
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