What makes us special
- Over 25 years of experience evidenced by numerous Awards.
- PLN 33 billion in assets under management.
- Nearly 290 thousand loyal customers.
- Many years of experience in creating and managing Employee Pension Programs (PPE), Individual Retirement Security Account (IKZE) and Individual Retirement Accounts z (IKE).
- One of the biggest and most experienced management teams on the Polish market: investment director, 7 managers, 4 analysts and 3 traders. There are 9 investment advisers, 8 holders of CFA (Chartered Financial Analyst) certificates, and 5 holders of Sustainable Investing Certificate.
Data as of March 1, 2026
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 Erste Bank Polska Spółka Akcyjna with a registered office in Warsaw and Erste Group Bank AG with a registered office in Vienna (Austria), each with - 50% of the votes at TFI’s General Meeting of Shareholders.
Awards and recognitions
2016-2020
"Parkiet" Golden Portfolio 20192nd place in category of best foreign equity fund.
"Parkiet" Golden Portfolio 2018Golden Portfolio for the managing the best mixed sub-fund.
2021-2026
Consumer Quality Leader 2026Gold emblem in the category the best PPK servicing company. The award is based 100% on consumer votes. The program is organized by Strefa Gospodarki, an independent supplement distributed with the nationwide daily Dziennik Gazeta Prawna.
Good Brand 2026 - Quality, Trust, ReputationFirst place in a nationwide competition in the Investment Fund Companies category.
Super Brand 2026 - Quality, Trust, ReputationSpecial award presented for multiple wins in the Good Brand program.
IKZE rated 5Award in the 9th edition of the IKZE 2025 ranking prepared by Analizy Online.
Customer's Laurel TOP BRAND 2025The special award is granted in the nationwide Consumer’s Laurel 2025 competition, based on votes from customers. The competition is organized by the publisher of promotional supplements featured in nationwide newspapers: Rzecz o biznesie, Strony biznesu plus and Strony Rynku.
Consumer Quality Leader 2025Gold emblem in the category the best PPK servicing company. The award is entirely based on consumer votes. The program is organized by Strefa Gospodarki, an independent supplement to the nationwide daily Dziennik Gazeta Prawna.
Customer's Laurel 2025Gold Emblem in the nationwide Consumer’s Laurel 2025 competition. The competition is organized by the editorial team of Strony Biznesu, a promotional and informational supplement published in Dziennik Gazeta Prawna, and Strony Rynku in Gazeta Wyborcza. The prize is awarded with 100% of consumers' votes.
Good Brand - Quality, Trust, ReputationFirst place in a nationwide competition in the Investment Fund Companies category.
Super Brand - Quality, Trust, ReputationSpecial award presented for multiple wins in the Good Brand program.
Consumer's Laurel Grand Prix 2024Consumer's Laurel Grand Prix 2024 in the nationwide Consumer's Laurel competition. The program is organized by the publisher of promotional supplements in nationalwide newspapers: 'Rzecz o biznesie', 'Strony biznesu plus' and 'Strony Rynku'.
Consumer Quality Leader 2024Golden 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 2022The award is granted by the Entepreneurs`s Portal “European Company” and the European Business Institute.
Good Brand 2024 – Quality, Trust, Reputation1st place in the nationwide plebiscite in the Investment Fund Society category.
Brand of the 15th anniversarySpecial 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 2023For 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).
Good Brand 2022 – Quality, Trust, Reputation1st place in the nationwide plebiscite in the Investment Fund Society category.
Consumer Quality Leader 2022Golden 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 2022Bronze emblem in the nationwide Customer Laurel plebiscite in the Investment Fund Society category.
The prize is awarded with 100% of consumers' votes.
„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 Daily Paper - Gazeta Prawna).