Robert Borecki

Pekao TFI SA is the asset management subsidiary of Pekao Investment Management SA, which is ultimately held by Bank Polska Kasa Opieki SA (WSE: PEO) in Poland. The firm is headquartered in Warsaw and was founded in 2001. Pekao TFI offers asset and mutual fund management for corporate and institutional clients such as banks, intermediaries, and third-party funds, as well as to individuals.

Santander Towarzystwo Funduszy Inwestycyjnych SA (Santander TFI), formerly known as BZ WBK TFI SA, is the Polish fund management subsidiary of Santander Bank Polska SA (WSE: SPL) in Poland. Headquartered in Poznan, Santander TFI SA specializes in equity and fixed income investments, manages investment funds and separate accounts for institutions, pension funds and private individuals.

Rockbridge TFI is the investment management subsidiary of ALTUS Agent Transferowy Sp zoo, itself a subsidiary of ALTUS TFI SA (WSE: ALI) in Poland. Founded in 1998 as CAIB TFI, the firm became BPH TFI in 2004 and renamed to Rockbridge in 2017. Headquartered in Warsaw, Rockbridge provides mutual funds, savings and pension plans, and asset management services to institutions, pension funds, private individuals and insurance companies.

Esaliens TFI SA (Esaliens) is an independent Polish asset management firm founded in 1998 as TFI Banku Handlowego SA. Formerly known as Legg Mason TFI SA, a subsidiary of Legg Mason, Inc. (NYSE: LM) in the US, the Management Board of Esaliens TFI, employees and Polish financial investors effected an MBO from Legg Mason in 2016 and renamed the firm Esaliens TFI SA. Headquartered in Warsaw, Esaliens manages a range of funds and specialist investment schemes for individual and business clients in Poland.

Skarbiec TFI SA is the wholly-owned investment management subsidiary of Skarbiec Holding SA (WSE: SKH) in Poland. The firm was founded in 1997 and formerly known as Skarbiec Investment Management. Headquartered in Warsaw, Skarbiec manages mutual funds and offers specialized investment services addressed to wealthy private clients as well as institutional entities - companies, financial institutions, foundations or associations that have financial surpluses.

UNIQA PTE SA is a pension fund management firm headquartered in Warsaw, Poland. It was founded in 1998 as Winterthur PTE SA and changed their name to AXA PTE SA in 2006. In 2020, the firm was renamed as UNIQA PTE SA when they became part of the UNIQA Insurance Group AG (VIE: UQA) in Austria. UNIQA manages the UNIQA Otwarty Fundusz Emerytalny (UNIQA OFE).

Millennium Dom Maklerski SA (Millennium DM) is a broker/dealer headquartered in Warsaw, Poland. The firm is a subsidiary of Bank Millennium SA (WSE: MIL), which is owned by Banco Comercial Português SA (Euronext Lisbon: BCP; OTCMKTS: BPCGF) in Portugal. Millennium DM provides its clients with opportunity to make optimal use of the opportunities offered by the Polish capital market, both in the area of acquiring capital funds and their effective invetsment.

Goldman Sachs Towarzystwo Funduszy Inwestycyjnych SA (Goldman Sachs TFI) is the Polish fund management subsidiary of NN Investment Partners International Holdings BV, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. The firm was founded in 1997 and formerly known as ING Towarzystwo Funduszy Inwestycyjnych SA and changed their name to NN Investment Partners Towarzystwo Funduszy Inwestycyjnych SA in 2015. They became Goldman Sachs Towarzystwo Funduszy Inwestycyjnych SA in 2022. Headquartered in Warsaw, Goldman Sachs TFI creates and manages funds and investment portfolios for individual and institutional clients around the world.