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About Morningstar Index Services

Flexible, technology-led bespoke index services

From designing, building, and maintaining index methodologies to calculation and distribution services, we have the tools and the expertise to bring your unique IP to life.

Why choose Morningstar Index Services?

Adaptable and Flexible

  • Capabilities across asset classes, methodologies, data sets, and distribution platforms
  • Supply your data or explore data and research from Morningstar, including unique IP from Morningstar Sustainalytics, PitchBook, and Morningstar’s equity Research team
  • Indexes calculated, delivered, and maintained according to any schedule

Technology-led

  • Unique, cloud-based architecture delivers security and scalability
  • Cutting edge technology enables aggressive speed to market
  • Microservice architecture provides fast, continuous, and reliable distribution
  • High level of automation including straight through processing of corporate actions

World Class Support

  • On-demand research, design & development resources to help you achieve specific outcomes
  • With a distinct specialty in regulatory compliance, we are equipped to assume full administration and regulatory responsibility of your index

Exceptional Value

  • As the cost of competing solutions rise, we are committed to keeping our solutions accessible and thoughtful
  • Our fee structure is fair and transparent
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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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