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We empower investor success

We create investable products that are fueled by our industry-leading research, and we provide benchmarks that reflect our decades-long experience with investors of all sizes.

How can we help you?

Build an Investment Product

Build an Investment Product

Produce differentiated goals-focused products that leverage our proprietary investment research, from the largest independent source of financial intelligence.

Investable products built on our convictions, align to investor’s values and needs, empowering them to reach their financial goals. Our clients offer products in a variety of vehicle types.

    Evaluate investments

    Evaluate investments

    Adopt a comprehensive range of precise exposures to measure, evaluate, and support investment decisions, all while reducing current index spend.

    • Regulatory Reporting Regulatory Reporting
    • Marketing Marketing
    • Client Reporting Client Reporting
    • Website/Digital Use Website/Digital Use
    • Portfolio Analysis Portfolio Analysis
    Open Index Project

    Open Index Project

    We stand by our mission of empowering investors by delivering a set of our equity indexes for benchmarking purposes.

    We believe investment performance measurement should be reliable, transparent, and accessible.

    *Winner of the 2018 WealthManagement.com DISRUPTOR Industry Award*

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      Breaking Down Strategic Beta

      Our version of “smart beta”. Strategic beta indexes use the power of Morningstar’s extensive research capabilities to replicate the toolkits that active managers use to achieve results.

      Learn how we break down smart beta, and give the common market term our own twist.

      Global Reach

      Our clients face unprecedented fee compression from a combination of regulatory pressure and secular trends in the industry. Morningstar can help alleviate that pressure by providing access to a fast-growing range of indexes, across asset classes, on commercial terms that are highly competitive, flexible, and predictable in the future.

      Morningstar is uniquely positioned to play two roles for the industry: as an innovator and as a disruptor.

      Morningstar Global Reach

      Governance and Global Documents

      Governance Documents table.
      Document Name
      Download PDF
      IOSCO Statement of Compliance
      Methodology Change Policy
      Index Recalculation Policy
      Morningstar Index Cessation Process
      Conflicts of Interest
      Morningstar Complaints Process
      Morningstar Indexes Corporate Actions Methdology
      Index Subcommittee of the Morningstar, Inc. Board of Directors
      Morningstar Index Oversight Committee
      Morningstar Index Methodology Committee
      Morningstar Quantitative Moat Score Normalization
      Morningstar Index Product Committee
      Morningstar Target Volatility Methodology Paper
      Fundamental and Proprietary Data Methodology
      Morningstar Indexes Calculation Methodology
      Morningstar Global Equity Classification Structure
      Morningstar Indexes Distance to Default Methodology Paper
      Morningstar Currency Hedge Index Methodology
      Morningstar Index Closing Price
      Reconstitution Schedule
      Morningstar Indexes Market Classification
      Morningstar Allocation Category Definitions
      2020 Market Classification Results
      Holiday Calendar 2021
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