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1-Day Notice: Migration of Morningstar Multi-Asset High Income and US Bond Market Yield-Optimized Indexes to In-House Calculation Platform

1 Week Reminder: Consultation on Currency Hedging Methodology
Equity

Index Cessation Notice: Morningstar EU Climate Index Family
Equity

Consultation Results: Indicated Dividend Methodology Enhancement
Equity

Document Library

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16770 Documents

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1 Week Reminder: Consultation on Currency Hedging Methodology

09/11/26

Client Consultation

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Equity

20260911-Morningstar-Developed-Markets-ex-Japan-Human-Capital-Index-ENG

09/11/26

Overview

Morningstar Equity Sustainability

Equity

20260911-Morningstar-Developed-Markets-ex-Japan-Human-Capital-Index-ENG

09/11/26

Overview

Morningstar Equity Sustainability

Equity

OS-Morningstar-Developed-Markets-ex-Japan-Human-Capital-Index-JAP
JA

09/11/26

Overview

Morningstar Equity Sustainability

Equity

OS-Morningstar-Developed-Markets-ex-Japan-Human-Capital-Index-JAP
JA

09/11/26

Overview

Morningstar Equity Sustainability

Equity

Index Cessation Notice: Morningstar EU Climate Index Family

09/10/26

Index Cessation

—

Equity

Consultation Results: Indicated Dividend Methodology Enhancement

09/10/26

Methodology Change

—

Equity

Morningstar IPO Float Freeze Policy Consultation

09/09/26

Client Consultation

—

Equity

Free Float Calculation Methodology

09/09/26

Calculation

—

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Morningstar AI Beneficiaries Select Index Rulebook

09/09/26

Rulebook

Morningstar Thematic

Equity

Morningstar PIMFA Equity Risk 5 (Equity 86-100%) NR GBP Factsheet

09/09/26

Factsheets

Morningstar PIMFA Equity Risk

Multi Asset

L&G Developed Markets Growth GR USD Factsheet

09/09/26

Factsheets

IndexServices-L&G

Equity

Morningstar Global Leveraged Loan 80/20 TR USD Factsheet

09/09/26

Factsheets

Morningstar Global & Tradeable Leveraged

Fixed Income

L&G Developed Markets Growth GR GBP Factsheet

09/09/26

Factsheets

IndexServices-L&G

Equity

Morningstar PIMFA Private Investor Growth PR GBP Factsheet

09/09/26

Factsheets

Morningstar PIMFA Private Investor

Multi Asset

Morningstar PIMFA Private Investor Growth NR GBP Factsheet

09/09/26

Factsheets

Morningstar PIMFA Private Investor

Multi Asset

Morningstar Malaysian Ringgit 1-Month Cash GR MYR Factsheet

09/09/26

Factsheets

Morningstar Core Bond APAC

Alternative Investment

Morningstar PitchBook US Daily Evergreen Fund TR USD Factsheet

09/09/26

Factsheets

Morningstar PitchBook Evergreen Fund

Private Markets

Morningstar PitchBook Europe Modern Market 50 GR USD Factsheet

09/09/26

Factsheets

Morningstar PitchBook Modern Market

Private Markets

Morningstar Japanese Yen 1-Month Cash GR JPY Factsheet

09/09/26

Factsheets

Morningstar Core Bond APAC

Alternative Investment

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