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

Weekly Research Briefing: May Flowers

Investors are hoping that the stormy April markets will also lead to some blossoming in their May portfolios. US investors in European equities have seen many of their assets bounce back to highs, especially in German stocks and among the European financial companies.

Read the Research Article
Insights | 45min

From the Desk of Mario Giannini | Market Update

Executive Co-Chairman Mario Giannini continues discussing the global macroeconomic environment and investment opportunities arising from tariff uncertainty. 

Read the Research Article
Insights

Weekly Research Briefing: Cracks Widening

Not much winning right now. The S&P 500 is -13% YTD, US small-caps -18%, and the Magnificent Seven -25%. Even long US Treasury bonds are negative YTD while the US dollar index is -9%. International stocks and Gold is where the green is this year. It didn't have to be this way.

Read the Research Article