Recent/Historic Asset Allocations (Equity Risk Index Series)
See details of recent and historic asset allocation changes to the MSCI PIMFA Equity Risk Index Series and other useful resources.
Where no documents are provided below for a particular quarter (pre 2023), no asset allocation changes were made during that period.
Recent/Future Asset Allocation Changes Agreed - Q4 2024
Historic Asset Allocation Changes
- ERI Asset Allocation Weight Changes (decided 11.07.24) no changes
- ERI Asset Allocation Weight Changes (decided 09.05.24) implemented 03.06.24
- ERI Asset Allocation Changes (decided 08.02.24) implemented 01.03.24
- Asset Allocation Changes (decided 09.11..23) no changes
- Asset Allocation Changes (decided 20.07.23) implemented 01.09.23
- Asset Allocation Changes (decided 11.05..23) no changes
- Asset Allocation Changes (decided 09.01.23) implemented 01.03.23
- Asset Allocation Changes (decided 03.11.22) implemented 01.12.22
- Asset Allocation Changes (decided 26.07.22) implemented 01.09.22
- Asset Allocation changes (decided 21.10.21) implemented 01.12.21
- Asset Allocation changes (decided 15.07.21) implemented 01.09.21
- Asset Allocation Changes (decided 29.04.21) implemented 28.05.21
- Asset Allocation Changes (decided on 04.02.21) Implemented on 01.03.21
The new MSCI PIMFA Equity Risk Index Series Podcast
Useful Resources
> MSCI PIMFA Equity Risk Index Series Brochure                                                                       > MSCI PIMFA Equity Risk Index Series FAQ
- If you require detailed information on the Index Series i.e. its composition/licensing feeds/historical data, please contact MSCI on 020 7618 2222 or email clientservice@msci.comÂ
- If you would like to enquire about Asset Allocation Changes to the Equity Risk Index Series, please contact indices@pimfa.co.uk
- Ticker Codes for the index series are available  https://www.msci.com/ticker-codes