The PIMFA Compare My Allocations (CMA) report provides wealth managers, portfolio analysis and research teams with a unique perspective on how the asset allocations of their model portfolios compare to a survey peer group. Our approach is designed to show you where your asset allocations diverge and align compared to other firms and to detail how your investment approach can be seen in the context of broad industry changes.

 

Key Statistics show which firms are in your peer group and key portfolio data. Allocation Insights highlight trends and asset movements over time, with other sections such as Range Allocations showing you the spread of the peer groups asset allocations in over 20 different asset classes. This information can help stimulate discussion and debate about your firms allocation strategy while complimenting your unique approach to investing on behalf of your clients.

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?

 

COST

PIMFA MEMBER FIRMS

Receive your CMA reports for FREE!

NOT A PIMFA MEMBER FIRM?

You can purchase the CMA reports as a stand-alone item, outside of PIMFA membership. See our price list below.

NON MEMBER FIRM PRICE LIST

Quarterly SubscriptionReportsStandard Price*Discounted Price (30% off)*
Risk1£999.00£699.00
Objective1£999.00£699.00
Risk AND Objective2£1,799.00£1,259.00
Annual SubscriptionReportsStandard Price*Discounted Price (30% off)*
Risk4£2,999.00£2,099.00
Objective4£2,999.00£2,099.00
Risk AND Objective8£3,999.00£2,799.00

*Prices do not include VAT but will be added on purchase.

 

If you have any questions about the PIMFA Compare My Allocations report, please email indices@pimfa.co.uk or call us on 020 7011 9866.