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Israeli Regulator Allows Investment Managers to Publicly Share Past Portfolio Returns to Boost Transparency and Competition

איך 2 חדרי חדשות ישראליים סיפרו את הסיפור הזה, זה לצד זה.

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דווח לראשונה בGlobes · Aug 5, 2026

מה קרה

The Israeli Securities Authority has proposed new rules allowing investment portfolio managers to publicly share standardized past returns, aiming to enhance transparency and competition in a sector managing nearly half a trillion shekels. The draft directive, open for public comment, replaces a 2011 ban on public performance advertising and introduces risk classifications and standardized calculations to help investors compare managers more easily.

  • 01Israeli regulator permits public disclosure of past investment portfolio returns for the first time.
  • 02Returns must be standardized over five years and categorized by three risk levels with representative portfolios.
  • 03Directive applies to investment managers, advisors, and marketers across multiple media platforms.
  • 04Nearly half a trillion shekels are managed by few firms, with ongoing consolidation and declining competition.
  • 05In 2025, the sector grew 18% to about 94,000 portfolios, mostly managed by large firms.
  • 06Top ten firms control 72% of assets, with most new clients joining large companies.

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OrganizationsIsraeli Securities Authority
PlacesIsrael

סיקור מלא · 2 מקורות

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