YCharts Introduces Hamilton Lane Benchmarks to Bring Private Markets Insights to Advisors
MWN-AI** Summary
YCharts has announced the integration of benchmark data from Hamilton Lane, a prominent global private markets investment firm, into its platform, enhancing financial advisors’ ability to analyze private market strategies and allocations. This development comes at a time when private markets are gaining increasing importance in client portfolios, necessitating robust tools for performance assessment akin to those used in public markets. With Hamilton Lane benchmarks now accessible on YCharts, advisors can utilize standardized metrics derived from extensive private markets performance data, enhancing their capability to interpret and explain private investments within client portfolios.
The benchmarks include comprehensive coverage of private equity, private credit, and private real assets, boasting transparency across various strategies, vintage years, and geographical locations. This rich dataset is built on proprietary fund and deal-level information sourced from global Limited Partner cash flows, making them a valuable resource for institutions, general partners, and financial advisors for performance comparison and trend identification.
Caleb Eplett, Chief Product Officer at YCharts, emphasized that the addition of these benchmarks allows advisors to make more informed and confident decisions for their clients. Griff Norville, Head of Technology Solutions at Hamilton Lane, expressed excitement over the collaboration, noting its role in making private markets data more accessible and advancing investor education in this evolving landscape.
Currently, the Hamilton Lane benchmarks are available to YCharts Professional license users, marking the initial phase of a broader initiative aimed at expanding alternative investment data on the platform. This move is aligned with the ongoing trend of advisors managing increasingly diversified client portfolios, ultimately enhancing their capacity to provide tailored investment strategies. For more details, YCharts invites interested parties to visit their website or reach out directly.
MWN-AI** Analysis
The recent collaboration between YCharts and Hamilton Lane marks a significant development for financial advisors aiming to navigate the increasingly complex arena of private markets. As private investments gain traction within client portfolios, the need for reliable and standardized benchmarks becomes paramount. This partnership brings vital insights into private equity, credit, and real assets, providing a solid framework for evaluating performance and making informed investment decisions.
For advisors, the Hamilton Lane benchmarks integrated into YCharts serve as a crucial tool. They allow for an apples-to-apples comparison between private market strategies, akin to the metrics available in public markets. This kind of transparency and data-driven evaluation can enhance portfolio diversification and help advisors justify allocations in private assets to clients. Particularly, in a climate of economic uncertainty, demonstrating due diligence through rigorous performance metrics can build trust and confidence.
Moreover, advisors who utilize proxy tickers or model portfolios to illustrate private market exposure now have access to more relevant data. This ability to benchmark private fund performance effectively can lead to refined investment strategies tailored to individual client risk tolerance and financial goals. As demand for private market opportunities increases, especially from high-net-worth individuals, staying ahead of the curve with these benchmarks could be a game-changer for advisors.
In light of these developments, financial professionals should consider incorporating Hamilton Lane’s benchmarks into their toolbox to enhance client discussions and decisions regarding alternative investments. This strategic integration not only strengthens investment knowledge but also positions advisors to capitalize on the growing interest in private markets, ultimately driving client satisfaction and retention. As alternative investments continue to evolve, embracing advanced tools and insights will be critical for sustaining competitive advantage in the financial advisory landscape.
**MWN-AI Summary and Analysis is based on asking OpenAI to summarize and analyze this news release.
New benchmarks from Hamilton Lane provide advisors with trusted data to evaluate private markets strategies and allocations.
YCharts, a leading investment research and client engagement platform, today announced the introduction of benchmark data from leading global private markets investment firm Hamilton Lane (Nasdaq: HLNE). The addition brings new visibility into private markets, helping financial advisors benchmark private fund performance, evaluate portfolio diversification and explain the role of private markets in client strategies.
With private markets playing an increasingly important role in client portfolios, advisors need a new set of tools to assess private investments with the same clarity and rigor they apply to public markets. Having Hamilton Lane benchmarks easily accessible within YCharts helps to deliver standardized metrics and insights built on decades of private markets performance data. The benchmarks also support advisors who use proxy tickers or model portfolios to represent private market exposures, providing more relevant points of comparison for investment analysis.
“YCharts is focused on helping advisors make more informed, confident decisions for their clients,” said Caleb Eplett, Chief Product Officer at YCharts. “With the addition of Hamilton Lane benchmarks, we’re giving advisors the context they need to understand and explain private markets investments within client portfolios.”
Hamilton Lane’s benchmarks are built from proprietary fund- and deal-level data sourced from Limited Partner cash flows globally, and are designed to equip industry professionals with premium data to better evaluate and compare performance. Coverage includes private equity, private credit and private real assets, with transparency across strategies, vintage years and geographies. These benchmarks are used by institutions, general partners, financial advisors and researchers to measure performance and identify trends.
“We are excited to partner with YCharts to make our proprietary private markets benchmark data more accessible to financial advisors,” said Griff Norville, Head of Technology Solutions at Hamilton Lane. “This collaboration underscores our commitment to delivering transparent and data-driven insights, while advancing investor education across the private markets landscape. As interest from financial advisors and wealth professionals continues to grow, we see this as a meaningful step toward broadening access to the private markets.”
The Hamilton Lane benchmarks are now available to YCharts Professional license users. This release represents the first phase of a broader initiative to expand alternative investment data on the platform, supporting advisors who manage increasingly diversified client portfolios.
To learn more, visit the YCharts website or contact hello@ycharts.com .
About YCharts
YCharts is a leading investment research and client engagement platform that empowers wealth managers to make data-driven decisions and strengthen client relationships. With intuitive tools and comprehensive market data, YCharts simplifies investment analysis, risk profiling, and proposal creation. AI-powered features accelerate workflows and surface key insights, while integrations with portfolio management systems, Excel, and single sign-on support maximum efficiency. Advisors rely on YCharts to streamline their day-to-day and deliver better client outcomes.
About Hamilton Lane
Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 780 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has $1.0 trillion in assets under management and supervision, composed of $146.1 billion in discretionary assets and $871.5 billion in non-discretionary assets, as of December 31, 2025. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit our website or follow us on LinkedIn .
Visit YCharts on social media
View source version on businesswire.com: https://www.businesswire.com/news/home/20260210061468/en/
Media contact for YCharts
Tania Hollander
(866) 965-7552
tania@ycharts.com
Media contact for Hamilton Lane
Tia Wilson
(484) 816-6982
twilson@hamiltonlane.com
FAQ**
How will the partnership between YCharts and Hamilton Lane Incorporated (HLNE) enhance the ability of financial advisors to assess private market investments effectively?
What specific performance metrics from Hamilton Lane Incorporated (HLNE) will be included in the YCharts platform for private equity, private credit, and private real assets benchmarking?
Can you explain how Hamilton Lane Incorporated (HLNE) ensures the transparency and accuracy of the proprietary data used in their benchmarks?
What are the anticipated benefits for financial advisors using the Hamilton Lane Incorporated (HLNE) benchmarks within YCharts in managing diversified client portfolios?
**MWN-AI FAQ is based on asking OpenAI questions about Hamilton Lane Incorporated (NASDAQ: HLNE).
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