optimize.pt
Portuguese fund manager offering pension savings plans (PPR) and investment funds to individual savers and investors
Highlights
- New on EvolcAdded 2026-11-03
About optimize.pt
Optimize Investment Partners SGOIC, S.A. is an independent Portuguese management company that manages pension savings plans (PPR) and investment funds. It has been active since 2008.
The product range includes four PPR plans graded by risk profile, from moderate to aggressive, and investment funds covering global, European, US and Portuguese equities and bonds. The company also offers portfolio management and automatic recurring contributions into its plans. Its customers are individual savers and investors, who can subscribe and follow their holdings through an online client area. The company also promotes transfers of existing PPR plans from other entities.
The Optimize Portugal fund received Euronext Lisbon Awards in 2025 and 2026 and was named among the best funds by Jornal de Negócios/APFIPP in 2025 and 2026. The company also organises a free financial literacy conference in Lisbon.
Product: PPR pension savings plans in four risk profiles, investment funds, and portfolio management for individual investors.
Jobs at optimize.pt
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.