Client Type: Endowment

Location: USA

AUM: 4 Billion USD

The Endowment imports a large part of their data from Bloomberg and their data collected from managers directly in a proprietary format for their business needs. They use AlternativeSoft to find the best performing managers, then analyze their invested and candidate managers against different peer groups, some of which are customized and some which are standardized, such as Peer groups formed from the HFRI index constituents and Morningstar Peer Groups. The client then uses tailor made reports for their funds and portfolios, all of which is automated to be generated from AlternativeSoft to either Excel or PDF at their convenience.

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