The Personal Investment Management & Financial Advice Association (PIMFA)

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Private Investor Indices Committee

This committee is responsible for ensuring the current asset allocations of the PIMFA / MSCI Private Investor Index and the PIMFA / MSCI Equity Risk Index 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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Participants

Jenny Mills BRI Wealth Management Plc
Richard Larner Brooks Macdonald Investment Management
Richard Champion Canaccord Genuity Wealth (International) Ltd
Alison Moynihan Evelyn Partners
Robert Fullerton Hawksmoor Investment Management Limited
Andrius Makin Killik & Co LLP
Rupert Thompson Kingswood Group
Ben Luck Quilter Cheviot
William Luttrell-Hunt Rathbones Group Plc
Adam Griffin TrinityBridge
Richard Adler Personal Investment Management & Financial Advice Association (PIMFA) PIMFA
Claire Izzard Personal Investment Management & Financial Advice Association (PIMFA) PIMFA