Professional Fund Fact Sheets — Automated Every Month

White Label Fund Fact Sheet Software

AlternativeSoft generates professional, white-labelled fund fact sheets automatically — populated with live performance data, risk statistics, peer benchmarking and portfolio characteristics — branded to your organisation and delivered on schedule every month.

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Fact sheet content:Performance ChartsRisk StatisticsPeer RankingPortfolio CharacteristicsCommentaryAttribution
Hedgeweek Best Risk Management Software
4 Consecutive Years — 2020 · 2021 · 2022 · 2023
150+
Institutional clients worldwide
$1.5tn+
AuM managed by our clients
500k+
Funds in our database
Trusted by
Aberdeen Asset Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•Lyxor Asset Management•Kedge Capital•Lumyna Investments•Progressive Capital•Aberdeen Asset Management•AllianceBernstein•BNP Paribas•Bessemer Trust•Raiffeisen Capital Management•Unigestion•
The Problem & The Solution

Automated Fact Sheets — End the Monthly Production Cycle

The Problem with Manual Fact Sheet Production

Manual fact sheet production is a recurring, time-consuming process that adds no analytical value — but carries significant risk if delayed or inaccurate.

  • Producing fund fact sheets manually each month requires significant analyst time and design capability your team may lack
  • Data errors in manually produced fact sheets create reputational and governance risks
  • Consistent formatting across multiple fund fact sheets is extremely difficult without automated tooling
  • Late delivery of investor fact sheets damages investor confidence and professional relationships
  • Updating fact sheets with new data every period requires the same repetitive work month after month indefinitely

How AlternativeSoft Automates Fact Sheet Production

Branded templates. Live data. Scheduled generation. Zero manual production work per period.

  • Fact sheet templates fully customised to your branding, layout and section requirements
  • Performance data, risk statistics, peer rankings and charts all populated automatically from live platform data
  • Fact sheets generated on a scheduled basis — automatically every month without manual intervention
  • Multiple fact sheet templates for different fund strategies and investor audiences managed simultaneously
  • White-labelled output — looks entirely like your own professional branded document
Fund Fact Sheet Automation

Professional Fund Fact Sheets Generated Automatically

Branded, data-populated, scheduled — zero manual production work.

Custom Branded Templates

Full white-label templates with your logo, brand colours and layout. Multiple template designs for different fund types and investor audiences.

Live Data Population

All performance charts, statistics and tables populated automatically from AlternativeSoft's live platform data — no manual data entry or copy-pasting required.

Performance Charts

Cumulative performance lines, monthly return bar charts, drawdown underwater curves and peer benchmarking charts — all generated automatically and updated each period.

Risk Statistics

Sharpe ratio, Sortino ratio, maximum drawdown, VaR and annualised volatility included and updated automatically every period in each fact sheet.

Scheduled Generation

Fact sheets generated and delivered automatically on your monthly calendar. Configure once — receive professional fact sheets every period without manual work.

Multiple Recipient Distribution

Send different fact sheet templates to different investor audiences automatically. Institutional, retail and segregated account versions managed separately.

150+
Institutional Clients
Worldwide
$1.5tn+
AuM Managed by
Our Clients
500k+
Funds in Our
Database
20+
Years of Excellence
Since 2005
How It Works

How Automated Fact Sheet Production Works

01

Set Up Your Template

Choose from AlternativeSoft's fact sheet template library or upload your own design. Map each data field to the relevant platform data source once.

02

Data Populates Automatically

When your reporting date arrives, AlternativeSoft pulls all current data and populates the template automatically. Charts update, tables refresh, statistics recalculate.

03

Review and Distribute

Review the auto-populated fact sheet, add qualitative commentary and distribute to your investor list — on schedule, every period, without production effort.

Who This Is For

Who Benefits from Automated Fact Sheet Production

Fund of Funds Managers

Deliver professional, branded fact sheets to your investors every month without dedicating analyst time to production. Multiple funds handled simultaneously.

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Hedge Fund Managers

Produce institutional-quality investor fact sheets that support fundraising and investor relations — automatically and at the quality your investors expect.

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Family Offices

Generate professional client-ready portfolio reporting for UHNW clients automatically. Branded fact sheets delivered on schedule without manual production.

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Client Testimonials

Trusted by 150+ Leading Institutions

“

AlternativeSoft streamlines many useful performance-based analytics including portfolio optimisation, peer evaluation, and relative analyses. An intuitive platform that is additive to our processes.

Aberdeen Asset Management
Head of Risk Management
★★★★★
“

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.

AllianceBernstein
Co-head, Risk Management & Portfolio Construction
★★★★★
“

From statistical analysis on a single hedge fund to portfolio construction, risk analysis and stress testing — one of the most effective and intuitive tools I have handled.

BNP Paribas
Hedge Fund Solutions
★★★★★
Best Risk Management Software
Hedgeweek — 4 Consecutive Years
Best Portfolio Analytics Platform
HFM European Awards
10+ Industry Awards
Recognised since 2005
ISO & GDPR Compliant
Enterprise-grade Security
FAQ

Frequently Asked Questions

A comprehensive institutional fact sheet typically includes fund summary information (strategy, AUM, inception date, fees), performance summary (monthly returns, annual returns, cumulative performance chart), risk statistics (Sharpe ratio, maximum drawdown, annualised volatility, VaR), peer group benchmarking and contact information. AlternativeSoft populates all of these automatically.
Yes. AlternativeSoft's fact sheet templates are fully white-labelled — your logo, brand colours, fonts and page layout are applied throughout. The final output appears as a professional document from your organisation with no AlternativeSoft branding visible unless you choose to include it.
AlternativeSoft generates all charts automatically — cumulative performance lines, monthly return bar charts, drawdown underwater curves, peer comparison charts and risk scatterplots — using live platform data. Charts update automatically every period when new data is available.
Yes. AlternativeSoft supports multiple fact sheet templates for the same fund — for example, an institutional template with detailed risk statistics and a shorter summary template for retail investors. Each template populates from the same live platform data but presents it differently.
Once templates are set up and the reporting schedule is configured, fact sheet production is essentially fully automated. Analysts review the auto-generated fact sheet (typically 5–10 minutes) and add qualitative commentary before distribution. The days of manual data entry and formatting are eliminated entirely.
Request a Demo

See AlternativeSoft
in Action

Join 150+ institutional investors who rely on AlternativeSoft to select and monitor funds. Book a personalised demo with our team today.

  • Live walkthrough of the full platform
  • Tailored to your asset class — hedge funds, mutual funds or private markets
  • Q&A with our investment analytics specialists
  • Free trial access available following the demo
  • Dedicated onboarding and implementation support
Hedgeweek Best Risk Management Software — voted by clients 4 years running
Data integrations include:
BloombergeVestmentMorningstarPreqinPitchbookHFR

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