Core Standard Feature Enhancements
are changes or additions to the standard platform implemented automatically for all institutions. 
Morningstar to Update Leveraged Loan Indexes – Jan. 31, 2024 and Apr. 30, 2024
Advisor Workstation / Research
Originally posted Jan. 3, 2024
Due to a required data migration initiative, Morningstar Indexes will retire the identifiers associated with the attached 21 variants of the Morningstar Leveraged Loan Indexes in Morningstar Advisor Workstation on Jan. 31, 2024.
Morningstar Indexes will replace the retired identifiers with new identifiers that are compatible with our index process system and standards. As part of this replacement, Morningstar Indexes will make minor updates to the index names to align with naming standards. The indexes associated with the new identifiers will have the same performance history as the indexes associated with the retired identifiers.
Clients who have these indexes in their saved items, such as searches, lists, and reports, will have to modify their saved items to incorporate the replacement indexes to ensure no disruption to their items.
These changes will be effective Jan. 31, 2024, except for one index, Morningstar LSTA US LL Index TR USD (Current SecID FOUSA06EPJ), will be retired on Apr. 30, 2024, as it is a Category Index and will be modified with Morningstar’s semi-annual category update.
Contact Morningstar Support if you have any additional questions or needs.