As public and private markets increasingly overlap, semi-liquid funds are gaining a lot of attention as access points to private markets. Yet evaluating these complex vehicles, including interval funds, tender offer funds, nontraded REITs and BDCs, ELTIFs, and LTAFs, has remained a challenge. In this live webinar, Laura Lutton, Global Head of Manager Research, and Karen Zaya, Associate Director for Multi-Asset and Alternative Strategies, and Tom Nations, Director of Research Products, officially launch the Morningstar Medalist Rating for Semiliquid Funds. This forward-looking framework is designed to bring transparency and rigor to a rapidly growing segment of the market. What you’ll learn: • How the methodology works • Why the rating matters for U.S. and global audiences navigating semiliquid strategies • How the framework helps identify investments with long-term potential and flags those likely to underperform • What Morningstar’s approach to independence means for investment decision-makers This session is for anyone involved in navigating the evolving investment landscape who wants deeper insight into how semiliquid funds are being evaluated today. Learn more here: https://www.morningstar.com/alternative-investments/introducing-morningstar-medalist-rating-methodology-semiliquid-funds 00:00 Intro 01:04 What are semiliquid funds? 03:27 Why rate semiliquid funds? 07:50 How will we rate semiliquid funds? 17:29 Where to find semiliquid funds? 21:46 Q&A