Systematic Quantitative Screening — 500,000+ Funds

Quantitative Fund Screening Platform for Institutional Investors

AlternativeSoft provides the most comprehensive quantitative fund screening platform for institutional investors — applying custom scoring models across 500,000+ funds, with 4,000+ risk-adjusted statistics, peer-adjusted ranking and dynamic monitoring alerts.

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Screening methods:Multi-Factor ScoringPeer-Adjusted RankingQuantile ScreeningCustom CriteriaDynamic MonitoringBacktesting
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

Systematic Quantitative Screening — at Institutional Scale

Limitations of Manual Quantitative Screening

Manual screening approaches cannot scale to the volume and analytical complexity that institutional manager selection demands.

  • Building robust quantitative scoring models for fund screening in Excel is complex, fragile and difficult to audit
  • Applying a composite scoring model across hundreds of funds requires programming beyond the capability of standard analytical teams
  • Without peer context, raw statistics are difficult to interpret — is a Sharpe of 0.7 strong or weak for this specific strategy?
  • Static screens miss opportunities — dynamic monitoring that flags new funds meeting criteria requires ongoing manual work
  • Backtesting screening models to validate their predictive power is extremely difficult without specialist tools

AlternativeSoft Quantitative Screening Capabilities

Custom scoring models, peer-adjusted ranking and dynamic monitoring — applied automatically across 500,000+ funds.

  • Custom scoring models: define any combination of statistics with weights and rank all 500,000+ funds automatically by composite score
  • Peer-adjusted ranking: all statistics calculated in peer group context — not just absolute values that lack interpretive power
  • Dynamic screening: criteria saved and applied continuously to new funds and updated data with automatic alerts
  • Backtesting: evaluate historical screening model performance and validate predictive power before live deployment
  • Full audit trail of all screening criteria and results for investment committee governance documentation
Quantitative Screening Engine

Systematic, Scalable Quantitative Fund Screening

From custom scoring models to peer-adjusted ranking — fully automated.

Custom Scoring Models

Define your quantitative scoring model: choose any combination of statistics, assign weights and generate a composite score for every fund in the universe automatically.

Multi-Criteria Screens

Apply up to 50+ simultaneous screening criteria across any of 4,000+ statistics. Complex quantitative screens run across 500,000+ funds in seconds.

Peer-Adjusted Scoring

All statistics calculated in peer group context. A Sharpe of 0.8 for a CTA is scored differently from 0.8 for a long/short equity manager.

Historical Backtesting

Backtest your screening model against historical data. Evaluate whether your quantitative criteria have actually predicted subsequent performance.

Dynamic Monitoring

Save screening models and receive automatic notifications when funds enter or exit your criteria as data updates daily.

Screening Documentation

Export complete screening results with all criteria, statistics and rankings. Full documentation for investment committee governance records.

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

How to Build a Quantitative Fund Screening Model

01

Define Your Scoring Model

Choose which statistics matter most to your investment process. Assign weights to each metric. AlternativeSoft applies your model instantly across all 500,000+ funds.

02

Screen, Rank and Filter

Review funds ranked by your composite score. Apply additional pass/fail criteria. Drill down into peer group context for top-ranked candidates.

03

Monitor and Iterate

Save your model and monitor dynamically. Refine the scoring model over time and backtest to validate that your criteria genuinely predict future performance.

Who This Is For

Who Uses the Quantitative Screening Platform

Quantitative Analysts

Build and apply custom fund scoring models that reflect your specific investment thesis. Replace manual screening with systematic, scalable quantitative analysis.

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Fund of Funds Managers

Screen your investible universe systematically and reproducibly. Document the quantitative case for every manager selection decision.

Learn more

Pension Funds

Demonstrate systematic, quantitatively-justified manager selection to trustees. Full audit trail of scoring models and screening results for every decision.

Learn more
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

A quantitative fund screening platform enables institutional investors to apply systematic, numerical criteria to a large fund universe to identify investment candidates meeting their requirements. Unlike qualitative research, quantitative screening is systematic, repeatable and can be applied consistently across large universes with full documentation.
A custom scoring model assigns numerical weights to a set of statistics (e.g. 3-year Sharpe ratio 30%, maximum drawdown 20%, peer quartile rank 25%, alpha t-statistic 15%, return consistency 10%) and calculates a composite score for every fund. AlternativeSoft's custom scoring module lets investment teams build, save and apply these models across the full 500,000+ fund universe.
Yes. AlternativeSoft allows you to backtest screening models against historical data — applying your model to historical fund statistics and evaluating whether it would have predicted subsequent performance. This helps validate whether your screening criteria genuinely identify better future performers.
Peer-adjusted scoring ensures all statistics are evaluated in the context of the relevant strategy peer group rather than the full universe. A Sharpe ratio of 0.8 might be top-quartile for a macro strategy but bottom-quartile for a long/short equity manager — peer adjustment prevents strategy mix-effects from distorting your model results.
Yes. AlternativeSoft supports dynamic screening — saved criteria and scoring models are applied continuously as fund data updates. When a fund newly meets your criteria, you receive an automatic notification. This ensures you never miss a potential opportunity as managers' recent performance brings them into your criteria.
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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