Annual Report 2023

Bank in 2023

Assets management

Pekao Investment Management S.A.– Pekao IM

Pekao Investment Management, in which Bank Pekao S.A. holds a 100% share, is an owner of Pekao Towarzystwo Funduszy Inwestycyjnych S.A.(Pekao TFI).

Pekao TFI is the oldest investment fund in Poland providing customers with modern financial products and opportunity to invest on the Polish and the largest global capital markets. For many years, it creates savings programs, including programs offering additional savings for retirement under the third pillar, voluntary pension pillar. The Pekao TFI offer includes also a portfolio management service and Employee Capital Plans (PPK). The company has been entered into the PPK register, and its offer is available on the portal www.mojeppk.pl. 

As at 31 December, 2023, the net asset value of Pekao TFI investment funds (including PPK) amounted to PLN 24 billion and was higher by PLN 5 billion, i.e. 26% compared to the end of December 2022. The higher value of assets is influenced by the positive situation on capital markets.

24
PLN bln
the net asset value of Pekao TFI investment funds

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