AlternativeSoft is an investment analytics platform built for asset owners and institutional allocators who invest through external managers. Pension funds, sovereign wealth funds, insurers, endowments, family offices, fund of funds, OCIOs and consultants use it to select managers from 500,000+ funds, run due diligence, construct and monitor multi-manager portfolios, measure risk and produce committee reporting from one platform. It is used by 5 of the world's 10 largest hedge fund selectors.
Purpose-built for institutions managing multi-manager alternative investment portfolios.
Access 500,000+ mutual funds, hedge funds and private equity funds from Bloomberg, Morningstar, Preqin, eVestment and more - aggregated in one place.
Drawdown analysis, VaR, stress testing, Monte Carlo simulation and 4,000+ risk-adjusted statistics - the same tools used by the world's largest allocators.
AI-powered ODD platform - complete DDQs in minutes, not weeks. Centralise all documents, questionnaires and compliance workflows in the cloud. No installation required.
Four stages, usually in four tools, held together by a spreadsheet. Here is what changes with one platform for the allocator workflow.
| The challenge | What usually happens | With AlternativeSoft |
|---|---|---|
| The manager universe is whoever has pitched | Research covers the managers the team has met and the consultant's list. The best fund in the strategy may be neither. | Screen 500,000+ hedge funds, private markets funds, mutual funds and ETFs on 4,000+ statistics and rank them in custom peer groups. |
| Portfolio construction ignores real constraints | The optimiser in the spreadsheet runs unconstrained mean-variance. The committee's allocation limits, liquidity terms and concentration rules are applied afterwards by hand. | Mean-variance, Black-Litterman, risk parity, minimum variance and factor-based optimisation under the institution's own constraints, with the efficient frontier on screen. |
| Risk reporting is late and partial | Monthly exposure arrives from manager statements, three weeks after month end, with no combined stress test. | Monthly VaR, drawdown, stress tests, factor exposure and policy drift for the whole programme, on one data set. |
| Due diligence depends on headcount | Each DDQ is read by hand. Adding managers means adding analysts. | AI-assisted DDQ review, document extraction and compliance flags across the full roster, centralised for audit. |
| Committee packs are rebuilt every month | Figures re-keyed from four systems into a template, with no audit trail when a number is questioned. | Investment committee packs, board summaries and client reports from templates on live data, every figure traceable to a timestamped calculation. |
Built for: CIOHead of Manager ResearchHead of AlternativesPortfolio ManagerODD AnalystInvestment CommitteeOCIOInvestment Consultant
AlternativeSoft gives asset owners a complete quantitative framework for manager research - from initial screening and peer group benchmarking to style analysis and due diligence.
From model portfolio construction and mean-variance optimisation to live portfolio management with trade execution - AlternativeSoft covers the full investment lifecycle for asset owners.
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.
Explore tailored solutions for your specific institution and mandate.
Liability-driven allocations, risk controls and compliance reporting for institutional pension managers.
ExploreIdentify best-in-class managers with deep quantitative analysis and peer benchmarking.
ExploreBuild diversified multi-asset portfolios with full look-through and consolidated client reporting.
ExploreMeasure IRR, TVPI, DPI and RVPI alongside liquid alternatives in one integrated system.
ExploreAlternativeSoft streamlines many useful performance-based analytics - one of the easiest softwares for portfolio what-if and customised fund fact sheets I have ever handled.
AlternativeSoft is a practical and user-friendly tool as part of our portfolio construction and risk management process. Their support provides added value.
From statistical analysis to peer group analysis and stress testing - AlternativeSoft is one of the most effective and intuitive tools I have handled.
Put in the hours your team spends on each stage today. The figure on the right is the analyst time that comes back, priced at your own cost base.
Salary, employer costs and overhead. Hourly rate used: -
Enter a figure to see payback. We will confirm real pricing on the call.
Percentage of each activity absorbed by the platform. Defaults are deliberately conservative and every one of them is yours to change.
Based on of the hours you entered above coming back to the team.
This model prices reclaimed hours only. It deliberately excludes the harder-to-quantify gains most asset owners cite first: catching a manager problem earlier, and getting to a decision before the allocation window closes.
Model your own hedge fund book. See what you pay in fees today, what you could save by moving beta-driven managers into low-cost ETFs, and what a tougher fee conversation with the rest is worth.
Defaults reflect average hedge fund fees (HFR, Q2 2025). Replace them with your own contracted terms.
Peer fee data gives you the evidence to ask for it.
Against - of hedge fund fees paid each year today (- of the allocation).
Illustrative model for discussion, not investment advice. Reallocating assumes the ETF replicates the beta exposure you hold today and that you identify the right managers to replace, which is where manager-level factor analysis does the work. Fee defaults are HFR industry averages (Q2 2025) and the ETF cost is an assumption.
Investment software for asset owners is the platform an institution uses to run the process of investing through external managers: Finding and ranking managers, running due diligence, constructing the multi-manager portfolio, monitoring its risk and reporting to the investment committee. The asset owner does not trade securities; it selects and oversees managers who do. That is a different workflow from an order management system and needs a different platform.
Asset owners include pension funds, sovereign wealth funds, insurance companies, endowments, foundations and family offices, and the allocator category extends to fund of funds, OCIOs, investment consultants, private banks and wealth managers who select managers on behalf of clients. All of them face the same four stages: Research, due diligence, construction and monitoring, reporting. AlternativeSoft runs those four stages on one data set of 500,000+ funds.
| Type | What it does | Where AlternativeSoft fits |
|---|---|---|
| Order management and trading | Order routing, pre-trade compliance, execution for institutions that trade securities directly. | Not a fit. Asset owners that invest through managers do not need an OMS for that programme. |
| Manager research, construction and oversight | Manager search, peer ranking, due diligence, multi-manager portfolio construction, risk and committee reporting. | This is AlternativeSoft. Built for the allocator workflow end to end. |
| Custody, accounting and performance | Official book of record, settlement and ledger-based performance. | Complementary. AlternativeSoft imports positions and returns and adds the forward-looking analytics. |
| Consultant and OCIO services | Outsourced manager research and portfolio advice. | Alternative or complement. Asset owners use AlternativeSoft to run research in-house or to oversee and challenge an outsourced provider. |
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