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The Investment Funds market in Israel is witnessing substantial growth, fueled by factors such as increased investor interest, favorable regulatory changes, and a shift towards diversified portfolios, enhancing accessibility and encouraging participation among both retail and institutional investors.

Customer preferences: Investors in Israel are increasingly favoring sustainable and socially responsible investment options, reflecting a growing awareness of environmental, social, and governance (ESG) factors. This trend is particularly pronounced among younger demographics, who prioritize ethical considerations alongside financial returns. Additionally, there is a noticeable shift towards technology-driven investment platforms that offer greater transparency and ease of access. As remote work and digital engagement become the norm, these platforms cater to a more tech-savvy investor base seeking innovative solutions for portfolio management.

Trends in the market: In Israel, the Investment Funds Market is experiencing a notable shift towards sustainable and socially responsible investing, as investors increasingly prioritize environmental, social, and governance (ESG) factors in their decision-making processes. This trend is particularly evident among younger generations, who seek ethical investments that align with their values while still aiming for competitive financial returns. Concurrently, technology-driven investment platforms are gaining popularity, providing enhanced transparency and user-friendly interfaces. As remote work and digital engagement become standard, these platforms are reshaping how investors manage their portfolios, presenting new opportunities and challenges for industry stakeholders.

Local special circumstances: In Israel, the Investment Funds Market is uniquely shaped by its diverse cultural landscape and a strong emphasis on innovation. The country’s entrepreneurial spirit fosters a vibrant startup ecosystem, attracting both local and international investors. Additionally, regulatory frameworks encourage transparency and protect investors, creating a stable environment for fund management. The influence of social values is significant, as many investors prioritize ethical considerations, particularly in sectors like technology and renewable energy. This blend of cultural, regulatory, and geographical factors distinctly positions Israel's market within the global investment landscape.

Underlying macroeconomic factors: The Investment Funds Market in Israel is significantly influenced by macroeconomic factors such as global economic trends, national economic stability, and fiscal policies. The country's robust GDP growth and low unemployment rates enhance investor confidence, attracting both domestic and foreign capital. Additionally, supportive fiscal policies and low-interest rates encourage investment in funds, particularly in high-growth sectors like technology and renewable energy. Global trends, including rising interest in sustainable investments and technological innovation, further shape the market. As investors increasingly seek ethical and impactful opportunities, Israel's unique positioning amplifies its attractiveness within the global investment landscape.

Data coverage:

The data encompasses B2C enterprises. Figures are based on financial values/ transaction values/ number of funds data within the investment funds market.

Modeling approach / Market size:

Market sizes are determined by both a bottom-up and top-down approach, building on a specific rationale for each market segment. As a basis for evaluating markets, we use market research & analysis, and data from European central banks, World Bank, national central bank statistics, and international organizations, such as OECD, and publicly available databases. In addition, we use relevant key market indicators and data from country-specific associations, namely gross domestic product (GDP), consumer price index(CPI), lending interest rate, central bank interest rate, employment rate, secured overnight financing rate (SOFR), and tax rates. This data helps us estimate the market size for each country individually.

Forecasts:

In our forecasts, we apply diverse forecasting techniques. The selection of forecasting techniques is based on the behavior of the particular market. In the market, we use the HOLT-damped Trend and ARIMA methods to forecast future development. The main drivers are GDP per capita, consumer price index (CPI), and central bank interest rate.

Additional notes:

The market is updated twice a year in case market dynamics change. The impact of the COVID-19 pandemic and the Russia-Ukraine war is considered at a country-specific level.