Morningstar announces that it is entering the index business
2001
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.
Don Phillips
Morningstar Managing Director
Morningstar introduces “Next Generation” of US equity indexes
2002
The flagship equity indexes were launched to track
the US market by size and investment style based on the Morningstar Style Box™ methodology.
LEARN MORE
READ ARTICLE
Morningstar Indexes launches its first dividend indexes
2006
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.
Sanjay Arya
Head of Innovation,
Morningstar Indexes
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.
Eric Jacobson
Strategist
Morningstar Fixed Income Indexes are launched
2007
The Morningstar
Wide Moat Focus Index is launched
LEARN MORE
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
2009
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
research team.
The Morningstar Exponential Technologies Index is introduced
2014
Morningstar announces acquisition of PitchBook
2016
Morningstar Indexes
launches the Morningstar Global Sustainability Indexes
Our first ESG index series is based on company-level ESG research and ratings from Sustainalytics.
READ ARTICLE
LEARN MORE
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
low-cost investing...
Morningstar, Inc.
Morningstar appoints
Ron Bundy to build
on global growth of Morningstar Indexes
2019
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
2020
READ ARTICLE
LEARN MORE
Introduction of
the Morningstar EU Climate Indexes
The Morningstar Broad Style Indexes are launched
2021
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)
2022
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
2001
2002
2006
2007
2009
2014
2016
2019
2020
2021
2022
2023
2024
GPIF Selects a Morningstar Index for Gender Diversity Mandate
The world's largest asset owner selects Morningstar Japan ex-REIT Gender Diversity Tilt Index as the basis for its Japan-based gender diversity investment strategy.
2023
Morningstar Sustainalytics and Morningstar Indexes Align to Strengthen Morningstar's ESG Offering
The Morningstar LGBTQ+ Leaders Index joins Morningstar’s suite of socially focused indexes.
The Morningstar Low Carbon Transition Leaders Indexes are introduced
2024
Morningstar 40th
Anniversary
Forty years of investor first.
READ ARTICLE
READ ARTICLE
READ ARTICLE
READ ARTICLE
