The Personal Investment Management & Financial Advice Association (PIMFA)

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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

MSCI’s Global Index Review Rebalancing Calculator

Shared Type: Shared Public
Published: May 23, 2025

ERI Weight Changes decided 08.05.2025 effective 02.06.25

Shared Type: Shared Public
Published: May 23, 2025

ERI Weight Changes (decided 08.05.25) effective 02.06.25

Shared Type: Shared Public
Published: May 23, 2025

MSCI’s Global Index Review Rebalancing Calendar

Shared Type: Shared Public
Published: May 22, 2025

MSCI PIMFA Private Investor Index Series – Outcome of Committee Meeting held 08.05.2025

Shared Type: Shared Public
Published: May 22, 2025

The MSCI PIMFA Private Investor Index Series

This index series has been in existence since 1997 (under different names) and consists of five composite indexes  and includes weightings of Equities, Fixed Income, Real Estate, Cash and Alternatives.

The MSCI PIMFA Equity Risk Index Series

This series was launched on 1st November 2019 following the changing demands of the market and our members. It consists of five composite indices and includes weightings of equities, bonds, real estate and “alternative” investments based on the strategic asset allocations (SAA) of PIMFA member firms grouped by the percentage of equities held in the strategies.

ERI Weight Changes (decided 06.02.25) no changes

Shared Type: Shared Public
Published: February 9, 2025

PII Weight Changes (decided 06.02.25) no changes

Shared Type: Shared Public
Published: February 9, 2025

ERI Asset Allocation Changes (decided on 04.02.21) Implemented on 01.03.21

Shared Type: Shared Public
Published: November 21, 2024

ERI Asset Allocation Changes (decided 29.04.21) implemented 28.05.21

Shared Type: Shared Public
Published: November 21, 2024

ERI Asset Allocation changes (decided 15.07.21) implemented 01.09.21

Shared Type: Shared Public
Published: November 21, 2024

ERI Asset Allocation changes (decided 21.10.21) implemented 01.12.21

Shared Type: Shared Public
Published: November 21, 2024
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