Oyak Portföy

What Oyak Portföy does

OYAK Portföy Yönetimi A.Ş. (dba OYAK Portföy / OYAK Asset Management) is a Turkish asset management firm founded in 2013 and headquartered in the Sarıyer district of Istanbul. It operates as a wholly-owned subsidiary of OYAK Group, one of Turkey's largest industrial and financial conglomerates, with OYAK Yatırım Menkul Değerler A.Ş. acting as the 100% shareholder of the firm's investment fund vehicles and primary distribution channel. The firm is licensed by Turkey's Capital Markets Board (SPK) to provide portfolio management, investment advisory, and discretionary management services.

The company's core product is a broad lineup of 23+ securities investment funds spanning money market, short-term and standard debt instruments, variable/flexible allocation, equity-intensive, participation (Islamic finance) compliant, precious metals, fund-of-funds baskets, and hedge (serbest) strategies — including statistical arbitrage, dividend-paying, and foreign-currency-denominated vehicles. Beyond securities funds, OYAK Portföy manages three real estate investment funds (one general, two project-based) and 11+ venture capital investment funds, including sector-focused vehicles (e.g., agriculture & food, Fiba Gelecek). It also manages Emeklilik Yatırım Fonları (pension investment funds) on behalf of HDI Fiba Emeklilik ve Hayat A.Ş., and offers investment advisory and discretionary portfolio management for HNW individuals and institutional/qualified investors.

Revenue is generated primarily through recurring management fees charged as a percentage of AUM, with disclosed rates ranging from ~0.5% annually (fund basket funds) to ~2% annually (equity-intensive funds), and ~1% annually for foreign-currency participation hedge funds. Distribution is multi-channel: OYAK Yatırım (captive), Türkiye Finans Katılım Bankası (Islamic finance), Osmanlı Yatırım Menkul Değerler, and the TEFAS national mutual fund platform operated by Takasbank. Marketing is supported through the corporate website, a monthly E-Bülten newsletter, blog content, and active presence on Twitter/X, YouTube, Facebook, Instagram, and LinkedIn. The company has a stated headcount of 1–10 employees, which likely understates actual platform staffing given the breadth of the fund lineup; the operating geographies are limited to Turkey.

Name

Oyak Portföy

Legal name

OYAK PORTFÖY YÖNETİMİ A.Ş.

Website

https://oyakportfoy.com.tr

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

OYAK Portföy is a Turkish asset management firm under OYAK Group managing 23+ mutual funds, real estate funds, venture capital funds, and pension funds. It serves retail investors via OYAK Securities, TEFAS, and Türkiye Finans, plus institutional clients through HDI Fiba Emeklilik.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Open-End Investment Funds (525910), Portfolio Management and Investment Advice (52394), Other Investment Pools and Funds (5259), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns) (FSAAAJAJ)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Endowment / OCIO-Style Multi-Manager Platforms (FSANAGAG)

Keywords

• Asset management services
• Mutual fund management
• Investment fund advisory
• Portfolio management services
• Participation finance funds

Headquarters

HQ city

Sariyer

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fund Management Fees: Revenue generated through annual management fees charged as a percentage of total fund value. Fee rates vary by fund type - equity-intensive funds charge approximately 2% annually, while fund basket funds charge approximately 0.5% annually.
2. Investment Advisory Services: Revenue from providing investment advisory services to clients for short-term trading and long-term financial planning needs.
3. Discretionary Portfolio Management: Revenue from managing customized portfolios for institutional and qualified investors under discretionary management mandates.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Oyak Portföy Yönetimi A.Ş. is a Turkish asset management firm that manages a comprehensive range of investment funds, including 23+ mutual funds (money market, debt, variable, equity, participation finance, precious metals, fund basket, and hedge funds), 3 real estate investment funds, 11+ venture capital investment funds, and pension investment funds in partnership with HDI Fiba. The company also provides investment advisory services and discretionary portfolio management for institutional and qualified investors, distributing its products through OYAK Securities, the TEFAS platform, Türkiye Finans, and Osmanlı Yatırım.

Product overview

Oyak Portföy is a Turkish asset management company managing a comprehensive portfolio of investment funds. The offering includes 23 Menkul Kıymet Yatırım Fonları (securities/mutual funds) spanning money market, debt instruments, variable/flexible funds, equity funds, participation finance funds, precious metals funds, fund basket funds, and hedge funds; 3 Gayrimenkul Yatırım Fonları (real estate investment funds) including project-focused funds; 11+ Girişim Sermayesi Yatırım Fonları (venture capital investment funds); and Emeklilik Yatırım Fonları (pension investment funds) through HDI FİBA partnership. Additional services include Yatırım Danışmanlığı (investment advisory) and Özel Portföy Yönetimi (discretionary portfolio management). The fund portfolio includes both conventional and participation finance-compliant products, with currency options in TRY, USD, and EUR.

Differentiator

Problem solved

Functional benefit

Brands

• Türkiye Finans Katılım Funds: Participation finance compliant funds managed in accordance with Islamic finance principles, including currency-denominated debt securities and lease certificates
• OHK - Katılım Hisse Senedi Fonu
• OFS - Fon Sepeti Fonu

Products and services

• Securities Investment Funds (Menkul Kıymet Yatırım Fonları) A suite of 23+ mutual funds covering money market (e.g., OYL), short-term debt (OKP, OKT, OBI), variable/flexible funds (OKD, OBP), equity-intensive funds (OHB, OHK), participation finance funds (OTF, OTK, OHK, OFK, OFA), precious metals (OGD, OTJ), fund basket funds (OFS, OFI), and hedge funds (OYT, ODS, OYS, ODD, OFB, OKF) for individual and qualified investors in Turkish Lira, USD, and EUR denominations.
• Real Estate Investment Funds (Gayrimenkul Yatırım Fonları) Real estate investment funds investing in property assets and real estate projects, including OGM (First Real Estate Investment Fund), OO1 (First Project Real Estate Investment Fund), and OO2 (Second Project Real Estate Investment Fund) for qualified investors seeking exposure to Turkish real estate markets.
• Venture Capital Investment Funds (Girişim Sermayesi Yatırım Fonları) A series of 11+ venture capital investment funds (OGR, OGT, OGB, OGO, OJG, OAL, OBK, ODZ, OFN, OSZ, OTG) investing in early-stage and growth companies, including a dedicated Fiba Gelecek (Future) venture capital fund and an Agriculture and Food-focused venture capital fund (OTG).
• Pension Investment Funds (HDI Fiba Emeklilik ve Hayat A.Ş.) Pension investment funds managed in partnership with HDI Fiba Emeklilik ve Hayat A.Ş., including Kamu Dış Borçlanma Araçları (BKB, EIF), Değişken (EHG, FIH), Hisse Senedi (EIH), Standart (EST, FGF), and Muhafazakar Değişken (FIZ) pension funds for retirement savings customers.
• Yatırım Danışmanlığı (Investment Advisory Services) Investment advisory services provided by Oyak Portföy's expert team, covering short-term trading decisions in client portfolios as well as long-term financial planning needs for individuals and institutional clients.
• Özel Portföy Yönetimi (Discretionary Portfolio Management) Discretionary portfolio management service offering customized investment solutions for institutional and qualified investors under discretionary management mandates, where Oyak Portföy makes investment decisions on behalf of clients within agreed parameters.

Named customers2 records

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• HDI Fiba Emeklilik ve Hayat A.Ş.coreStrategic or Co-development PartnerOYAK Portföy manages pension investment funds (Emeklilik Yatırım Fonları) for HDI Fiba Emeklilik ve Hayat A.Ş., including multiple fund types such as Kamu Dış Borçlanma Araçları, Değişken, Hisse Senedi, and Standart pension funds. This is a core partnership for OYAK Portföy's pension fund business.
• OYAK Yatırım Menkul Değerler A.Ş.coreChannel Partner/ Reseller/ DistributorOYAK Yatırım (OYAK Securities) is the primary distribution channel for OYAK Portföy funds. It is also the 100% shareholder of OYAK Portföy Yönetimi A.Ş. The partnership provides brokerage services and the online trading platform for fund investments.
• Türkiye Finans Katılım Bankası A.Ş.minorChannel Partner/ Reseller/ DistributorTürkiye Finans Katılım Bankası serves as a distribution partner for OYAK Portföy's participation finance (Islamic finance) compliant funds. Located in Ümraniye, Istanbul.
• TEFAS (Takasbank)coreChannel Partner/ Reseller/ DistributorTEFAS is Turkey's mutual fund distribution platform operated by Takasbank (Central Registry Institution). OYAK Portföy funds are available for purchase through TEFAS member institutions, enabling broader market access.
• Osmanlı Yatırım Menkul Değerler A.Ş.minorChannel Partner/ Reseller/ DistributorOsmanlı Yatırım serves as an additional distribution partner for OYAK Portföy funds, providing brokerage services to investors in the Sarıyer district of Istanbul.
• LinkedInminorOthersLinkedIn is used as a recruitment channel for job applications alongside the company's corporate website and kariyer.net.
• kariyer.netminorOthersTurkish job portal used as a recruitment channel for posting open positions and accepting job applications.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Ziraat Portföy: Asset management arm of Ziraat Bank (Turkey's largest state bank). Runs TEFAS-distributed mutual funds including participation-finance vehicles — overlaps with OYAK Portföy in both product and distribution channels.
• İş Portföy (İş Asset Management): Turkey's largest dedicated asset manager, wholly owned by İş Bank. Offers mutual funds, pension fund management, discretionary portfolios, and investment advisory — directly comparable product breadth and customer segments to OYAK Portföy.
• Ak Portföy (Ak Investment): Asset management arm of Akbank. Operates a broad fund shelf distributed via TEFAS and Akbank branches — directly overlaps with OYAK Portföy's distribution model and product mix.
• TEB Portföy (BNP Paribas Cardif TEB): Asset management business under TEB/BNP Paribas group. Offers mutual funds and pension fund management, comparable in product scope and TEFAS-based distribution model.
• HSBC Portföy (HSBC Asset Management Turkey): Local asset management arm of HSBC Turkey. Competes directly in mutual funds and discretionary mandates; relevant as a global-bank-affiliated peer for benchmarking.
• Yapı Kredi Portföy: Asset management subsidiary of Yapı Kredi Bank. Offers mutual funds, pension funds, and discretionary portfolio management — same core services and regulatory framework (SPK) as OYAK Portföy.
• Garanti Portföy (Garanti Asset Management): Asset management arm of Garanti BBVA / Sabancı. Runs a comparable multi-asset fund shelf with both conventional and participation (Islamic) finance funds, plus discretionary portfolio management for institutional and retail clients.

Emerging players

• Albaraka Portföy: Islamic-banking-affiliated Turkish asset manager focused on participation-finance compliant funds — overlaps with OYAK Portföy's katılım/Islamic finance niche.
• Kuveyt Türk Portföy: Participation-finance-focused asset manager owned by Kuveyt Türk (Kuwait-led Turkish Islamic bank). Most direct competitor to OYAK Portföy's Türkiye Finans-aligned Islamic fund business.

Others

• Takasbank (operator of TEFAS): Central Securities Depository and operator of the TEFAS mutual-fund distribution platform — a critical infrastructure provider/partner for OYAK Portföy's retail reach across all Turkish banks.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/OYAKportfoyas
• YouTubeyoutube.com/channel/UCloJpoiCdafHtq9J6JqhLQA
• Facebookfacebook.com/oyakportfoy
• LinkedIntr.linkedin.com/company/oyak-portföy
• Instagraminstagram.com/oyakportfoyyonetimi

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments9 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oyak Portföy