Analyse and oversee fund allocations with consistent risk measures. AlternativeSoft is the investment analytics platform used by 150+ institutions, including insurers.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
Insurance companies use investment analytics software to research external funds, monitor those they hold, measure risk and report to their investment committees. AlternativeSoft supports these tasks for allocations to hedge funds, mutual funds and private markets, using a database of 500,000+ funds and 4,000+ risk-adjusted statistics.
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Research, monitoring and reporting on one platform.
Screen funds by strategy, size, track record and risk statistics.
Measure drawdown, value at risk and risk-adjusted returns for each holding.
Stress test allocations against historical and hypothetical shocks.
Monitor IRR, TVPI, DPI and RVPI next to liquid funds.
See combined exposure across every underlying fund.
Publish reports in PDF and Excel in your own branding.
Allocations to external funds are often tracked across several files and providers. AlternativeSoft brings returns, risk and exposures into one place, so the committee reviews the same numbers every time.
Import holdings from Excel or a data feed.
Choose the yardsticks for each fund and the whole portfolio.
See performance, drawdown, scenarios and exposures together.
Publish a committee report on a schedule.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Data | Copied by hand from several providers | One database linked to your data providers and files |
| Risk measures | A handful, calculated differently by each analyst | 4,000+ risk-adjusted statistics calculated consistently |
| Private markets | Held in a separate file | IRR, TVPI, DPI and RVPI alongside liquid funds |
| Scenarios | Manual and slow | Stress tests and Monte Carlo simulation |
| Committee reports | Assembled manually | Scheduled reports in PDF and Excel |
Yes. Private equity and credit funds can be monitored with IRR, TVPI, DPI and RVPI alongside liquid funds.
Yes. Historical and hypothetical scenarios and Monte Carlo simulation are available.
No. It analyses external fund allocations and produces committee reports. Regulatory reporting remains with your existing systems.
Yes. You can import holdings and returns from Excel or through data feeds. The platform also links to Bloomberg, Refinitiv, eVestment, Preqin, Morningstar, HFR, Pitchbook, Albourne and WithIntelligence.
Yes. A 14 day free trial is available after a demo, with onboarding support from our team.
Join the 150+ institutions that use AlternativeSoft to select and monitor their funds. A 14 day free trial follows your demo.