Trusted by Pension Funds, Endowments & Family Offices Worldwide
Used by 5 of the world’s 10 largest hedge fund selectors

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.

Home / Who We Serve /Asset Owners & Allocators

The Allocator’s Operating System

From 500,000+ funds to monitored portfolio

All-in-One
!

The problem

Allocators spend 60% of their time on data plumbing instead of decisions

01 · DATA
Data Universe

500k+ funds · Bloomberg · Preqin · Morningstar

02 · SCREEN
Fund Search

4,000+ statistics · Sharpe · Sortino · Calmar

03 · BENCHMARK
Peer Group

Top-quartile analysis · thousands of peers

04 · DECOMPOSE
Style & Factor

True alpha vs beta · factor exposures

05 · OPTIMISE
Optimisation

Mean-variance · risk parity · stress tests

06 · REPORT
ODD & Reports

AI-completed DDQs · branded fact sheets

150+
Institutions
1.5tn+
$ AuM Served
20+ yrs
Since 2005
Reclaim your timeSee the full workflow on a live demo
Trusted by
Aberdeen Asset ManagementAllianceBernstein BNP ParibasBessemer Trust UnigestionLyxor Asset Management Kedge CapitalLumyna Investments Aberdeen Asset ManagementAllianceBernstein BNP ParibasBessemer Trust UnigestionLyxor Asset Management Kedge CapitalLumyna Investments
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 500k+ funds
StrategyAUM > $250MSharpeDrawdown
1Meridian Global Macro9.4
2Halcyon Diversified8.8
3Crestline Multi-Strat8.1
4Ardent Relative Value7.6
Ranked by composite score500,000+ funds
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
Request a Demo For Endowments
Pre-Trade Impact What-if
Add Meridian Global Macro · 5%Funded from public equity
Simulate
Exp. Return
8.9%
9.4%
Volatility
8.0%
7.1%
Liquidity
OK
Pre-trade impactDrawdown −1.8%
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
Request a Demo
Investor Reporting Branded
PDF
Excel
PowerPoint
Batch · scheduled50+ templates
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
Request a Demo
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.

Watch Now

AI Questionnaire

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

Watch Now

FluidView

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

Watch Now
Where You Sit in the Process

All Four Stages. One System of Record.

Asset owners and their consultants own the investment process end to end. Every stage below runs on the same data, so an exposure figure in a board pack traces back to the manager file it came from.

01Analytics & Research

Screen 500,000+ funds, benchmark managers against genuine peers, run style and factor analysis, then build and optimise the allocation.

Core to your process
02Due Diligence

Operational and investment due diligence in the cloud, with AI-completed DDQs and a permanent record behind every appointment.

Core to your process
03Data Extraction & Aggregation

Pull exposures, returns and terms out of manager statements and PDFs, reconcile them and consolidate into one book.

Core to your process
04AI Reporting

Board packs, fund factsheets and investor reports generated from the same numbers your analysts work in.

Core to your process

See the four stages applied to your own mandate on a 30 minute call.

Request a Demo
Build the Business Case

What Is the Manual Work Actually Costing You?

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.

Your team today
Stage 01Manager research, screening and peer benchmarking hrs / mo
Stage 02Due diligence questionnaires and manager reviews hrs / mo
Stage 03Chasing, rekeying and reconciling manager data hrs / mo
Stage 04Building reports, factsheets and board packs hrs / mo

Salary, employer costs and overhead. Hourly rate used: -

Enter a figure to see payback. We will confirm real pricing on the call.

Adjust the time-reduction assumptions
Research & benchmarking
Due diligence
Data & reconciliation
Reporting & packs

Percentage of each activity absorbed by the platform. Defaults are deliberately conservative and every one of them is yours to change.

Annual value of time reclaimed
-

Based on 0% of the hours you entered above coming back to the team.

0Hours reclaimed per year
0Full-time equivalents
Where the time comes back
Research & benchmarking0 hrs
Due diligence0 hrs
Data & reconciliation0 hrs
Reporting & packs0 hrs
Pressure-test these numbers with us

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.

Request a Demo

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: 2828 N Clark St, 3rd Floor, Chicago, Illinois 60453

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