AlternativeSoft's mutual fund database gives institutional investors access to 400,000+ mutual funds from Morningstar, Lipper and leading data providers — with 4,000+ statistics, portfolio analytics, peer group analysis and automated reporting in one integrated platform.
More than a data subscription — AlternativeSoft's mutual fund database connects fund data directly to portfolio construction, risk analytics and reporting.
Mutual Fund Database data sources
The most comprehensive mutual fund database for institutional investors — covering equity, fixed income, multi-asset, money market and alternative mutual funds across all geographies and currencies.
Every fund in the mutual fund database includes 4,000+ statistics — return analytics, risk measures (Sharpe, Sortino, CVaR, max drawdown), factor exposures and higher moments across any time period.
Screen the entire mutual fund database using 50+ criteria simultaneously — Sharpe ratio, CVaR, AuM, strategy, currency, track record and benchmark correlation. Save and automate screening templates.
Benchmark any mutual fund against its peer group with quartile rankings, candlestick charts, rolling analytics and scatter plots. AlternativeSoft's mutual fund database covers 6,100+ peer groups.
Identify factor exposures, style drift and alpha generation within the mutual fund database using OLS regression-based style analysis against equity, fixed income and alternative benchmarks.
Generate white-label fund fact sheets, peer group reports and performance analytics directly from the mutual fund database — automated, branded and exportable to PDF or Excel.
AlternativeSoft's mutual fund database gives institutional investors the analytical depth to identify top-performing managers across every strategy, geography and currency.
Benchmark any mutual fund in the database against its strategy peers with quartile rankings, rolling analytics, scatterplots and correlation matrix.
Every fund in AlternativeSoft's mutual fund database feeds directly into the portfolio construction module — no exports, no manual updates, no spreadsheets.
AlternativeSoft's mutual fund database includes OLS regression-based style analysis — identify which factors explain a fund's returns and measure true alpha generation.
How institutional investors use AlternativeSoft's mutual fund database to screen, analyse and allocate capital.
The mutual fund database aggregates data from all major providers into one normalised, searchable platform — updated continuously with the latest performance, risk and fund characteristics data.
Apply up to 50 quantitative criteria simultaneously to filter the mutual fund database. Use weighted statistics ranking to surface the best-fitting funds for your mandate and save templates for ongoing monitoring.
Deep-dive with 4,000+ statistics per fund. Run peer group analysis, style analysis and risk attribution. Build and optimise portfolios directly from your mutual fund database shortlist using 9 optimisation models.
How AlternativeSoft's mutual fund database compares to other platforms on data breadth, analytics and integration.
| Feature | AlternativeSoft | Morningstar Direct | Bloomberg PORT | Lipper | FactSet |
|---|---|---|---|---|---|
| Mutual fund universe (400k+) | Partial | Partial | |||
| Hedge fund + mutual fund combined | Partial | Partial | |||
| Private equity database integration | |||||
| Portfolio optimisation built-in | Partial | Partial | |||
| 4,000+ statistics per fund | Partial | Partial | |||
| AI-powered due diligence | |||||
| Peer group analysis (6,100+) | |||||
| Style & factor analysis | |||||
| White-label reporting | Partial | Partial | |||
| Module-based pricing |
AlternativeSoft's mutual fund database serves institutional investors who need rigorous quantitative analysis alongside comprehensive data coverage.
Screen and evaluate long-only equity and fixed income funds for DC and DB allocations with IPS-compliant analytics from the mutual fund database.
Learn moreAccess the mutual fund database alongside hedge fund and private equity data — building truly multi-asset portfolios with consistent analytics.
Learn moreUse the mutual fund database for liquid alternatives screening alongside private market analytics — all within one investment management platform.
Learn moreScreen the mutual fund database to identify best-in-class funds for client portfolios and automate branded fund fact sheet production.
Learn moreComprehensive mutual fund database data for manager research, selection reports and performance attribution with white-label client outputs.
Learn moreEnterprise mutual fund database access covering global funds across all currencies and domiciles with complex multi-geography constraint management.
Learn moreThe AlternativeSoft platform is an intuitive application that is additive to our portfolio construction and risk monitoring processes. The support team has been very helpful in supporting our implementation and on-going use of the software.
AlternativeSoft is 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 to our team.
From statistical analysis on a single hedge fund, screening the investment universe and peer group analysis, to portfolio construction, risk analysis and stress testing — one of the most effective and intuitive tools I have handled.
A mutual fund database is a comprehensive data repository covering mutual fund performance, risk statistics, portfolio holdings, manager information and fund characteristics. AlternativeSoft's mutual fund database aggregates data from Morningstar, Lipper and other providers into one normalised platform covering 400,000+ mutual funds globally — spanning all geographies, asset classes and fund structures.
AlternativeSoft's mutual fund database covers 400,000+ mutual funds from Morningstar, Lipper Open End and other providers — spanning equity, fixed income, multi-asset, money market and alternative mutual funds across all geographies and currencies.
The mutual fund database provides 4,000+ statistics per fund including return analytics (monthly, annual, YTD), risk measures (Sharpe ratio, Sortino, CVaR, max drawdown, VaR), factor exposures, higher moments and peer group rankings against comparable funds in the same strategy.
Yes. AlternativeSoft's mutual fund database screening tool allows institutional investors to filter across 50+ criteria simultaneously — including Sharpe ratio, CVaR, max drawdown, AuM, strategy, currency, track record length and benchmark correlation — and save screening templates.
AlternativeSoft's mutual fund database combines Morningstar data with hedge fund and private equity databases, adds 9 portfolio optimisation models, AI-powered due diligence and white-label reporting — capabilities that Morningstar Direct does not provide in one integrated platform.
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