Exciting Report Descrives the Current Shape and History of the Polish Investment Fund Market.

This report describes the current shape and history of the investment fund market in Poland. The report consists of two main parts. The first one looks at the entire market and shows historical data on a yearly basis from 1992. The second part looks at institutions that operate in the Polish market as domestic TFIs or as notified funds that are available on the Polish market and supervised by the KNF (Polish Supervision Authority). Due to the fact that report was published in the second half of 2008, the data in the report is valid until June of 2008.
The first part of the report focuses on the entire market, in terms of asset value, asset structure, level and structure of flows, products offer, product development and costs.
The second part of the report shows detailed information about domestic TFIs and foreign institutions. The domestic TFIs company fact sheet includes company profiles, historic and current levels of assets, historic and current levels of flows as well as product profiles and characteristics of the distribution chain. The company fact sheets related to foreign institutions provide information on company profiles, the structure of notified funds and the characteristics of the distribution chain. The report provides information on 23 domestic TFIs and 20 foreign institutions."
Key Topics Covered:
- Assets Distribution
- Assets under Management in Domestic TFIs
- Structure of Assets under Management in Domestic TFIs
- Assets under Management
- Flows and Structure of Assets in Foreign Funds
- Assets under Management in Classification of Domestic TFIs
- Assets under Management in Domestic TFIs in Classification of Funds Groups
- The Structure of Transfer Agents Market and Depositary Market
- The level of Flows to Domestic TFIs
- Flows to Domestic TFIs in Classification of Fund Groups
- The History of Product Development in Domestic TFIs
- Products Development and History of Assets in Foreign Funds
- The Structure of Products in Domestic TFI
- The Matrix of Products in Classification of Domestic TFIs and Fund Groups
- Flows to New Launched Domestic Products
- Number Clients in Domestic Funds
- Costs
- Front Fees in Domestic TFIs
- Costs Management Fees in Domestic TFIs
- Costs Total Expanse Ratio in Domestic TFIs
- Domestic Companies fact sheets
- Foreign companies fact sheets
Companies Mentioned:
- AIG Towarzystwo Funduszy Inwestycyjnych S.A.
- AKJ Investment Towarzystwo Funduszy Inwestycyjnych S.A.
- BPH Towarzystwo Funduszy Inwestycyjnych S.A.; BZ WBK AIB Towarzystwo Funduszy Inwestycyjnych S.A.
- Copernicus Capital Towarzystwo Funduszy Inwestycyjnych S.A.
- Commercial Union Polska Towarzystwo Funduszy Inwestycyjnych S.A.
- DWS Polska Towarzystwo Funduszy Inwestycyjnych S.A.
- IDEA Towarzystwo Funduszy Inwestycyjnych S.A.
- ING Towarzystwo Funduszy Inwestycyjnych S.A.
- Intrum Justitia Towarzystwo Funduszy Inwestycyjnych S.A.
- Investors Towarzystwo Funduszy Inwestycyjnych S.A.
- IPOPEMA Towarzystwo Funduszy Inwestycyjnych S.A.
- KBC Towarzystwo Funduszy Inwestycyjnych S.A.
- Legg Mason Towarzystwo Funduszy Inwestycyjnych S.A.
- Millennium Towarzystwo Funduszy Inwestycyjnych S.A.
- Noble Funds Towarzystwo Funduszy Inwestycyjnych S.A.
- OPERA Towarzystwo Funduszy Inwestycyjnych S.A.
- Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych S.A.
- SEB Towarzystwo Funduszy Inwestycyjnych S.A.
- Skarbiec Towarzystwo Funduszy Inwestycyjnych S.A.
- SUPERFUND Towarzystwo Funduszy Inwestycyjnych S.A.
- Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
- Towarzystwo Funduszy Inwestycyjnych PZU S.A.
- Towarzystwo Funduszy Inwestycyjnych Sp ldzielczych Kas Oszczednosciowo
- Kredytowych S.A.
- Union Investment Towarzystwo Funduszy Inwestycyjnych S.A.
- BlackRock Investment Managament
- Eurobank EFG Fund Managment Company (Lux)
- Fortis Investments
- Franklin Templeton Investments
- GE Money
- HSBC Global Asset Management
- KBC Asset Managment (Lux)
- Legg Mason Investments (Lux) (Irl)
- Nordea Investment Funds S.A.
- Raiffeisen Capital Management
- Robeco
- World Investment Opportunities Fund
- Jyske Invest International
- RBC (Lux) S.A.
- Millenium
- Torrus Funds
- JPMorgan Asset Managment
- New Star Asset Managment (Irl)
- Schroder Investment Management (Lux)
- Societe Generale Asset Management
- Union Investment (Lux)
- Bank BPH S.A.
- Bank Handlowy w Warszawie S.A.
- Bank Millennium S.A.
- Bank Pekao S.A.
- Bank Polska Kasa Opieki S.A.
- BRE Bank S.A.
- Centrum Informatyki Grupy PZU S.A.
- Deutsche Bank S.A.
- Fortis Bank Polska S.A.
- ING Bank Slaski S.A.
- Kredyt Bank S.A.
- Obsluga Funduszy Inwestycyjnych Sp. z o.o.
- Obsluga Funduszy Inwestycyjnych Sp lka z o. o.
- Opera Dom Maklerski S.A.
- Pekao Financial Services Sp. z o.o.
- ProService Agent Transferowy Sp. z o.o.
- Raiffeisen Bank S.A.