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.
ERI Asset Allocation Changes (decided 09.01.23) implemented 01.03.23
Morningstar 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.
Asset Allocation Changes (decided 11.05.2023) no changes
Asset Allocation Changes (decided 20.07.23) implemented 01.09.23
Morningstar 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.