Virtus Investment Partners is a premier provider of investment solutions to individuals, financial advisors, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes.

In our world of overwhelming information and choice, gaining clear perspective is imperative. Virtus curates top market, behavioral, and industry insights to help clientsunderstand changing markets and make better investment decisions.

Ongoing inquiry andeducation is the cornerstone to better investing and better outcomes. Explore a variety of topics to help you better engage and understand our noisy, fast-paced world.

Perspective on the economy, stocks, bonds, and other important trends from our portfolio managers and other market experts.

Market reviews, recorded interviews, and quarterly mutual fund commentary from select investment partners.

Listen to recorded interviews on a wide range of investing and market topics featuring investment professionals from Virtus affiliates.

Virtus aims to drive better investor outcomes through distinguished investment strategies that strive to improve investor portfolios. Whether it is through risk-aware equity portfolios, flexible fixed income portfolios, or thoughtful non-traditional strategies, Virtus is proud to offer a select list of solutions.

Investment tools, educational resources, and insights to help financial advisors support their clients and build their practice.

Virtus mutual fund investors can take advantage of a variety of shareholder educational resources and tools.

Virtus Investment Partners is a premier provider of investment solutions to individuals, financial advisors, and institutions. We aim to offer distinguished strategies and original perspectives to help our clients achieve better outcomes.

In our world of overwhelming information and choice, gaining clear perspective is imperative. Virtus curates top market, behavioral, and industry insights to help clientsunderstand changing markets and make better investment decisions.

Ongoing inquiry andeducation is the cornerstone to better investing and better outcomes. Explore a variety of topics to help you better engage and understand our noisy, fast-paced world.

Perspective on the economy, stocks, bonds, and other important trends from our portfolio managers and other market experts.

Market reviews, recorded interviews, and quarterly mutual fund commentary from select investment partners.

Virtus aims to drive better investor outcomes through distinguished investment strategies that strive to improve investor portfolios. Whether it is through risk-aware equity portfolios, flexible fixed income portfolios, or thoughtful non-traditional strategies, Virtus is proud to offer a select list of solutions.

Investment tools, educational resources, and insights to help financial advisors support their clients and build their practice.

Virtus mutual fund investors can take advantage of a variety of shareholder educational resources and tools.

Virtus Investment Partners International Ltd.

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Phoenix Investment Partners Changes Names of Company, Funds To Initiate Virtus Identity

Phoenix Investment Partners, a diversified asset management firm with $33.4 billion under management, will take another step toward its spin-off from The Phoenix Companies, Inc. (NYSE:PNX) by formally changing the name of its mutual fund family from PhoenixFunds to Virtus Mutual Funds on October 1, with an accompanying change in the name of its individual mutual funds.

Additionally, the firm itself will be renamed Virtus Investment Partners, Inc., also effective October 1, and the investment advisor to the funds will become Virtus Investment Advisers, Inc. All mutual fund ticker symbols will remain unchanged and the funds will be listed in stock tables under the Virtus name.

Rebranding the company and our mutual funds with the Virtus name now gives us the opportunity to build our new identity prior to the spin-off, said George R. Aylward, president of Virtus Investment Partners. The name change also marks the beginning of a new marketing approach, including a Web site with expanded functionality.

The firm had previously announced that it would change its name to Virtus – which is Latin and connotes the characteristics of integrity, quality and strength – in connection with the spin-off. Phoenix has said it expects the spin-off to be completed later this year. After the spin-off, Virtus Investment Partners will be an independent, publicly traded company.

The companys new Web site, launches October 1 with additional features for individual investors and advisors.

We built with the features that investors and their advisors are looking for in a Web site, said Steve Neamtz, head of retail distribution for Virtus. In particular, were providing advisors with many on-line tools – including commentary from our portfolio managers and investment experts – to help them better manage and build their business. The new Web site was developed by Acsys Interactive of Farmington, CT.

Customers or advisors who access the Phoenix Web site, or will be redirected to the new Virtus site for information on investment management products and services.

Virtus Investment Partners provides investment management products and services to individuals and institutions. It operates a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand. Investors have an array of needs and Virtus Investment Partners offers a variety of investment styles and multiple disciplines to meet those needs. Effective October 1, additional information can be found at

With roots dating to 1851, The Phoenix Companies, Inc. (NYSE:PNX) helps individuals and institutions solve their often highly complex personal financial and business planning needs through its broad array of life insurance, annuities and investments. The companys products and services reflect deep insights into the wants and needs of consumers and financial professionals gleaned from research, including its Phoenix Wealth Survey, conducted annually since 2000. In 2007, Phoenix had annual revenues of $2.6 billion and total assets of $30.2 billion. For more information, visit

Investors should consider the investment objectives, risks, charges and expenses carefully before investing. Read the prospectus carefully before you invest. Call 1- or visit for a prospectus, which contains this and other information about Virtus Mutual Funds.

Mutual funds distributed byVP Distributors, LLC, memberFINRAand subsidiary of Virtus Investment Partners, Inc.

Virtus Global Funds distributed byVP Distributors, LLC, memberFINRAand subsidiary of Virtus Investment Partners, Inc.

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