What makes us special
- Over 25 years of experience evidenced by numerous Awards.
- Value of assets under management almost PLN 24 bn.*
- Nerly 240 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 10 investment advisers, 8 holders of CFA (Chartered Financial Analyst) certificates, 4 holders of The Certificate in ESG Investing.
*as of October 31, 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
2000-2010
Fund of the Year 2009title awarded by Puls Biznesu daily
Poland’s Eagle 2008for the Best Financial Institution in 2008.
Bull & Bear Statuette 2007for the Best TFI
Golden Portfolio 2006awarded by Parkiet stock exchange gazette to the Best Managers.
Golden Portfolio awarded by Parkiet 2005stock exchange gazette to the Best Managers
Bull & Bear Statuette 2005for the Best TFI
Bull & Bear Statuette 2000for the Best Stable Growth Fund
2011-2020
"Parkiet" Golden Portfolio2nd place in category „The best foreign shares fund 2019” for Santander Prestiż Technology and Innovations
"Parkiet" Golden PortfolioGolden Portfolio for the Manager of Santander Platinum Conservative
Golden Portfolio 2014for the Manager of Arka BZ WBK Balanced (now: Santander Balanced)
Golden Portfolio 2012Golden 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 2012title awarded by Puls Biznesu daily
2021-2024
Consumer's Laurel Grand Prix 2024Consumer's Laurel Grand Prix 2024 for Santander TFI 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).