Benchmarking Multi‑Asset Portfolios: Practical Guidance for Wealth Managers with Morningstar & PIMFA

A practical session from Morningstar and Personal Investment Management & Financial Advice Association (PIMFA) on how to benchmark multi‑asset portfolios. We’ll explain how advisers can use PIMFA benchmarks, custom composites, and pre‑built multi‑asset indexes to align with client risk profiles and improve performance conversations. Attendees will leave with a simple framework for choosing the right benchmark for any diversified portfolio.