Recent/Historic Asset Allocations (Private Investor Index Series)

See details of recent/historic asset allocation changes to the MSCI PIMFA Private Investor Index Series and other useful resources.

Where no documents are provided below for a particular quarter (pre 2023), no asset allocation changes were made during that period.

Recent/Future Asset Allocation Changes Agreed - Q2 2024

Useful Resources

MSCI PIMFA Private Investor Indices HomepageMSCI PIMFA Private Investor Index Series MethodologyMSCI Global Index Review Re-balancing Calendar

>  MSCI PIMFA Private Investor Index Series Brochure

  • 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 
  • If you would like to enquire about Asset Allocation Changes to the Private Investor Index Series,  please contact
  • Ticker Codes for the index series are available

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.