New Hamilton Lane Benchmarks Now Available in YCharts

The allocation frameworks that shaped portfolios for the last generation are being reset. As confidence in traditional diversification models wanes, advisors and home offices are re-examining how portfolios are built, and what role private markets should play going forward.

According to CAIS and Mercer’s 2026 State of Alternative Investments in Wealth Management report, fewer than 10% of advisors express strong confidence that a traditional 60/40 portfolio can deliver historical returns over the next five years, while roughly one-third report low confidence overall.

At the same time, client expectations are rising, across high-net-worth households and among non-accredited investors, driving greater demand for differentiated, outcome-oriented portfolio construction.

For financial advisors, that makes understanding and communicating the nuances of private markets more important than ever.

Hamilton Lane benchmarks on YCharts help meet that need by delivering standardized metrics and insights built on decades of private markets performance data.

These benchmarks also support advisors who use proxy tickers or model portfolios to represent private market exposures by providing more relevant points of comparison for investment analysis.

Why Private Markets Are More Relevant Than Ever

Private equity and private credit’s footprint in portfolios continues to expand as companies stay private longer and capital formation shifts outside public markets. According to CAIS and Mercer, nearly 9 in 10 advisors already allocate to alternatives, and 88% plan to increase allocations over the next two years.

View and Modify in YCharts

As volatility, inflation uncertainty, and interest-rate sensitivity remain top macro concerns, advisors are increasingly using private market exposure alongside public assets to potentially diversify risk, enhance returns, and support income objectives. And being able to monitor and visualize a growing sleeve of clients portfolios is a must.

Hamilton Lane Benchmarks Viewable in YCharts

Hamilton Lane’s benchmarks are built from proprietary fund data sourced from Limited Partner cash flows globally and are designed to equip advisors and home offices with premium data to better evaluate and compare performance of allocations that include alternatives.

Coverage includes private equity, private credit, and private real assets, with transparency across strategies, vintage years, and geographies. 

These benchmarks are used by institutions, general partners, financial advisors, and researchers to measure and compare performance and identify trends.

The benchmarks are now available to YCharts Professional license users. This release represents the first phase of a broader initiative to expand alternative investment data on the platform, supporting advisors who manage increasingly diversified client portfolios.

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