The Personal Investment Management & Financial Advice Association (PIMFA)

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Go Beyond Index Data: Unlocking the Full Value of Index Providers

Read here an article from the PIMFA Journal #32 by Brandon Hass, Head of Direct Indexing and Model Portfolios at S&P Dow Jones Indices, discussing how Index providers do far more than supply the benchmarks that index-based products aim to track - they also offer a range of services that wealth managers may look to in an effort to sharpen their strategies

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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
The Private Investor Indices Committee is responsible for ensuring the current asset allocations of the PIMFA / MSCI Private Investor...