Asset Management

Annual Report
December 2025

Evergreen Fund Landscape

Morningstar

Research

5 Pages

Morningstar’s Q4 2025 US Evergreen Fund Landscape Preview shows the U.S. evergreen fund market has grown rapidly—approaching roughly $500 billion in assets—as “semi-liquid” private market vehicles (interval funds, tender offer funds, unlisted REITs/BDCs) expand access beyond traditional institutional investors.

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Asset Management
December 2025

Financial Services Observer

Morningstar

Greggory Warren

Research

86 Pages

Morningstar evaluates the business models and competitive positioning of the large stand alone US alternative asset managers.

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Markets
April 2025

Global Asset Management Report: From Recovery to Reinvention

BCG

Research

26 Pages

Boston Consulting Group outlines how the global asset management industry must transition from recovery into reinvention by innovating across product development, distribution, scale, and cost structure.

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Portfolio Management
April 2025

Playing a Bigger Game

MFS

Carol Geremia

Research

16 Pages

MFS President Carol Geremia addresses the pervasive short-termism in the investment industry and advocates for a transformative shift towards long-term value creation.

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