End-to-End Portfolio Software for Fund of Funds

Fund of Funds Portfolio Software

AlternativeSoft is end-to-end portfolio software for fund of funds managers — covering manager research and due diligence through to portfolio construction, risk monitoring and investor reporting from one integrated platform.

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FoF workflow coverage:Manager ResearchPeer BenchmarkingPortfolio OptimisationRisk MonitoringODDInvestor Reporting
Hedgeweek Best Risk Management Software
4 Consecutive Years — 2020 · 2021 · 2022 · 2023
150+
Institutional clients worldwide
$1.5tn+
AuM managed by our clients
500k+
Funds in our database
Trusted by
Aberdeen Asset Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•Lyxor Asset Management•Kedge Capital•Lumyna Investments•Progressive Capital•Aberdeen Asset Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•
The Problem & The Solution

The Complete FoF Investment Workflow — in One Platform

Portfolio Software Challenges for Fund of Funds Managers

Most fund of funds teams run their entire investment workflow across 4–5 disconnected tools — creating inefficiency, inconsistency and institutional knowledge fragmentation.

  • No single platform covers the complete FoF investment cycle — teams use multiple disconnected tools that do not communicate
  • Research, portfolio construction and reporting are managed in different systems causing data inconsistency and manual transfer work
  • Look-through investor reporting on underlying funds requires significant manual aggregation from multiple sources
  • Portfolio optimisation across 20+ underlying hedge fund managers is analytically complex without specialist tools
  • Annual re-diligence on all underlying managers is a major recurring resource burden without systematic workflow tooling

The Complete FoF Platform

Research, due diligence, portfolio construction, monitoring and investor reporting — all connected in one integrated system.

  • One integrated platform covering the complete FoF investment cycle from manager research to investor reporting
  • Research data flows directly into portfolio construction — no manual data transfer between disconnected systems
  • Look-through investor reporting generated automatically from portfolio and underlying fund data
  • Mean-variance and risk parity optimisation purpose-built for multi-manager portfolio construction
  • Systematic annual re-diligence workflows with AI DDQ completion keeping all underlying manager ODD current
FoF Platform

Everything a Fund of Funds Needs in One Platform

From manager screening to investor reporting — the complete FoF investment workflow.

Manager Research

Screen 500,000+ funds, run peer group analysis, conduct factor and style analysis and build systematic research records for all candidate managers.

Portfolio Construction

Build optimised multi-manager portfolios using mean-variance, risk parity and scenario analysis. Compare multiple strategies before committing to an allocation.

Portfolio Risk Monitoring

Monitor aggregate portfolio risk, drawdown, factor exposures and manager performance continuously. Automated alerts when thresholds are breached.

AI Due Diligence

AI-powered DDQ completion and ODD workflow management. Systematic annual re-diligence keeping all underlying manager due diligence current and auditable.

Attribution & Reporting

Performance attribution by manager, strategy and factor. Automated investor reporting with full look-through and white-label capability.

Multi-Provider Data

Bloomberg, eVestment, HFR, Morningstar, Preqin and more — all data in one unified database for comprehensive manager research and peer analysis.

150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
How It Works

The FoF Investment Workflow in AlternativeSoft

01

Research and Select Managers

Screen the full universe, conduct peer benchmarking and run AI-powered due diligence. Build your approved manager list systematically with full documentation.

02

Construct and Optimise Portfolio

Build optimised multi-manager allocations. Run stress tests. Generate IC presentations with full attribution and risk decomposition automatically.

03

Monitor, Report and Re-Diligence

Continuous portfolio monitoring with automated alerts. Automated investor reporting and systematic annual re-diligence on all underlying managers.

Who This Is For

Who Within Fund of Funds Uses AlternativeSoft

FoF Portfolio Managers

Replace your fragmented toolset with one integrated platform that covers every stage of the investment process from manager screening to investor reporting.

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FoF Research Teams

Manage your entire manager research programme — screening, analysis, due diligence and approved list management — from one systematic platform.

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FoF Investor Relations

Generate professional, look-through investor reports automatically. Transparent, branded reporting that demonstrates your investment process and added value.

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Client Testimonials

Trusted by 150+ Leading Institutions

“

AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. An intuitive platform that is additive to our processes.

Aberdeen Asset Management
Head of Risk Management
★★★★★
“

A practical and user-friendly tool used as part of our portfolio construction and risk management process. Their extensive support and responsiveness provides real added value.

AllianceBernstein
Co-head, Risk Management & Portfolio Construction
★★★★★
“

From statistical analysis on a single hedge fund to portfolio construction, risk analysis and stress testing — one of the most effective and intuitive tools I have handled.

BNP Paribas
Hedge Fund Solutions
★★★★★
Best Risk Management Software
Hedgeweek — 4 Consecutive Years
Best Portfolio Analytics Platform
HFM European Awards
10+ Industry Awards
Recognised since 2005
ISO & GDPR Compliant
Enterprise-grade Security
FAQ

Frequently Asked Questions

FoF portfolio software needs to cover the complete investment cycle: fund universe access and screening, quantitative analytics and peer benchmarking, portfolio construction and optimisation, ongoing performance and risk monitoring, operational due diligence workflow management, and investor reporting. AlternativeSoft covers all of these in one integrated platform.
AlternativeSoft generates full look-through investor reports showing portfolio-level returns and risk alongside individual underlying manager contributions. Attribution is reported at manager, strategy, factor and geographic levels. Reports are fully white-labelled and can be scheduled for automatic delivery on your investor reporting calendar.
Yes. AlternativeSoft supports underlying funds with a range of structures — open-end hedge funds with monthly liquidity, managed accounts and closed-end vehicles with lock-up periods. Liquidity terms, redemption constraints and capital call schedules are modelled within the portfolio management and construction modules.
AlternativeSoft supports FoF portfolios of any size — from concentrated 5–10 manager portfolios to diversified 50–100+ manager universes. All analytics, monitoring and due diligence workflows scale without performance degradation.
Yes. Multiple fund vehicles with different investment mandates, investor bases and reporting requirements can be managed simultaneously in the same platform. Different portfolio views, risk parameters and reporting templates configured independently for each vehicle.
Request a Demo

See AlternativeSoft
in Action

Join 150+ institutional investors who rely on AlternativeSoft to select and monitor funds. Book a personalised demo with our team today.

  • Live walkthrough of the full platform
  • Tailored to your asset class — hedge funds, mutual funds or private markets
  • Q&A with our investment analytics specialists
  • Free trial access available following the demo
  • Dedicated onboarding and implementation support
Hedgeweek Best Risk Management Software — voted by clients 4 years running
Data integrations include:
BloombergeVestmentMorningstarPreqinPitchbookHFR

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