Management of "Kosher" Investment Portfolios

Shofan Investment Management is a licensed portfolio manager that abides by halachic regulations on interest rates – Halacha and Practice by Banks and the Capital Markets, which is an abridgment of laws drawn from the Book of Interest Rate Regulations, written by Rabbi Ya’akov Landau, and published by Amos Shulam, Sivan 5778.

Shofan Investment Management is a licensed portfolio manager, and holds “kosher” certification, issued by the Halacha Committee for the following tracks:

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ANNI Shofan Investment Management Ltd. (“Company”) is engaged in portfolio management and investment marketing, as these terms are defined by Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 1995, and is not involved in investment advice. As part of its activity as an “investment marketer,” the Company may receive benefits in connection with the financial assets acquired for its clients’ accounts. The Company may prefer certain financial assets to which it has an affinity, said over other financial assets which are similar from the standpoint of their appropriateness to a specific client to which the Company does not have any affinity. The list of assets which the Company has a certain affinity may be updated from time to time on the Company’s website.

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