Case Study
Phoenix Group Uses F3 for Asset Liability Management
The Phoenix Group is the largest UK consolidator of closed life assurance funds, with over 5 million policyholders and assets of £68.6 billion as at 31 December 2013. Its vision is to be the saver-friendly, industry solution for the safe, innovative and profitable management of closed life funds. In 2012, Phoenix established a dedicated Financial Management Group (FMG) to develop strategies for investment, asset allocation and ALM. As part o