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 Morningstar PIMFA Private Investor Index Series and Equity Risk Index Series and you can find out more information here.
PIMFA Journal Edition #31
Read here the PIMFA Journal #31, featuring nine articles written by PIMFA Associate member firms on current industry topics of interest, relevant to their firms’ operations, Topics include AI, Senior Management Functions, Women Investors, Private Investment, CCI Product Summaries, Data, M&A, Back Office as a Strategic Asset
PIMFA Groups Infographic
Read here the updated PIMFA Groups infographic, showing the structure involved
PIMFA Plus
PIMFA collaborates with product and service providers to offer member firms a suite of membership enhancements.
More about PIMFA
PIMFA is the UK’s leading trade association for wealth management, investment services, and financial advice firms.
Our Work
Our mission is to help create a UK culture of thriving financial health through constructive advocacy, creating connections and practical support.
The Private Investor / Equity Risk Indices Committee is responsible for ensuring the current asset allocations of the Morningstar PIMFA...
PIMFA Associate Members
Discover PIMFA’s Associate Member firms.
PIMFA Full Members
Discover PIMFA’s Full Members.