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1-Week Notice: Migration of Morningstar Multi-Asset High Income and US Bond Market Yield-Optimized Indexes to In-House Calculation Platform
Equity

Morningstar Market Indexes Updated Index Codes

Morningstar Market Indexes Real Time Migration to Cboe Global Indices Feed

1 Week Reminder: Morningstar Daily Cap Monitoring Methodology Enhancement Notification
Equity

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1-Week Notice: Migration of Morningstar Multi-Asset High Income and US Bond Market Yield-Optimized Indexes to In-House Calculation Platform

09/04/26

Other

—

Equity

Morningstar Market Indexes Updated Index Codes

09/02/26

Other

—

—

Morningstar Market Indexes Real Time Migration to Cboe Global Indices Feed

09/02/26

Other

—

—

1 Week Reminder: Morningstar Daily Cap Monitoring Methodology Enhancement Notification

09/02/26

Client Consultation

—

Equity

Consultation Results: Morningstar Indexes Fixed Income Annual Market Classification Review

09/02/26

Other

—

Fixed Income

Morningstar Global Renewable Energy Index Family Rulebook

09/01/26

Rulebook

Morningstar Thematic

Equity

Morningstar US Market Extended Index Family Rulebook

09/01/26

Rulebook

Morningstar Equity Global Markets

Equity

Morningstar US Target Count Indexes Rulebook

09/01/26

Rulebook

Morningstar Equity Market Cap

Equity

Morningstar Transatlantic Multi-Sector Focus 30 Decrement 50 Point GR EUR Structured Product Factsheet

09/01/26

Factsheets

Morningstar Multi-Asset

Multi Asset

Morningstar Transatlantic Multi-Sector Focus 30 Decrement 5% NR EUR Structured Product Factsheet

09/01/26

Factsheets

Morningstar Multi-Asset

Multi Asset

Morningstar Transatlantic Multi-Sector Focus 30 GR EUR Structured Product Factsheet

09/01/26

Factsheets

Morningstar Multi-Asset

Multi Asset

Morningstar Transatlantic Multi-Sector Focus 30 PR EUR Structured Product Factsheet

09/01/26

Factsheets

Morningstar Multi-Asset

Multi Asset

Morningstar Transatlantic Multi-Sector Focus 30 NR EUR Structured Product Factsheet

09/01/26

Factsheets

Morningstar Multi-Asset

Multi Asset

60-Day Reminder: Index Cessation Notice of the Morningstar Korea Target Date 2025 Index

08/31/26

Index Cessation

—

Multi Asset

MAHI Aug 2026 Reconstitution Summary

08/31/26

Reconstitution Summary Report

Morningstar Multi-Asset

Equity

BMYO Aug 2026 Reconstitution Summary

08/31/26

Reconstitution Summary Report

Morningstar Bond Strategic Beta

Equity

MAHI Aug 2026 Reconstitution Summary

08/31/26

Reconstitution Summary Report

Morningstar Multi-Asset

Equity

BMYO Aug 2026 Reconstitution Summary

08/31/26

Reconstitution Summary Report

Morningstar Bond Strategic Beta

Equity

30 Day Reminder: Retirement of the 4pm Variants of Morningstar Fixed Income and Multi-Asset Indexes

08/31/26

Index Cessation

—

Fixed Income, Multi Asset

1 Day Reminder: Product Update - Enhanced Analytics Available for the Morningstar Equity Index Statistics (IDXSTAT) File

08/31/26

Other

—

Equity

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