PIMFA
Indices
MSCI PIMFA Private Investor INDEX Series
Our Private Investor Index Series has been running since 1997, enabling wealth managers and their clients to compare the performance and returns of their multi-asset investment strategies to a relevant industry benchmark. Each strategy index includes varying weightings of asset classes such as equities, fixed income, ‘cash’, real estate, and ‘alternative investments’. The:
- Conservative
- Income
- Balanced Growth
- Global Growth
Key Features
- MSCI, an authorised benchmark administrator, are the index data provider
- Daily Index Level returns
- Transparent methodologies
- Replicable sub-component indices
MSCI PIMFA EQUITY RISK INDEX Series
Our Equity Risk Index Series was launched in November 2019 and reflects a more equity risk related approach to private client portfolio construction, asset allocation, benchmarking and performance comparison. Each strategy index includes varying weightings of asset classes such as equities, fixed income, ‘cash’, real estate, and ‘alternative investments’.
Portfolios
- RC1 (10% TO 25% EQUITY)
- RC2 (25% TO 46% EQUITY)
- RC3 (46% TO 66% EQUITY)
- RC4 (66% TO 85% EQUITY)
- RC5 (85% TO 100% EQUITY)
PIMFA provides the methodology for two index series:
– The MSCI PIMFA Private Investor Index Series
– The MSCI PIMFA Equity Risk Index Series
Both of these index series are designed to represent their respective weightings, show returns of selected multi-asset-class strategies and are used as benchmarks to compare the performance and returns of private client investment portfolios.
What does pimfa do for the Index Series?
PIMFA provides the methodology for the index weights of both index series. We do this through a quarterly survey of our firms’ strategic asset allocations of their model portfolios.
Our Index Committee reviews the aggregated average results each quarter and, using our methodology, makes recommendations of any index weight changes to MSCI. This transparent process ensures that the series’ continue to accurately reflect the long term investment horizons of UK wealth managers and their clients.
