Morningstar kauft Indexanbieter der Universität Chicago

25.09.2025 11:57

Die Fondsratinggesellschaft übernimmt laut Mitteilung das Center for Research in Security Prices (CRSP), den Indexanbieter der Universität Chicago. Morningstar bezahlt nach eigenen Angaben 375 Millionen US-Dollar für CRSP.

CRSP liefert die Barometer für zahlreiche Indexfonds von Vanguard. (Bild pd)

Mit dem Deal rückt Morningstar in Amerika in die Top-Liga der Indexanbieter für börsengehandelte Fonds (ETFs) auf. CRSP liefert die Barometer für zahlreiche Indexfonds von Vanguard. Diese hatte schon vor 13 Jahren damit begonnen, seine Fonds von den Messlatten des MSCI auf die günstigeren Alternativen der Universität Chicago umzustellen.

Auf den Aktienbarometern des 1960 gegründeten CRSP basieren aktuell Finanzprodukte mit einem Volumen von drei Billionen US-Dollar, heisst es in der Mitteilung. In Amerika rangiert CRSP auf Rang drei der Indexanbieter für ETFs, hinter S&P Dow Jones und FTSE Russell, aber noch vor MSCI, zeigen Daten des Analysehauses Trackinsight.

Die Gesellschaft Morningstar wiederum, die selbst Indizes anbietet, rangiert bei amerikanischen ETFs mit einem Volumenanteil von rund zehn Prozent auf Rang neun. Im europäischen ETF-Markt spielt CRSP keine Rolle. Vanguard nutzt bei in Europa beheimateten Aktien-ETFs meist FTSE-Barometer.

«Durch die Integration der bewährten Datenvalidierungsprozesse und robusten Indexierungsmethoden von CRSP bekräftigen wir unser Engagement, hochwertige, datengestützte Tools anzubieten, die Anlegern helfen, fundiertere Entscheidungen zu treffen», lässt sich Morningstar-Chef Kunal Kapoor in der Mitteilung zitieren. CRSP erwirtschaftet der Mitteilung zufolge einen Jahresumsatz von 55 Millionen US-Dollar.

«Ein Markenzeichen der Wirtschaftswissenschaft an der Universität Chicago ist die konsequente Nutzung von Daten, um grundlegende Markteinblicke zu gewinnen, die sowohl Wissenschaftlern als auch Investoren zugutekommen», sagte Madhav Rajan, Dekan der Booth School of Business der University of Chicago. «CRSP und Morningstar schlagen nun ein neues Kapitel auf. Morningstar passt perfekt zu den Stärken von CRSP.»

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