06 Oct 2025
People: index providers make changes at the top
Also, S&P DJI and Morningstar and Cboe have reshuffled their teams following some high profile departures; the HK regulator enters search for leadership succession; LPA appoints market veteran; and more.
01 Oct 2025
SRP Americas 2025: private market investing - big opportunity or mistake
Dan Lefkovitz, investment strategist at Morningstar Indexes, addressed the convergence of public and private markets, and the expansion of the alternative investments landscape at the SRP Americas 2025 conference.
29 Sep 2025
Morningstar launches index integrating public-private markets
The new index tracks 100 leading US firms, combining 90 public companies with 10 late-stage private companies.
15 Sep 2025
Morningstar: tailor-made solutions, speed to market and lower cost
With almost 50 custom & strategy underlyings deployed in the retail structured products market, Morningstar has built a comprehensive shelf in a short period of time and carved its own space in the market.
04 Jul 2025
Product wrap: Goldman tracks Morningstar eurozone index in France
In this week’s wrap we look at a selection of structured products with strike dates between 29 June and 5 July 2025.
12 Jun 2025
Morningstar expands vol control index range in US annuities
American National has added the multi-asset index to its new fixed index annuity (FIA) suite, tapping UBS for the hedging.
14 Mar 2025
Product wrap: Goldman tracks Morningstar Transat sector ESG index, partners with HSBC
In this week’s wrap we look at a selection of structured products with strike dates between 9-15 March 2025.
14 Feb 2025
Product wrap: Goldman tracks Morningstar Eurozone index, Finanzlab manages Swiss AMC
In this week’s wrap we look at a selection of structured products with strike dates between 9-15 February 2025.
10 Sep 2024
Morningstar: choppy market has put focus on overlooked, defensive assets
The American financial services firm is seeking to differentiate its offering by leveraging its research capabilities to identify new sources of alpha across industry sectors to develop new indexes.
23 Aug 2024
Product wrap: Citi tracks Morningstar eurozone index via daily autocall
In this week’s wrap we look at a selection of structured products with strike dates between 18-24 August 2024.
15 May 2024
SRP Apac 2024: complexity vs simplicity
Three panellists discussed the latest trends and innovations in indexing, including the need for simplicity in the face of increasing complexity, and how products responded to investors needs for high conviction as well as non-directional exposure.
20 Mar 2024
SRP Europe 2024: finding a sweet spot between purity and complexity
Data and technologies could make it “more possible” for the industry to deliver better thematic indices, panelists said during the panel at SRP Europe Conference 2024 in London this week.