If building a shortlist still means running the same search in four databases, fixing the classifications by hand and hoping nothing was missed, you are screening a fraction of the market. AlternativeSoft screens 500,000+ hedge funds, mutual funds and private equity funds on 4,000+ criteria at once, from one platform.
Four problems analysts describe to us before they book a demo, and what changes when screening runs across one universe.
“We run the same search in four databases and merge the results in Excel.”
Each provider has its own export, its own fund names and its own gaps, so a day goes on reconciliation before any analysis starts.
With AlternativeSoft: Bloomberg, eVestment, Morningstar, Preqin, HFR and Pitchbook are searched together in one normalised database of 500,000+ funds.
“Every database classifies strategies differently.”
A long/short fund in one provider is an equity hedge fund in another, so the peer set is wrong and the comparison is unreliable.
With AlternativeSoft: One classification across the universe, with screening inside strategy-specific peer groups so results are judged against the right competitors.
“We can only screen on a few criteria at a time.”
Complex mandates need ten filters at once, so analysts screen loosely and then review hundreds of funds by hand.
With AlternativeSoft: Apply any combination of 4,000+ criteria at once and rank the results by any statistic or composite score, in seconds.
“Good funds launch and we never hear about them.”
A screen is run once for a mandate and then forgotten, so new funds that fit the brief are found by chance, if at all.
With AlternativeSoft: Saved screens rerun as new data arrives and flag funds that newly meet your criteria.
A 30 minute walkthrough on your asset classes. Five fields to book it. A 14 day free trial follows.
From the broadest universe to your final shortlist - in seconds.
Search across Bloomberg, eVestment, Morningstar, Preqin, HFR and Pitchbook simultaneously in one interface. No platform switching or manual reconciliation.
Apply any combination of 4,000+ criteria - strategy, geography, AUM, inception date, risk statistics, return statistics, fee structure - in one screen simultaneously.
Rank screening results by any statistic or composite score. Move from 500,000+ funds to a ranked shortlist of 20–50 candidates systematically.
Save screening criteria and watchlists. Screens rerun automatically - new funds meeting your criteria are flagged automatically as the database updates.
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 screening results to Excel. Generate systematic shortlist reports for investment committees with full screening criteria documentation.
Select quantitative criteria - strategy, geography, AUM, minimum track record and any risk or return statistics. Applied simultaneously across all 500,000+ funds instantly.
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.
Move the best-ranking funds into detailed research workflows. Track shortlists over time and receive notifications when new funds meet your criteria.
Replace manual database searching with systematic, documented, reproducible screening that covers the broadest possible fund universe.
Learn moreBuild your approved manager list from a systematic, quantitative screening process across the broadest available fund universe.
Learn moreDemonstrate a systematic initial screening process for all manager candidates. Full documentation of screening criteria and results for trustee governance.
Learn moreAlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. An intuitive platform that is additive to our processes.
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.
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.
Join 150+ institutional investors who rely on AlternativeSoft to select and monitor funds. Book a personalised demo with our team today.
Five fields. We reply within one business day with times for a live walkthrough on your own managers. A 14 day free trial follows.