Q&A Details

Given the recent index acquisition and the smaller footprint of the wealth business, will the index business be broken out as its own business line sometime in the future? Including it in Corporate and All Other does partly obscure a business of growing importance.

August 25, 2026

We appreciate your feedback. We assess our reportable segments on an ongoing basis under applicable accounting rules (ASC 280). As of Q2 26, Morningstar Sustainalytics and Morningstar Indexes did not meet the ASC 280 qualitative or quantitative reporting thresholds to become a reportable segment.

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