Interest Rate Cuts Fuel Advisor Demand for Alternatives—Helix Poised to Lead the Charge
Boulder, CO and New York, Oct. 3, 2024 – Helix by HL, the industry-leading AI-powered platform for private market investments from Hamilton Lane (Nasdaq: HLNE) and TIFIN, has received the prestigious New Product Development award at the 2024 Wealth Management Industry Awards. Winning this award highlights the importance of Helix’s AI technology in supporting advisors’ success as they seek to diversify their clients’ portfolios.
As the economic landscape shifts, financial advisors are increasingly looking to diversify their clients’ portfolios with private market investments. Helix by HL is simplifying and streamlining this process by pairing cutting-edge AI technology with timely proprietary data and insights, and advanced investment due diligence tools.
“This exciting technology empowers all types of investors to participate in the long-term value creation opportunities within the private markets,” said Griff Norville, Head of Technology Solutions at Hamilton Lane. “With access to our vast proprietary dataset of over 60,200 private market funds spanning 53 vintage years*, Helix by HL enables data-driven decision-making and exemplifies our firm’s deep commitment to advancing access to this asset class.”
The comprehensive database funneled into Helix spans multiple asset classes—private equity, private credit, real assets and venture capital—enabling advisors to easily navigate investment opportunities that were once challenging to access. By integrating this wealth of data with AI technology, Helix reimagines how advisors can make efficient and informed decisions about their private market investments.
“This award showcases the need for Helix in today’s market, as it reinforces our commitment to developing innovative tools that enable advisors to meet the evolving needs of their clients,” said Rob Pettman, President and CRO of TIFIN. “Helix is designed to simplify the process of accessing and managing private market investments, allowing advisors to unlock new opportunities with greater efficiency.”
Now in its 10th year, the “Wealthies” is the only awards program of its kind that celebrates companies, individuals, and organizations bringing new innovations to market that make a real difference in the daily activities of financial advisors.
*As of June 30, 2024.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for informational purposes only.
About Helix
Helix addresses the unique challenges faced by the wealth management channel when incorporating private market investments. Advanced AI, exclusive data, and a robust compliance framework allow Helix to empower users to enhance their practices, provide superior client service, and achieve better investment outcomes.
- Data-Driven Insights: Access premium, exclusive data and insights from Hamilton Lane for the most comprehensive information about the asset class.
- Enhanced Decision-Making: Leverage AI tools to streamline workflows, allowing thorough research and analysis in less time.
- Diversification and Growth: Advisors can confidently evaluate and allocate clients to a range of alternative investment opportunities, from private equity to real estate.
Helix reduces the complexity of alternative investments, simplifying how products are identified, researched and managed. It provides workflows that streamline documentation and research processes, integrating real-time data for up-to-date decision-making.
Helix’s advanced technology redefines private markets investing, empowering users to offer more diverse investment strategies to their clients and foster deeper client relationships through education and data-driven insights. For more detailed information, visit helixbyhl.com.
About Hamilton Lane
Hamilton Lane (Nasdaq: HLNE) is one of the largest private markets investment firms globally, providing innovative solutions to institutional and private wealth investors around the world. Dedicated exclusively to private markets investing for more than 30 years, the firm currently employs approximately 700 professionals operating in offices throughout North America, Europe, Asia Pacific and the Middle East. Hamilton Lane has more than $940 billion in assets under management and supervision, composed of nearly $130 billion in discretionary assets and more than $810 billion in non-discretionary assets, as of June 30, 2024. Hamilton Lane specializes in building flexible investment programs that provide clients access to the full spectrum of private markets strategies, sectors and geographies. For more information, please visit our website or follow Hamilton Lane on LinkedIn. Media Contacts
Michael Walsh
michael@therudingroup.com
Tanya Bhasin
tanya.bhasin@tifin.com
Kate McGann
kmcgann@hamiltonlane.com
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All content is for informational purposes only.
Helix by Hamilton Lane and TIFIN wins the New Product Development award at the 2024 Wealth Management Industry Awards, recognizing its AI-powered