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.
| 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.
Our team
We believe in collaboration and flexibility, and we stand behind our commitment to being a positive catalyst for index industry change
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.
Sumair Pervaiz
Chief Technology Officer, Indexes
Technology is the differentiator that we can use to operate more productively. For Morningstar Indexes, technology is our key to growing in a smart way and better serving clients.
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.
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.
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.