The Personal Investment Management & Financial Advice Association (PIMFA)

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Private Investor/Equity Risk Indices Committee

This committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA Private Investor Index Series and the Morningstar PIMFA Equity Risk Index Series are reflective of PIMFA member firms. This is achieved by examining compiled asset allocation information on a quarterly basis and making changes to the index weights, if necessary. The committee also discusses the appropriateness of current underlying indices, new potential asset classes and examines reports.

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