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Collaborative, transparent and flexible

Our heritage as an investor-focused leader in data and research makes us unique among today’s index providers

We work closely with institutional investors, wealth managers and advisors to develop truly differentiated solutions.

Morningstar Indexes by the numbers

35+

Year heritage of integrity in financial services

20+

Years of indexing expertise

25,000+

Indexes calculated across asset classes, styles, and strategies

200+

Investment products linked to Morningstar Indexes

Built for this

Morningstar Indexes has been designing modern solutions for over twenty years, but what makes us truly unique has been more than three decades in development.

Our Philosophy

We share Morningstar’s commitment to delivering unbiased insights and better customization, choice, and value for our clients

Our indexes draw on unique IP to unlock an extensive range of emerging opportunities, while providing a robust institutional beta platform for core investing.

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Our team

We believe in collaboration and flexibility, and we stand behind our commitment to being a positive catalyst for index industry change

Patrick Fay

Chief Operating Officer

Building a leading global index business takes time, effort, care, and coordination. It also takes the full backing and support of the Morningstar global organization.

Tom Kuh

Head of ESG Strategy

ESG is a global hotbed of innovation, challenge and, yes, controversy. Our goal is to deliver unbiased, transparent and insightful data, tools and information to help investors.

Jo Guo

Head of Client Service & Implementation

Effective client service is made possible through a tight partnership between our sales, product, operations and technology teams. Our singular focus is on the client.

Ron Bundy

President

Collaboration is at the heart of our value proposition. How effectively we tap into the strengths of Morningstar determines how successfully we serve the needs of our clients.

Rolf Agather

Head of Product & Research

There is no more exciting place to sit today than at the border of active and passive investing. The index innovation we've seen in the last decade is astounding.

Amelia Furr

Head of Sales

Our profile is growing in the industry as we expand distribution channels, build our capabilities and forge successful global partner relationships. It's an exciting environment.

Dan Lefkovitz

Strategist

By tapping into Morningstar’s trusted data and intellectual property, I can shape my analysis to provide valuable insights into market dynamics, helping to empower our clients.

Suzanne Ropeta

Head of Marketing

Collaboration is at the heart of our marketing program. From clients to business partners to the broader Morningstar, we win when we use all of our capabilities to solve problems.

Explore Our Insights

We believe that investors have a choice and a voice in how they align with index providers


Five Things We Learned About Investing in 2022; Morningstar Indexes Market Commentary

Equity

Three for 2023: A checklist for the index industry

Multi Asset

Why the Index Industry Needs a Reset

Equity

Voice of the Asset Owner Survey

A Global Survey of Institutional Investors' Priorities and Perspectives

Equity
Keep Connected

Insights from the leading edge

We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research.

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