YCharts, an investment research and client engagement platform, has introduced benchmark data from global private markets investment firm Hamilton Lane, providing financial advisors with new tools to evaluate private fund performance and portfolio diversification.
The integration aims to enhance visibility into private markets, offering advisors the ability to benchmark private fund performance, assess portfolio diversification, and articulate the role of private markets within client strategies. As private market investments increasingly become a component of client portfolios, advisors require robust tools to analyze these assets with the same precision applied to public markets.
Hamilton Lane’s benchmarks, now accessible within YCharts, deliver standardized metrics and insights derived from decades of private markets performance data. This functionality also supports advisors who utilize proxy tickers or model portfolios to represent private market exposures, providing more pertinent comparison points for investment analysis.
Caleb Eplett, Chief Product Officer at YCharts, stated, “YCharts is focused on helping advisors make more informed, confident decisions for their clients. 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.”
The benchmarks from Hamilton Lane are constructed from proprietary fund- and deal-level data, sourced from Limited Partner cash flows globally. They provide premium data for evaluating and comparing performance across private equity, private credit, and private real assets, with transparency across various strategies, vintage years, and geographies. These benchmarks are utilized by institutions, general partners, financial advisors, and researchers for performance measurement and trend identification.
Griff Norville, Head of Technology Solutions at Hamilton Lane, commented, “We are excited to partner with YCharts to make our proprietary private markets benchmark data more accessible to financial advisors. 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 currently available to YCharts Professional license users. This release marks the initial phase of a broader initiative to expand alternative investment data on the platform, supporting advisors in managing increasingly diversified client portfolios.
