Phoenix Financial

Sustainable & responsible value creation

Our Strategy

Sustainable value creation requires the ability to anticipate and adapt to disruption. Phoenix proactively identifies opportunities and manages risks stemming from transformational forces, including climate change and the global energy transition

Strong corporate governance is critical for efficient capital markets, effective resource allocation, and long-term value creation. As a leading asset manager, Phoenix is committed to promoting high standards of corporate governance across its investment portfolio and within Israel’s financial ecosystem.

We recognize that the success of leading companies depends on the health and prosperity of the economies and societies in which they operate. Phoenix is deepening its commitment to corporate responsibility, including targeted support for high-impact nonprofit ventures.

Value Creation from disruption

Phoenix seeks to capturing opportunities and managing risks associated with climate change and the energy transition through product innovation and investment strategy

  • Electric vehicles represent a strategic growth area, supported by targeted brand strategies
  • Growing premiums and revenues generated from selected climate-focused products
  • Focus on key climate risks to reduce exposure and enhance underwriting performance
  • Reduction in direct carbon footprint

Investment Stewardship & Corporate Governance

Phoenix is committed to advancing corporate governance across its investment portfolio and in the broader Israeli market.

  • Board composition including independent directors and gender diversity
  • Meaningful engagement with portfolio companies

Social Responsibility

Phoenix supports high-impact initiatives across  education, healthcare, and culture, alongside a portfolio of venture non-profits

  • Financial support and guidance for high-impact, high-growth nonprofits focused on technology education, healthcare, and the arts, especially in Israel’s geographic and social periphery
  • Leading ESG scores with active reporting and transparency, including S&P, Maala, and Greeneye

ESG Ratings

We aim to be a role model in our industry and we closely monitor sustainability ratings and industry benchmarks to enhance our performance and transparency.

We actively engage with the following rating agencies:

Global Ratings

Phoenix is the first Israeli insurance group to actively engage with S&P Global Ratings

Local Ratings

Greeneye is a leader in the field of responsible investments in Israel, conducting ESG analysis of all listed companies on the Tel Aviv Stock Exchange

Maala is considered to be the Israeli standard setting organization and publishes the Maala ESG Indices on the Tel Aviv Stock Exchange annually