Institutional Services
Specialised solutions for institutional investors: foundations, pension funds, family offices and investment committees.
Outsourced CIO
A complete investment management solution for institutions seeking to outsource the Chief Investment Officer function.
Features
- Strategic asset management
- Investment policy definition
- Manager selection and monitoring
- Executive reporting
- Institutional risk management
- Regulatory compliance
Benefits
- Access to top-tier expertise
- Reduced operational costs
- Focus on core business
- Professional governance
Ideal For
Foundations, pension funds, family offices and other institutions
Research on Demand
Tailored financial analysis and research to support your investment decisions.
Features
- Sectoral and macroeconomic analysis
- Investment due diligence
- Fund manager evaluation
- Financial product analysis
- Custom market studies
- Specialised technical reports
Benefits
- Independent and impartial information
- Flexibility and agility
- Multidisciplinary expertise
- Cost-effectiveness
Ideal For
Institutions requiring ad-hoc or recurring analysis
Second Party Opinion (SPO)
Independent validation of investment strategies and risk analysis to strengthen governance.
Features
- Investment policy review
- Strategy validation
- Risk analysis
- Conflict of interest assessment
- Independent due diligence
- Substantiated technical opinion
Benefits
- Strengthened governance
- Risk mitigation
- Regulatory compliance
- Transparency for stakeholders
Ideal For
Boards of directors and investment committees
Why Choose DC Index Management?
Independence
No conflicts of interest. We act solely in the interest of our clients.
Expertise
Over a decade of experience in investment management and financial consulting.
Regulation
Registered and regulated by CMVM, ensuring maximum protection and compliance.