Indices
PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series. Both of these index series are designed to represent their respective weightings, show returns of selected multi-asset-class strategies and are used as benchmarks to compare the performance and returns of private client investment portfolios.
An index is a list of companies, showing their financial performance, that can help investors compare and calculate general market performance.
The skill in investment management is to design a suitable portfolio which will meet an individual investor’s needs. When used properly, an index series can provide a useful perspective on the world of stocks and shares to compare against the performance of your own portfolio.
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Indices
Used properly, an index series can provide a useful perspective in the world of stocks and shares to compare portfolio performance. PIMFA provides the methodology for the Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
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PII Asset Allocation Changes (decided 09.11.23) no changes
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Published:
February 27, 2026
