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Santander Towarzystwo Funduszy Inwestycyjnych S.A. (Poland)

Main Activities: Funds, Trusts, and Other Financial Vehicles
Full name: Santander Towarzystwo Funduszy Inwestycyjnych S.A. Profile Updated: November 04, 2023
Buy our report for this company USD 29.95 Most recent financial data: 2021 Available in: English & Polish Download a sample report

Santander Towarzystwo Funduszy Inwestycyjnych S.A. is a company located in Poznan, Poland. With 25 years of experience in the investment fund market, the company manages assets worth over 15 billion PLN. It has gained the trust of nearly 195,000 clients. Santander TFI has extensive experience in creating and managing Employee Pension Programs since 2001, as well as Individual Retirement Accounts since 2004. The value of assets accumulated in IKE managed by Santander TFI is nearly 380 million PLN. The company boasts one of the largest and most experienced management teams in the Polish market, including an investment director, seven managers, five analysts, and four dealers. The team also includes 11 investment advisors and eight individuals who have obtained the prestigious Chartered Financial Analyst (CFA) certification. The company provides analysis and recommendations for stocks and bonds. Their team of analysts conducts fundamental analysis of companies based on macro and microeconomic factors, competitive advantages, financial situations, and valuation of company value to prepare recommendations. They focus on selecting well-managed companies undervalued by the market. The company also analyzes the credibility of corporate bond issuers in the context of the offered interest rates. The investment committee approves investment recommendations and makes directional decisions regarding managed portfolios. The fund managers make decisions regarding the allocation of individual investments in the portfolios. The dealing team is responsible for buying or selling securities to adjust portfolios according to the models prepared by the managers. The company also monitors various risks, such as liquidity, credit, and concentration risks, at the level of financial instruments and fund portfolios. They react to situations that increase risk and implement corrective actions.

Headquarters
Ul. Pl. Wladyslawa Andersa 5
Poznan; Wielkopolskie; Postal Code: 61-894

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Website: http://www.santander.pl/tfi

Basic Information
Total Employees:
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Outstanding Shares:
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Registered Capital:
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Financial Auditors:
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Incorporation Date:
February 26, 2001
Key Executives
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President
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Management Board Member
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Management Board Member
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Management Board Member
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Management Board Member
Company Performance
Financial values in the chart are available after Santander Towarzystwo Funduszy Inwestycyjnych S.A. report is purchased.
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Key Financial Highlights
Annual growth percentages for latest two years in local currency PLN. Absolute financial data is included in the purchased report.
Net sales revenue
18.02%
Total operating revenue
18.02%
EBITDA
-4.86%
Net Profit (Loss) for the Period
1.44%
Total assets
1.53%
Total equity
1.24%
Net Profit Margin
-6.52%
Return on Equity (ROE)
0.17%

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