Examining the organization’s needs and reasoning in relation to its cash flow, the volume of its of investment portfolio, the horizon of the period of its investment and its purposes, “Risk Appetite”, etc.
- Recommending and outlining an investment policy to be examined in collaboration with the organization’s management in an established way while keeping in mind the characterization of the portfolio (general investments, pension funds, compensation funds, designated investments for projects, etc.).
- Selecting a few portfolio managers from Israel’s leading investment houses while maintaining the following criteria: experience and professional management of the investment team, quality and excellence, transparency regarding investment policy and strategy, long-term performance – specifically in times of crisis and uncertainty, excellent risk management, quality of customer service and portfolio management costs.
- Accompanying the organization through the process of opening bank accounts and granting power of attorney to the portfolio manager to manage investments.
- Allocating to each investment portfolio manager a volume of a portfolio and establishing investment policy
In Stage Two
- Current advisory service for the organization’s management in the investment field.
- Examining financing costs and looking for alternatives.
- Examining real investments.
- Diversifying the organization’s financing sources – both bank and nonbank.
- Current work with the banks.
- Meticulous accompaniment, control and inspection after keeping within the general investment policy frame set, emphasizing risk management within the organization’s investment/finance committee.
- Current follow-up on portfolio managers’ performance and checking them in comparison to similar benchmarks and portfolios on the market.
- “Finger on the pulse” – constant follow-up on extraordinary financial events that reflect on the capital market, both in Israel and abroad, and granting the management immediate advisory services in the matter to the extent that it is necessary.
- Reviews production, analysis and presentation of the investment portfolio’s periodical performance during a meeting of the organization’s investment/finance committee and/or to members of the management/directorate.
