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The Investor Success Project
Smart Indexes Built With Trusted Research
Transforming research into solutions for investors.
We draw on our independent research ecosystem to inspire new indexes and drive outcomes that investors value.
The Morningstar Wide Moat Focus Index
See how the index embodies our philosophy of buying great companies at great prices, and why we think it pays to be selective.
Answering the call for sustainable investing.
People want to align their investments with their personal values. Our sustainability indexes help investors take steps toward investing with positive social, governance, or environmental impact.
How Does Sustainability Affect Performance?
We used the Morningstar Sustainability Index to look at how a focus on ESG factors influences performance at the market level.
Align your investments with the needs of investors.
Quality (Economic Moats)
Thematic (GUNR,INfra, Expo Tech)
529 College Savings
Multi-Asset High Income
Benchmarks should be accessible.
The performance of your investments should be transparent. That’s why we deliver some of our equity indexes for research and benchmarking at no charge.
The Open Indexes Project
We offer data from more than 100 global equity indexes to help lower costs and improve outcomes for investors.
Have more questions about our indexes?
We want to help you find the right fit, and that could mean creating something new. We have experts ready to help.
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data and methodology documents