For over 20 years PIMFA have provided the wealth management community with a suite of indices that reflect how UK wealth managers invest on behalf of their clients across a number of investment strategies and asset classes.
We are now pleased to provide you with further insights into this rich data set with the PIMFA Compare My Allocations (CMA) reports. These quarterly reports show how the asset allocations of your firms’ model portfolios, compare to your peer group. See where your firm sits within the range of allocations, compared to aggregated averages, across multiple portfolios and investment strategies in over 20 different asset classes.
RISK CMA REPORT
How do your firms’ model portfolios compare to other firms’ using an equity risk lens?
OBJECTIVE CMA REPORT
What are the average asset allocations of the industry across objective investment strategies and how do your firms’ portfolios compare?
PIMFA MEMBER FIRMS
Receive your CMA reports for FREE!
NOT A PIMFA MEMBER FIRM?
50% discount currently available, price list below
NON MEMBER FIRM PRICE LIST
|Quarterly Subscription||Reports||Discount Price (ends 29/01/2021)||Standard Price|
|Risk AND Objective||2||£899.00||£1,799.00|
|Annual Subscription||Reports||Discount Price (ends 29/01/2021)||Standard Price|
|Risk AND Objective||8||£1,999.00||£3,999.00|
If you have any questions about the PIMFA Compare My Allocations report, please email firstname.lastname@example.org or call us on 020 7011 9866.