More investors want public and private assets in their portfolio. Now there’s a benchmark to track this combo

## Morningstar Launches Index Blending Public and Private Equity

Morningstar has created a new benchmark, the Morningstar PitchBook US Modern Market 100 Index, to reflect the growing investor interest in combining public and private market exposure. Here’s a breakdown:

  • **The Index’s Composition:** The Modern Market 100 includes 100 of the largest U.S. companies, with a 90/10 split between public and venture-backed private companies.
  • **Rationale:** This structure aims to capture the evolving asset landscape, where innovative companies are staying private longer and attracting significant capital.
  • **Why It Matters:** The index aims to provide a more comprehensive view of the market, as private companies represent a significant portion of economic activity and innovation.
  • **Key Players:** The index includes major public tech companies like Microsoft and Apple, alongside high-profile private companies such as SpaceX and OpenAI.
  • **Challenges and Methodology:** Morningstar developed a rules-based process for pricing private assets, using data from secondary trading platforms and incorporating liquidity screens and regular rebalancing.
  • **Performance:** The Modern Market 100 has shown strong performance, with a 1-year return of 28.2%, outperforming the S&P 500.
  • **Potential Risks:** The index’s focus on growth companies, particularly in tech, could make it vulnerable to market downturns.
  • **Investor Benefits:** The index offers investors exposure to a broader range of opportunities, including companies that are not yet publicly traded but are significant drivers of economic growth.

For more details, you can read the original article [here](link to the article).

Source: https://www.cnbc.com/2025/09/10/morningstar-pitchbook-index-tracks-exposure-to-public-and-private-assets.html

Leave a Comment

Your email address will not be published. Required fields are marked *