CME Group Collaborates with Morningstar for New Index Derivatives Partnership
In a significant move within the financial services sector, CME Group, recognized as the premier derivatives marketplace globally, has partnered with Morningstar, a prominent provider of independent investment insights. This partnership comes in the form of a long-term licensing agreement which was officially announced on June 10, 2026.
CME Group will harness this exclusive collaboration to launch derivatives products that are closely tied to Morningstar's key equity index benchmarks. The indexes involved in this groundbreaking agreement include the Morningstar US Total Market, Large Cap, Large Cap Value, Large Cap Growth, Mid Cap, and Small Cap Indexes. This strategic alliance marks the first time that derivatives products will be available based on these indexes, previously known under the CRSP brand, which are crucial in monitoring over $3 trillion in linked assets.
Tim McCourt, the Senior Managing Director and Global Head of Equities, FX and Alternative Products at CME Group, expressed excitement over the partnership. He stated that this collaboration aims to deliver next-generation risk management tools that meet the evolving needs of the global investment community. With CME Group's well-established liquid equity derivatives market and Morningstar's robust data-driven benchmark systems, the two firms anticipate providing clients with enhanced tools to manage market volatility and leverage new investment opportunities.
Amelia Furr, President of Morningstar Indexes, echoed this enthusiasm, noting the potential of this partnership to unlock derivative products that would appeal to a broader segment of global investors. She further highlighted that Morningstar's recent acquisition of CRSP positions the company as a leading provider in U.S. equity benchmarks. Furr emphasized that this partnership would not only foster growth for both companies but also extend the reach of high-quality Morningstar equity indexes to new audiences within the investment marketplace.
The CME Group's formidable presence in the derivatives domain encompasses a broad range of products including futures, options, and various market analytics tools, thereby empowering participants worldwide to manage risks effectively. Their platforms such as CME Globex provide a seamless trading experience across different asset classes including interest rates, equity indexes, and agricultural products.
Morningstar, with its expansive suite of services, caters to the needs of individual investors, financial advisors, and institutional clients by offering insights into a wide array of investment types. According to their data, Morningstar manages approximately $370 billion in assets under management as of March 31, 2026, and operates through various subsidiaries across 32 nations.
In summary, the partnership between CME Group and Morningstar is positioned as a groundbreaking collaboration that seeks to innovate and evolve the concepts of risk management in the investment sector through exclusive new products and offerings. This agreement reveals the mutual ambition of both firms to redefine strategies within the financial services landscape, aiming to set new benchmarks in quality and transparency for investors globally.
With both companies committed to advancing investment tools and strategies, the partnership is expected to not only fulfill current market demands but also lay the groundwork for future innovations. Investors and market participants should keep a close watch on the developments arising from this exciting collaboration between two industry leaders.
CME Group will harness this exclusive collaboration to launch derivatives products that are closely tied to Morningstar's key equity index benchmarks. The indexes involved in this groundbreaking agreement include the Morningstar US Total Market, Large Cap, Large Cap Value, Large Cap Growth, Mid Cap, and Small Cap Indexes. This strategic alliance marks the first time that derivatives products will be available based on these indexes, previously known under the CRSP brand, which are crucial in monitoring over $3 trillion in linked assets.
Tim McCourt, the Senior Managing Director and Global Head of Equities, FX and Alternative Products at CME Group, expressed excitement over the partnership. He stated that this collaboration aims to deliver next-generation risk management tools that meet the evolving needs of the global investment community. With CME Group's well-established liquid equity derivatives market and Morningstar's robust data-driven benchmark systems, the two firms anticipate providing clients with enhanced tools to manage market volatility and leverage new investment opportunities.
Amelia Furr, President of Morningstar Indexes, echoed this enthusiasm, noting the potential of this partnership to unlock derivative products that would appeal to a broader segment of global investors. She further highlighted that Morningstar's recent acquisition of CRSP positions the company as a leading provider in U.S. equity benchmarks. Furr emphasized that this partnership would not only foster growth for both companies but also extend the reach of high-quality Morningstar equity indexes to new audiences within the investment marketplace.
The CME Group's formidable presence in the derivatives domain encompasses a broad range of products including futures, options, and various market analytics tools, thereby empowering participants worldwide to manage risks effectively. Their platforms such as CME Globex provide a seamless trading experience across different asset classes including interest rates, equity indexes, and agricultural products.
Morningstar, with its expansive suite of services, caters to the needs of individual investors, financial advisors, and institutional clients by offering insights into a wide array of investment types. According to their data, Morningstar manages approximately $370 billion in assets under management as of March 31, 2026, and operates through various subsidiaries across 32 nations.
In summary, the partnership between CME Group and Morningstar is positioned as a groundbreaking collaboration that seeks to innovate and evolve the concepts of risk management in the investment sector through exclusive new products and offerings. This agreement reveals the mutual ambition of both firms to redefine strategies within the financial services landscape, aiming to set new benchmarks in quality and transparency for investors globally.
With both companies committed to advancing investment tools and strategies, the partnership is expected to not only fulfill current market demands but also lay the groundwork for future innovations. Investors and market participants should keep a close watch on the developments arising from this exciting collaboration between two industry leaders.
Topics Financial Services & Investing）
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