Hamilton Lane To Offer Its Private Markets Data On FactSet's Portfolio Analytics Platform Under New Partnership

Strategic partnership will make Hamilton Lane's institutional-grade private markets data, covering more than 70,000 funds, 240,000 assets and proprietary fund- and deal-level benchmarks built on decades of expertise as a  private markets solutions provider, accessible within FactSet's portfolio analytics platform*.

Through this partnership, Hamilton Lane's proprietary data will be embedded directly into FactSet's analytics infrastructure, closing the gap that has long forced institutional investors to manage public and private portfolios on separate systems. The firm's benchmarks equip limited partners, institutions, financial advisors and researchers with institutional-grade data to evaluate and compare performance and identify trends, with transparency across strategies, vintage years and geographies within private markets.

"Private markets have become a central allocation for the world's most sophisticated investors, yet the tools available to analyze the whole portfolio have proven insufficient," explained David Mellars, Senior Director, Product Management at FactSet. "Institutional investors have long managed public and private portfolios in isolation. As allocators increasingly view their portfolios as a single, unified whole, the demand for systems, data, and analytics that span both asset classes has become critical. This partnership meets that demand head-on and gives users the ability to make better-informed allocation decisions across their entire portfolio in a single place."

The integrated solution is designed to deliver across three core capabilities:

Proprietary Benchmarking: Hamilton Lane's indices and benchmarks, built on decades of high-quality private markets data, will be natively accessible within FactSet's performance measurement environment, providing a differentiated, transparent alternative to public index proxies, with the ability of clients to create and apply custom benchmarks directly within their existing workflows.
Enhanced Risk and Commitment Pacing Models: The integrity of an investment decision begins with the integrity of the data behind it. Embedding Hamilton Lane's institutional-grade private markets data directly into FactSet's analytics infrastructure is intended to eliminate a fundamental bottleneck giving allocators the inputs, the engines, and the workflow to act with greater conviction across their entire portfolio.
Whole Portfolio Construction and Monitoring: Clients can track public and private exposures in a unified view, with performance, attribution, and risk analytics that span asset classes, positioning FactSet as a true multi-asset class provider capable of delivering analytics across the entire portfolio.