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Resources and Documentation

Document Library

Announcements

Review full versions of our index announcements.

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
Morningstar Currency Hedge Index Methodology
Calculation
Equity Market Classification
Calculation
Fixed Income Indexes Market Classification
Calculation
Global Equity Classification Structure
Definition
Quantitative Moat Score Normalization
Definition
Indexes Holiday Calendar
Calculation
Reconstitution Schedule
Calculation
Target Allocation Index Category Definitions
Definition
Target Volatility Methodology
Calculation
Withholding Tax Rate
Calculation
Free Float Calculation Methodology
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
Index Decommissioning Policy
Policy
Index Oversight Committee
Committees
Index Methodology Committee
Committees
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