Market Expansion:
Assets tied to its methodologies have increased from over $2 trillion to more than $3 trillion, and integration into Morningstar’s global platform points to widening distribution. Feedback suggests the rebrand to Morningstar Market Indexes and new channels (e.g., CME-listed derivatives) will further extend reach.
Strategic Partnerships:
Relationships with Vanguard, Morningstar’s global sales network, and CME’s multi‑year licensing deal indicate strengthened routes to market. Redistributor and cloud channels alongside institutional clients underscore broadening access and commercialization.
Product Line Growth:
The index suite has expanded (e.g., five new benchmarks launched in December 2023) while core research datasets continue to be updated and refined. This ongoing cadence signals active investment in new benchmarks and data products.
