Build portfolios that blend hedge funds, mutual funds and private equity, and see the effect of each decision before you make it. AlternativeSoft is the portfolio construction platform used by 150+ institutions.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Multi-asset portfolio construction software helps investors decide how much to allocate to each fund, strategy and asset class. It models risk and return, applies constraints and shows the effect of each change, which makes it a decision support tool for the investment committee. AlternativeSoft supports mean-variance and risk parity optimisation, scenario testing and look-through across hedge funds, mutual funds and private markets.
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From the first allocation idea to the final committee paper.
Find allocations that fit your risk and return targets using mean-variance and risk parity methods.
Set minimum and maximum weights, strategy limits and liquidity rules, and keep every proposal inside them.
Add, remove or resize a holding and see the effect on risk, return and diversification straight away.
See where risk is concentrated and which funds actually add diversification.
Stress each proposed portfolio before it reaches the committee.
Compare alternative portfolios on one screen, with the trade-offs shown clearly.
Allocation decisions are often argued from spreadsheets that only one analyst understands. AlternativeSoft keeps the data, the optimisation and the scenario tests in one place, so the reasoning behind each decision is clear and can be repeated.
Define return and risk targets, and the limits each fund and strategy must respect.
Combine funds you already hold with new ideas from the 500,000+ fund database.
Run mean-variance or risk parity optimisation and compare the alternatives side by side.
Stress test the preferred portfolio and publish the result for the committee.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Portfolio view | One sheet per fund type | Hedge funds, mutual funds and private equity in one portfolio |
| Optimisation | Rarely attempted | Mean-variance and risk parity optimisation |
| Constraints | Checked by hand | Limits applied to every proposal |
| Scenarios | Run separately, if at all | Stress tests inside the same platform |
| Committee papers | Rebuilt for each meeting | Reports generated in PDF and Excel |
The platform supports mean-variance and risk parity optimisation, and lets you apply your own constraints on weights and strategies.
Yes. Candidate funds from the database can be added to a model portfolio so the effect on risk and return is visible before any decision.
Yes. Hedge funds, mutual funds and private equity funds can be combined in one portfolio.
Yes. You can import holdings and returns from Excel or through data feeds. The platform also links to Bloomberg, Refinitiv, eVestment, Preqin, Morningstar, HFR, Pitchbook, Albourne and WithIntelligence.
Yes. A 14 day free trial is available after a demo, with onboarding support from our team.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.