Case Study: Houlihan Lokey Assists Morningstar in the Creation of the Morningstar PitchBook Global Unicorn Indexes

Morningstar, a leading provider of index solutions, sought an advisor with substantial private market valuation experience to enhance its new index offering. It engaged Houlihan Lokey to fill this role and provide a practitioner’s perspective. A first-of-its-kind family of indexes, the Morningstar PitchBook Global Unicorn Indexes brings transparency to the late-stage venture capital market, a market where Houlihan Lokey brings extensive mark-to-model expertise.

Morningstar Indexes helps investors understand evolving markets and build more effective portfolios. PitchBook, a subsidiary of Morningstar and leading provider of private market data and research, joined forces with its parent company’s indexes division to tackle the challenge.

For more information on the Morningstar PitchBook Global Unicorn Indexes, click here.

For more information or to view Houlihan Lokey’s Private Performing Credit Index, click here.

 

*The file is an Adobe Acrobat PDF. If you experience difficulty opening the downloadable file, you may need to download the free Acrobat Reader.

Contacts

Dr. Cindy Ma Managing Director, Global Head of Portfolio Valuation and Fund Advisory Services
Terence Tchen Senior Advisor
David Wagner Senior Advisor
Andrew MacNamara Managing Director
Ian Coffman Director