Used by 150+ Institutional Allocators

Hedge Fund Peer Group Analysis, Done Properly

Benchmark any hedge fund against its true strategy peers — 2,400+ comparable funds, 4,000+ metrics, quartile rankings visualised in seconds. Stop comparing apples to oranges.

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Peer Group Analysis

Where every fund really ranks

Snapshot
!

The problem

Is a 1.2 Sharpe good? Depends on the strategy. Peer group analysis tells the whole story.

1

Define the peer universe

Strategy · geography · AUM · vintage

2

Rank vs 2,400 peers

Quartile rankings across 4,000+ metrics

3

Surface the outliers

Drill-through · rolling windows

2,400+
Peers
4,000+
Metrics
Custom
Universes
Benchmark your shortlistBring 5 funds · we’ll show you their true rank
Trusted by
Aberdeen Asset ManagementAllianceBernstein BNP ParibasBessemer Trust UnigestionLyxor Asset Management Kedge CapitalLumyna Investments Aberdeen Asset ManagementAllianceBernstein BNP ParibasBessemer Trust UnigestionLyxor Asset Management Kedge CapitalLumyna Investments
Peer Group Analysis Capabilities

Benchmark Like an Institutional Allocator

Every fund in your shortlist, ranked against its true strategy peers — across every metric that matters.

Custom Peer Universes

Use AlternativeSoft's default strategy classifications or build your own peer groups by strategy, region, AUM, vintage or any combination.

Quartile Rankings

Instant quartile rankings on every metric. See where each fund sits — top decile, top quartile, median or bottom half.

Distribution Visualisations

Histograms, box-plots and scatter plots showing exactly where a fund sits within the distribution of its peer group.

Rolling-Window Analysis

Track how a fund's peer-group rank evolves through time — has it been consistently top-quartile, or just lucky in one window?

IC-Ready Reports

Generate branded peer-group reports for the investment committee with one click. Tables, charts and rankings all auto-populated.

Drill-Through

Click any peer in the distribution to see their full profile, holdings, factor exposures and operational metrics.

The Allocator’s Edge

Why Peer Group Analysis Matters

Top-quartile performance in a strong-strategy environment isn’t the same as top-quartile performance period. Peer group analysis tells the whole story.

Related solutions:
Fund Selection SoftwareHedge Fund Analytics SoftwareInvestment Due Diligence SoftwarePortfolio Construction Software
FAQ

Frequently Asked Questions

What is hedge fund peer group analysis?

Hedge fund peer group analysis is the process of benchmarking a hedge fund's performance, risk and other characteristics against a group of comparable funds with similar strategy, geography and AUM. It's the most important quantitative input to manager selection and ongoing monitoring.

How does AlternativeSoft define peer groups?

Peer groups are defined by strategy (e.g. Equity L/S Global Developed), AUM band, geography, vintage and additional user-defined filters. You can use the default classifications or build custom peer universes for your own mandate.

Which metrics can I benchmark across the peer group?

All 4,000+ metrics in the platform — Sharpe, Sortino, Calmar, max drawdown, downside deviation, alpha, beta to common factors, capture ratios, win rate, skewness, kurtosis, and dozens more. Plus operational metrics like fees, lock-ups and AUM growth.

Can I run peer group analysis inside an investment due diligence workflow?

Yes — peer group analysis is fully integrated into the DDQ and portfolio construction workflow, so reviewers see quantitative context alongside the qualitative due diligence findings.

How is this different from eVestment or Morningstar peer group reports?

AlternativeSoft's peer group analysis is interactive (drill down on any fund, any metric, any time window), integrated with the rest of the investment workflow, and includes private equity and venture vintage benchmarking — not just hedge funds and mutual funds.

Request a Demo

See Hedge Fund Peer Group Analysis in Action

Join 150+ institutional investors who rely on AlternativeSoft. Book a personalised 30-minute demo tailored to your workflow.

  • Live walkthrough on your asset class
  • Q&A with our investment specialists
  • 14-day trial access after the demo

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