The only platform that manages research, portfolio construction, risk analytics, operational due diligence and reporting across mutual funds, hedge funds and private markets in a single unified system. Trusted by 150+ institutions managing over $1.5 trillion since 2005.
AlternativeSoft provides dedicated analytical capabilities for each fund category while keeping all three within a single integrated platform - eliminating the fragmentation that comes from running separate tools for each asset type.
Access, screen and analyse the full mutual fund universe with institutional-grade analytics. AlternativeSoft integrates data from Morningstar, Bloomberg and FactSet to give you comprehensive coverage across equity, fixed income, multi-asset and alternative mutual funds - with the same analytical depth that leading pension funds and endowments rely on.
Hedge funds require analytical tools built specifically for non-normal return distributions, strategy-specific liquidity constraints and advanced risk measures that go far beyond standard deviation. AlternativeSoft provides the most comprehensive hedge fund analytics suite available to institutional allocators - from initial screening through portfolio optimization and ongoing monitoring.
Private market funds - private equity, private credit, real estate, infrastructure and venture capital - require entirely different analytical frameworks from public market investments. AlternativeSoft provides the performance measurement, benchmarking and portfolio monitoring tools that LP investors need to manage their private markets allocation alongside their full alternatives programme.
Managing mutual funds, hedge funds and private markets in separate systems creates data fragmentation, reconciliation overhead and reporting inconsistency. AlternativeSoft eliminates these problems.
All fund data, risk metrics, portfolio analytics and reporting outputs for mutual funds, hedge funds and private markets in a single system. No manual reconciliation between platforms, no version control risk, no inconsistent figures reaching the investment committee.
Understand how your mutual fund exposure interacts with your hedge fund allocation and your private equity commitments simultaneously. Factor attribution, correlation analysis and stress testing across the complete portfolio - not just within each asset category in isolation.
Generate investment committee presentations, regulatory reports and LP communications that cover all three fund categories within a single, consistently formatted document - rather than combining outputs from three separate systems with different data definitions and visual formats.
Every capability an institutional allocator needs to research, construct, monitor and report on a diversified multi-fund-type portfolio.
Screen 500,000+ mutual funds, hedge funds, ETFs, CTAs and private market funds using hundreds of quantitative and qualitative filters. Build your investible universe with precision across all three fund categories simultaneously.
500k+ fundsBuild optimised multi-asset portfolios combining mutual funds, hedge funds and private market commitments. Mean-variance, CVaR, Omega, risk parity and genetic optimization models available depending on the asset type.
20+ optimization models4,000+ risk statistics per fund with consistent measurement across all fund types. Factor attribution, correlation analysis, stress testing, drawdown analysis and scenario modelling across the full portfolio.
4,000+ statisticsMulti-factor returns-based and holdings-based style analysis using Fama-French, Carhart and custom factor models. Available for mutual funds and hedge funds with consistent attribution methodology across both.
Returns and holdings basedCloud-based ODD platform with AI document processing, automated DDQ completion, centralised document management and compliance monitoring. Works across mutual fund, hedge fund and private market fund managers.
New - AI poweredGenerate professional fund research reports, performance attribution summaries, portfolio analytics presentations and investor communications automatically. Covers all three fund types within a single reporting framework.
Fully automatedAlternativeSoft serves institutional allocators across the full spectrum of organisation types, fund sizes and investment mandates.
Manage your full fund programme - from mutual fund and bond mandates through hedge fund allocations and private markets commitments - with consistent analytics and regulatory reporting across all three.
Build and monitor diversified endowment portfolios spanning traditional mutual funds, absolute return strategies and private equity with the analytical rigour your investment committee and governing board requires.
Professional multi-asset investment management capability for single and multi-family offices managing portfolios that span liquid mutual funds, hedge fund allocations and illiquid private market commitments.
Screen, analyse and construct multi-manager portfolios across mutual funds, hedge fund of funds and private market fund of funds with consistent analytics, peer group comparison and automated LP reporting.
Deliver institutional-quality investment research, portfolio analytics and reporting across all three fund types to your most sophisticated clients without the infrastructure complexity of a large institution.
Institutional-grade analytics, portfolio construction and reporting for large, complex multi-asset programmes spanning the full spectrum of mutual funds, alternative strategies and private markets globally.
Book a personalised demonstration and see how AlternativeSoft can replace your separate fund research, portfolio analytics and reporting tools with a single integrated platform that covers all three fund types.
The most common questions from institutional investors evaluating solutions for mutual fund, hedge fund and private market fund management.