Analyse, compare and monitor UCITS funds alongside hedge funds and private markets. AlternativeSoft is the UCITS fund analysis platform used by 150+ institutions to select and oversee managers.
A live walkthrough tailored to your asset classes, followed by a 14 day free trial.
UCITS fund analysis software helps institutional investors research, compare and monitor funds that follow the UCITS framework, including alternative UCITS strategies. It measures return, risk, peer ranking and style exposure so a fund is judged on more than its recent performance. AlternativeSoft does this for UCITS funds alongside hedge funds and private markets, using a database of 500,000+ funds and 4,000+ risk-adjusted statistics.
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From the first screen to ongoing monitoring, in one platform.
Search the database by strategy, size, track record and risk statistics to build a shortlist of UCITS funds.
Rank each fund against peers you define, so a UCITS fund is compared with the right competitors.
Compare funds on Sharpe, Sortino, Omega and Calmar ratios and see how they behaved in falling markets.
Check what drives a fund’s returns and whether its style stays consistent through time.
Analyse liquid alternative funds with the same tools used for hedge funds, so both sit on one comparison basis.
See how UCITS holdings combine with other funds in the portfolio by strategy, region and asset class.
Many allocators research UCITS funds in one tool and hedge funds in another, which makes comparison hard. AlternativeSoft puts them on one platform, so a liquid alternative fund can be set against a hedge fund using the same statistics and the same peer group logic.
Choose the strategies and fund types to research, including alternative UCITS funds.
Filter the database on risk, return and track record, then rank candidates against a peer group.
Open the full statistics, style analysis and drawdown history for each shortlisted fund.
Add the chosen funds to a portfolio and produce fact sheets and monitoring reports.
| Area | Spreadsheets and separate tools | AlternativeSoft |
|---|---|---|
| Fund universe | Separate lists for UCITS and hedge funds | One database of 500,000+ funds |
| Comparison | Different measures for each fund type | The same 4,000+ risk-adjusted statistics for every fund |
| Peer groups | A fixed provider category | Custom peer groups you define |
| Monitoring | Rebuilt before each review | Updated as new returns arrive |
| Output | Charts pasted into documents | White-labelled fact sheets and reports |
Yes. The database of 500,000+ funds includes mutual funds and hedge funds, and UCITS funds can be screened, compared and monitored alongside them.
Yes. Both are measured with the same risk-adjusted statistics and can be placed in the same peer group, which allows a like-for-like comparison.
More than 4,000 risk-adjusted statistics, including Sharpe, Sortino, Omega and Calmar ratios, drawdown measures and value at risk.
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.