#Canada #Toronto #private markets #EvergreenLink #Institutional Link

Institutional Link Inc. Unveils EvergreenLink

On February 3, 2026, Institutional Link Inc., the creators behind SecondaryLink, announced the launch of EvergreenLink, a specialized market intelligence platform tailored to the burgeoning semi-liquid evergreen investment funds sector. This innovative tool aims to provide essential structure, transparency, and comparability to a rapidly evolving investment landscape characterized by registered semi-liquid vehicles known as Evergreen Funds.

The Rise of Evergreen Funds

In recent years, there has been a marked increase in the adoption of Evergreen Funds within the wealth management sector. These funds are gaining traction as investors diversify their portfolios to include alternative asset classes. However, the complexity associated with tracking investments, capital deployment, and liquidity management in this segment has risen tremendously. Recognizing this gap, EvergreenLink seeks to integrate fund-level data and analytics along with dedicated news coverage into a singular, cohesive platform.

Comprehensive Tracking Features

At launch, EvergreenLink is designed to track an extensive array of Evergreen Funds, which encompasses a variety of structures such as '40 Act interval tender offers, Business Development Companies (BDCs), exchange-traded funds, Real Estate Investment Trusts (REITs), and more, amounting to over $250 billion in aggregate assets. The platform’s data analysis features are organized around six core components:

1. Portfolio Holdings: Comprehensive tracking of over 110,000 completed investments, providing insights into fund performance.
2. Portfolio Composition: Bottom-up analysis that reveals diversification across numerous dimensions including asset type, geography, and liquidity profiles.
3. Growth and Strategy: Tracking of changes in fair value, capital deployment strategies, and critical performance indicators since inception.
4. Capital Flows: Insight into subscriptions, redemptions, reinvestments, and distributions, helping assess fundraising momentum and liquidity.
5. Returns and Benchmarks: Detailed return histories that facilitate comparisons with peer funds and relevant indexes.
6. Fund Details: A thorough repository of managerial and structural information, including fee schedules and subscription repurchase mechanics.

Tailored News Coverage

In tandem with its robust data offerings, EvergreenLink features exclusive reporting on emerging trends and significant events within the Evergreen Fund space. This includes updates on fund launches, regulatory changes, capital flow shifts, and key managerial movements. By providing editorial context alongside quantitative data, EvergreenLink enriches users' understanding of the market dynamics that govern these investment vehicles.

Benefits for Fund Managers and Wealth Allocators

The platform is particularly designed for the needs of fund managers, allowing them to benchmark their products against competitors and clarify their unique positioning in terms of portfolio construction, performance, and liquidity strategies. For wealth platforms, wirehouses, Registered Investment Advisors (RIAs), family offices, and other wealth managers, EvergreenLink simplifies the analysis of Evergreen Funds relative to client goals and liquidity preferences.

Meeting Investor Demands at a Crucial Time

Brian McGrath, CEO of Institutional Link, emphasized the platform's timely significance in his statement: “As semi-liquid evergreen structures continue to scale globally, investors are asking more sophisticated questions about how these vehicles behave over time.” EvergreenLink aims to decipher this fragmented market landscape by amalgamating data-centric insights with analytical reports, fostering a more informed arena for fund managers and the wealth management community.

Integration Made Easy

Users can access EvergreenLink through the dedicated website (evergreenlink.com) or integrate it into their existing systems via Excel exports and API availability, thus facilitating seamless research and portfolio processes. Additionally, the platform is accessible under the same login as SecondaryLink, ensuring easy navigation and bundled options for subscribers.

About Institutional Link Inc.

Based in Toronto, Institutional Link Inc. is a pioneering data and intelligence firm dedicated to enhancing transparency within private markets and facilitating alternative asset liquidity. With a solid background in market intelligence provided through platforms like SecondaryLink, they continue to lead innovations in this vital sector.

With EvergreenLink stepping into the arena of semi-liquid evergreen funds, Institutional Link Inc. shows a strong commitment to empowering investors through improved visibility and analytical capabilities.