Fund manager profile · Public preview
Optimize Investment Partners
About Optimize Investment Partners
Independent Portuguese fund management company established in 2008 that manages Retirement Savings Plans (PPR) and Investment Funds. The company has grown to manage over €500 million in assets and serves thousands of clients through professional management and financial literacy initiatives.
Company and team snapshot: 2 November 2026. Directory registration data: 2 November 2026.
- Registered entity
- Optimize Investment Partners - Sociedade Gestora de Organismos de Investimento Coletivo, S.A.
- Manager type
- UCITS Management Company & AIFM
- Headquarters
- LISBOA
- LEI
- 213800E91JVRQ2AQ4813
- Registration date
- 3 September 2008
- Incorporation date
- 2 May 2008
Meet the team
Pedro Lino
CEO
Manager at a glance
Fund range
Top-level funds, excluding compartments. Active is a registration status; open-ended is a fund structure. These categories overlap and do not establish subscription availability.
Latest annual financials
Financial figures, reference periods and source documents are reserved for database research. EBITDA means earnings before interest, tax, depreciation and amortisation. Company earnings are different from fund returns.
Explore financial information in Portugal Funds ↗Manager documents
1096 documents available
Explore documents linked to Optimize Investment Partners in the Portugal Funds database.
Documents held in the database with an available file · snapshot 2 November 2026.
View manager documents in Portugal Funds ↗Funds associated with Optimize Investment Partners
Optimize Balanced Fund OICVM - Fundo de Investimento Mobiliário Aberto
Open-ended · Multi-Asset · Active
Registration 2504
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗CARREGOSA BRASIL VALOR - FUNDO DE INVESTIMENTO MOBILIÁRIO ABERTO FLEXÍVEL
Open-ended · Liquidated
Registration 1282
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗CARREGOSA TECHNICAL TRADING - FUNDO ESPECIAL DE INVESTIMENTO ABERTO NÃO HARMONIZADO
Open-ended · Liquidated
Registration 1257
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Disruption Fund - Fundo de Investimento Alternativo Mobiliário Aberto
Open-ended · Active
Registration 1727
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE EUROPA VALOR - FUNDO DE INVESTIMENTO MOBILIÁRIO ABERTO FLEXÍVEL
Open-ended · Merged
Registration 1283
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Europe Fund
Open-ended · New launches
Registration 2
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Funds - Fundo de Investimento Mobiliário Aberto
Open-ended · New launches
Registration 2575
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Global Bond
Open-ended · New launches
Registration 1
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Global Fund
Open-ended · New launches
Registration 3
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE INVESTIMENTO ACTIVO - FUNDO DE INVESTIMENTO MOBILIÁRIO ABERTO FLEXÍVEL
Open-ended · Merged
Registration 1126
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize LFO PPR/OICVM Leopardo - Fundo de Investimento Aberto de Poupança Reforma
Open-ended · Multi-Asset · Active
Registration 1736
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize LFO Rise US Equities - Fundo de Investimento Aberto de Ações
Open-ended · Public Equity · Active
Registration 1737
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE OBRIGAÇÕES - FUNDO DE INVESTIMENTO MOBILIÁRIO ABERTO DE OBRIGAÇÕES
Open-ended · Fixed Income · Merged
Registration 1400
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Portugal Golden Opportunities Fund - Fundo de Investimento Mobiliário Aberto
Open-ended · Active
Registration 1771
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Portugal 80
Open-ended · Multi-Asset · Active
Registration 1
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Portugal 80-A
Open-ended · Multi-Asset · Active
Registration 2
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Portugal 85
Open-ended · Multi-Asset · New launches
Registration 3
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize Portugal Corporate Bond
Open-ended · Fixed Income · Active
Registration 4
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE SELECÇÃO AGRESSIVA - FUNDO DE INVESTIMENTO ABERTO FLEXÍVEL
Open-ended · Merged
Registration 1453
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE SELECÇÃO BASE - FUNDO DE INVESTIMENTO ABERTO FLEXÍVEL
Open-ended · Merged
Registration 1452
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE SELECÇÃO DEFENSIVA - FUNDO DE INVESTIMENTO ABERTO FLEXÍVEL
Open-ended · Merged
Registration 1451
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE PPR/OICVM AGRESSIVO - FUNDO DE INVESTIMENTO ABERTO DE POUPANÇA REFORMA
Open-ended · Multi-Asset · Active
Registration 1558
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE PPR/OICVM ATIVO - FUNDO DE INVESTIMENTO ABERTO DE POUPANÇA REFORMA
Open-ended · Multi-Asset · Active
Registration 1124
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE PPR/OICVM EQUILIBRADO - FUNDO DE INVESTIMENTO ABERTO DE POUPANÇA REFORMA
Open-ended · Multi-Asset · Active
Registration 1125
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗OPTIMIZE PPR/OICVM MODERADO - FUNDO DE INVESTIMENTO ABERTO DE POUPANÇA REFORMA
Open-ended · Multi-Asset · Active
Registration 1244
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗Optimize PPR/OICVM Pé de Meia, Fundo de Investimento Aberto de Poupança Reforma
Open-ended · Multi-Asset · Active
Registration 2529
Feature values are reserved for database research. This preview does not confirm eligibility, US acceptance or account arrangements for this fund.
More information in the Portugal Funds database ↗