Design, test and defend your allocation in one place. AlternativeSoft is asset allocation software for investors who allocate across hedge funds, mutual funds and private markets.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Asset allocation software helps an investor decide how much capital to place in each asset class, strategy and fund. It models expected risk and return, applies constraints and shows the trade-offs between candidate portfolios. AlternativeSoft combines this with a database of 500,000+ funds, so the allocation can be built from real managers and not only from index proxies.
A multi-asset analytics platform that connects the allocation decision to the funds that implement it.
Run mean-variance and risk parity optimisation to find the weights that fit your objectives.
Set minimum and maximum weights and risk budgets so every result is one you could implement.
Compare candidate portfolios on the efficient frontier and see what each extra unit of return costs in risk.
Test allocations against historical crises and simulated scenarios, including Monte Carlo simulation.
Measure the factor and style exposures behind each allocation to check that diversification is real.
Turn the chosen allocation into a clear report with the supporting analysis, in PDF or Excel.
An allocation is only as good as the reasoning behind it. AlternativeSoft shows how each proposed portfolio behaves across market regimes, where its risk comes from and how it compares with the current portfolio.
Select the asset classes, strategies and funds that are eligible for the portfolio.
Choose the optimisation method and enter weight limits and risk budgets.
Review the efficient frontier and compare candidates with the current allocation.
Run scenarios on the preferred allocation and produce the committee paper.
The platform supports mean-variance and risk parity optimisation, with constraints on weights and risk. Results can be compared on the efficient frontier.
Yes. Hedge funds, mutual funds and private equity can be held in one portfolio, which is the reason many allocators to alternatives choose the platform.
Both are possible. The same tools model a long-term strategic allocation or test a shorter-term change to weights, and each can be compared with the current portfolio.
Yes. You can import your own data from Excel or through data feeds and use it alongside the fund database.
Investment teams at pension funds, endowments, insurers, family offices and wealth managers who allocate across several managers and asset classes.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.