Investment Funds and Asset Management Market in Poland, 2018-2020

  • ID: 4649560
  • Report
  • Region: Poland
  • 55 Pages
  • Inteliace Research
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Assets Under Management in Poland are Expected to Sustain a Solid Growth Through 2020

FEATURED COMPANIES

  • Altus TFI
  • Ipopema TFI
  • Narodowy Bank Polski NBP
  • Pekao TFI
  • Santander TFI
  • TFI PZU
  • MORE

The report: "Investment Funds and Asset Management Market in Poland 2018-2020" provides a comprehensive overview of investment funds and asset management sector in Poland. The analysis covers three main pillars of the market including mutual funds, insurance and pension assets.

The report also includes a mid-term forecast of key volumes for the period 2018-2020.

The data has been presented in a form of a presentation, containing 39 slides on 55 pages.

Investment funds create the largest part of the asset management industry in Poland. Recently, no significant change in investment fund assets could be observed, however, a clear shift in their structure was visible. In particular, the share of retail, open-end and non-dedicated funds kept increasing while closed-end and dedicated funds became slightly less popular. This indicates that the role of small retail investors is growing. The key driving force of this trend is the growing wealth of individuals and continuously low opportunity cost - interest rates on bank deposits at record lows, supporting the conversion of bank deposits into funds. Another factor supporting retail investments is the recent rise of online sales platforms offering competitive distribution conditions (low or no load fee), advanced fund selection tools and fund advisory.

Outlook

Assets under management in Poland are expected to sustain a solid growth through 2020. The most action is likely to take place within 3rd pillar pension funds since the new legal framework will mandate employers to enrol all employees and to finance contributions to employee plans. Also, insurance assets and investment funds are likely to grow thanks to key driving forces: increasing wealth of individuals and low-interest rates at banks.

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FEATURED COMPANIES

  • Altus TFI
  • Ipopema TFI
  • Narodowy Bank Polski NBP
  • Pekao TFI
  • Santander TFI
  • TFI PZU
  • MORE

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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  • Altus TFI
  • Aviva TFI
  • Ipopema TFI
  • Izba Zarzadzajacych Funduszami i Aktywami IZFA
  • KBC TFI
  • Komisja Nadzoru Finansowego KNF
  • Narodowy Bank Polski NBP
  • Nationale Nederlanden
  • PKO TFI
  • Pekao TFI
  • Santander TFI
  • Skarbiec TFI
  • TFI PZU
  • Union Investment TFI
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