DC Gestão Indexada: Pioneers in Index Management in Portugal
Pioneers in index management in Portugal, with a disciplined approach, full transparency and alignment with our clients' interests.
Our Mission
DC Gestão Indexada was created with a clear mission: to make disciplined, globally diversified investing more accessible in Portugal through index management.
We helped bring index management to the Portuguese market, offering globally diversified portfolios built for long-term investors.
Today, we continue to focus on simplicity, transparency and cost efficiency for investors who value a long-term approach.
Our approach is simple: build diversified portfolios using low-cost ETFs, maintain long-term discipline and keep the client's interests at the centre of every decision.
Years as Pioneers
Assets under Advisory
Average AUA per Institutional Client
Median AUA per Private Client
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.
Launch of DC and First Investment Advisory Licence
DC begins operations and obtains its first licence for investment advisory services.
First Institutional Mandate
DC secures its first institutional mandate.
Expansion of Regulatory Licences
Expansion of licences to include Reception and Transmission of Orders, together with several ancillary licences.
Launch of the SGF Doutor Finanças Pension Plan
Launch of the SGF Doutor Finanças pension plan, where DC acts as investment adviser.
Portfolio Management Licence and 10th Anniversary
Expansion of the licence to include portfolio management on behalf of others, marking DC’s 10th anniversary.
Regulation & Compliance
DC Gestão Indexada 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 2016
- Advisors with certified professional qualifications
- Adequate professional liability insurance
- Regular external audits
Discover Your Investor Profile
Discover how index management can simplify your investments and maximise the growth potential of your wealth.