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

News | 1 Min Read

Hamilton Lane Hosts Shareholder Day

Hamilton Lane (Nasdaq: HLNE) will host a Shareholder Day on Wednesday, June 5, 2024 presenting on the company’s progress, strategy and outlook.

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Insights

Weekly Research Briefing: April Showers

Will this month's rain bring May flowers? We will find out over the next two weeks as 2/3'rds of the S&P 500 will be reporting their earnings and outlooks. Without any relief from interest rates, inflation and the global political situation, it is going to take a stellar set of numbers from the market leading companies to return the indexes to their March highs.

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Insights

Weekly Research Briefing: More to Look Through

Continued economic strength combined with last week's 'hot' CPI figures have sent Treasury yields 30-40 basis points higher over the last two weeks. Equity markets are fine with small doses of rising yields tied to economic upside, but more than that and stock prices begin to get a fear of heights.

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