If your shortlist depends on which analyst built it, and the committee asks why a fund was chosen and gets a different answer each time, the selection process is the risk. AlternativeSoft is the fund selection platform 150+ institutions use to screen 500,000+ funds, compare them on one basis and keep the evidence behind every decision.
Five fields. We reply within one business day with times for a live walkthrough on the funds you are looking at now. A 14 day free trial follows.
Fund selection software is a fund research platform that helps investors narrow a large universe of funds down to a shortlist. It screens funds on quantitative criteria, compares them with peers and ranks them using a consistent method. AlternativeSoft provides this across 500,000+ funds, with 4,000+ statistics, peer group analysis and customisable scoring.
Four problems fund selectors describe to us most often, and what changes when the whole process runs on one platform.
“Our shortlist is whoever was already on the radar.”
The universe is the funds somebody has heard of, so the right fund for the mandate may never be screened at all.
With AlternativeSoft: Screen 500,000+ hedge funds, mutual funds and private market funds by strategy, size, track record and 4,000+ risk statistics, so the long list comes from the whole market.
“Two analysts, two different rankings.”
One ranks on Sharpe, one on drawdown, and the fund that wins depends on who did the work rather than on the evidence.
With AlternativeSoft: One weighted scoring model applied to every fund, with the same statistics calculated the same way, every time.
“The peer group flatters the fund.”
A provider category or a broad index hides the real comparison, and a fund looks strong only because the set is wrong.
With AlternativeSoft: Custom peer groups you define, so each fund is judged against the managers it actually competes with.
“Nobody can show why we picked it.”
A year on, the committee or a regulator asks for the reasoning and it is rebuilt from old emails and memory.
With AlternativeSoft: Screens, comparisons, notes and the decision stay with the fund record, giving a complete audit trail.
A 30 minute walkthrough on your asset classes. Five fields to book it. A 14 day free trial follows.
Fund screening, fund comparison and fund ranking in one place, so the selection process is repeatable.
Filter the universe by strategy, region, size, track record and any of 4,000+ quantitative criteria.
Put funds side by side on return, risk, drawdown and correlation over the periods that matter to you.
Rank funds with a weighted scoring model built from the statistics your investment process relies on.
Benchmark each fund against its true peers and see its quartile position at a glance.
Separate alpha from market exposure and check that a fund does what its strategy label says.
Produce a branded fact sheet for any shortlisted fund in one click.
When each analyst screens funds in a different spreadsheet, results are hard to compare and harder to audit. AlternativeSoft gives the whole team one fund analytics platform, one database and one scoring method.
Set the criteria a fund must meet to be considered.
Apply quantitative filters to reduce the universe to candidates.
Benchmark candidates against peers and rank them with your scoring model.
Generate fact sheets and reports that show why each fund was chosen.
The database holds 500,000+ mutual funds, hedge funds and private equity funds, drawn from leading data providers and your own imported data.
Yes. Scoring and ranking models are customisable, so you choose the statistics and the weight each one carries.
Yes. Mutual funds, hedge funds and private market funds can all be screened and compared, each with measures suited to the asset class.
You define the peer group, and the platform shows where the fund sits on each statistic, including its quartile and its rank.
Yes. Shortlisted funds can move into investment and operational due diligence on the same platform.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.