Products

Complimentary to the standard US indices

The North America Impact Fund is comprised of 100 Large US companies with superior ESG scores in their sector and which derive revenue from Sustainable Goods and Services (positive towards the UN’s SDGs).

Our team expertly integrates the financial elements  including a macroeconomic approach  together with the impact and ESG indicators.

Stock picking on a global platform

The Global Equity Fund is comprised of tradable shares of Large  companies around the globe (biased toward USA and Europe) with above average ESG scores in their sector and which derive revenues from SGS (positive towards UN’s SDG).

The fund expertly integrates the financial elements with a thematic approach, as well as conducts a thorough examination and incorporation of impact and ESG indicators.

Investing in the best part of the Israeli economy

The Israeli Impact Portfolio is comprised of Israeli companies with quality ESG from the TA125 (Tel Aviv Stock Exchange, largest 125) and Israeli-based companies listed on the NYSE+ and NASDAQ.

Additionally, due to the current situation in Israel, we present the option to create further value by adding smaller companies located in areas affected by the war.

Cooperation with Caleo Capital LTD – Fund registered in Switzerland and weekly trading using ISIN 

Based on our North America Fund Strategy, the AMC invests in the largest companies in the U.S with leading ESG and impact characteristics, with selective inclusion of European firms that exhibit exceptional impact. The investments in the portfolio are the result of an analysis of macro, micro, trade and impact factors, to determine the selected companies and their weight in the portfolio.

Diversified tailor-made investment portfolio management for North Americans 

To provide our top-class impact and ESG products to our American clients who wish
to manage them in the US, we created a partnership with Nardis Advisors, managed
by Norman Chait, CPA. The managed portfolio is under the impact and financial
advisory of the Value Squared team. Nardis Advisors has offices in Israel and the
US.

Diversified tailor-made investment management for Israelis in foreign and Israeli
equity and bonds

Value Squared serves as a consultant to Ayalon Financial Solutions (2004) Ltd. in its ESG investment policy portfolios. Ayalon is considered one of the leading investment portfolio management companies in Israel, specializing in portfolio management for private clients, companies, and institutional bodies. Ayalon has many years of professional experience committed to providing personal and dedicated services as part of Ayalon’s Investment House DNA.

The management of the portfolio is customized to the client’s needs, in a bank account under the customer’s name, all subject to the terms of the engagement.

The aforesaid is subject to the terms of the contract with Ayalon Financial Solutions (2004) Ltd., in connection with the management of such a portfolio.

The Vegan Portfolio: Managed by Ayalon and with Value Squared consultation. The companies invested will always be vegan friendly (no animal cruelty, no animal products, leathers, candies,…’) and with ESG above average (same sector / same region)

Mutual Fund (Keren Neemanut)

Fund Manager; Ayalon Financial Solutions LTD. Investment advisor to the fund manager: Value Squared  – Responsible Investments LTD.
4 – Up to 120% exposure to shares at absolute value. B – Up to 30% exposure to foreign currency at absolute value.

This publication does not constitute a proposal for the purchase of units participating in the fund. The aquisition will be made only in accordance with the valid prospectuses and the immediate reports. The above information is not a substitute for investment and q or tzx advice that takes into account the data and needs of each investor. The publication does not provide an exhaustive description of all tax provisions.