Index Landscape 3 For Professional Investor Use Only. Not for Public Distribution. Please see DISCLOSURES at the back for important information regarding this presentation. Morningstar Indexes Our clients need: The ability to build new index-linked products Help effectively and consistently benchmarking and analyzing performance The ability to examine and improve asset-allocation models A way to capitalize on investment flows across asset classes and borders But they also face: Increasing demand for passive and semi-passive investment vehicles Entrenched index providers Increasing cost structures A plethora of single-purpose beta indexes
