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.
MSCI’s Global Index Review Rebalancing Calculator
ERI Weight Changes decided 08.05.2025 effective 02.06.25
ERI Weight Changes (decided 08.05.25) effective 02.06.25
MSCI’s Global Index Review Rebalancing Calendar
More about PIMFA
PIMFA is the UK’s leading trade association for wealth management, investment services, and financial advice firms.
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.
Homepage 2025
PIMFA provides members with essential policy support, market intelligence, events and promotional opportunites, industry insight and much more.
Attendee Registration
Secure your place at upcoming PIMFA events, webinars, and training sessions.
ERI Weight Changes (decided 06.02.25) no changes
PII Weight Changes (decided 06.02.25) no changes
Our Work
Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.