Solutions Reporting & Analytics

Seamless Portfolio Reporting & Analytics Backed by Industry-Leading Technology

Limited partners spend a disproportionate amount of time and resources chasing data and monitoring portfolios. The complexities related to information management and reporting in this asset class make it challenging to capture value-driving insights, manage risk and plan for tomorrow. Given Hamilton Lane’s scale and position within the industry, we have unique access to comprehensive private markets data and innovative tools that can empower your investment program.

Our end-to-end reporting & analytics offering pairs best-in-class technology with expert operational support to help reduce your administrative burden and serve as an extension of your team. Ultimately, we strive to deliver a clear, accurate snapshot of your portfolio’s performance so you can reach your investment goals.

Capture value-driving insights, manage risk and plan for tomorrow.

  • Portfolio Allocation Analysis: Evaluate the return and risk metrics of different private market strategies and sectors to inform portfolio construction decisions
  • Forecasting & Planning: Leverage our proprietary, data-driven (the Horizon Model™) to stress-test your portfolio, project cash flows and solve for commitment plans
  • AI-Enabled Data Collection: Fast and accurate data processing across all three levels of reporting, including relevant operating metrics.
  • Portfolio Reporting: Utilize leading front- and back-end technology to gain an accurate snapshot of your portfolio's current performance
  • Dedicated Client Success: Partner with our industry, data and technology experts to streamline your processes and reduce your administrative burden

Horizon-Model

Differentiated Thinking, Differentiated Results

Griff Norville, Managing Director and Head of Technology Solutions, breaks down why our approach to data & technology is different.

  • We firmly believe that superior investment performance can be driven by superior access to information
  • We specialize in building innovative, data-driven investment tools and solutions. Enter Cobalt LP™ - the data management, portfolio construction and investment diligence software used by our global investment team and clients
  • We partner with exciting new technology companies that have high potential to drive this industry forward


Recent Content

Insights | 7 Min Read

The Truth About Secondaries: Separating Myth from Market Opportunity

The secondaries market has grown into a vital force within private market investing, but many investors misunderstand the strategy.

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Insights

Weekly Research Briefing: Groundhog Day

Rise and shine investors because you have seen this day before. Most of you are planning on starting the morning off with a big breakfast TACO. A few of you are readying yourself for a bowl of mush and a glass of Postum. Either way, the White House is back to demanding extremely high tariffs once again on all foreign imported goods. With the stock market trading back to its previous high valuation, it is saying that the new tariff rates will not make it to August 1st.

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News | 7 Min Watch

Erik Hirsch on Bloomberg TV Open Interest: July 8

Co-CEO Erik Hirsch joined Bloomberg's Open Interest to discuss the anticipated turbulence in the markets this summer with the extended tariff deadline, the ripple effects of this continued uncertainty and how the private market is becoming bifurcated.

View the Media Coverage