Investors First: Inside Morningstar’s Semiliquid Fund Ratings
With growing investor interest in private assets and alternative investment strategies, Bryan Armour, Morningstar’s Director of ETF & Passive Strategies, joins Morningstar CEO Kunal Kapoor to discuss the firm’s new Medalist Rating for semiliquid funds. They’ll explore how Morningstar is evaluating vehicles with private asset exposure, such as interval funds, non-traded REITs, and BDCs, and what investors should know about the first funds to receive the rating.
