The Phoenix Companies, Inc. (PNX) - Financial and Strategic SWOT Analysis Review

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					             The Phoenix Companies, Inc. (PNX) - Financial and Strategic SWOT
                                    Analysis Review
        Reference Code: GDFS32205FSA                                                                                             Publication Date: JUL 2012

          One American Row                                   Phone              +1 860 4035000                      Revenue         1,849.7 (million USD)
          Hartford, CT                                       Fax                +1 860 4037880                      Net Profit      47.70 (million USD)
          6102-5056                                          Website            www.phoenixwm.phl.com               Employees       600
                                                                                PNX [New York Stock
          United States                                      Exchange                                               Industry        Financial Services
                                                                                Exchange]

       Company Overview
       The Phoenix Companies, Inc. (Phoenix) is a boutique life insurance and annuity company. It offers life insurance and annuity
       products that assist customers in personal financial and business planning needs. The company also offers professional advisors
       and their clients a comprehensive selection of life insurance products such as single life insurance, indexed universal life
       insurance, universal life insurance and variable universal life insurance. It distributes its products through independent agents and
       financial advisors. Phoenix primarily offers its financial services to the middle market consumers.
       Key Executives                                                                SWOT Analysis
                      Name                                 Title                      The Phoenix Companies, Inc., SWOT Analysis
         Martin N. Baily                     Director                                 Strengths                                Weaknesses
         John H. Forsgren, Jr.               Director
                                                                                      Niche Market Offerings                   Business Growth
         Thomas S. Johnson                   Director
                                                                                      Operational Efficiency
         Arthur P. Byrne                     Director
         Ann Maynard Gray                    Director
        Source: Annual Report, Company Website, Primary and Secondary
                                                                                      Opportunities                            Threats
        Research, GlobalData
                                                                                      Business Alliances                       Fee Disclosure Regulations
       Share Data
                                                                                      New Product Launches                     Low Interest Rate Environment
         The Phoenix Companies, Inc.
        Share Price (USD) as on 17-Jul-                                  1.70
        2012                                                                         Source: Annual Report, Company Website, Primary and Secondary Research,
                                                                                     GlobalData
        EPS (USD)                                                        0.59
        Market Cap (million USD)                                         206
        Enterprise Value (million USD)                                   423
        Shares Outstanding (million)                                     116
       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData

       Financial Performance




       Source: Annual Report, Company Website, Primary and Secondary
       Research, GlobalData




The Phoenix Companies, Inc. (PNX) - Financial and Strategic                                                                      Reference Code: GDFS32205FSA
SWOT Analysis Review
Source : www.globalcompanyintelligence.com                                                                                                                     Page 1
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       Table of Contents
       Table of Contents ............................................................................................................................................................................... 2
          List of Tables .................................................................................................................................................................................. 3
          List of Figures ................................................................................................................................................................................. 3
       Section 1 - About the Company.......................................................................................................................................................... 4
       The Phoenix Companies, Inc. - Key Facts ......................................................................................................................................... 4
       The Phoenix Companies, Inc. - Key Employees ................................................................................................................................ 5
       The Phoenix Companies, Inc. - Key Employee Biographies .............................................................................................................. 6
       The Phoenix Companies, Inc. - Major Products and Services............................................................................................................ 7
       The Phoenix Companies, Inc. - History .............................................................................................................................................. 8
       The Phoenix Companies, Inc. - Company Statement....................................................................................................................... 11
       The Phoenix Companies, Inc. - Locations And Subsidiaries ............................................................................................................ 13
          Head Office ................................................................................................................................................................................... 13
          Other Locations & Subsidiaries ..................................................................................................................................................... 13
       Section 2 – Company Analysis ......................................................................................................................................................... 14
       The Phoenix Companies, Inc. - Business Description ...................................................................................................................... 14
       The Phoenix Companies, Inc. - Corporate Strategy ......................................................................................................................... 15
       The Phoenix Companies, Inc. - SWOT Analysis .............................................................................................................................. 16
          SWOT Analysis - Overview........................................................................................................................................................... 16
          The Phoenix Companies, Inc. - Strengths .................................................................................................................................... 16
             Strength - Niche Market Offerings ............................................................................................................................................. 16
             Strength - Operational Efficiency ............................................................................................................................................... 16
             Strength - Strong Balance Sheet ............................................................................................................................................... 16
          The Phoenix Companies, Inc. - Weaknesses ............................................................................................................................... 16
             Weakness - Business Growth ................................................................................................................................................... 16
          The Phoenix Companies, Inc. - Opportunities .............................................................................................................................. 16
             Opportunity - Business Alliances ............................................................................................................................................... 16
             Opportunity - New Product Launches........................................................................................................................................ 17
             Opportunity - Demand for Retirement Products in the US......................................................................................................... 17
          The Phoenix Companies, Inc. - Threats........................................................................................................................................ 17
             Threat - Fee Disclosure Regulations ......................................................................................................................................... 17
             Threat - Low Interest Rate Environment.................................................................................................................................... 17
             Threat - Competition.................................................................................................................................................................. 17
       The Phoenix Companies, Inc. - Key Competitors ............................................................................................................................. 19
       Section 3 – Company Financial Ratios ............................................................................................................................................. 20
       Financial Ratios - Capital Market Ratios........................................................................................................................................... 20
       Financial Ratios - Annual Ratios ...................................................................................................................................................... 20
       Performance Chart ........................................................................................................................................................................... 21
       Financial Performance............................................................................
				
DOCUMENT INFO
Description: The Phoenix Companies, Inc. (Phoenix) is a boutique life insurance and annuity company. It offers life insurance and annuity products that assist customers in personal financial and business planning needs. The company also offers professional advisors and their clients a comprehensive selection of life insurance products such as single life insurance, indexed universal life insurance, universal life insurance and variable universal life insurance. It distributes its products through independent agents and financial advisors. Phoenix primarily offers its financial services to the middle market consumers. The company is headquartered in Connecticut, the US. The company envisages on enhancing its revenues by focusing on four pillars, namely, healthy balance sheet, policyholder service, operational efficiency and profitable growth. In line with the strategy Phoenix strengthened its balance sheet and had more than $100m in cash and securities at the year ended 2011 and 11% increase in statutory surplus. Policyholder service improved as Phoenix simplified the policy administration to meet new business demands. Operational efficiency improved as core expenses reduced and there was an increase in the profitability. The company achieved profitable growth by increasing its market presence, diversifying its sources of revenue and offering well-designed annuity and life insurance products.
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PARTNER GlobalData
GlobalData is an industry analysis specialist, providing business information products and services. GlobalData’s highly qualified team of analysts, researchers, and solution consultants use proprietary data sources, tools and techniques to gather, analyze and represent the latest and the most reliable information essential for a business to sustain a competitive edge. GlobalData is a UK-based company with presence across North America, Europe and Asia Pacific and has a broad product offering that ranges from interactive databases, reports and custom solutions. It is a comprehensive source of insights and analysis with coverage across the oil & gas, power, alternative energy, nuclear power, petrochemicals, medical equipment and healthcare industries. GlobalData has a broad range of coverage over key market segments. It has a global scope, covering a wide range of countries constituting more than 90% of global revenues in each of the industries it covers. With a large dedicated research and analysis capability, GlobalData employs rigorous primary and secondary research techniques in developing unique data sets and research materials. Its status as an independent research company allows Analysts to conduct trade interviews with key industry players. Access to unique databases of in-house market information further strengthens research and analysis capabilities. Materials are reviewed shaped by an expert panel of leading industry figures and representatives from key players in the relevant industries. Sectors and Geographies Covered GlobalData has a broad range of coverage over key market segments. It has a global scope, covering a wide range of countries constituting more than 90% of global revenues in each of the industries it covers. Research Methodology With a large dedicated research and analysis capability, GlobalData employs rigorous primary and secondary research techniques in developing unique data sets and research materials. Its status as an independent research company allows Analysts to conduct trade interviews with key industry players. Access to unique databases of in-house market information further strengthens research and analysis capabilities. Materials are reviewed shaped by an expert panel of leading industry figures and representatives from key players in the relevant industries.