Latest Analysis

Objective

Your personal alternative analyst

Objective specializes in performing analysis and providing investment support and risk management services in the field of alternative investment funds. 

About Objective

We are dedicated to assisting investors with decision support tools that will allow them to make reasoned investment decisions. Objective performs pre-investment analytical analyses and ongoing monitoring throughout the investment lifecycle. Our analysis is performed for all types of alternative funds in Israel and worldwide.

Founder and CEO

17 years of experience in the capital market
Boaz held a number of senior roles in the investment industry, the last of which was Senior Portfolio Manager and Head of International Investments in the Provident Funds and Institutions Department at Psagot Investment House. Previously, he served as Investment Advisor at the Union Bank of Israel.
At Objective, Boaz Warshavsky serves as Head of Analysis, Investment Support and Risk Management.

Senior Advisor

Over 40 years of experience in the capital market
As part of her experience, Miri served as Senior Assistant to the Commissioner of the Capital Market, Insurance & Savings at the Ministry of Finance and Senior Economist in the Bank of Israel, Executive Vice President at Mercantile Discount Bank and Executive Senior Vice President at the Union Bank of Israel.

At Objective, Miri Ben Yehoshua serves as Head of the Advisory Committee in the fields of analysis, risk management and credit.

Last Analysis

Giza Singer Even Mezzanine II Giza, Singer, Even - Consulting Firm

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Credit Funds
IBI Total Return IBI Investments

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Hedge Funds
IBI Falcon High Yield Fund IBI Investments

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Credit Funds
Lightspeed Venture Partners Select VI

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Venture Capital
Lightspeed Venture Partners XV

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Venture Capital
Valoo by Meitav Meitav Investments

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Secondary Funds
Vintage Credit Opportunity Partners Goldman Sachs Value Advanced

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Credit Funds
HarbourVest Co-Investment Fund VII – Leader Feeder

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Private Equity
Ardian Group

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Secondary Funds
BDCM Opportunity Fund VI. Black Diamond Capital Management

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Credit Funds
Ruby Capital Ruby Capital Investment Fund Sapphire II

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Private Equity
ICG Europe Fund IX Intermediate Capital Group

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Credit Funds

Areas of Activity

Comprehensive pre-investment analysis

The analysis includes an all-inclusive analysis of the fund and its investment strategy, the market in which it operates, risk exposure and more, all tailored to the investor’s needs.

Ongoing monitoring and annual analysis

A team of experts continue to track the fund throughout the investment lifecycle and provides the investors with annual reports.

Investment guidance tailored to the investor’s need

Appearing before investment committees, presenting investment reviews as well as providing alternative investment reports.

External control and operational services

Quarterly control of data adequacy of all aspects of the investment: definitions of a security, financial transactions, asset revaluation, returns and management fees.

What are the benefits for the investor?

Investors diversify thier portfolio & make more informed and intelligent investment decisions

Professional Investment Decision-Making Process

Data-driven assistance in the investment process, based on economic analysis tailored to the investor’s needs. The investor obtains deep insights into the investment.

Effective Portfolio Allocation

Exposure to a large number of alternative investment funds, providing reliable professional information that allows a better distribution of the investments.

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Streamlining the Funds Assessment Process

Real-time decision making without delays by using centralized professional information that includes comprehensive analysis, risk analysis and review without having to wait for additional data.

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Ongoing Monitoring

Close monitoring of the ongoing conduct of the funds throughout the investments life cycle, and preparation of annual analyses.

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Documentation

The analysis is a part of the investment documents in accordance with regulatory requirements and supports the investors’ decisions.

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Lectures and Seminars

Enriching the knowledge of the Investment Committee and the Board of Directors regarding innovations, updates and regulations in the field of alternative investment funds.

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Our Service Values

Professional, high-quality and independent alternative investment fund analysis

Objectivity

Objective acts as an independent organization that is committed to the investor.
As implied by its name, Objective advocates for integrity and transparency throughout the entire investment life cycle.

Professionalism

The combination of a skilled and experienced team with the use of new and advanced tools ensures Objective’s analysis is performed at the highest level in the capital market. The Objective team provides in-depth, accurate and thorough analyses.

Availability and Efficiency

Objective provides comprehensive and personally-tailored analysis of each fund, while adjusting schedules for both the fund and investor.

Our Vision

Objective aspires to perfect the alternative investment evaluation and decision-making practice for investors by developing an assessment process through professional, high-quality and independent analyses.

Disclaimer

  • The analyses published on this Website are based on data obtained by the analysis editor from fund managers which include answers to questionnaires provided to them, various documents provided by the fund on request, market and trading data from the trading systems, if any, and opinions that reflect the subjective point of view of the analysis editors alone, but which to not address the investment’s adequacy to the needs of a particular investor, or in general.
  • The editors of the analyses published on the Website are not obligated to update the analysis from time to time or at all, and therefore, each analysis contained on the Website is relevant as of the date of its preparation.
  • The analyses published on the Website do not constitute a recommendation to carry out transactions involving interests in funds, nor do they constitute an investment advice within the meaning of the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 5755-1995, or an offer to purchase interests in the funds under review.
  • An investment in an equity fund, by nature, involve risks, including risks arising from the character and terms of investments managed on behalf of the fund, the manner of managing them as well as risks beyond the control of the fund, such as risks arising from macroeconomic changes. It is clarified that the content of the analysis does not constitute legal or tax advice relating to the investment in investment funds and/or a particular fund. Each investor is advised to consult with other competent advisors to evaluate the investment in the fund.
  • Any investment in the fund must only be made in accordance with the legal documents of the fund and the terms and conditions contained therein, after the investor has obtained all relevant legal documents, reviewed them in person, at his own expense, and signed them.
  • Each analysis contains projections, estimates, and other forward-looking information, the materialization of which is uncertain. Facts and data contained in each analysis are as of the date the analysis was performed, without any certainty that the projections and estimates described therein would materialize. Moreover, the results of such projections and estimates may be materially different than those described in the analysis.
  • The Company and/or any of its executives and/or representatives and/or anyone acting on its behalf assumes no liability for any direct or circumstantial loss resulting from the investment in the funds under review.
  • The analyses published on the Website are the exclusive property of Objective. No document or analysis contained on the Website may in whole or in part be copied, distributed or transferred, and the information contained on the Website may not, in whole or in part, be disclosed to third parties by any means whatsoever.