Trusted by Pension Funds, Endowments & Family Offices Worldwide

AlternativeSoft for
Asset Owners & Allocators

From pension funds and endowments to sovereign wealth funds and family offices — AlternativeSoft gives asset owners the institutional-grade analytics, due diligence and reporting tools to invest in alternatives with confidence.

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Home / Who We Serve /Asset Owners & Allocators
150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
Why Asset Owners Choose AlternativeSoft

Everything an Allocator Needs — in One Integrated Platform

Purpose-built for institutions managing multi-manager alternative investment portfolios.

Comprehensive Fund Universe

Access 500,000+ mutual funds, hedge funds and private equity funds from Bloomberg, Morningstar, Preqin, eVestment and more — aggregated in one place.

Institutional-Grade Risk Analytics

Drawdown analysis, VaR, stress testing, Monte Carlo simulation and 4,000+ risk-adjusted statistics — the same tools used by the world's largest allocators.

Cloud Operational Due Diligence

AI-powered ODD platform — complete DDQs in minutes, not weeks. Centralise all documents, questionnaires and compliance workflows in the cloud. No installation required.

Fund Selection for Asset Owners
Fund Selection & Research

Identify the Best Managers Across Any Strategy

AlternativeSoft gives asset owners a complete quantitative framework for manager research — from initial screening and peer group benchmarking to style analysis and due diligence.

  • Screen 500,000+ funds with 4,000+ quantitative criteria
  • Peer group benchmarking across thousands of strategy peers
  • Style & factor analysis — identify genuine alpha vs market beta
  • Structured ODD questionnaire workflows with AI completion
  • Collaborative team workflows with full audit trail
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Portfolio Management for Asset Owners
Portfolio Construction & Management

Build, Optimise & Monitor Multi-Manager Portfolios

From model portfolio construction and mean-variance optimisation to live portfolio management with trade execution — AlternativeSoft covers the full investment lifecycle for asset owners.

  • Mean-variance and risk parity portfolio optimisation
  • Stress testing & Monte Carlo simulation
  • Portfolio look-through & exposure analysis
  • Subscription and redemption trade management
  • Returns attribution across funds, sectors and geographies
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Investor Reporting
Investor Reporting

Professional, Investor-Ready Reports — Automated

Generate boardroom-quality reports, customisable fund fact sheets and white-labelled investor packs at the click of a button. Fully automated, with Power BI and Excel API integration.

  • Customisable fund & portfolio fact sheets
  • Investor-ready PDF & Excel reports
  • White-labelled branded templates — free to use
  • Automated scheduled reporting
  • Power BI and Excel API for deeper analysis
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Testimonials

Trusted by Leading Institutions

"

AlternativeSoft streamlines many useful performance-based analytics — one of the easiest softwares for portfolio what-if and customised fund fact sheets I have ever handled.

Aberdeen Asset Management
Head of Risk Management
★★★★★
"

AlternativeSoft is a practical and user-friendly tool as part of our portfolio construction and risk management process. Their support provides added value.

AllianceBernstein
Risk Management & Portfolio Construction
★★★★★
"

From statistical analysis to peer group analysis and stress testing — AlternativeSoft is one of the most effective and intuitive tools I have handled.

BNP Paribas Capital Partners
Hedge Fund Solutions
★★★★★
Latest from AlternativeSoft

Applied Research & Videos

Hedge Fund Marketplace

Connect fund managers with allocators — reach 150+ institutions.

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AI Questionnaire

Complete fund questionnaires instantly — uncover key risks and make faster investment decisions.

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FluidView

The smarter way to showcase fund and portfolio data with interactive, client-ready reports.

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See AlternativeSoft
in Action

Join 150+ institutional investors. Book a personalised demo tailored to your needs today.

  • Live walkthrough of the full platform
  • Tailored to your asset class and investment mandate
  • Q&A with our investment analytics specialists
  • Free trial access following the demo
Hedgeweek Best Risk Management Software — voted by clients 4 years running
UK: 10 Lower Thames Street, London EC3R 6AF
USA: 200 S Wacker Drive, 31st Floor, Chicago, IL 60606

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