Israeli Regulator Allows Investment Managers to Publicly Share Past Portfolio Returns to Boost Transparency and Competition
How 2 Israeli newsrooms covered this story — translated into English and compared side by side.
First reported by Globes · 1 hour ago
What happened
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.
Summary translated & synthesized from the sources below by baba. Read each original for the full report.
Full coverage · 2 outlets
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