What makes us special

  • 20 years of experience evidenced by numerous awards
  • Value of assets under management in excess of PLN 16,5bn (as at 31 March, 2018)
  • Nearly 150,000 loyal customers
  • One of the biggest and most experienced management teams on the Polish market: investment director, 6 managers, 8 analysts and 3 dealers. On 16 April, 2018 there were 8 investment advisers and 8 holders of the prestigious Chartered Financial Analyst (CFA) designation among the members of our team

Our objective

  • to invest customers’ assets efficiently while controlling the investment risk
  • to select carefully the investments which offer good returns in the future

Our investments

  • government and corporate bonds
  • Polish and foreign equities

How we invest


1. Analysis and recommendations

Equity shares

  • A team of analysts – fundamental analysis of companies based on their microeconomic and macroeconomic environment, competitive advantage and financial situation. Valuation of companies and drafting of recommendations
  • Selection of well-managed companies, undervalued by the market.

Bonds

  • A team of analysts – fundamental analysis of companies based on their microeconomic and macroeconomic environment, competitive advantage and financial situation. Valuation of companies and drafting of recommendations
  • Analysis of the corporate issuers’ credibility in terms of the interest offered

2. Portfolio building

  • Investment committee – approval of investment recommendations, strategic decisions concerning portfolios
  • Fund managers – decisions on the shares of particular investments in portfolios

3. Transaction execution (dealing)

  • A team of dealers – purchase or sale of securities in order to align the portfolios with models prepared by the Managers

4. Risk monitoring

  • review of a number of risks (e.g. liquidity, credit and concentration risk) at the level of financial instruments and fund portfolios; implementing corrective measures

TFI’s shareholders

Our shareholders are Bank Zachodni WBK Spółka Akcyjna with a registered office in Wrocław and Banco Santander S.A. with a registered office in Santander (Spain), each with 50% of votes at TFI’s General Meeting of Shareholders.