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MSCI WMA private investor index series

MSCI PIMFA Private Investor Index Series

MSCI is the sole authorized index provider behind the Personal Investment Management and Financial Advice Association (PIMFA) Private Investor Index Series. The series consists of five composite indices designed to represent the weightings and show returns of selected multi-asset-class strategies, determined by the PIMFA Private Investor Indices Committee: 

Download the factsheets

 

The indices include weightings of equities, bonds, real estate "cash" and “alternative” investments in proportions that reflect the longer-term objectives for each strategy. The weightings are determined by the PIMFA Private Indices Committee, which is responsible for regularly surveying PIMFA members and reflecting in each index the industry’s collective view for each strategy objective. The index weightings are updated when the Committee determines that strategy changes across the industry warrant a review.

The result is a suite of indices that can be used as benchmarks to compare the performance of portfolios that have investment objectives similar to the strategy represented in the respective index.

 

KEY FEATURES

key features

Methodology
Replicable
Extensive history
Membership
Augmented selection of
bond asset classes to include Corporate and
Inflation-Linked Bonds, making the composites more reflective of the asset allocations
typically utilized in private client portfolios
All sub indexes underlying
the MSCI PIMFA
Composite indices are are replicable, providing daily market pricing, and better risk/return visibility

Data Module contains
10 years of rolling
history for three
indices and from
inception (2011) for
two indices so they can be utilized immediately for past, as well as for future, analysis and reporting

Member firms of the PIMFA are eligible for a discount of up to 50% for this data

 


MSCI PIMFA PRIVATE INVESTOR INDICES DATA MODULE CONTENTS


MSCI PIMFA Private Investor Indices Data Module Contents

Users can access the returns of the indices by purchasing the MSCI PIMFA Private Investor Indices data module. The module includes the following:

  • Daily index-level returns for each of the five MSCI PIMFA Private Investor Indices, including up-to 10-years of rolling history for three indices and from inception (2011) for two indices
  •  
  • The option to view index performance in both Total Return (Net) and Price Variants
  •  
  • Index-level return data for the nine component sub-indices that are used to represent the asset classes receiving the PIMFA Private Investor Indices Committee’s asset allocations for each MSCI PIMFA Index
  •  
  • Permission to show the performance of the five MSCI PIMFA Indices in both public (e.g., product factsheets, research articles) and private (e.g. client portfolio statements) documents
  •  
  • Access to the data via direct download from MSCI a selection of financial-data vendors.

Performance, Factsheets and Methodology

Brochure

 

Product brochure

Introducing the MSCI PIMFA Private Investor Index Series

Download the brochure

 

Contact us

Contact us

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Index licensing

View all Exchange Traded Products, including ETFs, ETNs, Futures and Options, linked to MSCI indexes.

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