Partners of the 2023 edition
CFA Society Poland Annual Conference is the result of several months of efforts by the CFA Society Poland project team and official event partners.
Strategic Partners
Partners
Beta Securities Poland., operating under the Beta ETF brand, is the first and leading provider of Exchange Traded Funds (ETFs) on the Polish capital market. The company’s mission is to democratize investing by offering transparent, liquid, and cost-effective passive solutions that provide easy exposure to key indices of the Warsaw Stock Exchange (WSE), such as the WIG20. By introducing the first Polish-domiciled ETFs, Beta Securities revolutionized the domestic investment market, giving individual and institutional investors new, accessible tools for building diversified portfolios. As a partner of the CFA Society Poland Annual Conference, Beta ETF supports financial education and promotes the concept of modern, passive investing in line with the best global standards.
Fitch Ratings is a leading provider of credit ratings, commentary and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information, providing critical insights that inform better decision-making in financial markets. With operations in more than 30 countries, Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, an authority in credit and macro intelligence providing fixed-income products and services to the global financial community; and Fitch Learning, a preeminent source of training and professional development. Fitch Group is owned by Hearst, a leader in diversified media, information and services.
The Warsaw Stock Exchange (GPW) is a key institution of the Polish financial market and the largest stock exchange in the Central and Eastern Europe (CEE) region. For over 30 years, the GPW has played a fundamental role in the Polish economy, providing a platform for capital raising for companies and trading in financial instruments such as stocks, bonds, derivatives, and commodities. GPW actively works to develop the capital market, setting the highest standards of corporate governance and promoting investment education. As the organizer of the main regulated market and the NewConnect alternative trading system, the GPW is the heart of the Polish financial ecosystem.
Invesco is one of the world’s leading independent investment management firms, dedicated to delivering an investment experience that helps clients achieve their financial goals. With a strong global presence in more than 25 countries, Invesco serves clients worldwide by offering a comprehensive range of investment strategies across various asset classes, styles, and geographies. The firm combines its global capabilities with in-depth knowledge of local markets to provide innovative and tailored solutions for both institutional and individual investors. Invesco’s commitment to research, analysis, and a rigorous approach to risk management forms the cornerstone of its operations.
National Depository for Securities (KDPW) is responsible for the settlement of transactions executed on the regulated market and ASO (Alternative Trading Systems), managing the central securities depository, and providing a range of services for issuers.
These services include:
- Acting as an intermediary for dividend payouts to shareholders
- Performing assimilation, exchange, conversion, and splitting of shares
- Implementing pre-emptive rights
- Executing tasks related to the administration of the Guarantee Fund
- Operating and managing the compensation scheme
- Supervising the consistency between the issue size and the number of securities in circulation
Additionally, through its services, KDPW:
- Transaction Repository: Gathers data on transactions in the derivatives market and on securities financing transactions
- ARM (Approved Reporting Mechanism): Transmits detailed transaction information to the supervisory authority
- Numbering Agency: Assigns unique identification codes to securities and legal entities
NASK is a National Research Institute whose mission is to develop and implement innovative IT solutions and to ensure the security of Polish cyberspace. As the Polish national registry for the .pl domain and the operator of the national Computer Emergency Response Team – CERT Polska, NASK plays a fundamental role in protecting the country’s digital infrastructure, including the financial sector. The Institute conducts advanced research and development in areas such as artificial intelligence, data analysis, and cybersecurity, providing the knowledge and tools necessary to combat modern threats.
PKO Finat is a leading entity within the PKO Bank Polski Group, specializing in providing advanced operational and technological services for financial institutions. The company offers comprehensive support for investment and pension funds, acting as a transfer agent, handling fund accounting, and delivering modern IT solutions. With years of experience and the backing of the largest financial group in the CEE region, PKO Finat is a trusted partner for investment fund companies (TFI), pension fund societies (PTE), and insurance companies, ensuring security and the highest quality of service. As a partner of the CFA Society Poland Annual Conference, PKO Finat underscores its commitment to developing the infrastructure of the Polish capital market and supporting professional operational standards.
The Polish Development Fund (PFR) is a state-owned financial group designed to support the development of businesses, local governments, and individuals through financial instruments and investments in Poland’s social and economic growth. Since its establishment in 2016, PFR has provided comprehensive investment, capital, and insurance support for key strategic projects, fostering innovation and long-term economic development. The PFR Group integrates the activities of institutions like the Industrial Development Agency, the Polish Investment and Trade Agency, and Bank Gospodarstwa Krajowego.
TFI PZU is one of the largest and most experienced investment fund management companies in Poland, serving as a key part of the PZU Group – the largest financial institution in Central and Eastern Europe. The company specializes in asset management, offering a wide range of investment funds, pension schemes (including Employee Capital Plans – PPK and Employee Pension Schemes – PPE), and dedicated services for institutional clients. Leveraging the synergy with the PZU Group and a team of seasoned experts, TFI PZU combines security and stability to achieve above-average investment results. By managing assets worth billions of zlotys, the company has a significant impact on the Polish capital market.
For four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, we build from a breadth of index and active strategies to create cost-effective solutions. As pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.37 trillion** under our care.
*Pensions & Investments Research Center, as of 12/31/23.
**This figure is presented as of June 30, 2024 and includes ETF AUM of $1,393.92 billion USD of which approximately $69.35 billion USD is in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
UBS is a global financial institution dedicated to empowering individuals, families, institutions, and corporations to navigate their financial futures with confidence. We offer a holistic range of services, from award-winning wealth management advice and investment banking insights to asset management expertise, along with our distinguished private and corporate banking services in Switzerland. In a significant strategic move in June 2023, Credit Suisse merged with the UBS Group, enhancing our capabilities and reach. This amalgamation has leveraged our combined expertise, values, and scale, positioning us at the forefront of the financial industry. With a presence in over 50 countries spanning all major financial hubs, our diverse team unites under a shared conviction: that our collective strength and continuous pursuit of innovation set us apart. At UBS, we deeply value the diversity in thought, knowledge, and experience, recognizing it as the cornerstone of our enduring success.
Institutional Partners
ACCA (the Association of Chartered Certified Accountants) is a leading global body for professional accountants, finance, and management specialists. With over 240,000 members and 540,000 future members across 178 countries, ACCA sets the highest ethical, professional, and technical standards in the industry. The ACCA qualification is one of the most prestigious and widely recognized in the world, opening doors to top-level careers in management and finance. ACCA’s mission is to shape the future of the finance profession by promoting rigorous standards, supporting competency development, and acting in the public interest. The organization places a strong emphasis on areas such as corporate governance, risk management, and sustainable development.
EFPA Polska (The Foundation for Standards in Financial Advisory) is a leading non-governmental organization dedicated to building and promoting the highest ethical and professional standards in financial advisory in Poland. As the exclusive representative of the European Financial Planning Association, the Foundation awards prestigious international professional certificates for advisors: the EFPA European Investment Practitioner (EIP), the EFPA European Financial Advisor (EFA), and the EFPA European Financial Planner (EFP).
Through a rigorous certification process and a continuous professional development requirement, EFPA Polska ensures the highest level of competence among professionals and actively builds public trust in financial services. The organization plays a key role in the professionalization of the market, ensuring the quality of advice and protecting clients’ interests.
The Chamber of Brokerage Houses is the largest independent self-governing organization of the employer community of brokerage houses and offices in Poland. The mission of the Chamber of Brokerage Houses is to support the development of a competitive capital market conducive to raising capital by businesses for economic growth and job creation in Poland and to protect investors. The IDM carries out its statutory activities, such as participation in the creation of a legal and economic environment favourable to the accumulation and efficient allocation of capital, and cooperation with government administration and capital market institutions in the initiation, development and improvement of capital market regulations. In carrying out its tasks, the Chamber cooperates with government administration bodies, as well as with the main institutions and local government organizations of the capital market. An important aspect of the Chamber’s activities is also to ensure a high level of professionalism among its brokerage staff.
The Chamber of Commerce of Pension Companies (IGTE) was established in 1999 as an economic self-governing body representing the General Pension Companies sector. This includes institutions managing Open Pension Funds and Voluntary Pension Funds. Currently, the Chamber comprises 7 member companies that collectively represent the interests of approximately 15 million clients. Together, these members manage assets valued at over a hundred billion zlotys, primarily invested in the Polish economy. IGTE actively supports the formulation of legislation favorable to an effective pension system. It also offers expertise in pension security and the capital market, engages with stakeholders, communicates its achievements to the public, and initiates educational efforts.
The Chamber of Fund and Asset Managers is a self-governing organization of investment funds, with a history of more than 20 years on the Polish market. The chamber represents the fund community, supports their development in Poland, propagates knowledge about funds, develops standards related to fund operations and promotes the idea of long-term saving, using capital market products. The IZFiA membership comprises the most important and largest asset managers in the country, representing the most recognized Polish and foreign financial brands. The Chamber also gathers the largest providers of outsourcing services to investment fund companies, general pension companies and insurance companies, inter alia, in the field of servicing investment funds and open pension funds.
The Polish Sustainable Investment Forum (POLSIF) is an association whose mission is to develop and promote the Polish and European sustainable investment and finance market. As a member of the European network of national sustainable investment forums — EUROSIF — POLSIF actively creates and disseminates best practices in responsible investing. As the leading platform in Poland bringing together experts and financial institutions, POLSIF works to integrate ESG (Environmental, Social, and Governance) criteria into analytical and investment decision-making processes. The association focuses on market education, building industry standards, and fostering dialogue among investors, companies, and regulators. Our partnership with POLSIF underscores the importance of ESG in building long-term value and financial stability, which fully aligns with the objectives of the CFA Society Poland Annual Conference.
The Polish Private Equity and Venture Capital Association (PSIK) represents the interests of private equity and venture capital funds operating in Poland. Founded in 2002, PSIK promotes the development of the capital investment sector and fosters relationships between investment funds and entrepreneurs. The association is committed to building the investment market by organizing training sessions, networking events, and educational initiatives for financial professionals. PSIK is also an institutional partner of numerous industry events and actively participates in shaping the future of Poland’s capital market.
The Polish Bank Union is a voluntary, self-governing organization of banks. It operates under the Act on Chambers of Commerce dated May 30, 1989. This chamber unites banks, credit institution branches, and foreign bank branches operating within the Republic of Poland and established under Polish law. The Union’s statutory tasks encompass representing and safeguarding the shared interests of its members, especially in terms of legal and regulatory guidelines for the banking sector; providing opinions and expert analyses; and sending representatives to participate in initiatives that promote the growth of the Polish economy. This includes efforts within the framework of the European Union and international collaboration beyond the EU; engaging in social dialogue by offering credible insights into banks’ operations and their contribution to the country’s sustainable economic growth, and ensuring the safety of banking services and deposits. The Polish Bank Association actively contributes to the legislative proceedings of the Sejm and Senate committees. It collaborates with the Chancellery of the President of the Republic of Poland, the Financial Stability Committee, the government, and pertinent ministries. The Association also establishes a platform for fostering cooperation in developing and integrating banking infrastructure firms. Furthermore, it facilitates interbank information exchange, promotes banking product and service standardization, and educates the public about economic matters and the risks of online banking in cyberspace. The Union oversees consumer arbitration proceedings, promotes good banking practices, backs vocational training, and spearheads a program focusing on banking qualification standards.
CFA Society Poland was founded in 2004 and is one of the 157 local societies of the international CFA Institute. The organization is present in 70 countries and brings together nearly 200,000 finance professionals across more than 164 countries. CFA Society Poland promotes and implements the highest ethical and educational standards in the investment industry in Poland.