The Personal Investment Management & Financial Advice Association (PIMFA)

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Indices

PIMFA provides the methodology for the MSCI 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.  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 MSCI PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
Following from the HUGE success of the PIMFA Women’s Symposium 2025, we are delighted to announce details of the 2026 event. …
£350.00 – £1,100.00
Date & Time: 19th May 2026 (8:00) - 20th May 2026 (17:00)
Location: London excel
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Please be advised as of markets close on 27th February 2026, the MSCI PIMFA Indices will cease to operate and will rebrand under the new PIMFA index series provider Morningstar. Our main Indices webpages will be updated to reflect the change the evening of 1st March 2026.

In the meantime, and to facilitate the transition, we direct PIMFA member firms to the member’s resources area here and non-members/press/public to the press release here.

If you have any questions, please contact indices@pimfa.co.uk in the first instance.