Hedgeweek Best Risk Management Software - 4 Years Running

Used by 5 of the world’s 10 largest hedge fund selectors

Multi-Manager Portfolio Softwarefor Portfolios of Funds

Run a portfolio of external managers as one portfolio. AlternativeSoft is multi-manager portfolio software for building, optimising and monitoring portfolios of funds.

Hold hedge funds, mutual funds and private equity in one portfolio view
See combined exposures with portfolio look-through
Track subscriptions and redemptions alongside the analytics

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A live walkthrough tailored to your asset classes, followed by a 14 day free trial.

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● Lyxor Asset Management● Kedge Capital● Lumyna Investments● Progressive Capital●

What is multi-manager portfolio software?

Multi-manager portfolio software is used by investors whose portfolios are made up of funds run by external managers. It measures how those managers combine: Total risk, overlap, exposures and the contribution of each fund. AlternativeSoft adds portfolio construction, optimisation, trade management and reporting, so a multi-manager portfolio can be run on one system.

Multi-Manager Capabilities

Built for Portfolios of Funds

The tools an institutional portfolio management team needs when the holdings are other managers.

Model Portfolios

Build and compare model portfolios before committing capital.

Portfolio Look-Through

Combine the exposures of every underlying fund to see the true position of the total portfolio.

Optimisation

Run mean-variance and risk parity optimisation across your managers, within your constraints.

Stress Testing

Test the combined portfolio against crises and simulated scenarios, with Monte Carlo simulation.

Trade Management

Record subscriptions and redemptions and keep the portfolio up to date.

Portfolio Reporting

Generate portfolio fact sheets and investor reports in PDF and Excel.

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The Whole Portfolio

Know How Your Managers Behave Together

Ten good managers can still make a poorly diversified portfolio. AlternativeSoft measures correlation, shared factor exposure and each fund’s contribution to risk, so the portfolio is managed as a whole.

Contribution to risk: See which managers add risk and which diversify it.
Hidden overlap: Find managers whose returns are driven by the same factors.
What-if analysis: Add, remove or resize a manager and see the effect on the portfolio.
All fund types: Liquid and private market funds are analysed in the same portfolio.

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Who Uses It

Funds of funds Pension funds Family offices Endowments and foundations Wealth managers

150+ institutions managing over $1.5tn rely on AlternativeSoft, with a database of 500,000+ funds.

How It Works

How a Multi-Manager Portfolio Runs on the Platform

Load the portfolio

Import holdings and transactions from Excel or a data feed.

Analyse the combination

Review risk, correlation, exposures and each manager’s contribution.

Optimise and test changes

Model new weights or new managers and stress test the result.

Monitor and report

Track the live portfolio and publish reports on a schedule.

Common Questions

Multi-Manager Portfolio Software: Frequently Asked Questions

Is this suitable for a fund of funds?

Yes. Funds of funds are one of the main groups using the platform, alongside pension funds, family offices, endowments and wealth managers with multi-manager portfolios.

Can private equity be included with liquid funds?

Yes. Hedge funds, mutual funds and private equity can be held and analysed in one portfolio view.

Does it handle subscriptions and redemptions?

Yes. Subscription and redemption trades can be managed in the platform, so analytics reflect the current portfolio.

Is it a portfolio management system or an analytics tool?

It is an analytics-led portfolio management platform for investors in funds. It is not an order management or fund accounting system.

How do we get started?

Book a demo with our team. A 14 day free trial follows the demo so you can test it on your own portfolio.

See Multi-Manager Portfolio Software in Action

Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.