What makes us special

  • Over 20 years of experience evidenced by numerous awards
  • Value of assets under management is ca PLN 18bn*
  • Close to 180 thousand loyal customers
  • One of the biggest and most experienced management teams on the Polish market: investment director, 7 managers, 6 analysts and 4 dealers. There are 9 investment advisers and 10 holders of the prestigious Chartered Financial Analyst (CFA) designation among the members of our team*

*as at 26 February 2021

  • 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 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