Further Information

See details of recent asset allocation changes to the MSCI PIMFA Equity Risk Index Series and other useful resources.

Please note: If no documents are provided below for a particular quarter, no asset allocation changes were made during that quarter.

The new MSCI PIMFA Equity Risk Index Series Podcast

Useful Resources

MSCI PIMFA Private Investor Indices HomepageMSCI Global Index Review re-balancing datesMSCI PIMFA Equity Risk Index Series Methodology

Any reference to FTSE and/or FTSE WMA Private Investor Indices / FTSE APCIMS Private Investor Indices on these pages or material contained therein, refers to the period prior to 1st March 2017.

The Wealth Management Association (WMA) and Association of Professional Financial Advisers (APFA) merged on 1st June 2017 to become PIMFA.