Evergreen fund structures are expected to capture the majority of these investment flows targeting private wealth and retail channels. In this webinar, PitchBook and Morningstar analysts discussed key considerations for evergreen funds as these vehicles become part of the allocator toolkit.
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Key topics
- Performance of evergreen funds through the lens of the Morningstar PitchBook Evergreen Funds Indexes
- Evergreen funds as part of model portfolios and retirement plans
- Considerations for due diligence: liquidity, investment process, and outcomes
Shed new light on evergreen funds with Morningstar PitchBook Funds Indexes
Spanning multiple asset classes through subindexes across private equity, private debt, real estate, infrastructure, and multi-asset strategies, the new Morningstar PitchBook US Evergreen Fund Indexes will remove barriers in private markets to offer investors a data-driven view of how evergreen funds perform relative to public market alternatives, and one another.
These indexes serve as essential tools for understanding market trends and performance metrics within the evergreen funds landscape. Learn more below:
Benchmarking the Evergreen Evolution
Morningstar PitchBook US Evergreen Funds Indexes
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Hilary Wiek, CFA, CAIA, is a principal analyst at PitchBook, where she covers PitchBook’s fund strategies and performance, publishing primary research on the alternatives space and contributing to core report development. Wiek also covers ESG and impact investing. She has over 20 years of experience in asset owner, manager, and advisory roles. Prior to joining PitchBook, Wiek was the director of investments at the Saint Paul & Minnesota Foundations, where she handled portfolio management, impact/ESG, investment diligence, and monitoring and investment operations. Before that, she held senior positions at Segal Rogerscasey, the South Carolina Retirement Systems Investment Commission, Buckingham Financial Group, Dayton Power & Light, and KeyCorp.
Wiek received a master’s degree in finance and economics from Case Western Reserve University and a bachelor’s degree in business leadership and finance from the University of Puget Sound. She is based in PitchBook’s Seattle office.
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Juan Mier is a lead fund strategies analyst at PitchBook, where he conducts primary and thematic research covering private markets. He brings over a decade of investment experience. Prior to joining PitchBook, he worked at Lazard Asset Management in thought leadership, as an analyst for multi-asset allocation solutions, and more recently as a portfolio manager for commodities and natural resources equities.
Mier holds an MBA degree from the University of California, San Diego, and is a CFA charterholder. He is based in PitchBook’s New York office. -
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