Phoenix Financial Joins MSCI World Index, Expands $200B Asset Footprint
Phoenix Financial added to the MSCI World index, joining MSCI EAFE, FTSE Developed World and Bloomberg Developed Market benchmarks as part of its expanding presence in global equity indices. International investors hold roughly 35-40% of its shares while the firm oversees over $200 billion AUM across 3 million clients.
1. Index Inclusion and Global Benchmarks
Phoenix Financial secured a spot in the MSCI World index, complementing its recent entries in MSCI EAFE, FTSE Developed World and Bloomberg Developed Market indices, as well as factor-based and ESG benchmarks, further broadening its exposure to global passive funds and institutional portfolios.
2. International Investor Base
International investors now hold approximately 35-40% of Phoenix’s shares, primarily based in North America and Europe with growing interest from Asia, underscoring its role as a gateway for global capital into Israel’s financial sector.
3. Asset Management Scale
With over $200 billion in assets under management and a client base of 3 million, Phoenix Financial stands among the top 100 global asset managers, offering multi-line services including insurance, wealth solutions, brokerage and credit origination.