Our Responsible Investment Fund is the first of its kind in Israel. We invest in public equity with positive impact to create squared value for our clients. Responsible Investments are impact investments which integrate standard financial evaluation with Environmental, Social and Governance (ESG) analysis.
This kind of investment creates squared value: research indicates that Responsible Investment generate higher financial returns as well as enabling investors to correlate investments with values. More than 1,700 financial institutions worldwide, including the likes of BlackRock, Calpers and JPMorgan, have already internalized this insight and are embedding ESG in some of their investment strategies. Moreover, this realization creates an enhancing effect, because it generates more demand for responsible equity and may increase possibilities for better returns. What sets us apart from the rest is our unique methodology that puts impact first.
Value² Fund’s financial and impact teams include veteran Israeli investment managers and experts in ESG analysis with years of experience in disciplined investment, building wealth and creating social impact. The investment team meets on a weekly basis to review investments:
Noga is a pioneer in promoting Responsible Investment in Israel. She is the founder and CEO of Greeneye, a Responsible Investment consulting firm that was awarded the ‘Green Globe Award’ in 2016 by Israel’s Knesset.
Yuval has more than 20 years of experience at some of Israel’s leading investment firms, including Menora Insurance, Leumi Providence Funds and Amitim Senior Pension Funds, where he managed a cumulative $15 billion in investments.
Avi brings more than 25 years of experience in private portfolio management in high level firms, including Alternative and Platinum Fund Israel, where he managed a $500 million fund.
Yuval is a social entrepreneur, manager and consultant in both the public and private sectors. He is an experienced research analyst in both local and international arenas.
Laure is an impact analyst as well as an experienced business analyst in corporate finance from the leaders in the European banking sector.
Hadas holds 15 years of experience in Marketing and project management both in the Financial and the social sectors.
The Managing Partners benefit from the wisdom and experience of an advisory board comprised of seasoned and trusted investment professionals and pioneers in impact investment activities. The members of the Advisory Board include:
Barak is the former Senior Investment Manager at PsagotOfek, Israel’s largest investment company, and former Head of its Credit Committee and Non-Tradable Assets team, with over 25 years of experience in Israel’s financial industry. He also served on the Board of the Tel Aviv Stock Exchange. Prof.
Glen served as Director of the Milken Center for Innovation at the Jerusalem Institute. He is a founding member and senior associate at the Financial Innovation Lab at the Milken Institute for Policy Studies.
Michal is a long-time external director of TASE traded companies with over 25 years of managerial experience in finance, mergers and acquisitions, and strategic processes. She is a Fellow of the Heschel Sustainability Center and currently a business consultant for technology start-ups and nonprofits.
Marla is an entrepreneur and passionate supporter of the Israeli impact field. She is a committed social justice activist and philanthropist, as well as a member of the Jewish Funders Network, the Forum of Foundations, and Toniic. She also serves as Co-Chair of the JFN Green Funders’ Forum.
Yossi is the former CEO of the National Insurance Institute (NII), the Myers-JDC-Brookdale Institute, and an Associate Professor of Economics at Hebrew University.