Morningstar Sustainalytics Enhances Physical Climate Risk Capabilities with XDI and Veridion

CHICAGO--(BUSINESS WIRE)--Morningstar Sustainalytics, a leading provider of sustainable investing research, ratings, and data, today announced it is collaborating with XDI (Cross Dependency Initiative), physical climate risk specialists, and Veridion, an AI-powered business data platform to further develop its physical climate risk product for asset managers and asset owners. This development intends to address a key gap in existing climate risk tools by seeking to translate physical hazard exp.

Business Wire • 14 minutes ago

Morningstar, Inc. Declares Quarterly Dividend of 50 Cents Per Share

CHICAGO--(BUSINESS WIRE)--The board of directors of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today declared a quarterly dividend of 50 cents per share, consistent with the dividend paid in April. The dividend is payable July 31, 2026, to shareholders of record as of July 10, 2026. Please contact [email protected] with any questions. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North.

Business Wire • Jun 18, 2026

Morningstar Wealth Teams with Apollo, Franklin Templeton and J.P. Morgan Asset Management to Develop Public/Private Model Portfolios

CHICAGO--(BUSINESS WIRE)--Morningstar (Nasdaq: MORN) today announced that its Morningstar Wealth division is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to launch a suite of public/private model portfolios that give financial advisors a single, research-driven way to access private markets. Objective Portfolio Construction Meets Institutional Capabilities Morningstar Public/Private Select Series will bring together: Morningstar Wealth's asset allocation, manager res.

Business Wire • Jun 17, 2026

Morningstar teams up with Wall Street firms to open private markets to retail investors

The wealth division of Morningstar has teamed up with Apollo Global Management , Franklin ​Templeton and J.P. Morgan Asset Management to ‌launch a suite of portfolios that will give retail investors exposure to both private and public markets.

Reuters • Jun 17, 2026

Morningstar Report Finds Semiliquid Fund Market Nears $600 Billion as Private Credit Loses Steam

CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today released “The State of Semiliquid Funds 2026,” highlighting a rapidly evolving market approaching $600 billion in assets that is entering a new phase as investor demand shifts and key risks become more apparent. The report finds that semiliquid, or “evergreen,” fund assets have more than doubled since 2022, following several years of growth fueled by private credit. More rece.

Business Wire • Jun 16, 2026

PitchBook and Samaya AI Announce Premium LLM Partnership, Powering Private Market Workflows with Industry-Leading Data and AI Auditability

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, today announced a premium partnership with Samaya AI, the Expert AI Agent Platform for financial services. PitchBook's trusted data is now natively integrated into Samaya AI through Q&A prompts and agent workflows, so investment professionals can access private market intelligence where they already work, with no platform-switching required. The integration pairs the breadth of PitchBook's data on.

Business Wire • Jun 16, 2026

PitchBook Wins Lattice's 2026 Performance Impact Award

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, has been named the winner of the Performance Impact Award at Lattice's 2026 People Success Awards, presented at Lattiverse, Lattice's annual people success conference. The award recognizes organizations whose people strategy directly impacts business performance and drives lasting success. PitchBook was selected for its work redesigning talent and performance processes to build a culture of continuous.

Business Wire • Jun 11, 2026

Morningstar Credit Analytics Launches AI Access to CRE Surveillance and CMBS Analytics

CHICAGO--(BUSINESS WIRE)--Morningstar Credit Analytics (MCA), a wholly-owned subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced a new AI integration designed to enable licensed users to access Morningstar Credit Analytics' commercial real estate (CRE) and commercial mortgage-backed securities (CMBS) data directly within Anthropic's Claude. By integrating via Model Context Protocol (MCP), analysts can query live loan- and deal-level data using natural language questions within their.

Business Wire • Jun 4, 2026

PitchBook Announces New Premium Connector Integration with Harvey, Bringing Private Market Intelligence Into AI-Native Legal and Deal Workflows

SEATTLE--(BUSINESS WIRE)--PitchBook, the leading private capital market intelligence platform, today announced a premium partnership with Harvey, the leading AI platform for legal and professional services, to bring trusted private capital market data directly into legal and deal workflows. Through the PitchBook Premium Connector — built on the Model Context Protocol (MCP) — licensed users can retrieve PitchBook's trusted data on private companies, deals, funds, and investors directly inside Ha.

Business Wire • Jun 4, 2026

Baron Asset Fund Q1 2026 Contributors, Detractors And Recent Activity

SpaceX is generating significant value with the rapid expansion of its Starlink broadband service. CoStar Group's shares fell due to multiple compression driven by rising fears about the potential impact of AI on the company's business.

Seeking Alpha • Jun 1, 2026