Is Portfolio

What Is Portfolio does

İş Portföy Yönetimi A.Ş. is a Turkish portfolio management company and wholly-owned subsidiary of Türkiye İş Bankası A.Ş., Turkey's largest private bank. Founded in 2000 and headquartered at İş Kuleleri in the Levent business district of Istanbul, the company manages a diversified platform spanning investment funds, pension funds, venture capital funds, real estate funds, and exchange-traded funds. The product portfolio includes broad equity, bond, mixed, and index funds alongside a growing suite of thematic funds targeting renewable energy (IKP), semiconductors (IJC), electric vehicles (IPJ), precious metals (IOG), and the BIST Technology Index (TTE). The firm also manages pension portfolios on behalf of three major Turkish insurance companies: Anadolu Hayat Emeklilik, Axa Hayat Emeklilik, and Allianz Yaşam ve Emeklilik.

The business model is fee-based and recurring. Annual management fees range from 1.90% for broad equity and index funds to 2.50% for specialized thematic and qualified-investor funds, charged as a percentage of assets under management. Distribution is structurally anchored through the TEFAS centralized fund trading platform — accessible across all Turkish banks and brokerage houses — and through the İşCep mobile banking application of its parent bank. Supplementary channels include the İş'te Fon mobile app (iOS and Android), the Risk Profile Questionnaire for fund matching, Fund Academy educational resources, and a multi-channel content program (İş'te Gündem, İş'te Makro, monthly fund bulletins). Foreign-asset valuation is supported by Bloomberg data terminal integration.

İş Portföy serves two principal customer segments: individual investors accessing funds via retail banking, brokerage, and direct channels; and institutional clients including the pension fund partners and qualified investors in alternative vehicles such as venture capital and real estate funds. The firm is led by a management team including a CEO, department heads for equities, fixed income, and marketing, and a Chief Strategist. Operational compliance covers KVKK and GDPR data protection frameworks, and the firm maintains a Sustainability Committee that meets at least twice yearly to oversee ESG positioning and reporting. As of June 2026, four disclosed thematic and precious-metals funds collectively held approximately 25.73 billion TL in AUM.

Name

Is Portfolio

Legal name

İş Portföy Yönetimi A.Ş.

Website

https://isportfoy.com.tr

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

251–500 employees

Short description

İş Portföy Yönetimi A.Ş. is the portfolio management subsidiary of Türkiye İş Bankası, managing investment, pension, venture capital, and real estate funds for individual and institutional investors across Turkey via TEFAS and the İşCep mobile platform.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Pension Funds (525110)

SIC

Investment Advice (6282)

akta.pro primary industry

Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB)

akta.pro secondary industry

Money Market Funds (FSAAAEAC)

Keywords

• Portfolio management services
• Investment fund management
• Pension fund management
• Thematic investment funds
• Asset management

Headquarters

HQ city

Istanbul

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Fund Management Fees: İş Portföy generates revenue primarily through annual management fees charged on investment funds. These fees are calculated as a percentage of the fund's total assets under management. Fee rates vary by fund type - equity-focused funds typically charge around 1.90% annually, while specialized theme funds like renewable energy or technology funds charge around 2.50% annually.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels6 records

Core offering

İş Portföy is a Turkish asset management company that manages a diversified range of investment funds, pension funds, exchange-traded funds (ETFs), venture capital funds, and real estate investment funds. The firm offers specialized thematic funds (renewable energy, semiconductors, electric vehicles, precious metals, technology indices) alongside traditional equity, fixed income, and mixed funds. It distributes these products through the TEFAS platform, İş Bankası channels, and its İş'te Fon mobile application for individual and institutional investors.

Product overview

İş Portföy is a portfolio management company offering a comprehensive range of investment products and services. The core offering consists of diverse investment funds (Yatırım Fonları) including equity funds, mixed funds, bond funds, and sector-specific thematic funds. These are complemented by pension funds (Emeklilik Fonları) managed for major insurance companies, exchange-traded funds (Borsa Yatırım Fonları), and alternative investments such as venture capital (Girişim Sermayesi) and real estate funds (Gayrimenkul Yatırım Fonları) for qualified investors. The product portfolio includes thematic funds focused on sectors like renewable energy (IKP), semiconductors (IJC), electric vehicles (IPJ), precious metals (IOG), and technology indices (TTE). The offering is distributed through the TEFAS platform, İşCep banking app, and the İş'te Fon mobile application. Supplementary services include monthly fund distribution recommendations, risk profile assessment tools, and educational resources through the Fund Academy.

Differentiator

Problem solved

Functional benefit

Brands

• İş'te Fon: Mobile application for tracking İş Portföy investment funds with personalized experience
• Privia

Products and services

• Yatırım Fonları (Investment Funds) Diverse investment funds including equity funds, bond funds, mixed funds, sector-specific thematic funds, and basket funds for different risk profiles, distributed through TEFAS and İş Bankası channels.
• Emeklilik Fonları (Pension Funds) Pension funds managed for Anadolu Hayat Emeklilik, Axa Hayat Emeklilik, and Allianz Yaşam ve Emeklilik insurance companies on behalf of pension fund participants in Turkey.
• Borsa Yatırım Fonları (Exchange-Traded Funds) Exchange-traded funds listed on Borsa İstanbul, including gold participation ETFs, offering investors exchange-listed access to managed portfolios.
• Girişim Sermayesi Yatırım Fonları (Venture Capital Investment Funds) Venture capital funds containing non-publicly traded startup companies, offered to qualified investors seeking alternative exposure to private equity.
• Gayrimenkul Yatırım Fonları (Real Estate Investment Funds) Real estate funds containing property assets, offered to qualified investors for portfolio diversification into real estate.
• İş'te Fon Mobile Application Mobile application for tracking İş Portföy investment funds with personalized experience, available on iOS and Android via App Store and Google Play.
• Fon Dağılım Önerileri (Fund Allocation Recommendations) Monthly fund allocation recommendations prepared by İş Portföy experts for three different risk/return expectations, providing model portfolio guidance.

Quantifiable outcome

• 139.07% annual return for semiconductor technologies fund (IJC) in 2025-2026
• +3 more outcomes

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• İş Bankası A.Ş.coreChannel Partner/ Reseller/ Distributorİş Bankası is the parent bank of İş Portföy and serves as the primary distribution channel. İş Portföy is a subsidiary of İş Bankası. The bank provides extensive distribution through its branch network and İşCep mobile app for İş Portföy funds.
• İş Yatırım Menkul Değerler A.Ş.coreChannel Partner/ Reseller/ Distributorİş Yatırım, the investment banking arm of İş Bankası group, distributes İş Portföy funds to its brokerage customers through its trading platform.
• TEFAS (Türkiye Elektronik Fon Alım Satım Platformu)coreChannel Partner/ Reseller/ DistributorTEFAS is the centralized electronic fund trading platform that enables investors to access İş Portföy funds through all participating banks and brokerage houses in Turkey.
• Anadolu Hayat Emeklilik A.Ş.coreStrategic or Co-development Partnerİş Portföy manages pension funds for Anadolu Hayat Emeklilik, one of Turkey's leading pension insurance companies. İş Portföy serves as the fund manager for Anadolu Hayat Emeklilik's investment funds.
• Axa Hayat Emeklilik A.Ş.coreStrategic or Co-development Partnerİş Portföy manages pension funds for Axa Hayat Emeklilik, providing fund management services for Axa's pension fund investors.
• Allianz Yaşam ve Emeklilik A.Ş.coreStrategic or Co-development Partnerİş Portföy manages pension funds for Allianz Yaşam ve Emeklilik, providing professional fund management for Allianz's pension fund participants.
• Yatırım Finansman A.Ş.minorChannel Partner/ Reseller/ DistributorYatırım Finansman, a brokerage firm, provides access to İş Portföy funds through its trading platform as part of the İş Bankası group distribution network.

Scale indicators8 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ak Portföy: Portfolio management arm of Akbank, another major Turkish private bank. Operates the same bank-subsidiary asset management model in Turkey, manages mutual funds, pension funds, and ETFs, and distributes through TEFAS plus Akbank's digital channels — directly comparable to İş Portföy.
• HSBC Portföy: Turkish asset management subsidiary of HSBC Turkey. Operates mutual funds and discretionary portfolios distributed via HSBC channels and TEFAS, comparable in product mix and global best-practice overlay to İş Portföy.
• Tacirler Portföy: Independent Turkish asset manager offering mutual funds, discretionary portfolios, and advisory services to retail and institutional clients via TEFAS and direct channels — a comparable Turkish-domiciled peer for non-bank distribution dynamics.
• Deniz Portföy: Portfolio management subsidiary of DenizBank in Turkey. Manages mutual and pension funds with both bank-channel and TEFAS distribution, competing head-to-head with İş Portföy in the mid-tier Turkish mutual fund league tables.
• Garanti Portföy: Asset management subsidiary of Garanti BBVA in Turkey. Manages a broad menu of mutual funds, pension funds, and discretionary portfolios, and distributes through Garanti BBVA's mobile platform and TEFAS — closest direct competitor given similar scale and bank-parent distribution.
• QNB Finansinvest Portföy: Asset management arm of QNB Finansbank (now QNB Türkiye). Competes in Turkish mutual funds, pension portfolios, and discretionary mandates, distributed via QNB banking apps and TEFAS — a like-for-like bank-affiliated peer.
• İstanbul Portföy: Established Turkish portfolio management company managing mutual funds, pension funds, and alternative vehicles. Competes with İş Portföy for retail and institutional mandates on TEFAS, making it a directly comparable mid-scale peer.
• Yapı Kredi Portföy: Portfolio management subsidiary of Yapı Kredi Bank. Runs open-end mutual funds, pension funds, and alternative investment funds distributed via Yapı Kredi Mobile and TEFAS — same Turkish bank-subsidiary template as İş Portföy.

Broad incumbents

• PIMCO: Global investment management firm with deep active mutual fund and institutional fixed income/risk-managed franchises. Comparable as a broad incumbent setting benchmark themes — particularly thematic income — that İş Portföy's specialist funds (renewable energy, silver, tech) compete against in Turkish advisory conversations.
• BlackRock: Global asset management giant operating ETF, mutual fund, and institutional mandates. Comparable on the multi-asset/theme fund architecture and scale economics of running thousands of investment strategies, although operating at vastly larger scale and different geographic footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/isportfoy

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Is Portfolio