全球市场波动加剧，投资者该如何布局？AI 如何真正赋能投资？私募市场崛起又该如何把握机会？2025 年美 国晨星投资大会上，晨星全球投研团队与行业领袖聚焦高不确定性市场下的投资应对之道，针对这些投资者最 关心的问题，我们提炼了 MIC US 上嘉宾分享的部分核心观点，满满干货先睹为快！ 更深入的本土洞察与实战解析，尽在 晨星（中国）2026 年度投资峰会 ！峰会将立足晨星全球经验，聚焦本土 买方投顾转型 、 AI 变革 、 公募基金行业高质量发展 等资管与财富管理核心议题，与行业顶尖智慧碰撞交 流。本次峰会于4 月 24 日（周五）在上海举办，报名通道现已全面开启，欢迎参会。 本次峰会由晨星（中国）主办，合作伙伴包括 易方达财富、天弘基金、中欧基金、嘉信理财、DWS、基煜基 金、盈米基金、广州投资顾问学院、Plaud、讯兔科技 。 | 易方达财富 | 天弘基金 | | --- | --- | | charles SCHWAB | //DWS | | 恩米基金 | 广州投资顾问学院 GUANGZHOU INSTITUTE FOR INVESTMENT ADVISOR LTD | | PLAUD | 》讯免科技 ...

Core Insights - PitchBook has been recognized in G2's 2026 Best Software Awards, ranking sixth in the Best Financial Services Software Products category, an improvement of two spots from 2025 [1] - The recognition is based solely on verified customer reviews, highlighting PitchBook's strong reputation among users [1][2] Company Performance - PitchBook received 55 new customer reviews in 2025, significantly exceeding the minimum requirement for eligibility, which is five times higher [2] - The company serves over 100,000 clients globally and has grown to more than 3,000 employees across various international offices [5] Customer Trust and Feedback - Customer feedback emphasizes PitchBook's data depth, breadth of coverage, and its capability to provide insights that influence investment decisions [3] - The recognition on G2 reflects the trust customers place in PitchBook, as stated by the President and COO, Rod Diefendorf [3] Industry Context - G2's Best Software Awards are highly competitive, with only 0.6% of over 175,000 vendors listed on G2 earning a spot in this year's awards [2] - PitchBook's consistent ranking on G2's Best Software list for two consecutive years indicates its growing influence and reliability in the financial services software market [3]

Core Insights - Morningstar, Inc. announced the winners of the Morningstar Awards for Investing Excellence UK 2026, recognizing funds and asset managers that have consistently delivered strong risk-adjusted returns over the long term [1][3]. Morningstar Awards Categories - The awards are divided into two main categories: Morningstar Category Awards and Morningstar Asset Manager Awards [2]. Award Winners - The winners of the 2026 Morningstar Awards for Investing Excellence in the UK include: - Best Europe ex-UK Equity Fund: JPM Europe Dynamic (ex-UK) C Net Acc - Best GBP Allocation: BNY Mellon Mlt-Asst Growth Inst W Acc - Best GBP Bond: Royal London Corporate Bond Z Inc - Best Global Equity Fund: L&G Global 100 Index F Inc - Best UK Equity: Fidelity Special Situations W Acc - Best Asset Manager: Dimensional [4][5]. Methodology - The awards are based on a combination of risk-adjusted medium- to long-term performance records and Morningstar's forward-looking rating system, the Morningstar Medalist Rating™, which includes a Parent pillar component [5].

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Core Viewpoint - Morningstar, Inc. has declared a quarterly dividend of 50 cents per share, maintaining the same dividend amount as in January 2026, with payment scheduled for April 30, 2026, to shareholders of record as of April 3, 2026 [1] Company Overview - Morningstar, Inc. is a prominent provider of independent investment insights across North America, Europe, Australia, and Asia, offering a wide range of products and services for various investors and financial professionals [1] - The company manages approximately $378 billion in assets under management (AUMA) as of December 31, 2025, and operates through wholly-owned subsidiaries in 32 countries [1] Recent Developments - Morningstar Credit Analytics has launched new credit models and a 'Bring Your Own Loan' analysis [2] - The company has announced the agenda for its 38th annual Morningstar Investment Conference, scheduled for June 17-18, 2026, at Navy Pier in Chicago, focusing on current investment challenges and strategies [2] - Morningstar has introduced an AI assistant integrated into its Direct Advisory Suite, enhancing its advisor platform [2]

Core Viewpoint - Morningstar is perceived as undervalued and may represent a solid "Buy" opportunity for investors [1] Group 1: Investment Analysis - The analysis emphasizes high-quality companies that can outperform the market in the long run due to competitive advantages and defensibility [1] - The focus is primarily on European and North American companies, without restrictions on market capitalization, covering both large cap and small cap firms [1] Group 2: Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]

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Core Insights - PitchBook has announced a partnership with Perplexity, integrating PitchBook's firmographic intelligence into Perplexity's AI-answer engine, enhancing access to private market data [1][2][3] Group 1: Partnership Details - The integration allows Perplexity users to ask complex questions about companies and deals, receiving sourced insights supported by PitchBook's intelligence [2][3] - This collaboration is part of PitchBook's strategy to expand its network of AI partnerships, which includes companies like OpenAI and Anthropic [3] Group 2: AI and Data Utilization - PitchBook's AI and machine learning strategy focuses on combining advanced technology with human insight to create a comprehensive private market dataset [2] - Perplexity's answer engine provides real-time, verifiable answers from authoritative sources, crucial for high-stakes financial decisions [2] Group 3: Company Background - PitchBook, founded in 2007, serves over 100,000 clients globally and is recognized as a leading source of private capital market intelligence [5] - Perplexity, established in 2022, aims to bridge the gap between traditional search engines and AI-driven interfaces, answering over 150 million questions weekly [7][9]

Core Insights - Morningstar Credit Analytics has launched new credit models and a 'Bring Your Own Loan' analysis tool aimed at enhancing credit risk assessment capabilities [1] Group 1: Product Launch - The new credit models are designed to provide more accurate assessments of credit risk, which is crucial for investors and financial institutions [1] - The 'Bring Your Own Loan' analysis allows users to input their own loan data for customized risk evaluation, increasing flexibility in credit analysis [1] Group 2: Market Impact - This launch is expected to improve the decision-making process for investors by providing tailored insights into credit risk [1] - The introduction of these tools may position Morningstar as a more competitive player in the credit analytics market, potentially attracting new clients [1]

Core Viewpoint - The article emphasizes the importance of forward-thinking discussions in the financial industry, highlighting the role of the Morningstar Investment Conference (MIC) as a platform for deep dialogue among industry leaders to enhance investor experience and adapt to technological changes [2]. Group 1: Key Insights from MIC 2025 - Chen Peng, Chairman of Morningstar China, introduced the "Four-Dimensional Model of Investor Returns," breaking down investor returns into four components: excess fund returns (A), benchmark returns (B), investment costs (C), and investor behavior losses (Gamma), stressing the significance of buy-side advisory transformation for improving investor experience [4]. - Laura Lutton, Global Head of Fund Research at Morningstar, shared three key studies aimed at enhancing investor experience: "Fund Fees and Future Success Rates," "Active vs. Passive Weather Vane," and the first release of the "Investor Return Gap Study" in China [4]. - Chen Tong, Vice President of E Fund, analyzed the outcomes, challenges, and future prospects of the five-year pilot of buy-side advisory services in China, emphasizing the importance of maintaining a buy-side perspective and the role of advisory in retirement finance [4]. - Xiao Wen, Chairman of Yingmi Fund, discussed the practical pathways for advisory services in helping clients achieve their financial goals through asset allocation and financial planning [4]. Group 2: Discussions on Asset Allocation and AI - A roundtable discussion on "Key Strategies for Enhancing Investor Experience" featured insights from industry leaders on effective asset analysis frameworks and selecting quality investment targets, reflecting the growing importance of global asset allocation [4]. - Chen Wenhui, former Vice Chairman of the National Social Security Fund, highlighted AI technology as a core driver of deep transformation in the economy and finance, noting its potential to exacerbate the Matthew effect, benefiting large financial institutions while posing risks to smaller ones [4]. - The panel also explored how AI is reshaping the wealth management industry, indicating a significant shift in operational dynamics and client engagement strategies [4].