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Lessons from the Markets

In this article from Chicago Booth Magazine, Mark Carhart, PhD ’95, reflects on his time at Booth, where his research on momentum investing helped shape modern finance and led to the creation of the CRSP Survivor-Bias-Free US Mutual Fund Database. He shares insights on market efficiency, the value of index investing, and his decision to give back through the Carhart Family Professorship Fund.

 

Read the full interview here.

News & Updates

CRSP Market Indexes Notification – Consultation Results: Eligible US Exchanges

Following a consultation on exchange eligibility, CRSP Market Indexes will be adding the Texas Stock Exchange (TXSE) as an approved US listing venue across all indexes. TXSE will be eligible [...]

July 2026 CRSP Market Indexes Methodology Guide Updates

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

Introducing the New Home for CRSP Research Data Products

As of June 30, 2026, all CRSP Research Data Products content previously available on crsp.org has been migrated to the new Data section on the Morningstar website. This transition reflects [...]

Big IPO Energy: Making Room for Mega IPOs

From Eligibility to Inclusion: Bringing Clarity to the Mega IPO Debate The debate around mega IPO entry into broad market index families has highlighted how easily key distinctions between index [...]

CME Group and Morningstar Announce Exclusive Index Derivatives Licensing Agreement

Morningstar, a leading provider of independent investment insights, along with CME Group, the world's leading derivatives marketplace, today announced that they have entered into a multi-year licensing agreement for CME [...]

CRSP Market Indexes Notification – Float-Adjusted Capitalization Values for June 2026 Ranking

Per the Changes to Float Shares Investability Screen announcement on February 25, 2026, CRSP now includes a float-adjusted market capitalization test as part of the Float Shares Investability Screen for [...]

CRSP Market Indexes Breakpoints for Q2 2026

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

Vanguard to Update Names of U.S. Equity Index Funds Tracking Morningstar Indexes

VALLEY FORGE, PA (April 29, 2026)—Following Morningstar’s rebranding of the CRSP Market Indexes to Morningstar Indexes, Vanguard today announced upcoming changes to the names of multiple Vanguard U.S. equity index [...]

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 [...]
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