Screen 500,000+ Funds with 4,000+ Criteria

Fund Search and Screening Software for Institutional Investors

AlternativeSoft's fund search and screening software gives institutional investors access to 500,000+ hedge funds, mutual funds and private equity funds — searchable and filterable by any of 4,000+ quantitative criteria from one unified platform.

Screen by:StrategyGeographyAUMSharpe RatioDrawdownAlpha
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 ManagementAllianceBernsteinBNP ParibasBessemer TrustRaiffeisen Capital ManagementUnigestionLyxor Asset ManagementKedge CapitalLumyna InvestmentsProgressive CapitalAberdeen Asset ManagementAllianceBernsteinBNP ParibasBessemer TrustRaiffeisen Capital ManagementUnigestion
The Problem & The Solution

Fund Screening at Institutional Scale

Fund Screening Without the Right Platform

Searching across multiple fund databases manually is slow, inconsistent and does not scale to the volume of manager evaluation institutional allocators require.

  • Searching across multiple fund databases manually is extremely time-consuming and inconsistent
  • Different databases use different classification schemes making like-for-like comparison unreliable
  • No way to apply complex multi-criteria screens across a large universe without specialist software
  • Shortlisting hundreds of candidates from a 500,000+ universe requires automated, systematic filtering
  • Manual screening does not scale — analyst capacity limits the number of funds that can be meaningfully evaluated

AlternativeSoft Fund Search and Screening

500,000+ fund universe with 4,000+ screening criteria — applied simultaneously in seconds with peer-adjusted ranking.

  • 500,000+ fund universe spanning hedge funds, mutual funds, ETFs and private equity in one database from multiple providers
  • 4,000+ criteria available for screening — from basic strategy type to advanced risk-adjusted metrics
  • Multi-criteria screens applied simultaneously across the full universe in seconds
  • Quantitative rank and score screening — not just binary pass/fail filters
  • Save screening criteria and rerun automatically as new fund data arrives in the database
Fund Search & Screening

The Most Comprehensive Fund Search and Screening Platform

From the broadest universe to your final shortlist — in seconds.

Multi-Database Search

Search across Bloomberg, eVestment, Morningstar, Preqin, HFR and Pitchbook simultaneously in one interface. No platform switching or manual reconciliation.

Multi-Criteria Screening

Apply any combination of 4,000+ criteria — strategy, geography, AUM, inception date, risk statistics, return statistics, fee structure — in one screen simultaneously.

Quantitative Ranking

Rank screening results by any statistic or composite score. Move from 500,000+ funds to a ranked shortlist of 20–50 candidates systematically.

Saved Screens

Save screening criteria and watchlists. Screens rerun automatically — new funds meeting your criteria are flagged automatically as the database updates.

Peer Group Segmentation

Screen within strategy-specific peer groups for context-relevant results. Long/short equity screens benchmark against long/short equity peers, not the full universe.

Export and Report

Export screening results to Excel. Generate systematic shortlist reports for investment committees with full screening criteria documentation.

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

How Fund Search and Screening Works

01

Define Your Screen

Select quantitative criteria — strategy, geography, AUM, minimum track record and any risk or return statistics. Applied simultaneously across all 500,000+ funds instantly.

02

Review and Rank

See all funds passing your screen, ranked by your priority metric or composite score. Distribution charts show how results sit across the full peer universe.

03

Shortlist and Research

Move the best-ranking funds into detailed research workflows. Track shortlists over time and receive notifications when new funds meet your criteria.

Who This Is For

Who Uses AlternativeSoft Fund Screening

Fund Analysts

Replace manual database searching with systematic, documented, reproducible screening that covers the broadest possible fund universe.

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Fund of Funds Managers

Build your approved manager list from a systematic, quantitative screening process across the broadest available fund universe.

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Pension Funds

Demonstrate a systematic initial screening process for all manager candidates. Full documentation of screening criteria and results for trustee governance.

Learn more
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

AlternativeSoft's fund database contains 500,000+ funds including hedge funds, mutual funds, ETFs, private equity, private credit and infrastructure funds — sourced from Bloomberg, eVestment, Morningstar, Preqin, HFR, Pitchbook and other major providers.
AlternativeSoft supports 4,000+ screening criteria including strategy, geography, AUM, inception date, fee structure, return statistics, risk metrics (Sharpe ratio, Sortino ratio, max drawdown, VaR), peer quartile ranking, alpha, information ratio, Calmar ratio and many more. Multiple criteria can be applied simultaneously.
Yes. All screening criteria can be saved as named screens that rerun automatically. When new funds are added to the database that meet your criteria, or when existing funds' statistics change to meet your thresholds, you receive automatic notifications.
AlternativeSoft sources data from providers that include dissolved and closed funds in their historical databases, reducing survivorship bias compared to databases that only track live funds. You can include or exclude defunct funds when running screens.
Yes. AlternativeSoft includes private equity screening criteria including IRR, TVPI, DPI, RVPI, MOIC, vintage year, fund size, strategy and geographic focus. Private equity funds can be screened and ranked within the same platform as hedge funds and mutual funds.
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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