Portfolio Construction & Management

Hamilton Lane works closely with clients to build and manage their optimal private equity portfolios.

Our collaborative, client-centric approach results in a customized portfolio designed specifically to meet each client’s needs. At the beginning of the relationship, Hamilton Lane provides each client with a detailed assessment of its program. We then create a strategic plan defining both short and long-term objectives. This blueprint remains fluid, and can be adjusted based on market fluctuations and the needs of the client.

Hamilton Lane utilizes several proprietary investment tools to ensure that our clients’ portfolios are well positioned to achieve set objectives. One tool in particular, the Horizon Model, projects the appropriate amount of annual commitments for a desired private equity allocation based on different market scenarios—a key factor when constructing and managing a private equity portfolio.

Other proprietary tools include:

• Simulated Market Risk Return Tool
• J-curve Indicator
• Value Creation Model
• General Partner Rating System
• Portfolio Optimization Model

A detailed description of these tools can be found in the Research section of the website.