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Pioneer Pekao Investments
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Pioneer Pekao Investments : ウィキペディア英語版
Pioneer Pekao Investments

Pioneer Pekao is a Polish company managing several Investment Funds in Poland. The biggest and first investment funds manager on the Polish market.
It is currently active under the brand Pioneer Pekao Investment Funds Company (Pioneer Pekao Towarzystwo Funduszy Inwestycyjnych SA). It is a member of Unicredit banking group.
== Market position ==
Pioneer Pekao is currently the largest investment funds manager in Poland with ca. 1/6 of the whole investment funds Polish market 〔Statistics provided by domestic Inv. Funds managers Association 'IZFiA' http://www.izfa.pl/pl/index.php?id=10093〕 (as of 2011 February-month-end: 17 807 187 PLN thousands - ca 15% market share), with wide range of products.〔Pioneer Poland home site (Polish ) http://www.pioneer.com.pl/pioneer/arts.oferta_tfi〕
Number of investment funds: 17, 3 of which are umbrella funds - in total it makes 34 separate portfolio under management.
Pioneer Pekao Investments is a member of Pioneer Group Asset Management - global investment arm of Italian Unicredito Italiano (which is active in Poland as Bank Polska Kasa Opieki SA).
The company was established in 1992 by Boston, MA based portfolio manager Pioneer Investments Management〔Home site of global Pioneer http://www.pioneerinvestments.com〕〔Pioneer fact sheet on www.mfwire.com http://www.mfwire.com/fundprofile.asp?fund=25637&template=fundprofile&bhcp=1〕), which launched its first US mutual fund in 1928. First Polish investment fund (then as 'mutual fund') was launched in July 1992. The name of the fund: 'Pioneer Pierwszy Polski Fundusz Powierniczy' (''Pioneer First Polish Mutual Fund''), managed till now - currently under the name 'Pioneer Balanced' - subfund of umbrella 'Pioneer Open-Ended Investment Fund').
After the overtaking of US-based Pioneer Group by Unicredito Italiano and in line with ownership changes in Poland in 2001 Pioneer TFI has been merged with Pekao TFI (fund manager in the Pekao group, established in 1996). As of merger date there were 9 funds: 5 ''Pioneer'' and 4 ''Eurofundusz'' (earlier Pekao-Alliance).
The company was established in 1992 by: William Smith Jr – representative of Pioneer Group, who managed the company at the beginning, and draw the picture of the whole organization (fund, fund manager, transfer agent, custodian bank), Krzysztof A. Sikorski – first fund manager, Robert Sass – who created the distribution channels and cooperation with some Polish banks, Zbigniew Czumaj – a person, who developed fund accounting and administration (active till now - funds chief accountant and commercial proxy of the company), Bolesław Meluch (and Tomasz Orlik - current Vice-president of the executive board) - who created a model of custody service of Bank Pekao, Krystyna Kisiel - coordinating successful transfer agency.
Some of fund managers: Krzysztof Sikorski, Paweł Wilkowiecki, Jarosław Skorulski, Victor Perel, Piotr Dalkowski, Piotr Rzeźniczak, Cezary Iwański, Piotr Lubczyński, Mariusz Adamiak, Hung Le-Tu, Ryszard Trepczyński, Hubert Kmiecik.
Company presidents: William Smith, Jr, Alicja Malecka, Philip White, Marek Żytniewski, Daniel Kingsbury, Zbigniew Jagiełło, Krzysztof Lewandowski (appointed in 2009).

抄文引用元・出典: フリー百科事典『 ウィキペディア(Wikipedia)
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