Morningstar Appointed by PIMFA as New Sole Index Series Provider
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
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Source: Business Wire
Morningstar Indexes will manage the UK wealth management industry’s key benchmarks from March 2026. LONDON--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent insights and index solutions, today announced an agreement with the Personal Investment Management and Financial Advice Association (PIMFA). Starting from 2nd March 2026, Morningstar will serve as the authorized index provider for PIMFA’s Private Investor Index Series and Equity Risk Index Series.Widely adopted across the UK wealth management industry, these indexes provide essential benchmarks for portfolio performance, asset allocation reviews, and fund manager comparisons. They enable wealth managers and their clients to measure multi-asset strategies against industry standards. Under the agreement, the indexes will be rebranded as the Morningstar PIMFA Investor Index Series, alongside the Morningstar PIMFA Equity Risk Index Series.Robert Edwards, Managing Director EMEA at Morningstar Inde
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Analyst Actions
- 10/30/25 - UBS
MORN
Sec Filings
- 1/7/26 - Form 3
- 1/5/26 - Form 8-K
- 12/30/25 - Form 4
- MORN's page on the SEC website