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Resources and Documentation
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Calculation & Methodology
Explore key calculation and methodology documents that explain our rules and guidelines for index construction.
Document Name | Subcategories | |
|---|---|---|
| Corporate Actions Methodology Standard | Calculation | |
| Distance to Default Methodology | Definition | |
| Equity Exchange Closing Price | Calculation | |
| Equity Indexes Calculation Methodology | Calculation | |
| Equity Hedge Index Methodology | Calculation | |
| Equity Market Classification | Calculation | |
| Fixed Income Indexes Market Classification | Calculation | |
| Fundamental and Proprietary Data Methodology | Definition | |
| Global Equity Classification Structure | Definition | |
| Quantitative Moat Score Normalization | Definition | |
| Indexes Holiday Calendar 2023 | Calculation | |
| Reconstitution Schedule | Calculation | |
| Target Allocation Index Category Definitions | Definition | |
| Target Volatility Methodology | Calculation | |
| Withholding Tax Rate 2023 | Calculation |
Governance
Morningstar Indexes has a strong track record of providing high-quality and transparent indexes in line with our mission of empowering investor success. We have established a robust governance program in compliance with all applicable laws and regulations. Our governance policies and procedures, ensure the independence of our index development, effective conflict of interest management and ongoing, independent oversight.
Document Name | Subcategories | |
|---|---|---|
| IOSCO Statement of Compliance | Regulation | |
| Conflicts of Interest | Policy | |
| Index Recalculation Policy | Policy | |
| Methodology Change Policy | Policy | |
| Complaints Process | Policy | |
| Index Cessation Process | Policy | |
| Morningstar Indexes Markets Classification Updated 2021 | Policy | |
| Index Subcommittee of the Morningstar, Inc Board of Directors | Committees | |
| Index Oversight Committee | Committees | |
| Index Methodology Committee | Committees |
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