Solutions for Institutional Investments

Investment Analytics & Asset Allocation Software
for Mutual Funds, Hedge Funds & Private Markets

Optimise your institutional investments across mutual funds, hedge funds, and private market funds with our tailored solutions and industry expertise. Explore how our tools and services can help you navigate the complexities of these diverse asset classes and achieve financial excellence.

Why Choose AlternativeSoft

Why Choose AlternativeSoft?

Unlock the potential of Mutual Funds, Hedge Funds, and Private Market Funds with our tailored solutions. At AlternativeSoft, we provide comprehensive tools and expertise to help institutional investors navigate these diverse asset classes. Explore how we can empower your investment strategies and maximise your returns in this dynamic financial landscape.

Advanced Portfolio Analytics

Gain a competitive edge with our sophisticated portfolio analytics tools, empowering you to make data-driven investment decisions.

Customised Solutions

Tailored to meet the unique needs of institutional allocators, our solutions provide the flexibility to adapt to your specific investment goals.

Proven Track Record

Join a community of satisfied clients who have achieved financial success through AlternativeSoft’s proven and trusted financial software.

Central document repository for fund due diligenceSix document folders with file counts and the search, versioning and fund-record links.Document hub · repositoryDOCUMENT HUB, EVERY FUND IN ONE PLACEDDQs148 filesAudited accounts96 filesPPMs73 filesMeeting notes412 filesFactsheets1,920 filesSide letters31 filesSearchableFull text, every fileVersionedAudit trail keptLinkedTo the fund recordDocuments land in the fund record and feed AI DDQ completion automatically
Advanced Portfolio Analytics

Make Data-Driven Investment Decisions

Gain a competitive edge with our sophisticated portfolio analytics tools, empowering you to make data-driven investment decisions.

  • Access unparalleled insights into your investment portfolio.
  • Identify key performance drivers for your investments.
  • Assess and manage risk exposure effectively.
  • Utilise powerful analytics tools for comprehensive portfolio analysis.
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Insights from Robust Data

Actionable Insights from the Best Data on the Market

At AlternativeSoft, we empower your investment strategy with actionable insights derived from a wealth of robust data sources. Our advanced analytics tools deliver valuable information to guide your decisions across mutual funds, hedge funds, and private market funds.

  • Gain unparalleled insights into your investment portfolio, identify performance drivers, and assess risk exposure with our powerful analytics tools.
  • Funds aggregated from Morningstar, Bloomberg, Refinitiv, HFR, With Intelligence, Albourne, Preqin and Pitchbook.
  • Our advanced algorithms crunch the numbers to provide you with actionable insights, helping you identify trends, correlations, and opportunities that might otherwise go unnoticed.
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Dashboard tiles fed from the analytics platformThree headline tiles, a return bar chart and an allocation donut refreshed from the platform.Dashboards · Power BI and ExcelDASHBOARD TILES, REFRESHED FROM THE PLATFORM+8.2%Portfolio YTD1.14Sharpe-3.6%DrawdownHedge fundsPrivate marketsPublic fundsAny analytic pushed to Power BI or pulled into Excel through the API
Fund universe screened on quantitative criteriaA search bar with quantitative criteria, the funds that match, and the number of criteria available.Fund search · screeningSCREEN THE UNIVERSEGlobal macro, Sharpe > 1.0, AUM $200m to $2bn, UCITS41 funds match of 500,000+Fund alpha, LondonSharpe 1.38$640mFund beta, New YorkSharpe 1.22$1.1bnFund gamma, ZurichSharpe 1.17$410mFund delta, SingaporeSharpe 1.09$820m4,000+Criteria to screen onSavedRe-runs every month1 clickTo the shortlist
Investment Analytics Tool

A Personalised Investment Universe for Every Allocator

Empower your institutional investment decisions with our Investment Analytics Tool. AlternativeSoft offers sophisticated analytics to drive a personalised investment universe, giving you the insights needed to make strategic choices.

  • Sophisticated Data Analysis: Utilise AlternativeSoft’s analytics tool for sophisticated data analysis. Our platform employs advanced algorithms to process vast datasets, providing institutional investors with comprehensive insights.
  • Personalised Investment Universe: Tailor your investment universe with precision. Our analytics tools allow institutional investors to create a personalised universe of assets, ensuring alignment with strategic objectives.
  • Comprehensive Performance Metrics: Gain insights into comprehensive performance metrics. Our tool provides a detailed analysis of investment performance.
  • Real-time Decision Support: Stay ahead with real-time decision support. Our Investment Analytics Tool offers instant updates on market trends and performance metrics.
  • Strategic Choices: Make strategic investment choices with confidence, with a deep understanding of market dynamics.
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Confidence & Clarity

Streamline Reporting, Deepen Analysis

Enhance your data analysis and streamline reporting with our versatile tools. Gain deeper insights, automate reports, and access free white-labelled fact sheets with AlternativeSoft.

  • Power BI: Add a more deep-dive analysis into your existing dashboards and reports.
  • Excel API: Flexible, easy to use, and infinitely customisable (with hundreds of functions available).
  • Automated Reports: Schedule and automate up to 100 fund or portfolio reports at once.
  • Templates: Automate the creation of bespoke templates to facilitate the production of fact sheets, portfolio reports, fund peer group analysis, exposure analysis, and stress testing. (Over 50 free templates provided)
  • Free white-labelled fact sheets.
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Branded factsheet assembling itself from live dataA fund factsheet building itself: header, four headline statistics, a return bar chart, strategy mix and the generation time.Automated reporting · factsheetsFACTSHEET, GENERATED FROM LIVE DATAFund factsheet, October 2026Your brand+12.4%YTD return1.27Sharpe ratio-4.1%Max drawdown$1.2bnAUMEquity L/S38%Macro27%Credit35%Generated in 4 seconds, sent to 38 recipientsPDF, Word and PowerPoint, in your branding
Portfolio allocation and efficient frontierAsset allocation bar, efficient frontier with the chosen portfolio marked, expected return and volatility.Portfolio construction · optimisationALLOCATION AND EFFICIENT FRONTIERHedge funds 38%Private markets 22%Mutual funds 25%ETFs 15%Chosen portfolioRiskReturn9.4%Expected return7.1%Volatility, constrainedMean-variance, Black-Litterman and risk parity under your own constraints
Asset Allocation Software

The Perfect Balance for Every Portfolio

Achieve the perfect balance in your portfolio with AlternativeSoft’s Asset Allocation Software. Tailored for institutional investors, our solution provides intuitive tools for effective asset allocation.

  • Intuitive Asset Allocation Tools: Easily navigate and customise asset allocations according to your investment strategy.
  • Optimisation for Maximum Returns: Achieve optimal portfolio performance through effective asset allocation. Our software dynamically adjusts allocations based on market conditions.
  • Risk Mitigation Strategies: Implement robust risk mitigation strategies, with risk factors considered in the allocation process.
  • Customisable Solutions: Tailor asset allocation strategies to your institutional preferences with full flexibility.
  • Real-time Portfolio Monitoring: Monitor your portfolio in real-time. Our solution ensures up-to-date information on asset allocations.
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Operational Due Diligence

Connect with Managers via Our Audited Digital ODD Platform

Enhance communication and due diligence with your investment managers using AlternativeSoft’s secure, audited platform. Streamline the exchange of crucial documentation, DDQs, and investor data with efficiency.

  • Leverage AlternativeSoft’s secure peer-to-peer Operational Due Diligence platform in order to seamlessly exchange documentation, DDQs and key investor data.
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Due diligence questionnaire completed and reviewedA DDQ progress bar, five sections with drafted, review and flagged statuses, and the time saved.Due diligence · DDQ completionINVESTOR DDQ, 312 QUESTIONS298 of 312 drafted from documents✓Fund governance and ownershipDrafted✓Valuation policyDrafted✓Counterparty and prime brokerDrafted✓Cyber security controlsReview!Regulatory historyFlaggedMinutesInstead of six weeksEvery answerVersion-controlledFull auditTrail for the committee
Fund ranked within its peer groupA fund ranked against five peers on Sharpe ratio with its rank, margin over the median and the statistics compared.Peer group analysis · rankingPEER GROUP: EQUITY LONG/SHORT, $500M TO $2BN1 Peer fund ASharpe 1.422 Peer fund B1.313 Your fund1.274 Peer fund C1.195 Peer fund D1.083rd of 12Peer rank+0.18Sharpe vs median4,000+Statistics compared
Fund Analysis Software

Analyse, Compare, Optimise

Elevate your fund analysis with AlternativeSoft’s sophisticated software. Analyse, compare, and optimise fund performance for better institutional investment outcomes.

  • Sophisticated Performance Analysis: Utilise our Fund Analysis Software for in-depth performance analysis. Our platform employs sophisticated algorithms to assess and interpret fund performance.
  • Comparative Analysis: Conduct comprehensive comparative analysis. Our software allows institutional investors to compare multiple funds simultaneously.
  • Optimisation Tools: Optimise fund performance for better outcomes, with tools to identify areas for improvement.
  • Risk Assessment: Evaluate and mitigate risks effectively with robust risk assessment features.
  • Data-Driven Decision-Making: Rely on data-driven decision-making, with accurate and timely data supporting informed choices.
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Investment Fund Analysis

Comprehensive Data & Analytics, End-to-End

Gain a competitive edge with AlternativeSoft’s in-depth Investment Fund Analysis. Make informed decisions based on comprehensive data and analytics.

  • Comprehensive Data Integration: Our Investment Fund Analysis integrates comprehensive data for a holistic view of fund performance.
  • Detailed Performance Metrics: Gain insights into detailed performance metrics including historical returns, risk measures, and other key indicators.
  • Benchmarking Capabilities: Benchmark funds against industry standards to identify areas for improvement.
  • Risk and Return Analysis: Evaluate the trade-off between risk and return, with tools for assessing the full risk-return profile of funds.
  • Scenario Analysis: Conduct scenario analysis to model different scenarios and assess the potential impact on fund performance.
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Five-stage fund selection workflowFive numbered stages from screening to committee decision with the current fund's progress.Workflow · screen to ICFUND SELECTION WORKFLOW, SCREEN TO COMMITTEE1Screen500,000 funds2Quant review41 shortlisted3Investment DD12 in progress4Operational DD6 scheduled5IC decision2 approvedInvestment DD, Fund gammaPeer ranking, risk report and DDQ attached. IC memo draft generated.74% completeOne recordPer fund, every stageSharedAcross the teamAudit trailFor the committee
150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
Client Testimonials

What Our Clients Say

“

AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. One of the easiest tools I’ve handled for portfolio what-if and customised fund fact sheets.

Aberdeen Asset Management
Head of Risk Management
★★★★★
“

AlternativeSoft is 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
Risk Management & Portfolio Construction
★★★★★
“

From statistical analysis on a single hedge fund, screening the investment universe, peer group analysis, FoHF portfolio construction to risk analysis and stress testing - one of the most effective, intuitive and efficient tools I have handled.

BNP Paribas Capital Partners
Hedge Fund Solutions
★★★★★
The Complete Platform

Investment Analytics, Asset Allocation & Fund Analysis Solutions

At AlternativeSoft, we take pride in what our clients have to say. But our commitment doesn’t stop at praise - discover how every part of our platform can transform your investment strategy.

Knowledge Center

Explore Our Knowledge Center

Delve into our Knowledge Center for valuable resources, including brochures, case studies, and research articles, designed to enhance your understanding of the investment landscape.

Get In Touch

Have Questions?
Ready to Take the Next Step?

Reach out to our team today. We’re here to assist you - join 150+ institutional investors who rely on AlternativeSoft to select and monitor funds across mutual funds, hedge funds and private market funds.

  • Live walkthrough of the full platform
  • Tailored to your asset class - mutual funds, hedge 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:
Bloomberg Morningstar Refinitiv HFR With Intelligence Albourne Preqin Pitchbook

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