YCharts Introduces Hamilton Lane Benchmarks to Bring Private Markets Insights to Advisors
YCharts Introduces Hamilton Lane Benchmarks to Bring Private Markets Insights to Advisors
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Key Terms
benchmark datafinancial
A set of standard measurements or reference values used to compare performance, risks, or results against a common yardstick. Like using a ruler to see if something is longer or shorter than expected, benchmark data lets investors tell whether a fund, strategy, product or metric is doing better or worse than typical market levels, helping with decisions, performance attribution and spotting outliers.
private marketsfinancial
Private markets are places where investors buy and sell ownership in companies, debt, or assets that are not listed on public stock exchanges — think direct stakes in a start-up, private company, real estate project, or loan. They matter to investors because these deals can offer higher potential returns and diversification but come with less transparency, limited ability to sell quickly, and more uncertainty, like owning a whole house versus trading shares of a real estate fund.
proxy tickerstechnical
A proxy ticker is a substitute stock symbol used to represent a security when the primary symbol isn’t available or when a share is listed in a different market or form (for example, an international share or a temporary placeholder). Think of it like a forwarding phone number that lets traders, data systems and news services find and trade the right instrument even when names differ. It matters because using the wrong symbol can lead to missed trades, incorrect price data, and mislinked company news, all of which affect investment decisions.
model portfoliostechnical
Model portfolios are carefully designed collections of investments that reflect a specific financial strategy or goal, such as growth or income. They serve as ready-made investment plans, helping investors easily diversify their holdings without selecting individual assets themselves. This simplifies the process of investing and provides a clear roadmap aligned with different risk levels and objectives.
Limited Partnerfinancial
A limited partner is an investor in a pooled investment vehicle—such as a private equity, venture capital, or real estate fund—who provides capital but does not take part in day‑to‑day management and whose financial responsibility is capped at the amount invested. For investors, being a limited partner matters because it defines how much control they have, how much risk they bear, and how returns are distributed; think of a limited partner as a silent co‑owner who shares in profits and losses while leaving operations to the fund managers.
general partnersfinancial
General partners are the people or firms that run and make day-to-day decisions for a partnership or investment fund, taking primary responsibility for its operations and obligations. They matter to investors because they control strategy, bear more legal and financial risk than passive backers, and their skill and incentives largely determine returns—think of them as the fund’s captain who both steers the ship and shares in the voyage’s upside and downside.
vintage yearsfinancial
Vintage year is the calendar year a investment fund (such as a private equity, venture capital, or real estate fund) begins investing or is officially launched; it’s used to group funds that started operating under the same market conditions. Investors use vintage years to compare performance and risk — like comparing classmates from the same graduation year — because funds that start at the same time tend to face similar economic environments that shape returns.
New benchmarks from Hamilton Lane provide advisors with trusted data to evaluate private markets strategies and allocations.
CHICAGO & CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--
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.
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.
