Semi-liquid funds

Fund firms debate marketing lingo instead of reckoning with a novel product’s unique challenges.

The Q2 2026 US Evergreen Fund Landscape report covers the rapid rise of evergreen funds, providing data and insights on assets, flows, returns, and more.

Headlines may get worse for BDC managers even if the redemption stress has peaked, says industry veteran Mark Goldberg.

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.

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.

Blackstone, BlackRock and Blue Owl deal with rising redemption requests in markedly different ways as the asset class reaches a crossroads.

The Q2 2025 Global Fund Performance Report (with preliminary Q3 2025 data) offers commentary on the salient trends across private fund strategies’ performance.

This analyst note examines liquidity management in interval funds, highlighting how these funds meet redemption needs, where risks can emerge, and why clearer liquidity disclosure matters for investors.

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.

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.

The firm rolled out the US version of CollerCredit, a strategy that gives high-net-worth investors access to private credit secondary deals.

This analyst note explores the history and recent rise of crossover funds: funds investing in both public and private markets.

This analyst note introduces initial versions of evergreen indexes to evaluate the aggregate performance of funds across strategies and provide benchmarks.

This analyst note explores the significant shift toward evergreen fund structures in private markets.