New Quarterly Report from Morningstar and PitchBook Brings Transparency to Rapidly Expanding Evergreen Fund Universe
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
Company Research
Source: Business Wire
CHICAGO & SEATTLE--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, and PitchBook, a Morningstar company and a leading private capital market intelligence provider, today announced the launch of “The Evergreen Fund Landscape” report, a new quarterly research series offering comprehensive analysis of the performance, fund flows, fee structures, and emerging trends shaping evergreen private market funds in the United States, also known as semiliquid funds. The report leverages preliminary findings from the Morningstar PitchBook US Evergreen Fund Indexes, alongside Morningstar and PitchBook’s growing dataset on evergreen vehicles to bring greater transparency to an increasingly important investment structure.The inaugural edition highlights the continued acceleration of evergreen fund adoption, driven by rising investor demand, regulatory tailwinds, and the broader “public-private convergence” reshaping how private markets are
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