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Investment Funds And Asset Management Market In Poland, 2025-2027

Publisher Inteliace Research
Published Jan 02, 2026
Length 52 Pages
SKU # INTL20703357

Description

The report: Investment Funds and Asset Management Market in Poland 2025-2027 provides a comprehensive overview of the investment funds and asset management sector in Poland. Analysis covers the main pillars of the market, including: mutual funds, insurance, and pension assets. The report also mid-term forecast of key volumes for the period 2025-2027.

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

Table of Contents

52 Pages
1. Executive Summary
2. Asset Management Market
Slide 1: Asset management market in Poland: Key Segments, 2/3Q 2025
Slide 2: Assets under management evolution by segment, 2021-2Q 2025
Slide 3: Top asset managers (groups) by AuM, 3Q 2025
3. Investment Funds
Slide 4: CEE 8 Investment fund industry –size vs. growth matrix, 2023-3Q25
Slide 5: CEE investment funds penetration benchmarks, 3Q25
Slide 6: Evolution of assets by type of fund (open, closed, etc.), 2021–3Q25
Slide 7: Number of fund managers and number of funds, 2021–2Q25
Slide 8: Asset mix (for open and for closed funds), 2021 & 2Q25
Slide 9: Top 10 players in investment fund market, 3Q25
Slide 10: Market share evolution of top fund managers, 2021-3Q25
Slide 11: Top fund managers by client count, 3Q25
Slide 12: Top fund managers by new sales, 1-3Q25
Slide 13: Fund sales/distribution platforms, 3Q25
Slide 14: Investment fund assets flows, 1Q22-3Q25
Slide 15: Asset flows by type of fund, 1-3Q25
Slide 16: Fund assets structure by: dominating asset class, dedication, geo-scope, open vs. closed, 2023-2Q25
Slide 17: Ownership of funds by groups (retail/financial/other), 2021-2Q25
Slide 18: Structure of Personal Financial Assets (PFA). The share of Investment funds within total savings of households, 2021-2Q25
Slide 19: Value of deposits, cash & investment funds held by households, outstanding value, 2021-1H25
Slide 20: Fees and commissions charged by top fund managers, Nov. 2025
Slide 21: Profitability tree for fund managers (ratios), 2022-1H25
Slide 22: Revenues and costs of fund managers (values), 1H25
Slide 23: Top players' profiles -PKO TFI
Slide 24: Top players' profiles -PZU TFI
Slide 25: Top players' profiles -Goldman Sachs TFI
Slide 26: Top players' profiles -Pekao TFI
Slide 27: M&A transactions including fund managers in Poland
4. Pension Funds
Slide 28: Composition of the pension sector (2nd and 3rd Pillar)
Slide 29: Pillar II: (OFE) -Assets, members, managers 2021-3Q25
Slide 30: Pillar II: (OFE) -Managers' profitability tree, 2022-2Q25
Slide 31: Pillar III -Summary, all products 3rd pillar products, 2022-2Q25
Slide 32: Pillar III: (PPK) -assets, members, managers, 2021-1H25
5. Insurance Assets
Slide 33: Technical reserves by type evolution, 2021-1H25
Slide 34: Technical reserves by segment (life/nl) and by company, 2024
Slide 35: Profitability of non-life insurers, 2021-1H25
Slide 36: Profitability of life insurers, 2021-1H25
6. Forecasts
Slide 37: Asset Management Market: Mid-term forecast for assets:
investment fund assets, pension assets (p2, p3), insurance investments,
2025F-2027F
Slide 38: Upcoming legislative initiative: OKI Accounts - 2026 plans
7. Notes on methodology

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