Allocators

Hear What Over 200 Happy Clients Say About Us:

The AlternativeSoft platform is an intuitive application that is additive to our portfolio construction and risk monitoring processes. Further, the AlternativeSoft support team has been very helpful in supporting our implementation and on-going use of the software.

Head of Risk Management

http://www.aberdeen-asset.co.uk/

AlternativeSoft is a practical and user friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides added value.

Co-head, Risk Management and Portfolio Construction

https://www.alliancebernstein.com/

From statistical analysis on single hedge fund, screening the investment universe, peer group analysis, FoHF portfolio construction to risks analysis and stress testing, AlternativeSoft is one of the most effective, intuitive, and efficient tool I have handled.

Hedge Fund Solutions

http://www.bnpparibas.co.uk

AlternativeSoft is the only company that provides serious quantitative solutions dedicated to serious hedge fund investing.

Professor of Finance

https://risk.edhec.edu/

AlternativeSoft provides a user-friendly, powerful tool for asset allocators that takes into account higher moments of distributions.

Fund Manager, Multi Asset Strategies

https://www.rcm-international.com/

AlternativeSoft has a great portfolio optimization facility, allowing us to segment our portfolios, create custom constraints and define our own risk parameters. The resulting risk adjusted portfolios have been tested in the market and given us the desired results.

Chief Investment Officer

https://tavistockwealth.com/

The AlternativeSoft platform is a helpful addition to the set of tools available to a hedge fund allocator, for both idea generation and idea testing. Moreover, the use of academic models in the platform fits well with our investment process.

Portfolio Manager

https://www.vontobel.com/en-int/

We have been using AlternativeSoft since years. It is a powerful tool helping us to construct robust and well performing Hedge fund’s portfolios. We also like AlternativeSoft’s extensive and responsive support and that they constantly add features and improve the product.

Member of Executive Management

https://vpfundsolutions.vpbank.com/en

AlternativeSoft is easy to use and a valuable tool for our fund of funds investment process. Ongoing support has been efficient and prompt.

Portfolio Manager

https://www.uss.co.uk/

We started using AlternativeSoft in January 2016. We are extending our licenses from our alternatives team to our long only team. The capablities and improvements delivered by AlternativeSoft give us confidence that AlternativeSoft is here to help us.

Vice President - Cross Asset Solutions

https://www.unigestion.com/

Collect all the Funds Data

Aggregate data vendors like Eurekahedge, HFR, Barlcayhedge, Preqin, Morningstar, Bloomberg, Refinitiv in one Import button
35,000 hedge funds and 100'000 Morningstar funds
Converting assets into different currencies, net returns, gross return, outperformance asset, etc.
CRM Functionality
Fund Fact sheets
Collect hedge funds returns and exposures.
Collect private equity returns, constributions, distributions

Select Top Funds

Import Exposure Data using Albourne, OPERA Reports and Excel.
Exposure Aggregation and Attribution
Factor-Based Style Analysis for finding a source of Alpha (Style Selection or Stock Selection) or to measure sensitivity to different economic indicators.
Screening database and creating peer groups.
Comparing funds with Hedge Fund index constituents or user-defined peer groups.
Convert Peer Group funds in a common currency.
Statistics Weighted Ranking.
Volatility Equaliser model
Excel API: Flexible, easy to use and infinitely customisable (with hundreds of functions available.)
Automated Reports: Schedule and automate up to 100 reports at once.
Templates: Automate the creation of bespoke templates to facilitate the production of fact sheets, portfolio reports, fund peer group analysis, exposure analysis and stress testing. (Over 50 free templates provided covering fact sheets, portfolio reports, fund peer group analysis, exposure analysis and stress testing.)
Free white-labelled fact sheet

Portfolio Construction

Define hard and soft constraints. Done in collaboration with a leading investment management and research firm based in New York, USA.
Run Optimisation using Ex-ante or Ex-post risk, return and correlation.
Risk Decomposition and Return\Brinson Attribution.
What-if scenarios on your portfolio: what happens when we add a new fund, what happens when we change allocation or how our portfolio compares with a risk parity portfolio.
Portfolio Currency Hedging using Interest Rate Differential.
Dynamic Allocation Model: find a fund from a watchlist that may improve a portfolio’s risk and return profile.
Creating Composite Benchmarks.
Stress Testing
Customized Portfolio fact sheet

Manage Portfolios, Subscriptions and Redemptions

Portfolio management using redemptions and subscriptions. Done in collaboration with a leading investment bank and financial services company based in Switzerland.
Set compliance rules and flag trades that breach such rules.
Measure liquidity of your portfolio by the cheapest and the quickest method of liquidation.
Portfolio’s Profit & Loss, Return Attribution and Risk Decomposition.
Cash Management.
What-if Trade Scenarios.
Manage different currencies
Daily or monthly
Currency hedging
Liquidity analysis for your live portfolio.
Portfolio fact sheet

Manage Private Equity Funds

Compare funds with their peers by vintages, strategy and sectors.
Private Equity Monthly Accounting.
IRR, PE Multiples, J-Curve, PME and other PE measures.
Search for Funds that are raising capital.
Cash flow forecasting with Yale Takahashi model
Stress Test Scenario for future cash flows.
Pacing Model to mimic future asset allocation
Private equity fund fact sheet

Connect to your Funds Through our Audited Digital Due Diligence (beta version)

Done in collaboration with an international bank based in Paris, France.

Due Diligence Model for Document Management, Data Collection and other exciting features innovating communication channel between funds' managers and allocators Available in December 2020, but you can already see a beta version

Learn more

Customized Reporting

Automated Reports – Customisable fund factsheets, portfolio fact sheets
Excel API: Flexible, easy to use and infinitely customisable with hundreds of proprietary functions available
Templates for fact sheets: Over 20 additional free templates provided covering funds, portfolios, peer groups, exposures and stress testing
Data export: Copy and paste, download to Excel or .xml export

Download your Sample Factsheet

Hear What Over 200 Happy Clients Say About Us:

Head of Risk Management

Co-head, Risk Management and Portfolio Construction

Hedge Fund Solutions

Professor of Finance

Fund Manager, Multi Asset Strategies

Chief Investment Officer

Portfolio Manager

Member of Executive Management

Portfolio Manager

Vice President - Cross Asset Solutions

Collect all the Funds Data

Select Top Funds

Portfolio Construction

Manage Portfolios, Subscriptions and Redemptions

Manage Private Equity Funds

Connect to your Funds Through our Audited Digital Due Diligence (beta version)

Customized Reporting

Our Awards

Our Clients

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