Marcin Szortyka

Millennium TFI SA is a fund management firm headquartered in Warsaw, Poland. The firm was founded in 2001 and is a subsidiary of Millennium Dom Maklerski SA (Millenium Brokerage House), owned by Banco Comercial Português SA (ELI: BCP) in Portugal. Millennium provides mutual funds, group and individual pension plans and discretionary asset management services to individual and business clients. Millennium funds are distributed by Millennium Bank branches throughout Poland.

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).

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.

NN Investment Partners (C.R.) as (NNIP CR) is an investment management firm headquartered in Prague, Czech Republic. The firm was founded in 1997 and is a subsidiary of Goldman Sachs Asset Management International Holdings BV, ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. NNIP CR manages the asset of institutions (insurance companies, pension funds, municipalities, foundations) as well as corporate and private individuals, primarily in the Czech Republic.

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.