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.
The Equity Risk Index Series has five composite indices, to reflect the differing aims of investors
Equity Risk 1 Index (RBI 1) – Equity 10 – 25%
Equity Risk 2 Index (RBI 2) – Equity 26 – 46%
Equity Risk 3 Index (RBI 3) – Equity 47 – 66%
Equity Risk 4 Index (RBI 4) – Equity 67 – 85%
Equity Risk 5 Index (RBI 5) – Equity 86 – 100%
This Index Series can provide
Risk characteristics to align to client risk profiles more readily.
These represent the strategic asset allocations of member firms to help firms/individuals understand long term strategy of the UK market.
Created due to demand from member firms who wished to see a new range of indices based on this new methodology.
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.
