OECD Institutional Investors Statistics 2015
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OECD Institutional Investors Statistics 2015

Institutional investors (investment funds, insurance companies and pension funds) are major collectors of savings and suppliers of funds to financial markets. Their role as financial intermediaries and their impact on investment strategies have grown significantly over recent years along with deregulation and globalisation of financial markets.
This publication provides a unique set of statistics that reflect the level and structure of the financial assets and liabilities of institutional investors in the OECD countries (with the exception of Australia and Slovak Republic), and in Latvia and the Russian Federation. Concepts and definitions are predominantly based on the System of National Accounts. Data are derived from national sources.
Data include outstanding amounts of financial assets and liabilities such as currency and deposits, securities, loans, and shares. When relevant, they are further broken down according to maturity and residency. The publication covers investment funds, of which open-end companies and closed-end companies, as well as insurance corporations and autonomous pension funds. Indicators are presented as percentages of GDP allowing for international comparisons, and at country level, both in national currency and as percentages of total financial assets of the investor. Time series display available data for the last eight years.

 

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Table 2 – Financial assets of investment funds: Poland You or your institution have access to this content

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OECD Institutional Investors Statistics 2016 - © OECD 2015

Poland
‌2Financial assets of investment funds
Million PLN
‌‌
‌2007‌
‌2008‌
‌2009‌
‌2010‌
‌2011‌
‌2012‌
‌2013‌
‌2014‌
Investment funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Currency and deposits
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial liabilities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Currency and deposits
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial liabilities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-money market funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
-2
 
-4
 
-3
 
-749
 
-2 498
 
Financial assets
..
 
..
 
..
 
133 201
 
123 794
 
158 821
 
209 923
 
237 992
 
Currency and deposits
..
 
..
 
..
 
7 644
 
8 510
 
12 150
 
18 749
 
17 330
 
Debt securities
..
 
..
 
..
 
54 247
 
52 946
 
66 395
 
86 207
 
107 560
 
Loans
..
 
..
 
..
 
317
 
294
 
402
 
895
 
3 796
 
Equity and investment fund shares
..
 
..
 
..
 
67 654
 
55 869
 
67 500
 
88 632
 
90 023
 
Equity
..
 
..
 
..
 
59 437
 
48 172
 
59 602
 
79 090
 
74 532
 
Investment fund shares
..
 
..
 
..
 
8 217
 
7 697
 
7 898
 
9 542
 
15 491
 
Money market fund shares
..
 
..
 
..
 
192
 
151
 
0
 
0
 
2
 
Non-Money market fund shares
..
 
..
 
..
 
8 025
 
7 546
 
7 898
 
9 542
 
15 489
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
172
 
144
 
119
 
279
 
297
 
Other accounts receivable
..
 
..
 
..
 
3 167
 
6 031
 
12 255
 
15 161
 
18 986
 
Financial liabilities
..
 
..
 
..
 
133 203
 
123 798
 
158 824
 
210 672
 
240 490
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
9 179
 
4 023
 
3 627
 
6 240
 
11 106
 
Short-term loans
..
 
..
 
..
 
9 179
 
3 850
 
3 627
 
6 166
 
11 012
 
Long-term loans
..
 
..
 
..
 
0
 
173
 
0
 
74
 
94
 
Equity and investment fund shares
..
 
..
 
..
 
121 013
 
116 991
 
150 428
 
192 273
 
216 134
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
86
 
113
 
144
 
120
 
534
 
Other accounts payable
..
 
..
 
..
 
2 924
 
2 670
 
4 627
 
12 038
 
12 715
 
Non-financial assets
..
 
..
 
..
 
1
 
1
 
0
 
748
 
2 496
 
Open-end non-money market funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
-1
 
-2
 
-1
 
-1
 
-2
 
Financial assets
..
 
..
 
..
 
107 252
 
87 657
 
106 075
 
128 591
 
142 814
 
Currency and deposits
..
 
..
 
..
 
6 062
 
5 781
 
8 777
 
13 373
 
12 328
 
Debt securities
..
 
..
 
..
 
51 147
 
48 649
 
60 927
 
69 103
 
84 334
 
Loans
..
 
..
 
..
 
0
 
0
 
2
 
3
 
2
 
Equity and investment fund shares
..
 
..
 
..
 
48 734
 
31 334
 
34 143
 
44 069
 
43 700
 
Equity
..
 
..
 
..
 
42 528
 
25 657
 
28 172
 
35 747
 
32 304
 
Investment fund shares
..
 
..
 
..
 
6 206
 
5 677
 
5 971
 
8 322
 
11 396
 
Money market fund shares
..
 
..
 
..
 
191
 
150
 
0
 
0
 
2
 
Non-Money market fund shares
..
 
..
 
..
 
6 015
 
5 527
 
5 971
 
8 322
 
11 394
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
117
 
102
 
70
 
185
 
69
 
Other accounts receivable
..
 
..
 
..
 
1 192
 
1 791
 
2 156
 
1 858
 
2 381
 
Financial liabilities
..
 
..
 
..
 
107 253
 
87 659
 
106 076
 
128 592
 
142 816
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
9 136
 
3 772
 
3 539
 
5 442
 
8 137
 
Short-term loans
..
 
..
 
..
 
9 136
 
3 676
 
3 539
 
5 416
 
8 137
 
Long-term loans
..
 
..
 
..
 
0
 
96
 
0
 
26
 
0
 
Equity and investment fund shares
..
 
..
 
..
 
96 079
 
82 463
 
99 293
 
115 358
 
127 583
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
12
 
42
 
67
 
55
 
420
 
Other accounts payable
..
 
..
 
..
 
2 025
 
1 381
 
3 178
 
7 737
 
6 675
 
Non-financial assets
..
 
..
 
..
 
0
 
0
 
0
 
0
 
0
 
Open-end investment funds
 
 
 
 
 
 
 
 
Financial net worth
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Currency and deposits
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-Money market fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts receivable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial liabilities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term debt securities
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Short-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Long-term loans
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Equity and investment fund shares
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Insurance pension and standardised guarantees
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Financial derivatives and employee stock options
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Other accounts payable
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
Non-financial assets
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
 
..
Not available
Note: Detailed metadata at:http://metalinks.oecd.org/instinv/20160427/acc2
Disclaimer: http://oe.cd/disclaimer

 
Countries Covered:
Poland
 
Visit the OECD web site