The report: Investment Funds and Asset Management Market in Poland 2024-2026 provides a comprehensive overview of investment funds and asset management sector in Poland. Analysis covers main pillars of the market including: mutual funds, insurance and pension assets. Report includes also mid-term forecast of key volumes for the period 2024-2026.
Similarly to our other reports the data has been presented in a form of horizontal presentation.
- 1. Executive Summary
- 2. Asset Management Market
- Slide 1: Asset management market in Poland: Key Segments, 2Q 2024
- Slide 2: Assets under management evolution by segment, 2020-2Q 2024
- Slide 3: Top asset managers (groups) by AuM, 2Q/3Q 2024
- 3. Investment Funds
- Slide 4: CEE 8 Investment fund industry – size vs. growth matrix, 2023-3Q24
- Slide 5: CEE investment funds penetration benchmarks, 3Q24
- Slide 6: Evolution of assets by type of fund (open, closed, etc.), 2020–3Q24
- Slide 7: Number of fund managers and number of funds, 2020–2Q24
- Slide 8: Asset mix (for open, and for closed funds), 2021 & 3Q24
- Slide 9: Top 10 players in investment fund market, 3Q24
- Slide 10: Market share evolution of top fund managers, 2021-3Q24
- Slide 11: Top fund managers by client count, 3Q24
- Slide 12: Top fund managers by new sales, 1H24
- Slide 13: Fund sales/distribution platforms, 2024
- Slide 14: Investment fund assets flows, 1Q20-4Q24
- Slide 15: Asset flows, 1H24 - Top selling retail funds, 1H24
- Slide 16: Fund assets structure by: dominating asset class, dedication, geo- scope, open vs. closed, 3Q24
- Slide 17: Ownership of funds by groups (retail/financial/other), 2020-2Q24
- Slide 18: Structure of Personal Financial Assets (PFA). The share of Investment funds within total savings of households, 2019-2Q24
- Slide 19: Value of deposits, cash & investment funds held by households outstanding value, 2019-1H24
- Slide 20: Fees and commissions charged by top fund managers, Dec. 2024
- Slide 21: Profitability tree for fund managers (ratios), 2021-1H24
- Slide 22: Revenues and costs of fund managers (values), 1H24
- 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 - Goldman Sachs TFI
- Slide 27: Top players' profiles - Pekao TFI
- Slide 28: M&A transactions including fund managers in Poland
- 4. Pension Funds
- Slide 29: Composition of the pension sector (2nd and 3rd Pillar)
- Slide 30: Pillar II: (OFE) - Assets, members, managers 2020-2Q24
- Slide 31: Pillar II: (OFE) - Managers profitability tree, 2021-3Q24
- Slide 32: Pillar III - Summary, all products 3rd pillar products, 2021-1H24
- Slide 33: Pillar III: (PPK) - assets, members, managers, 2020-1H24
- 5. Insurance Assets
- Slide 34: Technical reserves by type evolution, 2020-1H24
- Slide 35: Technical reserves by segment (life/nl) and by company, 2023
- Slide 36: Profitability of non-life insurers, 2020-1H24
- Slide 37: Profitability of life insurers, 2020-1H24
- 6. Forecasts
- Slide 38: Asset Management Market: Mid-term forecast for assets:
- investment fund assets, pension assets (p2, p3), insurance investments, 2024-2026F
- 7. Notes on methodology
- End of report.
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