22 Jan 2026
Morningstar launches benchmark with exposure to GenAI firms
The index tracks private and public companies focused purely on generative AI as they move from private funding to stock market listings.
16 Jan 2026
Pimfa taps Morningstar as index provider
Morningstar will take over management of the UK wealth industry’s core Pimfa benchmarks.
25 Nov 2025
Morningstar integrates AI-ready data with Microsoft platforms
The Integration offers entitlement-based access to Morningstar’s research within Microsoft AI tools.
21 Oct 2025
Morningstar: investors should focus on diversification, differentiated exposures
Intraday vol control is making risk control indexes more responsive to market conditions.
06 Oct 2025
People: index providers make changes at the top
Also, S&P DJI, 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.