INVESTMENT FUNDS AND ASSET MANAGEMENT MARKET IN POLAND, 2016-2018

INVESTMENT FUNDS AND ASSET MANAGEMENT MARKET IN POLAND, 2016-2018

The report: ""Asset Management Market in Poland 2016-2018"" provides a comprehensive overview of investment funds and asset management sector in Poland. Analysis covers three main pillars of the market including: mutual funds, insurance and pension assets. Report includes also mid-term forecast of key volumes for the period 2016-2018.

Similarly to other reports the data has been presented in a form of horizontal presentation. Report contains 37 slides on 53 pages.


1. Executive Summary
2. Asset Management Market
Slide 1: Asset management market in Poland – Key Segments, 2016 H1
Slide 2: Assets under management evolution, 2010–2016 H1
Slide 3: Top asset managers (groups) by AuM, 2016 H1
3. Investment Funds
Slide 4: CEE 8 Investment fund industry – size vs. growth matrix, 2014–2016 H1
Slide 5: CEE investment funds penetration benchmarks, 2016 H1
Slide 6: Evolution of assets, number of funds & managers 2010–2016 H1
Slide 7: Fund assets by type of fund 1/2, 2011–2016 H1
Slide 8: Fund assets by type of fund 2/2, 2011–2016 H1
Slide 9: Top players in investment fund market, 2016 H1
Slide 10: Market share evolution of top fund managers, 2012–2016 H1
Slide 11: Distribution channels for investment funds, 2016 H1
Slide 11: Investment fund assets flows, 2012 Q1– 2016 Q2
Slide 12: Fund assets structure, 2016 H1
Slide 13: Ownership of funds by groups (retail/financial/other), 2010–2016 Q1
Slide 14: Local funds invested in foreign assets and foreign funds, 2016 H1
Slide 15: Assets of foreign funds, 2011-2016 H1
Slide 16: Fees and commissions charged by top fund managers, 2016 H1
Slide 17: Revenues and costs of fund managers, 2015
Slide 18: Profitability tree for fund managers, 2012–2015
Slide 19: Top players’ profiles – Ipopema TFI
Slide 20: Top players’ profiles – PZU TFI
Slide 21: Top players’ profiles – PKO TFI
Slide 22: Top players’ profiles – Pioneer Pekao TFI
Slide 23: Top players’ profiles – Skarbiec TFI
Slide 24: M&A transactions including fund managers in Poland (2010-2015)
Slide 25: Upcoming or likely M&A transactions including fund managers
Slide 26: Product innovation – Absolute return funds
4. Pension
Slide 27: Pillar II: Sector evolution, 1998-2016
Slide 28: Pillar II: Assets, members, average account value, 2011–2016 H1
Slide 29: Pillar II: Asset managers, 2016 H1
Slide 30: Pillar II: Regulatory changes: New foreign investment limits
Slide 31: Pillar II: fund managers profitability tree, 2012–2015
Slide 32: Voluntary pension (Pillar III) - Assets, members, 2013-2016 H1
5. Insurance
Slide 33: Insurance assets by type evolution, 2011–2016 H1
Slide 34: Technical reserves by segment and by company , 2015
Slide 35: Profitability of life insurers, 2012–2015
Slide 36: Profitability of non-life insurers, 2016–2018
6. Forecasts
Slide 37: Asset Management Market: Mid-term forecast (investment fund assets, pension assets, insurance investments) 2016–2018
7. Notes on methodology

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