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Evergreen Indexes
More news about this topic
Analyst Note
Return Smoothing in Evergreen Fund Indexes
June 8, 2026
This analyst note applies desmoothing techniques to evergreen fund indexes to help allocators better interpret volatility and risk in evergreen funds across private capital strategies.
Research
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US Evergreen Fund Landscape
US Evergreen Fund Landscape
March 25, 2026
The Q1 2026 US Evergreen Fund Landscape report covers the rapid rise of evergreen funds, providing data and insights on assets, flows, returns, and more.
Research
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Global Fund Performance Report
Global Fund Performance Report (with preliminary Q3 2025 data)
February 17, 2026
The Q2 2025 Global Fund Performance Report (with preliminary Q3 2025 data) offers commentary on the salient trends across private fund strategies’ performance.
Research
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US Evergreen Fund Landscape
US Evergreen Fund Landscape
December 17, 2025
The Q4 2025 US Evergreen Fund Landscape report covers the rapid rise of evergreen funds, providing data and insights on assets, flows, returns, and more.
Research
Learn more »
Fund Performance
US Evergreen Fund Indexes
November 5, 2025
A first-of-its-kind view into how evergreen funds are actually performing—across direct lending, private equity, real estate, and more
Article
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Private Equity
Benchmarking the Evergreen Evolution
November 4, 2025
This analyst note introduces the Morningstar PitchBook US Evergreen Fund Indexes, an index family providing the first comprehensive benchmark framework for nontraded, evergreen private market funds.
Research
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