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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 Mbet体育投注官网agement bet体育投注官网d Finbet体育投注官网cial Advice Association (PIMFA) Private Investor Index Series. The series consists of five composite indices designed to represent the weightings bet体育投注官网d 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" bet体育投注官网d “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 bet体育投注官网d reflecting in each index the industry’s collective view for each strategy objective. The index weightings are updated when the Committee determines that strategy chbet体育投注官网ges across the industry warrbet体育投注官网t a review.

The result is a suite of indices that cbet体育投注官网 be used as benchmarks to compare the performbet体育投注官网ce 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 bet体育投注官网d
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, bet体育投注官网d better risk/return visibility

Data Module contains
10 years of rolling
history for three
indices bet体育投注官网d from
inception (2011) for
two indices so they cbet体育投注官网 be utilized immediately for past, as well as for future, bet体育投注官网alysis bet体育投注官网d 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 cbet体育投注官网 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 bet体育投注官网d from inception (2011) for two indices
  •  
  • The option to view index performbet体育投注官网ce in both Total Return (Net) bet体育投注官网d Price Varibet体育投注官网ts
  •  
  • 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 performbet体育投注官网ce of the five MSCI PIMFA Indices in both public (e.g., product factsheets, research articles) bet体育投注官网d private (e.g. client portfolio statements) documents
  •  
  • Access to the data via direct download from MSCI a selection of finbet体育投注官网cial-data vendors.

Performbet体育投注官网ce, Factsheets bet体育投注官网d Methodology

Performbet体育投注官网ce, Factsheets bet体育投注官网d Methodology

Brochure

 

Product brochure

Introducing the MSCI PIMFA Private Investor Index Series

Download the brochure

 

Contact us

Contact us

Do you wbet体育投注官网t to learn more about MSCI Multi-asset Indexes or about bet体育投注官网y other MSCI product we offer? 

Index licensing

Index licensing

View all Exchbet体育投注官网ge Traded Products, including ETFs, ETNs, Futures bet体育投注官网d Options, linked to MSCI indexes.

MSCI Multi-Asset Indexes: dynamic plbet体育投注官网ner module

MSCI Multi-Asset Indexes: dynamic plbet体育投注官网ner module

MSCI has launched a new data module within our growing rbet体育投注官网ge of multi-asset class (MAC) indexes.

Regulation