Manager Selection Built for Pension Fund Investment Teams

Manager Selection Software for Pension Funds

Pension fund manager selection requires institutional-grade analytics, robust governance documentation and systematic due diligence processes. AlternativeSoft provides all three — in one platform built for the specific requirements of pension fund investment teams and trustee governance.

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For pension fund teams:Systematic ScreeningPeer BenchmarkingAI Due DiligenceRisk AssessmentIC GovernancePerformance Monitoring
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

Pension Fund Manager Selection — What It Demands

Manager Selection Challenges for Pension Funds

Trustee governance expectations for alternatives manager selection are increasingly demanding — systematic, documented processes are no longer optional.

  • Trustee expectations for documented, systematic manager selection processes are increasingly demanding and formally assessed
  • Comparing managers across different strategies and asset classes requires consistent analytical methodology most teams lack
  • Without dedicated tools, selection becomes heavily reliant on external consultants and their potential conflicts of interest
  • Governance documentation requirements for trustee boards are extensive and time-consuming to prepare from scratch
  • Monitoring approved managers across a large alternatives portfolio on an ongoing basis is resource-intensive

How AlternativeSoft Supports Pension Fund Manager Selection

Systematic screening, AI-powered due diligence and automated governance reporting — purpose-built for pension fund requirements.

  • Systematic quantitative screening with full audit trail for trustee governance — every screening decision documented
  • Peer group benchmarking with consistent methodology across all strategies — hedge funds, private equity and traditional alternatives
  • AI-powered due diligence reducing manual DDQ completion effort by up to 90% per manager
  • Automated performance monitoring with alert triggers for governance risk management
  • Investment committee presentations generated automatically from all research, analysis and due diligence data
Pension Fund Manager Selection

Systematic Manager Selection Designed for Pension Funds

Institutional-grade tools that meet trustee governance and regulatory requirements.

Quantitative Screening

Systematic quantitative criteria applied across 500,000+ funds. Full audit trail of screening criteria and results for trustee governance documentation.

Peer Group Benchmarking

Benchmark every candidate against strategy-relevant peer groups. Ensure selection decisions are based on peer-adjusted performance, not absolute returns in isolation.

AI Due Diligence

Complete manager DDQs efficiently using AI. Maintain full ODD documentation for all approved managers meeting fiduciary requirements at scale.

Risk Assessment

Investment and operational risk assessment for every candidate. Risk scoring, drawdown analysis and factor exposure analysis for comprehensive evaluation.

Governance Documentation

Full audit trail of all manager selection decisions — screening criteria, peer analysis, due diligence, risk assessment and investment committee rationale.

Performance Monitoring

Monitor approved managers continuously. Alerts when performance or risk metrics breach thresholds. Early warning system for deteriorating manager quality.

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 Pension Fund Manager Selection Process

01

Screen and Shortlist

Quantitative criteria applied to your investible universe. Peer group benchmarking identifies top-quartile managers. Full documentation of screening for trustees.

02

Due Diligence

AI-powered DDQ completion and ODD workflow management. Risk assessment and compliance review. IC presentation generated automatically from all research.

03

Monitor and Re-Diligence

Continuous performance monitoring with automated alerts. Annual re-diligence on schedule. Governance reporting for trustee boards on demand.

Who This Is For

Who Uses AlternativeSoft for Pension Fund Manager Selection

Pension Fund Investment Teams

Run a systematic, documented manager selection programme that meets trustee governance requirements without excessive reliance on external consultants.

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Investment Consultants

Provide pension fund clients with institutional-grade manager selection analytics and due diligence tooling that demonstrates the value of your advisory services.

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Defined Benefit Schemes

Manage alternatives manager selection within your liability-driven investment framework with full governance documentation for trustees and regulators.

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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

Pension fund manager selection software requires systematic quantitative screening, peer group benchmarking, due diligence workflow management, risk assessment tools, governance documentation (full audit trail) and ongoing performance monitoring. AlternativeSoft covers all of these in one integrated platform.
Systematic manager selection provides documented evidence that investment decisions followed a consistent, repeatable process based on objective criteria — rather than subjective judgement or external consultant recommendation alone. This evidence is increasingly demanded by trustees, regulators and beneficiaries.
AlternativeSoft enables in-house investment teams to conduct institutional-grade manager research and due diligence that previously required external consultants. While some funds will continue using consultants for strategic advice, AlternativeSoft significantly reduces analytical dependence on external advisers.
AlternativeSoft monitors all approved managers continuously against your defined performance and risk criteria. Automated alerts are triggered when metrics breach thresholds — drawdown, Sharpe ratio deterioration, peer quartile movement — enabling proactive portfolio management.
AlternativeSoft produces audit trail reports covering the manager selection process, investment committee decision logs, risk assessment records, ongoing monitoring alerts and annual re-diligence completion records — providing comprehensive governance documentation for trustee board meetings and regulatory reviews.
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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