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Turn your investment thesis into an ETF on B3.

Turn your investment thesis into an ETF on B3.

From index conception to secondary market liquidity. DEX operates as an Index Provider, offering comprehensive advisory services to support your asset management firm through every stage of the ETF journey, ensuring technical precision, governance, and regulatory compliance.

Contact Us

Our Go-to-Market Support

DEX’s work does not end when the ETF is listed on the exchange. Through our communication and relationship ecosystem, we help your product gain traction in the secondary market.

  • Development and methodological fine-tuning of the index, centered on the asset manager’s investment thesis.
  • Technical and advisory support in defining and connecting with key ETF service providers (administrator and market maker).
  • Full launch coverage ("Ring the Bell" ceremony at B3) and video content production.
  • Connecting the investment thesis directly with potential allocators, wealth management firms, and family offices.

Methodology and Licensing Agreement

Feasibility study, quantitative backtesting, and execution of the index licensing agreement with DEX.

Infrastructure

Joint selection of the Fiduciary Administrator and Market Maker by the asset manager.

B3 and CVM Registration

Regulatory filing of the fund with authorities, ensuring methodological transparency and governance fully compliant with CVM Resolution 175.

Trading Launch

Regulatory clearance and listing on B3, making the ticker available for investor trading in the secondary market.

Issuer FAQ

Does DEX handle ETF administration or portfolio management?

No. DEX operates exclusively as an Index Provider and strategic consultant within the ETF ecosystem. Portfolio management and fiduciary administration remain the responsibility of the Asset Manager and the designated Administrator, ensuring the full segregation of duties required by the CVM (Securities and Exchange Commission of Brazil).

What are the CVM rules for creating an ETF benchmark index?

Under current regulations, an ETF's benchmark index must feature a publicly accessible methodology with clear, verifiable, and predefined calculation and rebalancing rules. Furthermore, index calculation and maintenance must be performed by an entity independent of the fund manager. DEX structures all its indices to be 100% compliant with these regulatory requirements.

Can we create an index focused on Fixed Income or highly specific thematic strategies?

Yes. The evolution of the Brazilian market enables the creation of equity, fixed income, and thematic ETFs. During the "Feasibility Study" phase (Step 1), our team evaluates underlying asset liquidity and pricing rules to ensure the index can be efficiently replicated by the Market Maker, minimizing tracking error.

How can DEX assist in contracting a Market Maker?

The presence of a Market Maker is mandatory to ensure share liquidity on B3. DEX maintains close relationships with major trading desks and market makers in Brazil. We facilitate technical meetings and help explain the index methodology directly to trading desks.

How does marketing and content support work for my ETF?

Financial education and strategic communication are key drivers for ETF capital inflows. DEX supports asset managers in developing market narratives, research reports, video scripts, and launch event coverage at B3—distributing market intelligence to the broader market and connecting the investment thesis directly with capital allocators.