Indexa Capital 2.1.35

Indexa Capital stands out as a leading independent automated asset manager in Spain. The company specializes in discretionary portfolio management, indexed funds, and indexed pension plans, boasting a globally diversified approach with some of the lowest fees in the market. Their philosophy emphasizes minimizing costs to enhance profitability.

Investors can access their services with a minimum investment of €2,000 for fund portfolios and €1,500 for pension plans. As of May 2024, Indexa Capital has amassed over 79,000 clients and manages more than €2.4 billion in assets.

They present a cost-effective and diversified option for those looking to invest in a global fund portfolio, with average total costs of 0.52%, or 0.509% for pension plans.

Security is a paramount concern for Indexa Capital, ensuring the protection of client funds in both portfolio and pension plan investments:

• Indexa Capital is regulated by the CNMV.
• The firm is a member of the Investment Guarantee Fund (FOGAIN).
• Auditing services are provided by Grant Thornton, the fifth-largest auditor globally.

In terms of fund portfolios:

• Client funds are held in a current account and securities account at a custodian bank (Inversis or Cecabank).
• The securities account is maintained under the client's name, which means investments and indexed funds remain the sole property of the investor regardless of custodian bank circumstances.
• The current and securities accounts are protected by up to €100,000 per account holder through the Deposit Guarantee Fund.

When it comes to pension plans:

• The pension plan is advised by Indexa Capital, managed by Caser Pensiones EGFP, and deposited with Cecabank.
• Caser Pensiones ranks among the top 15 pension plan managers in Spain.
• Cecabank is recognized as the second-largest depositary entity in Spain.

Indexa Capital has received numerous accolades:

• Trustpilot rating of 4.7 stars (1,900 reviews, June 2024)
• Google rating of 4.9 stars (1,480 reviews, June 2024)
• Awarded Best Automated Manager by Rankia since 2017