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.
Enhanced by experience The design of each multi asset index solution benefits from Morningstar’s integrated asset allocation ecosystem and unique intellectual property. |
Transparent Unbiased, data-driven approach incorporates clear and consistently- applied index construction rules. |
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.
The Morningstar PitchBook US Modern Market 100 Index
Designed to represent today’s expanding investment opportunity set by bridging public and private equity market exposure in a single index. The index captures the performance of 100 of the largest and most influential US companies – 90 public and 10 private – weighted by market value.
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