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APFIPP is the Portuguese Association of Investment Funds, Pension Funds and Asset Management, and represents, therefore, the interests of the Mutual Funds, the Real Estate Funds, the Pension Funds and Asset Management (also designated by discretionary asset management or management of portfolios on behalf of third parties).

APFIPP appeared at the end of 2003, as the result of the enlargement of the activities represented by APFIN - Portuguese Association of Asset Management Companies, Investment Fund Management Companies and Pension Fund Management Companies, with the aim of bringing together under one single entity, the institutional representation of these four sectors.

By doing so, it was intended to take advantage of synergies in order to allow a more efficient defense of the Asset Management and Pension Fund Management businesses, although always taking into account the specific characteristics of each type of industries that APFIPP represents.

APFIPP mission consists of:

a) Representing its Members with the national and international authorities with jurisdiction in respect of the securities market, the real estate market and the pensions market;

b) Preparing and organizing explanations, draft legal and regulatory documents, economic, financial and legal advices, and other documents relevant to its associates, related to the business and legal discipline of Asset and Pension Fund Management Companies;

c) Promoting the activities undertaken by Asset Management Companies and Pension Fund Management Companies in the capital, financial and real estate markets and near the general public, namely, through the dissemination of statistical information about the sectors represented by APFIPP;

d) Ensuring the coordination of all initiatives that may result in interest to its Members, or are deemed appropriate to promote at the level of the Association;

e) Contributing to better information of its Members in relation to technical, economic, managerial, legal and other maters related to their activities;

f) Promoting basic professional training, and also improvement, recycling and specialization courses of the employees of the Asset Management Companies and Pension Fund Management Companies, as well as learning at various levels in the areas relating to their activities or associated with them. To this effect it could organize training courses within the Association or it could create, with other institutions, jointly or independently, entities that have this object;

g) Contributing to the development and promotion of the capital market, the financial market, the real estate market and pensions market, both Portuguese and in the European Economic Area.

APFIPP, currently, has 40 Members based in Portugal, representing altogether, approximately 97 of the national Asset Management and Pension Fund markets. Additionally, it has 3 Members based abroad, authorized by the CMVM to market its Funds in Portuguese territory.

APFIPP belongs, also to several international associations and federations, namely:
- EFAMA – European Fund and Asset Management Association;
- EFRP – European Federation for Retirement Provision;
- IIFA – International Investment Fund Association;
- FIAFIN – Federacion Iberoamericana de Fondos de Invérsion

In this context, APFIPP created these pages, where it’s possible to better understand the markets of the sectors represented, and also to know their players and have access to a large number of statistics developed by the Association. Other indicators and statistical publications are available for subscription.