Itay Mizrahi’s Post

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Alternative Inv. & Asset Management | Institutional & UHNWI Clients | Over a Decade Experience | Licensed PM Driving AUM Growth | Father

2024 𝐅𝐮𝐧𝐝 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐑𝐨𝐮𝐧𝐝 𝐔𝐩 - 𝐏𝐨𝐬𝐭 3 𝐨𝐟 3 ~ 𝐈𝐬𝐫𝐚𝐞𝐥𝐢 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐚𝐥 𝐌𝐨𝐧𝐞𝐲 𝐌𝐨𝐯𝐞𝐬 𝐢𝐧 2024 ~ Did you know? Institutional investors’ AUM has grown to an impressive ~$730bn (2.7tn NIS, BOI Q3 ‘24), marking a 9% 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘦 𝘴𝘪𝘯𝘤𝘦 𝘵𝘩𝘦 𝘦𝘯𝘥 𝘰𝘧 2023! It might not come as a surprise, but Israeli institutions 𝐡𝐨𝐥𝐝 𝐟𝐨𝐫𝐞𝐢𝐠𝐧 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬: 𝐅𝐨𝐫𝐞𝐢𝐠𝐧 𝐌𝐮𝐭𝐮𝐚𝐥 𝐅𝐮𝐧𝐝𝐬 holdings rose to ~$11bn (+5% YoY). 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐀𝐬𝐬𝐞𝐭𝐬 holdings soared to ~$65bn (+12% YoY). We saw some interesting shifts this year, here are some high-level moves (First 3 Qs, 2024): 𝐎𝐮𝐭 𝐨𝐟: EUR & US High Yield India, Japan, Europe, and China Equity Asia High Yield 𝐈𝐧𝐭𝐨: Global High Yield Global Equity US Equity 𝐓𝐨𝐩 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐞𝐝 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐢𝐧 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐅𝐮𝐧𝐝𝐬: Private Debt Real Estate Private Equity (Buyouts & Secondaries) If there’s one thing I absolutely love about the industry - it’s never boring and so will 2025 be. 𝑾𝒉𝒂𝒕 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒔𝒉𝒊𝒇𝒕𝒔 𝒅𝒐 𝒚𝒐𝒖 𝒇𝒐𝒓𝒆𝒔𝒆𝒆 𝒏𝒆𝒙𝒕 𝒚𝒆𝒂𝒓?

  • chart, bar chart

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