Morningstar Multi Asset Indexes
Data-Driven Frameworks for a Variety of Asset Allocation Strategies
KEY FEATURES
Morningstar Multi Asset Indexes
Serving investors across a unprecedented range of investment goals.
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| Enhanced by experience The design of each multi asset index solution benefits from Morningstar’s integrated asset allocation ecosystem and unique intellectual property. |
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| Transparent Unbiased, data-driven approach incorporates clear and consistently- applied index construction rules. |
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| Comprehensive Select from a wide range of multi asset index solutions designed to meet a diverse range of investment objectives. |
FEATURED INDEXES
The Morningstar Target Allocation Indexes
A market-based tool designed for creating and benchmarking multi asset investment portfolios according to region-specific asset class preferences and risk tolerances.
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Seamless asset class representation Each regional set of indexes is comprised of underlying Morningstar Indexes that closely represent the most commonly used asset allocation building blocks for multi asset portfolios. | Regionally relevant Morningstar’s database of multi asset funds is used to determine the asset class allocations that reflect local asset class preferences and risk tolerances. |
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Globally consistent Built with entirely rules-based and globally consistent methodology that reflects the asset allocation wisdom of the market. | Aligned with Morningstar Category classifications A widely used tool by investors to identify funds and evaluate fund performance relative to other funds in the category. |
The Morningstar Target Allocation Indexes include eight regional families:
| North America: | Europe |
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| Asia-Pacific | Multi-Region |
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