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Investment Funds And Asset Management Market In Poland, 2018-2020

Investment Funds and Asset Management Market in Poland 2018-2020

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 2018-2020. Similarly to other reports the data has been presented in a form of horizontal presentation.

Report contains 39 slides on 55 pages.


1. Executive Summary
2. Asset Management Market
Slide 1: Asset management market in Poland - Key Segments, 2018 H1
Slide 2: Assets under management evolution, 2014-2018 H1
Slide 3: Top asset managers (groups) by AuM, 2018 H1
3. Investment Funds
Slide 4: CEE 8 Investment fund industry - size vs. growth matrix, 2015-2018 H1
Slide 5: CEE investment funds penetration benchmarks, 2018 H1
Slide 6: Evolution of assets, number of funds & managers 2013-2018 H1
Slide 7: Fund assets by type of fund 1/2, 2014-2018 H1
Slide 8: Fund assets by type of fund 2/2, 2014-2018 H1
Slide 9: Top players in investment fund market, 2018 H1
Slide 10: Market share evolution of top fund managers, 2016-2018 H1
Slide 11: Products: Absolute return funds, 2013-2018 H1
Slide 12: Distribution channels for investment funds, 2018 H1
Slide 13: Innovation in distribution - online platforms, 2018
Slide 14: Investment fund assets flows, 2013 Q1- 2018 Q2
Slide 15: Fund assets structure, 2018 H1
Slide 16: Ownership of funds by groups (retail/financial/other), 2011-2018 Q1
Slide 17: Local funds invested in foreign assets and foreign funds, 2018 H1
Slide 18: Assets of foreign funds, 2013-2018 H1
Slide 19: Fees and commissions charged by top fund managers, 2018 H1
Slide 20: Revenues and costs of fund managers, 2017
Slide 21: Profitability tree for fund managers, 2014-2017
Slide 22: Top players' profiles - Ipopema TFI
Slide 23: Top players' profiles - PKO TFI
Slide 24: Top players' profiles - PZU TFI
Slide 25: Top players' profiles - Pekao TFI
Slide 26: Top players' profiles - Santander TFI
Slide 27: M&A transactions including fund managers in Poland (2010-2015)
Slide 28: M&A transactions, 2016-2018, including pending deals
Slide 29: Regulations: Upcoming fixed fund management fee cap
4. Pension
Slide 30: Pillar II: Sector evolution, 1998-2018
Slide 31: Pillar II: Assets, members, average account value, 2014-2018 H1
Slide 32: Pillar II: Asset managers, 2018 H1
Slide 33: Pillar II: fund managers profitability tree, 2015-2018 H1
Slide 34: Pillar III (Voluntary) - Assets, members, 2015-2018 H1
Slide 35: Pillar III - Upcoming regulations - PPK vehicles
5. Insurance
Slide 36: Technical reserves by type evolution, 2013-2018 H1
Slide 37: Technical reserves by segment and by company, 2017
Slide 38: Profitability of life insurers, 2013-2017
Slide 39: Profitability of non-life insurers, 2013-2017
6. Forecasts
Slide 40: Asset Management Market: Mid-term forecast (investment fund assets, pension assets, insurance investments) 2018-2020
7. Notes on methodology

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