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About Us

What makes us special

  • Over 25 years of experience evidenced by numerous Awards.
  • Value of assets under management close to PLN 21 bn.*
  • Over 220 thousand loyal customers
  • One of the biggest and most experienced management teams on the Polish market: investment director, 7 managers, 5 analysts and 4 dealers. There are 11 investment advisers, 9 holders of CFA (Chartered Financial Analyst) certificates, 4 holders of The Certificate in ESG Investing.

*as of February 29, 2024

  • 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 the portfolios
  • Fund managers – decisions on the shares of particular investments in the 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 Santander Bank Polska Spółka Akcyjna with a registered office in Warsaw and Banco Santander S.A. with a registered office in Santander (Spain), each with 50% of votes at TFI’s General Meeting of Shareholders.

Corporate social responsibility (CSR) at Santander TFI S.A.

At Santander TFI S.A., we pursue sustainable development and responsible business by applying best practices and standards all over the world and in the Santander Group, which are included in the policies we follow in everyday work – these are:

  • Sector risk management policy for “sensitive” sectors

  • Human rights policy

  • Climate change policy

  • Sustainable development policy (CSR)

  • Corporate volunteering policy

Awards and recognitions


  • Alfa 2023

    • Alfa reward in category the best Polish Small and Medium Caps Equity Funds to Santander Small and Medium Caps Equity (fund manager: Jakub Płotka, CFA).

    Distinctions: Santander TFI, Santander Prestiż Polish Equity, Santander Government Bond, Santander Prestiż Government Bond, Santander Prestiż Short Duration and Crédit Agricole Stable Growth.


  • Consumer Quality Leader 2024

    Golden emblem Consumer Quality Leader in the category the best PPK servicing company. The award is granted by the Strefa Gospodarki – an independent, nationwide supplement distributed with the Dziennik Gazeta Prawna.


  • Efficient Company and the Diamond of the Polish Economy 2022

    The award is granted by the Entepreneurs`s Portal “European Company” and the European Business Institute.


  • Good Brand 2024 – Quality, Trust, Reputation

    1st place in the nationwide plebiscite in the Investment Fund Society category.


  • Brand of the 15th anniversary

    Special distinction Brand of the 15th anniversary of the plebiscite organized by the editorial team of Forum Biznesu (supplement to Dziennik Gazeta Prawna)


  • Consumer Quality Leader 2023

    For the third time golden emblem ”Consumer Quality Leader” in the category ”The best PPK servicing company". The award is granted by the Strefa Gospodarki (an independent, nationwide supplement distributed with the Dziennik Gazeta Prawna).


  • Alfa 2022 rewards
     

    • Best fund in category Polish long-term government bonds funds - Santander Government Bond (fund manager: Michał Hołda).
    • Santander Small and Medium Caps Equity – best fund in category Polish small and medium caps equity funds (fund managaer: Jakub Płotka, CFA).


  • Good Brand 2022 – Quality, Trust, Reputation

    1st place in the nationwide plebiscite in the Investment Fund Society category.


  • Consumer Quality Leader 2022

    Golden emblem ”Consumer Quality Leader 2022” in the category ”The best PPK servicing company". The award is granted by the Strefa Gospodarki (an independent, nationwide supplement distributed with the Dziennik Gazeta Prawna).


  • Bronze Customer's Laurel 2022

    Bronze emblem in the nationwide Customer Laurel plebiscite in the Investment Fund Society category.

    The prize is awarded with 100% of consumers' votes.


  • Alfa 2021

    distinctions in the category of Balanced Funds for Santander Balanced


  • „Consumer Quality Leader 2021”

    Golden emblem ”Consumer Quality Leader 2021” in the category ”The best PPK servicing company". The award is granted by the Strefa Gospodarki (an independent, nationwide supplement distributed with the DziennikDaily Paper - Gazeta Prawna).


  • Alfa 2020

    2 distinctions in the category of Polish Government Bond Funds for:
    - Santander Short Duration
    - Santander Prestiż Short Duration


  • Orły Wprost 2020

    Prize for Santander TFI in the Business Leader category


  • Alfa 2019 rewards
    4 distinctions:

    Santander TFI S.A. in the best fund management company category
    Santander Prestiż Corporate Bond
    Santander Prestiż Short Duration
    Crédit Agricole Stable Growth


  • "Parkiet" Golden Portfolio

    2nd place in category „The best foreign shares fund 2019” for Santander Prestiż Technology and Innovations


  • Alfa 2018 award

    Credit Agricole Stable Growth Best Stable Growth Fund 2018


  • Alfa 2018 distinctions

    Santander Stable Growth
    Santander Polish Equity
    Santander Prestiż Short Duration


  • "Parkiet" Golden Portfolio

    Golden Portfolio for the Manager of Santander Platinum Conservative


  • "Rzeczpospolita" ranking 2017

    Best Fund Management Company title - BZ WBK TFI S.A. on third place


  • Alfa 2017 award

    Arka Prestiż Corporate Bond (now: Santander Corporate Bond)


  • Alfa 2017 distinctions:

    Arka BZ WBK Corporate Bond (now: Santander Corporate Bond) Credit Agricole Stable Growth


  • Alfa distinctions

    Arka Prestiż Polish Equity (now: Santander Prestiż Polish Equity) - Best Polish Equity Fund 2016
    Arka Prestiż Corporate Bond (now: Santander Prestiż Corporate Bond) - Best Polish Corporate Bond Fund 2016
    Arka Prestiż Corporate Bond (now: Arka Prestiż Corporate Bond) - Bestseller 2016


  • Alfa awards:

    Best Polish Equity Fund - Credit Agricole Equity
    Best Stable Growth Fund - Credit Agricole Stable Growth


  • 4 distinctions in 2015:

    Best Fund Management Company - BZ WBK TFI S.A. (now: Santander TFI S.A.)
    Best Polish Equity Fund - Arka Prestiż Polish Equity (now: Santander Prestiż Polish Equity)
    Best Balanced Fund - Arka BZ WBK Balanced (now: Santander Balanced)
    Best Polish Government Bond Fund - Arka Prestiż Government Bond (now: Santander Prestiż Government Bond)


  • Golden Portfolio 2014

    for the Manager of Arka BZ WBK Balanced (now: Santander Balanced)


  • Alfa Award 2013

    for the Best Polish Corporate Bond Fund


  • Golden Portfolio 2012

    Golden Portfolio awarded by Parkiet stock exchange gazette to the Managers of Arka BZ WBK Turkish Equity Sub-fund (now: Santander Equity Growth)
    Golden Portfolio awarded by Parkiet stock exchange gazette to the Best Managers


  • Fund of the Year 2012

    title awarded by Puls Biznesu daily


  • Fund of the Year 2009

    title awarded by Puls Biznesu daily


  • Poland’s Eagle 2008

    for the Best Financial Institution in 2008.


  • Customer’s Laurel 2008


  • Bull & Bear Statuette 2007

    for the Best TFI


  • Golden Portfolio 2006

    awarded by Parkiet stock exchange gazette to the Best Managers.


  • Bull & Bear Statuette 2006

    for the Best TFI


  • "Rzeczpospolita" ranking 2006

    Best Fund Management Company title


  • Golden Portfolio awarded by Parkiet 2005

    stock exchange gazette to the Best Managers


  • Bull & Bear Statuette 2005

    for the Best TFI


  • "Rzeczpospolita" ranking 2005

    Best Fund Management Company title


  • "Rzeczpospolita" ranking 2004

    Best Fund Management Company title


  • "Rzeczpospolita" ranking 2003

    Best Fund Management Company title


  • Bull & Bear Statuette 2000

    for the Best Stable Growth Fund