Terms used in official statistics

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Investment portfolio of Open Pension Funds


Definition:
Financial Instruments and benefits from them, which had been purchased for the funds derived from contributions of members. The investment portfolio is the most important building block to the Fund's assets. Selection of instruments in the portfolio determines the viability of the fund, which is about how much earns for its members. Portfolio management and thus: buying, maintaining and selling financial instruments there are the primary object of the pension fund.

Source:
  • Act of 28 August 1997 on the Organisation and Operation of Pension Funds
    Place of publication: (Dz. U. z 2020 r. poz. 105)

Contact person on methodology:
Halina Nalepa
e-mail:
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