Morningstar Indexes

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  Company Overview

Morningstar Indexes were created to add value to Morningstar’s existing fund management client base. Morningstar Indices are based on back tested and rules-based methodologies supported by original research. Morningstar’s Indices are licensed for the following purposes: •To create investment products for funds and structured products. •Research and Benchmarking with 50+ attributes. •Asset Allocation Modelling for portfolio construction and risk exposure assessment During 2020 Morningstar is re-aligning its Global Equity Classification Structure (GECS) to match industry standards. This involves changes to existing indices, retirement of others and launch of new indices

Type of business
Data Source
North America
Index Creator

  Corporate Details

Date of UpdateUnknown
HeadquartersChicago, Illinois, United States
Market Cap US$N/A
Revenue US$N/A
OwnershipSubsidiary, Morningstar
ManagementVice President, Head of Indexes, Sanjay Arya Head of Business Development: Peter Dietrich Head of Research & Product: Rolf Agather

  Website Analysis

Alexa Rank4,545
TypeData Source
Client CaseIndex Creator
CoverageGlobal, North America, North America, Latin America, Europe, Middle East, Asia, Australasia
Asset ClassesUnknown
Compliance & RiskUnknown
Indices & BenchmarksYES
Reference DataYES
Economic DataUnknown

  Key Products & Services

Morningstar Indices: 1. Equity (Beta, Strategic Beta, Sustainability), 2. Fixed Income (Beta, Strategic Beta, Sustainability), 3. Alternatives (Beta, Strategic Beta), 4. Multi-Asset Class (Beta, Strategic Beta, Sustainability), Geographical Coverage: Global Markets Indices, North America, Latin America, Europe, Middle East, Asia, Australasia Open Indexes Project: Free data including price return, total return, net return, and month-end constituent data for 100+ global equity indexes

  Business Potential

PresenceGlobal, North America, North America, Latin America, Europe, Middle East, Asia, Australasia
MarketInvestment Banks, Commercial Banks, Asset Managers, Wealth Managers,
CompetitionBloomberg, FTSE Russell, MSCI, S&P Dow Jones, Solactive, Wilshire
AvailabilityDirect from Morningstar
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