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With over 25 years’ experience, and c.£12bn of assets under management, Phoenix Corporate Investment Services is one of the most significant institutional investment platform providers in the market.
As a trusted partner to some of the UK’s largest Defined Contribution, Defined Benefit and Master Trust pension schemes, Phoenix CIS offers a range of agile, flexible and tailored solutions that enable clients to achieve their investment objectives while supporting good outcomes for scheme members.
Phoenix CIS provides access to an extensive range of funds, and has existing relationships in place with over 70 fund manager groups.
The platform’s blended and white-labelled fund capability enables trustees and their advisors to create a single investment solution from a range of best-in-class funds in order to meet their specific investment objectives. The flexibility of the platform allows them to incorporate new solutions, funds and/or managers as required to support changes to the investment strategy and meet the ongoing needs of schemes and their members.
With a dedicated reporting function, Phoenix CIS also offers a range of flexible performance and regulatory reporting options, supporting trustees and their advisors to meet evolving governance requirements.
Learn more about how Phoenix CIS operates.
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