Our heritage as a transparent, investor-focused leader in data and research makes us unique among today’s index providers.
We empower investor success
How can we help you?
Construct and Benchmark Investment Portfolios
We provide a comprehensive range of global equity and fixed income indexes designed to facilitate efficient portfolio construction and accurate performance benchmarking. Spanning every major asset class across markets, size segments, sectors, and styles, our market cap-weighted indexes are built and maintained according to a transparent set of rules that ensure objective, consistent representation of the entire investment opportunity set.
Develop Differentiated Solutions
We are uniquely positioned to help you deliver innovative, IP-driven solutions to your clients. Our indexes draw from Morningstar’s leading-edge research and ratings systems, including world-class intelligence from Sustainalytics and PitchBook. And we can help you gain a competitive advantage by delivering valuable market intelligence from one of the largest teams of independent equity and managed-product analysts in the world.
Realize Your Unique Vision
Whether you are looking to customize a Morningstar Index or transform your unique intellectual property into a proprietary index solution, our global team of industry experts can guide you through every step of the process. From index design, to calculation and distribution, to administrative support, our solutions span an investment landscape as diverse as investors themselves
Morningstar Indexes’ Open Index Philosophy
We believe investors today are underserved by their benchmark providers, largely because the index industry has been dominated for decades by a handful of large providers.
Our recently published research, which compares a range of Morningstar Indexes’ equity and bond benchmarks to equivalents from the “big three” index providers, indicates that there tend to be more similarities than differences when it comes to indexes designed to provide broad market representation. We believe that benchmark data should be accessible and inexpensive, and our commitment to being a better partner to our clients reflects this philosophy. Our benchmark data licensing approach is fair, transparent, and adaptable to client workflows. We introduce more flexibility, and our pricing is structured to support our clients as they build and grow their business.
About Morningstar Indexes
Morningstar Indexes was built to keep up with the evolving needs of investors—and to be a leading-edge advocate for them. Our rich heritage as a transparent, investor-focused leader in data and research uniquely equips us to support individuals, institutions, wealth managers and advisors in navigating investment opportunities across major asset classes, styles, and sustainable investing strategies.
From traditional benchmarks and unique IP-driven indexes, to index design, calculation and distribution services, our solutions span an investment landscape as diverse as investors themselves.