MORN News & Events

PitchBook announced a new federated Copilot connector with Microsoft, bringing trusted private capital market data into Microsoft 365 Copilot - including Copilot in Excel, Copilot Chat, and Researcher. The connector brings trusted private capital market data into secure enterprise AI environments and enables licensed users to interact with PitchBook intelligence directly within the Microsoft 365 Suite. Through this collaboration, enterprise teams can access and apply PitchBook data within Microsoft 365 Copilot, combining AI-powered productivity tools with trusted market intelligence. Licensed users of both Microsoft 365 Copilot and PitchBook can now engage directly with the PitchBook Copilot agent using natural language to surface insights, build models, summarize research, and create presentations-all within Microsoft 365 applications. Within Copilot in Excel, the same connector extends this capability directly into the workbook, allowing finance teams to build target lists, run diligence workflows, and screen investments with PitchBook's institutional-grade private capital market intelligence - company profiles, deal histories, fund data, and analyst research - grounding every answer in a traceable, trusted source.

Morningstar (MORN) announced a strategic collaboration with Houlihan Lokey (HLI) to develop a new suite of daily valuation indexes to help investors measure and invest in collateralized loan obligations. "Through this new initiative, Morningstar Indexes will work with Houlihan Lokey's Portfolio Valuation and Fund Advisory Services team to develop the Morningstar Houlihan CLO Indexes. The index series will combine Morningstar's design and governance with Houlihan Lokey's valuation framework and credit market expertise to address the growing need for reliable benchmarks in the rapidly expanding CLO market," the company stated.