01
Index Management
We use index-based strategies to build diversified market exposure in a disciplined and efficient way.
About DC
10 years of investingwith discipline.
Investment solutions for private and institutional clients, built around a disciplined, diversified and long-term approach.
Scale of our activity
€684M
in assets under management and advisory
Included in this total
€175Min Index Management
10 years
of activity
€158M
Average AUA per Institutional Client
€118K
Median AUA per Private Client
Our Mission
Investing with discipline, diversification and a long-term perspective.
Since 2016, we have supported private and institutional clients in structuring and managing their wealth.
Our services include portfolio management, investment advisory and Index Management solutions, with each strategy tailored to the client’s profile, objectives and investment horizon.
We favour a long-term approach built on diversification, efficient implementation and disciplined monitoring.
Our Approach
How we invest
02
Global Diversification
Our portfolios are designed to spread risk across different markets, geographies and asset classes.
03
Long-Term Discipline
We favour consistent processes and decisions aligned with each client’s objectives, avoiding short-term market noise.
Our History
A decade of evolution
From investment advisory to portfolio management, explore some of the key milestones in DC’s evolution.
A milestone in DC’s evolution
Portfolio Management and 10th Anniversary
DC receives authorisation to provide portfolio management services in the year it celebrates a decade of activity.
Our Principles
Principles that guide our decisions
Rigour
Disciplined processes, well-founded decisions and consistent monitoring over time.
Clarity
We aim to ensure that every client understands the strategy, risks and objectives associated with their investments.
Client Focus
Each strategy is defined according to the client’s profile, objectives and investment horizon.
Regulatory Framework
Supervision
DC Gestão Indexada is registered with the Portuguese Securities Market Commission (CMVM) under registration no. 368, and its activities are subject to the applicable regulatory framework.
View CMVM registration, no. 368Activities
Investment advisory
Reception and transmission of orders
Portfolio management on behalf of clients
Next step
Start by discovering your investor profile.
Identify your risk profile, objectives and investment horizon.
Discover My Investor Profile