Core Viewpoint - Morningstar, Inc. has entered into an agreement with the Personal Investment Management and Financial Advice Association (PIMFA) to become the authorized index provider for PIMFA's Private Investor Index Series and Equity Risk Index Series starting from March 2, 2026 [1][2]. Group 1: Agreement Details - The indexes will be rebranded as the Morningstar PIMFA Investor Index Series and the Morningstar PIMFA Equity Risk Index Series, widely used across the UK wealth management industry for benchmarking portfolio performance and asset allocation [2][3]. - Morningstar aims to leverage its expertise in index solutions and PIMFA's influence in the wealth management sector to provide meaningful benchmarks and insights for wealth managers and their clients [3][8]. Group 2: Index Series Information - The index series will maintain the existing suite of five indices per series and will include a 10-year historical data set from the outset, ensuring relevance and value for future requirements [6][7]. - The Private Investor Index Series, introduced in 1997, includes five composite benchmarks covering equities, fixed income, real estate, cash, and alternatives, supporting analysis across five risk profiles: Conservative, Income, Balanced, Growth, and Global Growth [6][8]. Group 3: PIMFA's Role and Industry Context - PIMFA, representing firms that provide wealth management and financial advice, oversees £1.65 trillion in private savings and investments and employs over 63,000 people [13][14]. - The collaboration is a result of an in-depth review by the PIMFA Indices Committee, ensuring the index series remains credible and aligned with the needs of its members [5][6].