New solutio is desig ed to u ify expa sive public a d p ivate ma kets i tellige ce i to a si gle, co ected po tfolio a alytics wo kflow
NORWALK, Co . a d CONSHOHOCKEN, Pa., Nov. 02, 2026 (GLOBE NEWSWIRE) — FactSet (NYSE: FDS | NASDAQ: FDS), a leadi g global i tellige ce a d AI solutio s p ovide to the fi a cial ma kets, a d Hamilto La e (NASDAQ: HLNE), a leadi g global p ivate ma kets i vestme t fi m, today a ou ced a st ategic pa t e ship that will make Hamilto La e’s i stitutio al-g ade p ivate ma kets data, cove i g mo e tha 70,000 fu ds, 240,000 assets a d p op ieta y fu d- a d deal-level be chma ks built o decades of expe tise as a p ivate ma kets solutio s p ovide , accessible withi FactSet’s po tfolio a alytics platfo m*.
Th ough this pa t e ship, Hamilto La e’s p op ieta y data will be embedded di ectly i to FactSet’s a alytics i f ast uctu e, closi g the gap that has lo g fo ced i stitutio al i vesto s to ma age public a d p ivate po tfolios o sepa ate systems. The fi m’s be chma ks equip limited pa t e s, i stitutio s, fi a cial adviso s a d esea che s with i stitutio al-g ade data to evaluate a d compa e pe fo ma ce a d ide tify t e ds, with t a spa e cy ac oss st ategies, vi tage yea s a d geog aphies withi p ivate ma kets.
“P ivate ma kets have become a ce t al allocatio fo the wo ld’s most sophisticated i vesto s, yet the tools available to a alyze the whole po tfolio have p ove i sufficie t,” explai ed David Mella s, Se io Di ecto , P oduct Ma ageme t at FactSet. “I stitutio al i vesto s have lo g ma aged public a d p ivate po tfolios i isolatio . As allocato s i c easi gly view thei po tfolios as a si gle, u ified whole, the dema d fo systems, data, a d a alytics that spa both asset classes has become c itical. This pa t e ship meets that dema d head-o a d gives use s the ability to make bette -i fo med allocatio decisio s ac oss thei e ti e po tfolio i a si gle place.”
The i teg ated solutio is desig ed to delive ac oss th ee co e capabilities:
P op ieta y Be chma ki g: Hamilto La e’s i dices a d be chma ks, built o decades of high-quality p ivate ma kets data, will be atively accessible withi FactSet’s pe fo ma ce measu eme t e vi o me t, p ovidi g a diffe e tiated, t a spa e t alte ative to public i dex p oxies, with the ability of clie ts to c eate a d apply custom be chma ks di ectly withi thei existi g wo kflows.E ha ced Risk a d Commitme t Paci g Models: The i teg ity of a i vestme t decisio begi s with the i teg ity of the data behi d it. Embeddi g Hamilto La e’s i stitutio al-g ade p ivate ma kets data di ectly i to FactSet’s a alytics i f ast uctu e is i te ded to elimi ate a fu dame tal bottle eck givi g allocato s the i puts, the e gi es, a d the wo kflow to act with g eate co victio ac oss thei e ti e po tfolio.Whole Po tfolio Co st uctio a d Mo ito i g: Clie ts ca t ack public a d p ivate exposu es i a u ified view, with pe fo ma ce, att ibutio , a d isk a alytics that spa asset classes, positio i g FactSet as a t ue multi-asset class p ovide capable of delive i g a alytics ac oss the e ti e po tfolio.
G iff No ville, Head of Tech ology Solutio s a d Co-Head of I ovatio at Hamilto La e, comme ted, “P ivate ma kets a e ou sole focus, a d have bee fo ove 30 yea s. That si gula dedicatio gives us a level of data depth a d i sight that’s difficult to eplicate. Yet ou clie ts a e ‘t ma agi g p ivate ma kets i isolatio — they’ e ove seei g e ti e po tfolios. By pa t e i g with FactSet, we ca i teg ate ou p ivate ma kets expe tise di ectly i to the platfo ms i vesto s al eady ely o , givi g them a complete, u ified view.”
Additio al details o p oduct availability a d expa ded capabilities will be sha ed i the comi g mo ths, a d i te ested clie ts ca lea mo e at www.factset.com a d www.hamilto la e.com.
*As of Ju e 30, 2026
FactSet (NYSE:FDS | NASDAQ:FDS) supe cha ges fi a cial i tellige ce, offe i g e te p ise data a d i fo matio solutio s that help ou clie ts maximize thei pote tial. Ou cutti g-edge digital platfo m seamlessly i teg ates p op ieta y fi a cial data, clie t datasets, thi d-pa ty sou ces, a d flexible tech ology to delive tailo ed solutio s ac oss the buy side, sell side, wealth ma ageme t, p ivate equity, a d co po ate secto s. With ove 48 yea s of expe tise, a p ese ce i 20 cou t ies, a d exte sive multi-asset class cove age, we leve age adva ced data co ectivity alo gside AI a d ext-ge e atio tools to st eamli e wo kflows, d ive p oductivity, a d e able sma te , faste decisio -maki g. Se vi g mo e tha 9,200 global clie ts a d ove 260,000 i dividual use s, FactSet is a membe of the S&P 500 dedicated to i ovatio a d lo g-te m clie t success. Lea mo e at www.factset.com a d follow us o X a d Li kedI .
Hamilto La e (Nasdaq: HLNE) is o e of the la gest p ivate ma kets i vestme t fi ms globally, p ovidi g i ovative solutio s to i stitutio al a d p ivate wealth i vesto s a ou d the wo ld. Dedicated exclusively to p ivate ma kets i vesti g fo mo e tha 30 yea s, the fi m cu e tly employs app oximately 800 p ofessio als ope ati g i offices th oughout No th Ame ica, Eu ope, Asia Pacific a d the Middle East. Hamilto La e has $1.1 t illio i assets u de ma ageme t a d supe visio , composed of mo e tha $146 billio i disc etio a y assets a d $914 billio i o -disc etio a y assets, as of Ju e 30, 2026. Hamilto La e specializes i buildi g flexible i vestme t p og ams that p ovide clie ts access to the full spect um of p ivate ma kets st ategies, secto s a d geog aphies. Fo mo e i fo matio , please visit www.hamilto la e.com o follow Hamilto La e o Li kedI .
Some of the stateme ts i this elease may co stitute “fo wa d-looki g stateme ts” withi the mea i g of Sectio 27A of the Secu ities Act of 1933, Sectio 21E of the Secu ities Excha ge Act of 1934 a d the P ivate Secu ities Litigatio Refo m Act of 1995. Wo ds such as “will,” “expect,” “believe,” “estimate,” “co ti ue,” “a ticipate,” “i te d,” “pla ” a d simila exp essio s, o the egative ve sio of these wo ds o othe compa able wo ds, a e i te ded to ide tify these fo wa d-looki g stateme ts. Fo wa d-looki g stateme ts discuss ma ageme t’s cu e t expectatio s a d p ojectio s elati g to, amo g othe thi gs, the te ms a d esults of the st ategic pa t e ship. All fo wa d-looki g stateme ts a e subject to k ow a d u k ow isks, u ce tai ties a d othe impo ta t facto s that may cause actual esults to be mate ially diffe e t. Fo mo e i fo matio ega di g the isks a d u ce tai ties that Hamilto La e faces, you should efe to the “Risk Facto s” detailed i Pa t I, Item 1A of the fi m’s A ual Repo t o Fo m 10-K fo the fiscal yea e ded Ma ch 31, 2026 a d i its subseque t epo ts filed f om time to time with the SEC, which a e accessible o the SEC’s website at http://www.sec.gov. The fo wa d-looki g stateme ts i cluded i this elease a e made o ly as of the date he eof. Hamilto La e u de takes o obligatio to update o evise a y fo wa d-looki g stateme t as a esult of ew i fo matio o futu e eve ts, except as othe wise equi ed by law.
FactSet: Adam Dalezma (203) 810-1035media_ equest@factset.com
Hamilto La e:Tia Wilso twilso @hamilto la e.com
