Further Information

See details of recent asset allocation changes to the MSCI WMA Private Investor 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.

Useful Resources

MSCI WMA Private Investor Indices HomepageMSCI WMA Private Investor Index Series MethodologyMSCI global index review re-balancing dates


    • If you would like to enquire about Asset Allocation Changes to the Private Investor Indices Series please contact indices@pimfa.co.uk or call 020 7448 7100.
    • For any historical data or licensing of the Indices Series, please contact MSCI on 020 7618 2222 or email at wma@msci.com 
    • Ticker Codes for the index series are available here – 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 will be updated in due course with any communications done in a timely manner.