About Morningstar Indexes
Fair Value. Real Flexibility. Innovative Exposures.
With 25+ years of indexing expertise, we combine flexible licensing with a consultative approach to remove obstacles and keep you moving forward.
| $4.2T+ AUM linked to Morningstar indexes | 100+ Years of unmatched high quality deep stock history |
| 40+ Years heritage of integrity in financial services | 370+ Investment products linked to Morningstar indexes |
| 25+ Years of indexing expertise | 25,000+ Global indexes calculated across asset classes, styles, and strategies |
Our Heritage
Morningstar has been designing modern solutions for over twenty-five years, but what makes us truly unique has been more than three decades in development.
Our Philosophy
We are committed to delivering fair value, real flexibility, and innovative exposures for our clients.
Our indexes draw on a deeply integrated research ecosystem spanning public and private markets to open exposures inaccessible by other index providers.
Our team
We believe in collaboration and flexibility, and we stand behind our commitment to being a positive catalyst for index industry change
Dan Lefkovitz
Strategist
By tapping into Morningstar’s trusted data and intellectual property, I can shape my analysis to provide valuable insights into market dynamics, helping to empower our clients.
Sumair Pervaiz
Chief Technology Officer, Indexes
Technology is the differentiator that we can use to operate more productively. For Morningstar Indexes, technology is our key to growing in a smart way and better serving clients.
Jo Guo
Head of Global Index Operations
Effective client service is made possible through a tight partnership between our sales, product, operations and technology teams. Our singular focus is on the client.
Amelia Furr
President
Our profile is growing in the industry as we expand distribution channels, build our capabilities and forge successful global partner relationships. It's an exciting environment.
Rolf Agather
Head of Product & Research
There is no more exciting place to sit today than at the border of active and passive investing. The index innovation we've seen in the last decade is astounding.
Suzanne Ropeta
Head of Marketing
Collaboration is at the heart of our marketing program. From clients to business partners to the broader Morningstar, we win when we use all of our capabilities to solve problems.
Dan Lefkovitz
Strategist
By tapping into Morningstar’s trusted data and intellectual property, I can shape my analysis to provide valuable insights into market dynamics, helping to empower our clients.
Accolades
Award‑Winning Innovation in Index Design and Methodology
Insights from the leading edge
We keep up with the evolving needs of investors in a way that only Morningstar can: by leveraging our heritage as a trusted provider of data and research.