CHICAGO, IL & CONSHOHOCKEN, PA — YCharts announced it has added private markets benchmark data from Hamilton Lane (Nasdaq: HLNE) to its investment research platform, giving financial advisors new tools to evaluate private fund performance and portfolio diversification.
The company said the addition is intended to help advisors assess private investments alongside public markets data, as private markets take on a larger role in client portfolios.
According to the announcement, the Hamilton Lane benchmarks provide standardized metrics based on fund- and deal-level data sourced from limited partner cash flows globally. The data covers private equity, private credit and private real assets, with breakdowns by strategy, vintage year and geography.
YCharts said the benchmarks can also support advisors who use proxy tickers or model portfolios to represent private market exposures by offering more relevant comparisons for analysis.
“YCharts is focused on helping advisors make more informed, confident decisions for their clients,” Caleb Eplett, chief product officer at YCharts, said in a statement.
Hamilton Lane said its benchmarks are used by institutional investors, 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,” Griff Norville, head of technology solutions at Hamilton Lane, said in a statement.
The benchmarks are available to YCharts Professional license users. The companies said the release marks the first phase of a broader effort to expand alternative investment data on the platform.
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