Poland Investment Funds Sector Maintains Regional Leadership While Entering New Growth Phase Through 2027
This report 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. The data has been presented in a form of horizontal presentation.
Poland possesses the largest investment funds sector in Central and Eastern Europe (CEE), with over EUR 95 billion in assets under management. Recently, despite the rapid growth of fund assets, Poland's share of the region's total AuM amounted to 43% in Q3 2025. However, despite maintaining the highest absolute market value, Poland lags behind some of its regional peers in terms of asset value per capita (EUR 2.6k) and assets relative to GDP (11.2%) as of Q3 2025.
The outlook. The asset management market, comprising three main segments - investment funds, insurance reserves, and pension assets - is expected to experience accelerated growth. By December 2027, total assets under management (AuM) are projected to hit nearly PLN 1.2 trillion.
Table of Contents
1. Executive Summary
Companies Mentioned
- TFI PZU
- Pekao TFI
- Santander TFI
- PKO TFI
- Allianz TFI
- Goldman Sachs TFI
