Morningstar has introduced ratings for semi-liquid funds, including Long-Term Asset Funds (LTAFs) and European Long-Term Investment Funds (ELTIFs). The framework builds on the firm’s existing Medalist Rating framework, adapting it for private market vehicles. “Semiliquid funds are becoming more accessible and gaining traction in the investment landscape, but their unique structures present challenges that warrant a reliable framework for evaluation,”…

Morningstar is considering introduced ratings for semi-liquid funds, including Long-Term Asset Funds (LTAFs) and European Long-Term Investment Funds (ELTIFs). The firm has launched a rating methodology for semiliquid funds, which will initially cover US interval funds. Morningstar will begin assigning ratings in the third quarter of 2025, starting with US-based semiliquid strategies. The framework builds on the firm’s existing Medalist…

Morningstar is considering introduced ratings for semi-liquid funds, including Long-Term Asset Funds (LTAFs) and European Long-Term Investment Funds (ELTIFs). The firm has launched a rating methodology for semiliquid funds, which will initially cover US interval funds. Morningstar will begin assigning ratings in the third quarter of 2025, starting with US-based semiliquid strategies. The framework builds on the firm’s existing Medalist…

Sustainability has officially landed in the CFO’s inbox. And not just as a tick-box exercise.

Sustainability has officially landed in the CFO’s inbox. And not just as a tick-box exercise.

Sustainability has officially landed in the CFO’s inbox. And not just as a tick-box exercise.

Sustainability has officially landed in the CFO’s inbox. And not just as a tick-box exercise.