European Family of Indices and Derivatives

Morningstar Indices tradable at Euronext

Morningstar Indices tradable at Euronext

Euronext and Morningstar are working together in the launch of Morningstar European Indices and associated Derivatives instruments, traded on Euronext. The offer is designed to provide product creation opportunities and risk management tools that can help investors access consistent exposure to European markets and manage risk in their portfolios. 

Explanation

Euronext, the leading pan-European exchange offering  transparent equity and derivatives markets, and Morningstar, the leading global provider of independent investment research and data provide access to a disruptive business model and a competitive alternative to Europe’s existing Indices offers.

By combining their expertise, Euronext and Morningstar are real game-changers: 

 
Solid Bank &
Asset Management orientation

 
Proven track-record of
creating Indices

 
Recognized footprint in
Europe

 
Deep, long-term
client relationships

The offering includes two new Morningstar® Indexes  and associated derivative instruments tradable at Euronext. Morningstar’s open index licensing model makes index benchmarking available at no cost and enables parties to create ETFs and ETPs at very low cost. This offering responds to the market’s growing needs for cheaper alternatives, increased transparency within the new MIFID II regulation and heightened competition.  In 2017 Euronext will launch futures contracts on the new European tradable indices.

Morningstar European indices diagram

The indices are built for asset managers, insurance companies, consultants, wealth platforms, advisor networks, discount brokerages, retirement plans providers, sponsors, ETF issuers, banks and trading desks.

  • Free equity beta indices when used for benchmarking.
  • Free constituent holdings on a monthly basis.
  • Nominal fee of 0.5bp of AUM to license the indices for product creation.
  • Aggressively limited fixed fee levels to license the indices to create bank structured products.

Morningstar

The indices are part of Morningstar Indexes and included in Morningstar’s Open Indexes Project, which delivers Morningstar’s global equity indices for no cost to the investment community for benchmarking purposes. Meeting industry demand for disruptive business model solutions via low cost licenses, the Open Indexes Project gives free access to 95 global equity indices.

More information & contacts

Contact us:

Fabrice Rahmouni
Head of Index Design and Development
+33170482899
FRahmouni@euronext.com

Harrold Prins
Licensing and Business Development
hprins@euronext.com
+31  (0) 207214290