The Firm That Brought Index Management to Portugal
Pioneers and national reference in low-cost indexed investing, full transparency and alignment with our clients' interests.
Our Mission
Founded in 2010, DC Index Management was born with a clear mission: to democratise access to institutional-quality investment through index management.
We were the first in Portugal to offer low-cost global indexed portfolios to private investors, bringing an approach that was already standard in the most developed markets.
Today, we are the national reference in index management, serving hundreds of families and institutions that value simplicity, transparency and cost efficiency.
Our approach is simple: follow global markets through low-cost ETFs, maintain long-term discipline and always place the client's interest first.
Years as Pioneers
Assets under Management
Clients who Trust Us
Retention Rate
Our Principles
Values that guide all our decisions and client relationships.
Full Independence
No conflicts of interest. We do not sell proprietary products or receive commissions from third parties.
Simplicity
Index management is the most efficient and transparent way to invest. No complex or opaque strategies.
Client Focus
Our clients' success is our only measure of success. Total alignment of interests.
Our Approach
Education
We invest time educating our clients about the principles of smart investing.
Scientific Evidence
All decisions are based on decades of academic research, not market trends.
Discipline
We maintain focus on long-term objectives, avoiding emotional reactions to markets.
Our History
Over a decade leading the index management revolution in Portugal.
Foundation
DC Index Management was founded with the mission of bringing index management to Portugal.
First Portfolios
Launch of the first indexed portfolios for Portuguese private investors.
Institutional Service
Expansion into OCIO services for foundations and pension funds.
National Reference
Recognised as the reference in index management in Portugal.
Regulation & Compliance
DC Index Management is registered and regulated by the Portuguese Securities Market Commission (CMVM) in Portugal.
We rigorously comply with all applicable conduct standards and regulatory requirements, ensuring maximum protection for our clients.
- Regulated by CMVM since 2010
- Advisors with certified professional qualifications
- Adequate professional liability insurance
- Regular external audits
Ready to Get Started?
Discover how index management can simplify your investments and maximise the growth potential of your wealth.