Phoenix Financial Expands Global Reach by Joining MSCI World Index

Phoenix Financial Joins the MSCI World Index

On May 1, 2026, Phoenix Financial, a major player in Israel's asset management and financial services sector, announced its inclusion in the renowned MSCI World Index. This milestone highlights the company's commitment to expanding its international footprint and serves as a significant validation of its growth trajectory within the global investment landscape.

Expanding Global Presence

MSCI World is a prestigious index that investors worldwide use for portfolio allocation, benchmarking performance, and evaluating passive investments. By being part of this index, Phoenix Financial strengthens its position as a trusted gateway for international institutional investors seeking exposure to the Israeli market. This integration not only marks a new chapter in Phoenix's growth narrative but also aligns with the broader trends of foreign interest in Israeli assets.

In addition to the MSCI World Index, Phoenix has also gained recognition when added to a diverse array of other global indices. These include well-established benchmarks such as MSCI EAFE, FTSE Developed World, and various Bloomberg Developed Market indices. The company is also represented in small-cap benchmarks and ESG indices, signifying a robust and multifaceted approach to investment strategies.

Investor Interest and Market Integration

About 35-40% of Phoenix Financial's shares are currently owned by international investors, which is substantial relative to typical holdings in the Israeli market. The bulk of these investors come from North America and Europe, with increasing interest from Asian markets, showcasing how Phoenix is becoming increasingly relevant in global capital markets.

The appetite for Israeli assets has surged in recent years, thanks to their strong performance and resilience. As the largest asset manager in Israel, Phoenix Financial acts as a critical conduit for global investors, providing access to a diverse and well-structured financial platform that serves approximately 3 million clients, reflecting its broad impact on Israel's economic landscape.

With assets exceeding $200 billion, Phoenix stands as one of the top 100 asset managers globally. This immense scale is coupled with a history of solid growth and value creation, making it a key player in not just local markets but also in the broader international arena.

A Gateway to Israeli Economy

Being included in the MSCI World Index is a significant achievement for Phoenix, affirming its strategy to capitalize on the growing connections between Israeli financial markets and international investment communities. As investors continue to seek diversified opportunities, Phoenix is well-positioned to be a leading player, offering insights and access to one of the most unique economies in the world.

About Phoenix Financial, it is not just an asset manager; it encompasses a wide range of financial services, including multi-line insurance, fund management, retirement solutions, and brokerage services. Trading on the Tel Aviv Stock Exchange, it remains committed to growth, innovation, and delivering value to its clients.

In conclusion, Phoenix Financial's inclusion in the MSCI World Index epitomizes its journey of expansion and solidifies its reputation as a strategic partner for investors aiming to tap into the potential of the Israeli economy. The future looks promising for Phoenix as it continues to bridge the gap between local and global markets.