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In PWD coverage since August 18, 2026 · 16+ stories

2Deals on our tracker

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Aug 17, 26Fund launchJeff Ptak — coverage

Aug 14, 14Fund launchCRSP Market Indexes · Morningstar Market Indexes

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portfolio

First close is the only close that matters in evergreen secondaries

A discount to audited NAV is real value, but it is spent quickly as assets grow; advisors should time allocations accordingly.

the_wrap · Aug 22Software loans carried July BSL returns

allocators · Aug 22The early-money edge in evergreen secondaries

The Close · Aug 21The discount can't survive success in evergreen seconds

the_tape · Aug 21Volatility, not fees, drives the investor gap

the_wrap · Aug 21Microsoft pulls back, and carbon removal has to grow up

portfolio · Aug 19Why active funds lag: their trading erases their stock picks

products · Aug 19Blue Earth's impact secondaries fund gives LPs an exit

products · Aug 19Morningstar finds no yield penalty in ESG income funds

portfolio · Aug 18Index funds reach 42% of average advisor portfolio, Fidelity says

portfolio · Aug 18Morningstar's CRSP rebrand leaves advisors with a naming cleanup

portfolio · Aug 18One in eight active large-cap funds beats the index over a decade

portfolio · Aug 18Active's losing decade turns advice into the product

passive · Aug 18Broadcom's bear market turns single-stock ETFs into a timing problem

portfolio · Aug 18ETF glut passes the stock count, forcing a stricter screen

The Close · Aug 18Vanguard bends to RIAs, and John Bogle's ghost winces