Morningstar Thematic Indexes
Empowering Investors with Leading Edge Insights
Key Features
Morningstar Thematic Indexes
Delivering unparalleled thematic purity across a range of durable themes by drawing on the in-depth knowledge and forward-looking insights of Morningstar’s equity research team.
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| Thorough, standardized scoring process Identifies companies from across the supply chain that are well-positioned to benefit from the theme. |
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| Unique, forward-looking framework Incorporates insights from experienced research analysts to assess how heavily the theme will impact a company’s future revenue and net profits. |
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| Objective, rules-based methodology Brings transparency and discipline to the portfolio construction process, translating fundamental inputs into replicable indexes. |
Thematic Index Capabilities
Powered by Morningstar Equity Research.
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| Big Data & Analytics | Brain Health Innovation | Cloud Computing | Emerging green technologies |
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| Energy Transition | Fintech Innovation | Food Innovation | Healthcare Innovation |
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| Hydrogen | Hyperconnectivity | Metaverse & Virtual Interaction | Nanotechnology |
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| Next Gen Transportation | Remote Work & Lifestyle | Robotics |
Related Indexes
Morningstar Thematic Consensus Indexes
Delivering a market-driven view of thematic relevancy through an objective scoring model that leverages public fund holdings data to identify the stocks most commonly held in funds mapped to the targeted theme.
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