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The Phoenix Companies, Inc. Employee Pension Plan
The Phoenix Companies, Inc. Employee Pension Plan is a private sector pension fund based in Hartford, US. It manages $453 million in assets across 71 funds,...
The Phoenix Companies, Inc. Employee Pension Plan
The Phoenix Companies, Inc. Employee Pension Plan is a private sector pension fund based in Hartford, US. It manages $453 million in assets across 71 funds, primarily in North America.
General information
Firm type
Pension Fund
Year founded
1851
Location
Region
North America
Country
United States
City
Hartford
Corporate office
Hartford, CT, United States
Frequently asked questions
How does the plan allocate its portfolio?
Allocation is not publicly detailed but follows a liability-driven investing framework typical for a closed corporate pension. Fixed income constitutes the largest weighting to match long-duration liabilities, with supplementary exposure to public equities and a smaller slice of alternatives accessed via fund commitments rather than direct deals.
What is the plan's relationship to Nassau Financial Group?
Nassau Financial Group acquired The Phoenix Companies in June 2016. The pension plan remains a legacy obligation of the acquired entity and is administered under the new corporate structure, though it is legally a separate trust for the benefit of plan participants.
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