APFIPP

Name

APFIPP

Legal name

APFIPP - Associação Portuguesa de Fundos de Investimento, Pensões e Patrimónios

Website

https://apfipp.pt

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Headquarters

HQ city

Lisboa

HQ country

Portugal

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Membership Quotas and Fees: APFIPP generates revenue through membership fees (quotas) paid by its member companies. All Effective and Auxiliary members are subject to annual quotas, paid quarterly. The value of quotas is determined by the General Assembly based on a proposal from the Board. New members pay an admission fee (jóia) and pro-rata quotas. The association also receives income from other legitimate sources such as donations and bequests.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

APFIPP is a non-profit industry association that represents Portuguese investment fund, pension fund, and wealth/asset management companies before regulators and policymakers. It provides members with industry statistics and publications, professional training, an annual best-funds awards program, financial literacy initiatives, regulatory opinions, and a proprietary fund classification methodology. The association is governed by its members and funded through annual membership quotas.

Product overview

APFIPP (Associação Portuguesa de Fundos de Investimento, Pensões e Patrimónios) is a professional industry association representing Portuguese investment fund, pension fund, and wealth management firms. Rather than offering a unified software product, APFIPP provides a portfolio of services including statistical publications (Estatísticas de Rendibilidades, Relatório Estatístico Mensal, Medidas de Rendibilidade e Risco), interactive tools (Calculador de Rendibilidades), professional training (Formação APFIPP), an annual awards program (Prémios Melhores Fundos JN/APFIPP), financial literacy initiatives (Literacia Financeira), and a proprietary classification methodology (Metodologia de Classificação APFIPP). The association also publishes official regulatory opinions (Pareceres) and maintains a deontological code (Código Deontológico) for member firms. As of end 2024, APFIPP represents 42 Effective Members managing over €78 billion in assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Estatísticas de Rendibilidades (Returns Statistics)
• Estatísticas de Ativos sob Gestão (Assets Under Management Statistics)
• Calculador de Rendibilidades (Returns Calculator)
• Relatório Estatístico Mensal (Monthly Statistical Report)
• Medidas de Rendibilidade e Risco (Return and Risk Measurement Methodology)
• Formação APFIPP (Professional Training)

Quantifiable outcome

• 78 billion euros+ in assets managed by member companies
• +1 more outcomes

Named customers8 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• PensionsEuropecoreStrategic or Co-development Partner · 1 January 2003APFIPP has been a member of PensionsEurope since 2003. PensionsEurope represents 25 National Associations from 18 EU Member States and 4 other European countries, covering different types of occupational pension plans for over 110 million people. The association represents over 4 billion euros in assets managed for future pension benefits.
• EFAMA (European Fund and Asset Management Association)coreStrategic or Co-development PartnerAPFIPP is a member of EFAMA and holds a seat on the Board of Directors. APFIPP participates in various committees and working groups within EFAMA where the most relevant topics for the European Asset Management industry are discussed. EFAMA represents the European Asset Management industry responsible for managing 31 billion euros. EFAMA advocates for open and well-functioning global capital markets.

Scale indicators4 records

Recent moves6 records

Expansion highlights3 records

Direct peers

• The Investment Association (UK): National UK trade association for investment managers, representing UK-domiciled funds and asset managers in regulatory and policy advocacy. Directly comparable to APFIPP in mission (fund and asset management industry representation), service mix (statistics, training, member advocacy), and federated model (member of EFAMA).
• INVERCO (Spain): Spanish association of collective investment schemes and pension funds. Peer of APFIPP in representing Iberian investment funds and pension fund managers, with similar Iberian-portuguese market context and shared Iberian-regulatory dialogue.
• AFG - Association Française de la Gestion: French trade association representing portfolio management companies and investment funds, providing market statistics, regulatory representation, and professional training. Closely comparable to APFIPP in operating model, member profile (asset managers, pension funds, wealth managers), and role within EFAMA and PensionsEurope.
• DUFAS (Netherlands): Dutch Fund and Asset Management Association. Peer of APFIPP in representing Dutch investment funds and asset managers, providing industry statistics and regulatory advocacy, with a comparable lean operating model.
• BVI - Bundesverband Investment und Asset Management (Germany): German investment and asset management association. Peer of APFIPP in representing the German fund and asset management industry to regulators and policymakers, including EFAMA Board participation, statistical publications, and member services.
• Assogestioni (Italy): Italian association of asset management companies, representing Italian investment funds, pension funds, and asset managers. Peer of APFIPP in role, scope, and EFAMA/PensionsEurope affiliation, with comparable services in statistics, training, and regulatory advocacy.

Broad incumbents

• PensionsEurope: European pension fund association of which APFIPP is a member since 2003. Comparable to APFIPP's pension-fund-facing functions but at pan-European scale covering 25 national associations and 110M+ scheme members.
• ICI - Investment Company Institute (US): US national association for regulated investment companies (mutual funds, ETFs, closed-end funds, UITs). While US-focused, structurally comparable to APFIPP in providing industry statistics, regulatory advocacy, and member services for the fund industry.
• EFAMA - European Fund and Asset Management Association: European-level umbrella association of which APFIPP is a member and Board participant. Comparable to APFIPP in mission (advocacy for asset management) but at a continent-wide scale; sets the strategic frame in which APFIPP operates.

Others

• EFSI - European Federation of Fund and Wealth Management Associations (alt: PensionsEurope's sister bodies): Listed as an additional European-level coordination body for the fund and wealth management industry. Comparable to APFIPP in advocacy function but at a pan-European level rather than a single national market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/apfipp

Revenue estimate

Valuation estimate

Number of profiles

Profiles17 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about APFIPP