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PitchBook-长荣基金：我们有问题（英）-2026.pdfVIP

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  • 2026-01-30 发布于内蒙古
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PitchBook-长荣基金：我们有问题（英）-2026.pdf

    InstitutionalResearchGroupEvergreenFunds:We

    HilaryWiek,CFA,CAIA

    PrincipalAnalyst,FundStrategiesHaveQuestions

    hilary.wiek@

    AdaptingthesixP’sofmanagerdiligenceforthe

    pbinstitutionalresearch@evergreenfundspace

    PublishedonJanuary12,2026

    PitchBookisaMorningstarcompanyprovidingthemostcomprehensive,most

    Contentsaccurate,andhard-to-inddataforprofessionalsdoingbusinessintheprivatemarkets.

    Keytakeaways1

    Thenewlandscape2

    Theduediligenceecosystem

    forevergreenfunds3Keytakeaways

    People4

    •Evergreenfundsintroducefundamentallydifferentrisksandincentives.While

    Philosophy6

    brandedasextensionsofdrawdownstrategies,evergreenfundsdiffermaterially

    Process8incashlowmanagement,liquidityobligations,valuationdependence,and

    Portfolioconstruction9feestructures.Thesedifferencescanaltermanagerbehavior,weakentheir

    alignmentwithinstitutionalinvestors,andmakepastdrawdownperformancea

    Performance13

    poorpredictorofevergreenoutcomes.

    Pricing1

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