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 BlackRock, Calpers, 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.
Our Management Team
Our team is comprised of experts in finance and ESG with an extensive track record and years of experience.
Yuval has been a senior investment manager for 20 years in Israel's leading investment houses, including Menora Insurance, Leumi Providence Funds and Amitim Senior Pension Funds.
Avi has over 25 years of experience in several high level portfolio management firms, including Alternative and Platinum.
Noga Levtzion Nadan
Noga has been leading the Responsible Investment field in Israel
for 18 years. She founded Greeneye, a responsible investment consulting firm, which received the 2016 Green Globe Award.
Director of Research
Yuval is an expert in corporate responsibility and has several years of experience as a social entrepreneur, manager and
consultant in both the public and private sectors.
Our Advisory Board
Marla received a graduate degree in Public Policy from the LBJ School at the University of Texas and worked in grassroots organizing and community development before moving to Israel in 1995. In Israel, Marla has worked for a variety of non-profit organizations and is also an active licensed tour guide. In addition, Marla serves on several boards and is a member of the Jewish Funders' Network, the Forum of Foundations and Toniic. Together with her husband, Dr. Gideon Stein, Chief Research Scientist of Mobileye, Marla is active in a variety of philanthropic and social justice projects. Marla and Gideon are also enthusiastic impact investors in start-ups and private equity impact funds. In the public equity investment sphere, Marla and Gideon are both limited and general partners in Value^2.
Prof. Yossi Tamir
Yossi is a lawyer and is Harvard certified in Public Policy. He served as an associate professor of economics at the Hebrew University. He was CEO of the National Insurance Institute (Bituach Leumi), CEO of the Myers-JDC-Brookdale Institute, and CEO of JDC Israel, and held senior management positions at the organization. Yossi is a member of various boards of directors. He is also a member of and holds chairman positions in numerous public committees dealing with economic, welfare and societal issues.
Michal holds an MBA from the NYU Stern School of Business, and she is a graduate of the Sustainability Leaders Fellows program at the Heschel Sustainability Center. She has over 25 years of managerial experience in corporate finance, mergers and acquisitions, and strategic processes in global and local organizations. Michal managed the local branch of Broadview, a leading investment bank specialized in telecommunication,
information technology and medical devices industries, where she was involved in several transactions in the range of 10 to 300 million USD. She led the mergers and acquisitions activities in ECI Telecom, where she was a member of the financial division. In her time there, ECI acquired technology companies in the US, China, and Israel and liquidized some of its assets. In the last 10 years, Michal has worked as a business consultant, providing business and strategic plans services. Her clients include technology start-ups as well as non-profit organizations. In the last 20 years, she has held external director positions in TASE traded companies.
Prof. Glenn Yago
Glenn is the Director of the Milken Center for Innovation at the Jerusalem Institute for Policy Studies. He is also a founding member and senior associate in the Financial Innovation Lab at the Milken Institute. Glenn is a leading authority in the field of financial innovation, capital markets, as well as market development and environmental economics.
Barak has 25 years of experience in the financial industry in ISRAEL.
He is the Former CEO, Psagot Investment House, the biggest investment house in Israel.
Before becoming the CEO, Barak was The head of Psagot's Credit Committee and the head of Psagot's Non Tradable assets (Credit, Real Estate, Funds) team.
Barak is also Former Board member of the Tel Aviv Stock Exchange.