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ESG & Impact Investing in a COVID-19 World

ESG & Impact Investing in a COVID-19 World

In this paper, we explore the current trends in ESG and impact investing in the private markets, balancing the growing focus on making strong investments as capital fiduciaries against a more challenging economic environment.

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Private Markets in a Downturn

Private Markets in a Downturn

As investors around the world seek to get a handle on this latest downturn and implications for their portfolios, we are reprising an excerpt from our latest Market Overview, in which we offer a reminder of our view that the private markets are generally well-prepared to withstand a downturn – and offer some considerations as to why.

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ODD: Soundbites from the Frontline

ODD: Soundbites from the Frontline

There was a time when those opening lines from Eminem’s hit, “Lose Yourself,” might have reflected how managers reacted when undergoing a rigorous operational due diligence (ODD) review. But, similar to how B-Rabbit improved his confidence and flow throughout the movie 8 Mile, I am happy to say that GPs also have embraced their ODD reviews and are now more prepared, and seemingly more comfortable, than ever with discussing their operational organizations, structures and even challenges.

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The Infra Report Card

The Infra Report Card

Infrastructure has attracted significant capital in recent years on the back of strong aggregate performance (see chart in post), persistently low yields in competing investments and supportive macro and capital markets environments. Read more in our Infra Report Card.

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Private Markets in Asia: Too Important to Ignore

Private Markets in Asia: Too Important to Ignore

Last summer, we took you on a whirlwind of a country-by-country tour of the Asian private markets landscape. Now we’re back with the second installment of the white paper series, looking at just how risky (or not?) Asia’s private markets are, and offering some considerations for adding exposure in Asia within your portfolio.

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2019/2020 Private Markets Survey

2019/2020 Private Markets Survey

Our sixth annual Private Markets Survey captures insights and opinions from industry-leading investors and fund managers from around the world for a telling look into the private markets.

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Greatest Hits 2019

Greatest Hits 2019

As we step over the threshold into a new decade, we’d like to first take a moment to reflect on the past year and say thanks. Because – and not to brag – in 2019 you liked us; you really liked us. And by us, we mean our content. As we kick off the new calendar year, we’re taking a final look back at the year gone by with our annual “Greatest Hits” list: the top pieces of content that you all found most engaging and worthwhile.

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2019 GP Dashboard

2019 GP Dashboard

Hamilton Lane's sixth annual GP Dashboard captures the opinions and expectations of a global, diverse group of general partners and offers telling information about where the GP community believes the private markets are headed.

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London Undergraduate Women's Summit

London Undergraduate Women's Summit

By: Nina Kraus, Vice President

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An Offer You Can't Refuse: Why You Should be a Secondary Seller

An Offer You Can't Refuse: Why You Should be a Secondary Seller

The PE secondaries market, once a niche sector, has now found a seat at the grown ups' table. Check out our latest white paper that addresses some considerations to help LPs navigate, expand, evolve, or reshape their portfolios in this new era.

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Hamilton Lane Liquidity Scorecard

Hamilton Lane Liquidity Scorecard

By Bryan Jenkins, Vice President, Private Market Analytics

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Stake Sales: What J. Lo and Your GPs Have in Common

Stake Sales: What J. Lo and Your GPs Have in Common

Has anyone ever uttered the words GPs and J. Lo in the same sentence? We certainly hadn't - until today. In this article, Vice President Ryan Smith walks us through GP stake sales and the possible characteristics they share with "Jenny from the Block."

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Rainy Days, Credit Quality and Market Conditions: 5 Key Considerations for Private Credit Investors

Rainy Days, Credit Quality and Market Conditions: 5 Key Considerations for Private Credit Investors

In our first attempt at a "listicle" (yes, we are extremely hip), we're tackling some of the pros and cons around the current economic cycle, and taking a closer look at private credit as an asset class to see how it might fare. [Spoiler alert: We think private credit is a pretty good and relatively more predictable spot to be in when the going gets tough – whenever that may be.] Here's our list of some key considerations for private credit investors right now.

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Dispersion of Infrastructure Returns

Dispersion of Infrastructure Returns

By TC Rolfstad, Vice President, Real Assets

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Secondary Return Attribution

Secondary Return Attribution

By Ryan Smith, Vice President, Secondaries

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Unicorn Playbook: 2019 Edition

Unicorn Playbook: 2019 Edition

In the investment world, the term “Unicorn” is widely understood to represent a privately-held company that has reached a billion-dollar valuation. In fact, we debated even defining it here. But, for the uninitiated, let’s take a quick trip down memory lane all the way back to…2013. When the venture capitalist Aileen Lee first coined the term that year, 39 such companies were in existence. Much like the mythical beast itself, a private company with a one-billion-dollar valuation was still a statistical rarity at the time. However, in just the past six years, the unicorn ranks have swelled at an ever-increasing rate.

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Private Markets in Asia: A Country-by-Country Guide

Private Markets in Asia: A Country-by-Country Guide

What exactly is the private market landscape in Asia? Just like its cultures, cuisines and languages, Asia's private market landscape is very large and diverse, with enormous regional variations. In this white paper, the first in a series on the private markets in Asia, Managing Director Mingchen Xia and Principal Shannon Chow look at the five key regions that make up the space: China, India, North Asia (Japan and Korea), South East Asia ("SEA") and Australia.

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Pulling Back the Curtain on Real Estate Performance

Pulling Back the Curtain on Real Estate Performance

As investor interest in the real assets sector continues to increase, we thought we’d take the opportunity to pull back the curtain on one specific (often beloved) sub-sector: Real estate.

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The Myth of "Peak Venture"

The Myth of "Peak Venture"

To the casual observer, it may seem like all signs are pointing to “peak venture.” The news is full of stories exposing the excesses of the industry and predicting its imminent collapse. And to be fair, there’s plenty for people to worry about: fundraising for venture is at an all-time high; prices by round are setting records; unprofitable IPOs are back in vogue with public investors willing to bet big on businesses burning through cash; and possibly the most alarming indicator of all, Patagonia is so concerned by its association with the image of VCs that it announced it will no longer allow financial firms to add their logos to their signature fleece vests. An entire generation of aspiring venture capitalists cut off from the one piece of clothing that expresses their love for both casual outdoor adventures and MOIC.

One of the problems with the “peak venture” view is that these same market factors have been in effect for years, and yet the market has continued to take off, seemingly unfazed. Venture and growth equity have consistently outperformed the broader private markets, the developed market buyouts and the public benchmarks over the last one-, five- and ten-year periods. And, in that same period, HBO has filmed five seasons of Silicon Valley – so shouldn’t the euphoria have subsided by now? What’s fueling this market beyond Soylent and raw ambition? To answer that, we zipped up our vests, laced up our Allbirds and dove into our data to better understand what’s driving this growth and how sustainable it could be.

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A Tale of Real Assets: Real Assets Market Overview

A Tale of Real Assets: Real Assets Market Overview

With a 38% increase in Real Assets PPMs received by Hamilton Lane in 2018 versus the prior year, choice – and investor interest – in real assets continues to grow. Our real assets team offers its unique perspective on this this expanding, and increasingly complex, market. Aptly titled A Tale of Real Assets, our inaugural Real Assets Market Overview offers an in-depth review of the space, the disparate strategies and realities within today’s market and a breakdown of the trends and opportunities within each sub-sector.

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Co-Investing: The Struggle is Real

Co-Investing: The Struggle is Real

Some are ardent proponents, others are vehement skeptics. Regardless, with growing public discourse, the level of interest in CI continues to grow. In this white paper, Managing Director Jeff Armbrister discusses the ins and outs of co-investing in the private markets.

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Navigating the Muddy Waters of Real Assets Benchmarking

Navigating the Muddy Waters of Real Assets Benchmarking

By TC Rolfstad, Vice President, Real Assets

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Choose Your Own Downturn

Choose Your Own Downturn

At Hamilton Lane, we spend a lot of time listening. It’s how we stay in tune with the mood in the market and a big part of how we ensure we’re offering our clients and investors the service and support they’re looking for in this asset class. Lately, what we’re hearing as the first, second and third question on the minds of LPs is some version of the following: Volatility has to go up and a downturn is inevitable, so how do I best position my private markets portfolio?

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Does investing in PE have to be this hard to get to?

Does investing in PE have to be this hard to get to?

Traditionally, the benefits of private equity investing have been enjoyed by long-term, well established, institutional investors with a dedicated presence in the asset class. That’s because the private markets have a high barrier to entry, they’re largely illiquid, and require teams of resources and expertise to make informed decisions. But, does it have to be that hard to get to?

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Intention, Retention & Measurement: What it Takes to Move the Needle on Women in the Private Markets

Intention, Retention & Measurement: What it Takes to Move the Needle on Women in the Private Markets

By Kate McGann, Vice President, Public Relations

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