Peer Grouping - Built for Practitioners
Whether it's ready-made or customized peer groups - AlternativeSoft can help you have them all.
Custom or Automatic Peer Grouping? There is no right or wrong answer here but when considering peer groups for fund comparisons, we would like to compare apples with apples. However, funds can move between peer groups over time due to changing investment themes - this is normal.
Research suggests that a fund's category can and does change over time and this should be a consideration when screening, evaluating, and/or monitoring fund performance. As an analyst, portfolio manager or CIO your analysis must be flexible.
For example Growth of Value funds may move into Blend. Using broader peer groups is one way to go about solving this problem. Peer groups can be automatically updated each month and configured to update via schedule. The second way involves using custom peer groups.
Quickly import funds from Morningstar or HFR and analyse your selected mutual funds and hedge funds versus predefined peer groups, based on index constituents for HFR and Global Categories for Morningstar.
Give yourselves all of the available options, each of which are solutions that are easily achievable with AlternativeSoft - a feature-rich quantitative software built for practitioners.
Automatically updating peer groups + Excel API = Save your time and focus on where you are good as an analyst, portfolio manager or CIO. Give yourselves all of the available options, each of which are solutions that are easily achievable with AlternativeSoft - a feature-rich quantitative software built for practitioners.