Key Takeaways
- • YCharts has launched Alternatives Data, bringing 3,000+ private capital funds, 250+ share classes of semi-liquid funds, and 200+ iCapital share classes into its platform used by financial advisors.
- • Coverage includes Hamilton Lane private markets benchmarks built for private investments rather than public stand-ins, alongside fund-level metrics such as vintage year, gross asset value, IRR, TVPI, DPI, and RVPI.
- • The product is designed to let advisors evaluate alternatives at the security, portfolio, or household level, rather than as a separate allocation outside the portfolio.
- • A YCharts, CION Investments, and Compound Insights survey of 300+ advisors found 95% already hold alternatives in client portfolios, with infrastructure and real assets (52%), private equity (46%), and private credit (36%) the top categories for planned increases.
- • Liquidity, complexity, and client education are cited as the most common barriers to further adoption.
Summary
YCharts has introduced Alternatives Data, a product extension that brings private capital funds, semi-liquid funds, and private markets benchmarks into the same research platform advisors use for public markets. According to the company, coverage includes more than 3,000 private capital funds from managers such as KKR, Blackstone, Carlyle, and CVC; more than 250 share classes of semi-liquid vehicles, including business development companies (BDCs) and non-traded REITs; more than 200 iCapital share classes; and Hamilton Lane private markets benchmarks.
At the fund level, available data varies by vehicle type. Across add-on funds, users can view fund name and share class, manager and strategy, and performance (price, distribution, yield) with risk measures. Private capital funds carry additional detail, including vintage year, gross asset value (GAV), money-weighted performance (IRR, TVPI, DPI, RVPI), state and country, master/feeder structure, and alternative classification. YCharts notes that outcomes can differ significantly by manager, strategy, and vintage year.
The article draws a distinction between public and private exposure. Investors can gain alternatives exposure through publicly traded managers such as Blackstone, KKR, Apollo, Ares, and Carlyle, or through listed private equity funds and ETFs. YCharts argues that a manager's stock reflects fee revenue, performance-fee expectations, and equity market conditions, while its funds reflect underlying investments, liquidity structure, and valuation methodology. Public securities reprice daily, whereas private funds are valued on underlying assets and report on a different schedule, so public proxies may not track private fund performance.
Alternatives Data is also positioned to let advisors analyze alternatives within the broader portfolio at the security, portfolio, or household level. YCharts states the product builds on existing alternatives coverage, including Hamilton Lane benchmarks, unlisted closed-end funds, and hedge fund strategies.
YCharts, CION Investments, and Compound Insights surveyed more than 300 advisors on their use of alternatives. Per the survey, 95% said alternatives already appear in client portfolios. Infrastructure and real assets (52%), private equity (46%), and private credit (36%) topped the list of categories advisors want to add, while liquidity, complexity, and client education remain the most common barriers.
At the fund level, available data varies by vehicle type. Across add-on funds, users can view fund name and share class, manager and strategy, and performance (price, distribution, yield) with risk measures. Private capital funds carry additional detail, including vintage year, gross asset value (GAV), money-weighted performance (IRR, TVPI, DPI, RVPI), state and country, master/feeder structure, and alternative classification. YCharts notes that outcomes can differ significantly by manager, strategy, and vintage year.
The article draws a distinction between public and private exposure. Investors can gain alternatives exposure through publicly traded managers such as Blackstone, KKR, Apollo, Ares, and Carlyle, or through listed private equity funds and ETFs. YCharts argues that a manager's stock reflects fee revenue, performance-fee expectations, and equity market conditions, while its funds reflect underlying investments, liquidity structure, and valuation methodology. Public securities reprice daily, whereas private funds are valued on underlying assets and report on a different schedule, so public proxies may not track private fund performance.
Alternatives Data is also positioned to let advisors analyze alternatives within the broader portfolio at the security, portfolio, or household level. YCharts states the product builds on existing alternatives coverage, including Hamilton Lane benchmarks, unlisted closed-end funds, and hedge fund strategies.
YCharts, CION Investments, and Compound Insights surveyed more than 300 advisors on their use of alternatives. Per the survey, 95% said alternatives already appear in client portfolios. Infrastructure and real assets (52%), private equity (46%), and private credit (36%) topped the list of categories advisors want to add, while liquidity, complexity, and client education remain the most common barriers.
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