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Investment Funds And Asset Management Market In Poland, 2017-2019

Investment Funds And Asset Management Market In Poland, 2017-2019

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 2017-2019.

Similarly to other reports the data has been presented in a form of horizontal presentation.

Report contains 37 slides on 54 pages.


1. Executive Summary
2. Asset Management Market
Slide 1: Asset management market in Poland – Key Segments, 2017 H1
Slide 2: Assets under management evolution, 2012–2017 H1
Slide 3: Top asset managers (groups) by AuM, 2017 H1
Slide 4: Key upcoming regulatory changes: MIFID II, Pillar II dismantling
3. Investment Funds
Slide 5: CEE 8 Investment fund industry – size vs. growth matrix, 2014–2017 H1
Slide 6: CEE investment funds penetration benchmarks, 2017 H1
Slide 7: Evolution of assets, number of funds & managers 2012–2017 H1
Slide 8: Fund assets by type of fund 1/2, 2012–2017 H1
Slide 9: Fund assets by type of fund 2/2, 2012–2017 H1
Slide 10: Top players in investment fund market, 2017 H1
Slide 11: Market share evolution of top fund managers, 2015–2017 H1
Slide 12: Distribution channels for investment funds, 2017 H1
Slide 13: Investment fund assets flows, 2012 Q1– 2017 Q2
Slide 14: Fund assets structure, 2017 H1
Slide 15: Ownership of funds by groups (retail/financial/other), 2010–2017 Q1
Slide 16: Local funds invested in foreign assets and foreign funds, 2017 H1
Slide 17: Assets of foreign funds, 2012-2017 H1
Slide 18: Fees and commissions charged by top fund managers, 2017 H1
Slide 19: Revenues and costs of fund managers, 2016
Slide 20: Profitability tree for fund managers, 2013–2016
Slide 21: Top players’ profiles – Ipopema TFI
Slide 22: Top players’ profiles – PKO TFI
Slide 23: Top players’ profiles – PZU TFI
Slide 24: Top players’ profiles – Skarbiec TFI
Slide 25: Top players’ profiles – Pioneer Pekao TFI
Slide 26: M&A transactions including fund managers in Poland (2010-2015)
Slide 27: M&A transactions, 2016-2017, including pending deals
Slide 28: Product innovation – Absolute return funds, 2012-2017H1
4. Pension
Slide 29: Pillar II: Sector evolution, 1998-2017
Slide 30: Pillar II: Assets, members, average account value, 2012–2017 H1
Slide 31: Pillar II: Asset managers, 2017 H1
Slide 32: Pillar II: Foreign investment limits
Slide 33: Pillar II: fund managers profitability tree, 2014–2017 H1
Slide 34: Voluntary pension (Pillar III) - Assets, members, 2013-2016
5. Insurance
Slide 35: Technical reserves by type evolution, 2012–2017 H1
Slide 36: Technical reserves by segment and by company , 2015
Slide 37: Profitability of life insurers, 2012–2016
Slide 38: Profitability of non-life insurers, 2012–2016
6. Forecasts
Slide 39: Asset Management Market: Mid-term forecast (investment fund assets, pension assets, insurance investments) 2017–2019
7. Notes on methodology

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