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- Quarterly Global Valuations
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Asset Management
Firm
Author
Type
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.
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.
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.
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.