NOTICE: As of 2/2/2026, Morningstar has completed the acquisition of the Center for Research in Security Prices (CRSP). Learn more >>

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ETFGI TV Interview: Paul Lohrey on Index Representation

As markets evolve, so too must the tools we use to measure them. In this exclusive segment with ETFGI TV, Paul Lohrey, Managing Director of Strategy and Analytics at CRSP, examines the limitations of traditional count-based indexes, the risks of relying on measures that no longer fully capture market realities, and the implications to investors.

He also describes how CRSP’s innovative Market Index Methodology provides a more accurate lens for tracking shifts in market representation over time.

Gain expert foresight into the challenges and opportunities shaping index construction, and learn how CRSP is informing strategies that drive better investment outcomes.

Watch the interview to see how CRSP is advancing the conversation on index quality and representation.

News & Updates

Morningstar Reaches New Milestone in the CRSP Acquisition, Rebranding CRSP Market Indexes to Morningstar Indexes

The rebrand of the CRSP indexes, with over $3 trillion in AUM benchmarked, solidifies Morningstar’s position as one of the top tier index providers and is an important new milestone [...]

CRSP Market Indexes Notification – Index Name Change Notice

Morningstar Indexes is changing the names of the CRSP Market Indexes. These changes will align the individual index names with the standard Morningstar naming convention. Morningstar will implement the name [...]

April 2026 CRSP Market Indexes Methodology Guide Updates

The April 2026 CRSP Market Indexes Methodology Guide is now available at crsp.org/indexes/crsp-market-indexes-methodology. [...]

CRSP Market Indexes Notification – Changes to Index Governance

Beginning July 1, 2026, governance of the CRSP Market Indexes will transition to the standard Morningstar Indexes Governance framework, replacing the governance authorities and procedures currently outlined in the CRSP [...]

CRSP Market Indexes Breakpoints for Q1 2026

CRSP Market Indexes (CRSPMI) announces the market cap breakpoints and effective ranking dates for its March 2026 quarterly index rebalancing. [...]

CRSP Has Moved to Morningstar Headquarters Office

As of Monday, February 2, 2026, CRSP offices are now located at: 22 W. Washington St., Chicago, IL US Phone: +1 312-384-3735 Please update our contact information in your systems. [...]

CRSP Market Indexes Notification – Changes to Float Shares Investability Screen

Float Shares Investability Screen will be expanded to include a float-adjusted market capitalization test for adding or dropping a security. Below is the table outlining the existing and the new [...]

CRSP Count™ Quarterly Update – December 2025

Using CRSP Market Indexes Methodology, CRSP Count™ tracks changes in the number of securities by market cap segments - Mega, Mid, Small and Micro - through time. [...]

Morningstar Completes Acquisition of CRSP and Extends Relationship with Vanguard

The CRSP integration unites two trusted sources of market insight, reinforcing a shared commitment to transparency, quality, and investor-focused solutions and solidifying Morningstar’s position as a top-tier global index provider. [...]
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