AlternativeSoft
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For Mutual Fund Investors

The Best Software to select the Best Outperforming Mutual Funds


Data Aggregation

  • Store any returns data in AlternativeSoft and easily share with a wider team
  • Direct data feeds from Morningstar and Bloomberg
  • XML Import for in-house databases
  • Automatically download & update returns

Fund Selection

  • Screen & search to build customised Peer Groups and Watchlists using over 3000 statistics and information fields
  • Rank and compare funds using outperformance, conditional outperformance during extreme market conditions and CUSUM ratio
  • Compare one funds with its Morningstar Category constituents
  • Compare similar funds and identify top performers using Peer Group Analysis
  • Separate a manager’s alpha from alternative betas
  • Track and verify fund styles and sensitivity to economic factors
  • Record and analyse exposure weights

Portfolio Construction

  • Industry-leading Portfolio Optimization using 9 different Risk Measures, including Variance, Drawdown and Risk Parity
  • Manually adjust and compare portfolio allocation changes side-by-side to verify subscription & redemption decisions
  • Perform ‘what if’ scenario analysis and Stress Test a portfolio in extreme market conditions

Portfolio Management

  • Compute daily, weekly or monthly portfolio returns after management and performance fees
  • Return attribution analysis to separate allocation, selection and interaction effects. View the profits and losses on each trade

Reporting

  • Excel API for easy and customisable reporting
  • Over 30 free templates provided
  • Free white-labelled template