Review full versions of our index announcements.
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Review full versions of our index announcements.
Explore key calculation and methodology documents that explain our rules and guidelines for index construction.
Document Name | Subcategories | File |
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Corporate Actions Methodology | Calculation |
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Distance to Default Methodology | Definition |
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Equity Exchange Closing Price | Calculation |
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Equity Indexes Calculation Methodology | Calculation |
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Equity Hedge Index Methodology | Calculation |
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Equity Market Classification | Calculation |
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Fundamental and Proprietary Data Methodology | Definition |
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Global Equity Classification Structure | Definition |
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Indexes Holiday Calendar | Calculation |
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Quantitative Moat Score Normalization | Definition |
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|
Reconstitution Schedule | Calculation |
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|
Target Allocation Index Category Definitions | Definition |
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|
Target Volatility Methodology | Calculation |
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|
Withholding Tax Rate 2021 | Calculation |
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|
Document Name | Subcategories | File |
---|---|---|
Corporate Actions Methodology | Calculation |
View
Download
|
Distance to Default Methodology | Definition |
View
Download
|
Equity Exchange Closing Price | Calculation |
View
Download
|
Equity Indexes Calculation Methodology | Calculation |
View
Download
|
Equity Hedge Index Methodology | Calculation |
View
Download
|
Equity Market Classification | Calculation |
View
Download
|
Fundamental and Proprietary Data Methodology | Definition |
View
Download
|
Global Equity Classification Structure | Definition |
View
Download
|
Indexes Holiday Calendar | Calculation |
View
Download
|
Quantitative Moat Score Normalization | Definition |
View
Download
|
Reconstitution Schedule | Calculation |
View
Download
|
Target Allocation Index Category Definitions | Definition |
View
Download
|
Target Volatility Methodology | Calculation |
View
Download
|
Withholding Tax Rate 2021 | Calculation |
View
Download
|
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 | File |
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IOSCO Statement of Compliance | Regulation |
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|
Conflicts of Interest | Policy |
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|
Index Recalculation Policy | Policy |
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|
Methodology Change Policy | Policy |
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|
Complaints Process | Policy |
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|
Index Cessation Process | Policy |
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|
Morningstar Indexes Markets Classification Updated 2021 | Policy |
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|
Index Subcommittee of the Morningstar, Inc Board of Directors | Committees |
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|
Index Oversight Committee | Committees |
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|
Index Methodology Committee | Committees |
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|
Index Product Committee | Committees |
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|
Document Name | Subcategories | File |
---|---|---|
IOSCO Statement of Compliance | Regulation |
View
Download
|
Conflicts of Interest | Policy |
View
Download
|
Index Recalculation Policy | Policy |
View
Download
|
Methodology Change Policy | Policy |
View
Download
|
Complaints Process | Policy |
View
Download
|
Index Cessation Process | Policy |
View
Download
|
Morningstar Indexes Markets Classification Updated 2021 | Policy |
View
Download
|
Index Subcommittee of the Morningstar, Inc Board of Directors | Committees |
View
Download
|
Index Oversight Committee | Committees |
View
Download
|
Index Methodology Committee | Committees |
View
Download
|
Index Product Committee | Committees |
View
Download
|