Short summary of the most important events in association with Kapitalska družba:

• December 1996
  Kapitalska družba is established.
• 1997
  The first year of business is marked by growth of assets as well as the number of companies in the portfolio. By the end of 1997, the total amount of assets is €354.70 million and the company is managing 321 investments. Activities are based on concentration of investments and enhancing the quality of the portfolio.
• 1998
  The number of companies managed by Kapitalska družba is more than doubled. By the end of the year, Kapitalska družba is managing investments in 712 companies, while assets grow to €540.18 million.
• 1999
  Kapitalska družba diversifies into pension fund management. Pursuant to the First Pension Fund Act and Transformation of Authorized Investment Corporations Act, Kapitalska družba starts providing supplementary pension insurance and becomes the first managing company of the First Pension Fund (the PPS).
• 2000
  Apart from continuing the restructuring of the core privatisation portfolio, the main task is to set up two new mutual pension funds. Pursuant to the Public Funds Act, the name of the company is changed from Kapitalski sklad to Kapitalska družba.
• 2001
  In January, compulsory supplementary pension insurance for high-risk jobs is provided under the Compulsory Supplementary Pension Insurance Fund (the SODPZ). In March, the Capital Mutual Pension Fund (the KVPS) is established, which provides voluntary supplementary pension insurance.
• 2002
  The First Pension Fund of the Republic of Slovenia (the PPS) becomes the largest supplementary pension fund in Slovenia, boasting more than 50,000 insured persons. The combined membership of the three funds managed by Kapitalska družba by now totals 99,930 insured persons. In investing, Kapitalska družba turns its attention to foreign capital markets, investing surplus funds from core portfolio divestment on foreign markets.
• 2003
  In Slovenia, the company’s image is of an established, efficient and, above all, large provider of supplementary pension insurance. In terms of organisation, the company is successful in adapting to the needs of a fast-growing company. In autumn, Kapitalska družba submits a bid to become the managing company of a Closed Mutual Pension Fund for Civil Servants.
• 2004
  In the beginning of the year, Kapitalska družba is selected as the managing company of the Closed Mutual Pension Fund for Civil Servants(the ZVPSJU). While becoming the market leader in supplementary pension insurance, the company also becomes the largest payer of supplementary pension annuities under the First Pension Fund (the PPS) during the year.
• 2005
  Kapitalska družba continues to consolidate core assets along the lines of the strategic objective of the government to withdraw from indirect ownership of companies. Kapitalska družba performs well in mutual funds and becomes by far the largest provider of supplementary pension insurance, managing over €417 million of assets owned by more than 260,000 insured persons.
• 2006
  Kapitalska družba has successfully concluded its first decade in business, consolidating and improving the efficiency of asset management while remaining the largest pension funds management company and the largest payer of annuities. The expertise and the high motivation of employees accompanied by good business performance validate the outlined business policies while presenting new challenges to the company for the next decade.