Asset Management Market In Poland 2014-2016

  • ID: 2986860
  • Report
  • Region: Poland
  • 51 Pages
  • Inteliace Research
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The asset management industry in Poland saw stable growth across all but one segment in H1 2014. Assets of regulated investment funds and assets in voluntary pension plans - pillar III kept growing quickly and reached PLN 203 billion and PLN 15 billion, respectively. Also managed funds of insurance companies (technical reserves) showed positive development climbing to PLN 152 billion, as of H1 2014.

In contrast, Pillar II assets plunged by nearly 50% to PLN 152 billion as the overhaul of the second-pillar pension system, in early 2014, resulted in a forced transfer of roughly half of segment's assets to the state-run social security institution.

As a consequence, despite positive developments in most segments, the total value of assets under management (AuM) in Poland contracted to PLN 522 billion (€ 126 billion) in H1 2014.

The report: "Asset Management Market in Poland 2014-2016" 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 2014-2016.

Similarly to other reports the data has been presented in a form of horizontal presentation. Report contains 36 slides.
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1. Executive Summary

2. Asset Management Market
Slide 1: Asset management market in Poland – Key Segments, 2014 H1
Slide 2: Assets under management evolution, 2009–2014 H1
Slide 3: Top asset managers (groups) by AuM, 2014 H1

3. Investment Funds
Slide 4: CEE 7* Investment fund industry – size vs. growth matrix, 2011–2014 H1
Slide 5: CEE investment funds penetration benchmarks, 2014 H1
Slide 6: Evolution of assets, number of funds & managers 2009–2013 (2014 H1)
Slide 7: Fund assets by type of fund, 2010–2013
Slide 8: Top players in investment fund market, 2014 H1
Slide 9: Market share evolution of top fund managers, 2009–2014 H1
Slide 10: Distribution channels for investment funds, 2014 H1
Slide 11: Investment fund assets flows, 1Q 2009–2Q 2014
Slide 12: Fund assets structure, 2014 H1
Slide 13: Ownership of funds by groups (retail/financial/other), 2009–2014 H1
Slide 14: Local funds invested in foreign assets and foreign funds, 2014 H1
Slide 15: Assets of foreign funds, 2009-2014 H1
Slide 16: Fees and commissions charged by top fund managers, 2014 H1
Slide 17: Revenues and costs of fund managers, 2014 H1
Slide 18: Profitability tree for fund managers, 2010–2013
Slide 19: Top players’ profiles – PZU TFI
Slide 20: Top players’ profiles – Ipopema TFI
Slide 21: Top players’ profiles – Pioneer Pekao TFI
Slide 22: Top players’ profiles – PKO TFI
Slide 23: Top players’ profiles – Skabiec TFI
Slide 24: M&A transactions including fund managers in Poland (1/2)
Slide 25: M&A transactions including fund managers in Poland (2/2)
Slide 26: Recent case examples of entry of foreign fund managers to Poland

4. Pension
Slide 27: Pillar II: Sector evolution, 1998-2014
Slide 28: Pillar II: Assets, members, average account value, 2009–2014 H1
Slide 29: Pillar II: Asset managers, 2014 H1
Slide 30: Pillar II: Regulatory changes: New foreign investment limits
Slide 31: Pillar II: fund managers profitability tree, 2010–2013
Slide 32: Voluntary pension (Pillar III) - Overview, assets, members, 2014 H1

5. Insurance
Slide 33: Insurance assets by type evolution, 2009–2014 H1
Slide 34: Profitability of life insurers, 2010–2013
Slide 35: Profitability of non-life insurers, 2010–2013

6. Forecasts
Slide 36: Asset Management Market: Mid-term forecast (investment fund assets, pension assets, insurance investments) 2013–2015

7. Notes on methodology
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