Insurance Companies

Model risk, capital efficiency and exposure across alternatives, with the evidence to prove it

Insurance investment teams answer to more people than most allocators: the investment committee, the risk function, the capital model, the auditor and the regulator. AlternativeSoft consolidates the whole portfolio, resolves exposure to the underlying holdings, and keeps the evidence behind every manager decision where it can be found again years later.

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500k+Funds across every asset class

150+Institutions on the platform

$1.5tnAssets served

Challenges We Solve

Three Questions an Insurer Has to Answer at Once

Every alternatives allocation has to satisfy the return objective, the capital position and the audit trail. Most teams answer them in three different systems.

What are we actually exposed to?

A fund holding is not an exposure. Until the position is resolved to what the manager genuinely holds, concentration, duration and sector risk sit outside the risk report rather than inside it, and the private book is usually a quarter behind the liquid one.

What does it cost us in capital?

Capital treatment depends on look-through detail that arrives late, in inconsistent formats, from managers with no obligation to standardise it. The analysis gets rebuilt by hand each cycle, which is where the time goes and where the errors enter.

Can we still evidence the decision?

An allocation made three years ago is re-examined by an auditor, a rating agency or a new CIO. The question is never whether it was reasonable at the time. It is whether the screening, the peer comparison and the diligence behind it can still be produced.

What the Platform Does

One Platform Across the Insurance Investment Process

The same analytics 150+ institutions use to select, monitor and evidence manager allocations, applied to an insurance balance sheet.

Manager selection against a real peer group

Rank a fund inside the group it actually competes with, built from what it holds and trades rather than the category it markets under.

500,000+ funds across hedge funds, private markets and mutual funds
4,000+ statistics for peer and style analysis
Factor decomposition, so you can see what you are paying for

Look-through across the whole book

Resolve fund positions to underlying holdings and aggregate exposure across liquid and private assets in one consolidated view.

Feeds consolidated and reconciled from custodians and managers
Calls, distributions and valuations extracted from GP statements
Concentration measured on a look-through basis, not a fund-name basis

Stress testing that includes the private side

Run scenarios across the entire portfolio rather than only the part that reprices daily, which is the version the risk committee actually needs.

Defined historic events including 2008, March 2020 and the 2022 rate shock
Custom multi-factor scenarios
Out-of-sample analysis for strategies with a short live record

Operational due diligence, retained by you

Structured ODD on every manager with the questionnaire history and the evidence held by the insurer rather than by an adviser.

AI-completed DDQs from documents you already hold
Service provider arrangements held as a dated record
Findings attached to each manager, not filed separately

The part that matters three years later: the evidence trail

Insurance investment decisions get re-examined more often, and by more parties, than almost any other institutional allocation. The platform keeps the reasoning attached to the decision rather than scattered across inboxes and drives.

Explore the ODD platform

The screen that produced the shortlist. The peer group, the filters and what was excluded, retrievable rather than reconstructed.
The diligence at the time of appointment. Questionnaire responses, service providers and findings, dated and retained.
The monitoring since. Drift against the profile the manager was appointed on, measured continuously rather than annually.
Reporting from live data. Committee and board papers generated in your own layout, every figure traceable to its source.

On regulatory reporting. AlternativeSoft supplies the consolidated exposure, look-through detail and retained evidence that capital and regulatory reporting depend on. It is not a Solvency II or NAIC filing engine, and we would rather say so than have you find out on a call. Teams typically use it as the analytical and evidence layer feeding the reporting they already run.