Trustees want to know why each manager was chosen, how the portfolio behaves against the liabilities and what the evidence was. AlternativeSoft gives pension fund investment teams one platform for manager selection, risk oversight, due diligence and board reporting, with the audit trail built in.
Portfolio Stress Test & Drawdown
Click a regime to model your downside risk
The problem
Can your portfolio survive the next crisis without breaching liabilities?
AlternativeSoft is an investment analytics platform built for pension funds that allocate to external managers. Investment teams use it as their pension fund investment software to select and monitor managers across hedge funds, private markets and public funds, construct liability-aware portfolios with full risk oversight, run scalable due diligence and produce auditable reports for trustees, investment committees and regulators.
Pension funds must balance fiduciary duty, governance obligations and complex multi-asset portfolio management - all with increasing stakeholder scrutiny.
Overseeing hedge funds, private markets and multi-asset strategies demands a single integrated system - not fragmented tools that create data inconsistency and risk.
Maintaining adequate tail risk, liquidity risk and stress scenario monitoring across complex portfolios requires sophisticated and systematic analytical tools.
Supporting investment committees with transparent, auditable processes and consistent reporting is essential for fiduciary accountability and stakeholder trust.
Delivering institutional-depth analysis to trustees and investment committees without relying on fragmented systems or costly manual workflows.
Ensuring consistent, scalable processes across portfolio management, due diligence and reporting functions as AuM and portfolio complexity grow.
Constructing portfolios aligned with long-term obligations and liability profiles requires advanced optimisation tools and dynamic scenario modelling.
Schemes run administration and actuarial systems for the liabilities and a custodian for the assets. The investment decisions in between are usually held together by a consultant's report and a spreadsheet.
| The challenge | What usually happens | With AlternativeSoft |
|---|---|---|
| Manager selection cannot be reproduced | The shortlist came from a consultant's database and a beauty parade. When a trustee asks why manager B was not chosen, there is no reproducible answer. | Screen 500,000+ funds, build the scheme's own peer groups, rank on weighted criteria and keep the record, so every selection can be re-run and defended. |
| Liabilities and the portfolio live in different systems | The funding position is in the actuarial model, the portfolio is in the custodian report, and the risk budget is a number in a policy document. | Enter allocation limits, liquidity needs and a risk budget derived from the funding position as constraints, and optimise the whole alternatives programme within them. |
| Risk oversight is quarterly and backward-looking | Drawdown and exposure are reported after the fact, from manager statements, with no stress testing of the combined book. | Monthly VaR, drawdown, stress scenarios and factor exposure across hedge funds, private markets and public managers, with policy drift flagged. |
| Due diligence does not scale to the manager roster | Forty managers, one ODD analyst, DDQs read by hand and documents scattered across email and shared drives. | AI-assisted DDQ review, document extraction and compliance flags across every manager, with the file centralised for audit. |
| The board pack takes three weeks | Figures are re-keyed from several sources into a template; by the meeting they are a quarter old. | Investment committee papers, trustee reports and regulatory extracts generated from templates on live data, each figure traceable to a timestamped calculation. |
Built for: Pension Fund CIOHead of AlternativesInvestment ManagerODD AnalystTrustee BoardInvestment CommitteeOCIO
AlternativeSoft provides the scale, transparency and control pension funds need to manage complex portfolios and meet fiduciary obligations with confidence.
Construct diversified portfolios aligned with your fund’s liabilities, return objectives and risk tolerance. Apply advanced analytics to monitor tail risk, stress scenarios and exposures - supporting resilience across market cycles.
Generate board-ready investment committee reports, standardised fund fact sheets and governance documentation - all from a single, consistent data environment with full audit trail support.
Access a proprietary database of 500,000+ funds and combine AI-driven analysis with human-led operational due diligence to support consistent, committee-ready reviews at scale.
Pension funds using AlternativeSoft achieve consistent outcomes aligned with fiduciary mandates and stakeholder expectations.
Standardised, auditable workflows and reporting frameworks that support investment committee accountability and trustee oversight.
Deeper insight into exposures, liquidity and tail risk across the entire portfolio - enabling proactive risk management rather than reactive responses.
Significant reduction in manual processes and system fragmentation, freeing your team to focus on higher-value investment decisions.
Purpose-built tools for fiduciary-grade portfolio management, risk oversight and institutional reporting.
500,000+ funds from Bloomberg, Morningstar, HFR, Preqin and more.
ExploreScreen 4,000+ statistics to identify top-quartile managers across asset classes.
ExploreBenchmark any manager against thousands of relevant strategy peers.
ExploreCalculate factor sensitivities and identify true manager alpha.
ExploreLiability-aligned optimisation with full risk budgeting and scenario tools.
ExploreShadow accounting, performance attribution and returns analysis at scale.
ExploreAI-assisted ODD and QDD workflows with collaborative, auditable processes.
ExploreBoard-ready reports, automated fact sheets and Power BI integration.
ExploreMore than 150 institutional investors rely on AlternativeSoft to make better investment decisions.
AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. One of the most easy-to-use solutions for portfolio what-if and customised fund fact sheets I have ever handled.
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 to our team.
From statistical analysis on a single hedge fund to peer group analysis, portfolio construction, risk analysis and stress testing - AlternativeSoft is one of the most effective and intuitive tools I have handled.
Case studies, brochures and applied research designed for institutional pension fund allocators.
How a large Canadian pension plan transformed its hedge fund manager oversight, risk reporting and due diligence processes using AlternativeSoft.
Read MoreA large US pension plan streamlined its multi-asset portfolio management and governance reporting using AlternativeSoft’s institutional analytics platform.
Read More
How pension funds strengthen risk oversight, stress testing and committee reporting, and everything needed to evaluate AlternativeSoft.
Download PDFA pension fund owns the process from first screen to signed-off minutes. Each stage below leaves evidence behind it, so a decision made two years ago can still be explained today.
Screen and benchmark managers against genuine peers, then test the allocation against your liability profile before it reaches the board.
Core to your processEvidence every appointment with structured operational and investment due diligence, time-stamped and retained for the trustee record.
Core to your processConsolidate custodian, manager and administrator data into one reconciled position, without rebuilding the workbook each quarter.
Core to your processTrustee packs and regulatory reporting produced on schedule, from the same numbers the investment team works in.
Core to your processSee how the four stages map to your governance calendar on a 30 minute call.
Request a DemoEnter the hours the investment team spends on each stage today. The result is time returned to oversight rather than assembly, 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 leaves out what trustees usually value most: a decision trail that can be evidenced years later without reconstructing it from email.
Pension fund investment software is the platform a scheme's investment team uses to select external managers, build and monitor the portfolio against the scheme's liabilities and risk budget, and evidence every decision to trustees and regulators. It sits between the actuarial and administration systems that run the scheme and the custodian that holds the assets.
Pension funds searching for "pension software" usually land on member administration and actuarial tools. Those run the liabilities. The investment side, where the scheme chooses hedge funds, private equity, private credit and public managers and has to show the trustee board why, needs a different system: One with the manager universe, the analytics and the audit trail built in. That is what AlternativeSoft provides to pension funds in the UK, Europe, North America and Asia.
| Type | What it does | Where AlternativeSoft fits |
|---|---|---|
| Pension administration and actuarial | Member records, benefit calculations, liability valuation, funding ratio. | Complementary. AlternativeSoft takes the liability profile and risk budget as inputs to portfolio construction. |
| Investment analytics and manager selection | Manager search, peer ranking, portfolio construction, risk, due diligence and trustee reporting across all external managers. | This is AlternativeSoft. Built for the investment team and the investment committee. |
| Custody, accounting and performance measurement | Official book of record, settlement, performance attribution on the ledger. | Complementary. AlternativeSoft imports positions and returns and adds the forward-looking analytics. |
| Consultant and OCIO platforms | Outsourced manager research and portfolio advice. | Alternative. Schemes use AlternativeSoft to run their own research in-house or to challenge consultant recommendations with evidence. |
Join 150+ institutional investors - including leading pension funds globally - who rely on AlternativeSoft to manage alternatives with institutional rigour. Book a personalised demo with our team.
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