The Personal Investment Management & Financial Advice Association (PIMFA)

Dictionary

Login Home
Filter by Topics

Further Information (Private Investor Index Series)

  • If you require detailed information on the Index Series i.e.  its composition/licensing feeds/historical data,  please contact MSCI on 020 7618 2222 or email  clientservice@msci.com
  • If you would like to enquire about Asset Allocation Changes to the Private Investor Index Series,  please contact indices@pimfa.co.uk 
  • Ticker Codes for the index series are available  https://www.msci.com/ticker-codes

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. The MSCI WMA Private investor Index Series name has now been updated to the MSCI PIMFA Private investor index series.

Useful Resources

You may also be interested in

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
This committee is responsible for ensuring the current asset allocations of the PIMFA / MSCI Private Investor Index and the...