""Investment Funds and Asset Management Market in Poland 2019-2021"" 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 2019-2021.
Similarly to other reports the data has been presented in a form of horizontal presentation.
Report contains 40 slides on 55 pages.
- 1. Executive Summary
- 2. Asset Management Market
- Slide 1: Asset management market in Poland: Key Segments, 2019 H1
- Slide 2: Assets under management evolution, 2015-2019 H1
- Slide 3: Top asset managers (groups) by AuM, 2019 H1
- 3. Investment Funds
- Slide 4: CEE 8 Investment fund industry – size vs. growth matrix, 2016-2019 H1
- Slide 5: CEE investment funds penetration benchmarks, 2019 H1
- Slide 6: Evolution of assets, number of funds & managers 2014-2019 H1
- Slide 7: Fund assets by type of fund 1/2, 2014-2019 H1
- Slide 8: Fund assets by type of fund 2/2, 2014-2019 H1
- Slide 9: Top players in investment fund market, 2019 H1
- Slide 10: Market share evolution of top fund managers, 2017-2019 H1
- Slide 11: Products: Absolute return funds, 2014-2019 H1
- Slide 12: Distribution channels for investment funds, 2019 H1
- Slide 13: Innovation in distribution– online platforms, 2019
- Slide 14: Investment fund assets flows, 2015 Q1-2019 Q2
- Slide 15: Fund assets structure, 2019 H1
- Slide 16: Ownership of funds by groups (retail/financial/other), 2012-2019 Q2
- Slide 17: Local funds invested in foreign assets and foreign funds, 2019 H1
- Slide 18: Assets of foreign funds, 2014-2019 H1
- Slide 19: Fees and commissions charged by top fund managers, 2019 Q3
- Slide 20: Revenues and costs of fund managers, 2018
- Slide 21: Profitability tree for fund managers, 2015-2018
- Slide 22: Regulations: The new fixed fund management fee cap
- Slide 23: Top players' profiles - Ipopema TFI
- Slide 24: Top players' profiles - PKO TFI
- Slide 25: Top players' profiles - PZU TFI
- Slide 26: Top players' profiles - Pekao TFI
- Slide 27: Top players' profiles - Santander TFI
- Slide 28: M&A transactions including fund managers in Poland (2010-2016)
- Slide 29: M&A transactions, 2017-2019
- 4. Pension
- Slide 30: Pillar II: Sector evolution, 1998-2019
- Slide 31: Pillar II: Assets, members, average account value, 2015-2019 H1
- Slide 32: Pillar II: Pension asset managers, 2019 H1
- Slide 33: Pillar II: Pension fund managers profitability tree, 2015-2018 H1
- Slide 34: Pillar III (Voluntary) - Assets, members, 2016-2019 H1 (e)
- Slide 35: Pillar III – New regulations - PPK (3rd pillar) vehicles
- 5. Insurance
- Slide 36: Technical reserves by type evolution, 2014-2019 H1
- Slide 37: Technical reserves by segment and by company, 2018
- Slide 38: Profitability of life insurers, 2014-2018
- Slide 39: Profitability of non-life insurers, 2014-2018
- 6. Forecasts
- Slide 40: Asset Management Market: Mid-term forecast: investment fund assets, pension assets (p2, p3), insurance investments, 2019-2021
- 7. Notes on methodology
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