Morningstar announces that it is entering the index business
Morningstar Indexes will provide a single, consistent framework for portfolio assembly and monitoring.
Our indexes are designed as discrete building blocks that eliminate security and investment-style
gaps or overlap.
Morningstar Managing Director
Morningstar introduces “Next Generation” of US equity indexes
The flagship equity indexes were launched to track
the US market by size and investment style based on the Morningstar Style Box™ methodology.
Morningstar Indexes launches its first dividend indexes
Introduced by Morningstar in 1992, the Morningstar Style Box provides an easy-to-understand visual representation of fund characteristics and allows informed comparisons and portfolio construction based on what funds actually held, rather than assumptions based on a fund’s name or how it was described by its marketers.
Our index is unique because we weight stocks in proportion to the dividends available to investors.
Head of Innovation,
With this family of fixed income indexes, we aim to strike a balance between including every security available to investors in a sector and capturing a liquid pool of securities that mirror the overall economic importance of each sector.
Morningstar Fixed Income Indexes are launched
Wide Moat Focus Index is launched
Instead of screening stocks with backward-looking accounting measures like return on equity, the index uses the Morningstar® Economic Moat™ Rating—a Warren Buffett-inspired gauge of sustainable competitive advantage—to select a group of high-quality companies when their stocks are out of favor.
The collaboration enables the develpment of our first multi asset indexes to help with target-date,
target-risk, and retirement income product selection and evaluation.
Morningstar Indexes leverages asset allocation methodology from Ibbotson Associates, a Morningstar company
The first of a series of thematic indexes designed
to deliver unparalleled thematic purity by
drawing on the in-depth knowledge and forward-looking insights of Morningstar’s equity
The Morningstar Exponential Technologies Index is introduced
Morningstar announces acquisition of PitchBook
launches the Morningstar Global Sustainability Indexes
Our first ESG index series is based on company-level ESG research and ratings from Sustainalytics.
Morningstar acquires DBRS
The introduction of such industry veteran leadership reflects Morningstar’s confidence and continued investment in a fast-growing indexes business
that continues to elicit global
demand amid the trend toward
Ron Bundy to build
on global growth of Morningstar Indexes
The combination of DBRS with Morningstar Credit Ratings’ U.S. business expands global asset class coverage and provides an enhanced platform for providing investors with leading fixed-income analysis and research.
Morningstar completes acquisition of Sustainalytics
The indexes highlight publicly traded companies with significant private equity exposure and allow investors to better reflect new market dynamics in their portfolios.
Launch of the Morningstar PitchBook Listed Private Equity Indexes
the Morningstar EU Climate Indexes
The Morningstar Broad Style Indexes are launched
The series combines our core benchmarks with carbon emissions data and Carbon Risk Ratings from Sustainalytics, a Morningstar company, to help investors progress toward meeting regulatory requirements.
Morningstar acquires Moorgate Benchmarks
Aligned with the Morningstar Style Box, the indexes are designed to represent broader investment opportunities for style investors.
Morningstar acquires Leveraged Commentary & Data (LCD)
The flagship benchmarks for the leveraged loan asset class expand our fixed-income capabilities.
The indexes are the first to provide daily insights into the behavior and performance of late-stage venture capital-backed companies.
The Morningstar PitchBook Global Unicorn Indexes are launched