Sustainable value creation requires the ability to anticipate and adapt to disruption. Phoenix identifies opportunities and manages risks stemming from disrupting forces, including climate change, the transition to a low carbon economy ,AI disruption and more.
Strong corporate governance is critical for efficient capital markets, effective resource allocation, and long-term value creation. As a leading asset manager, Phoenix is acting to promote high standards of corporate governance according to specific scenario or event across its investment portfolio 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, improve direct environmental impact, employee well-being and transparency to shareholders.
Phoenix seeks to capture opportunities and managing risks including associated with climate change and the transition to a low a carbon economy through product and services innovation
Phoenix believes in continuous professional and situation-adjusted dialogue with our portfolio companies that creates value by advancing corporate governance and decision-making processes, and contributes to increasing its market value.
Topic for dialogue with focus on corporate governance include:
Phoenix highly values social involvement and contribution to society, including collaborating with growth-potential, well-managed high impact initiatives by means of financial support, volunteering, mentoring and in-kind donations of products and services.
Such activities are linked to Phoenix strategic themes and ambitions in:
Together we influence and create impact on multiple cycles of the Israeli society
We aim to excel in the Israeli industry and closely monitor sustainability ratings and industry benchmarks to enhance our performance and transparency while focusing on high value activities.
Phoenix sustainability reports are audited and fully implemented within group annual financial reports, aligned with global best practices.
Phoenix is positioned among the leading companies in Israeli financial sectors according to both local and international ratings
S&P Global Ratings – Phoenix scored 59 in the 2025 S&P Global Corporate Sustainability Assessment reflecting an improvement of 19 points over the last 2 years. (CSA Score as of 18/07/2025)
Sustainalytics – Leading Israel’s insurance sector – medium risk score of 24.1 as of 3.12.2025
Greeneye – 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.
Phoenix is leading the Greeneye rating in Israelwith grade of 83/100 as of 13.7.2025
Maala – Maala is considered to be the Israeli standard setting organization for over 2 decades. Phoenix is ranked at Maala’s highest category – Platinum Plus as of 07/2025
