AlternativeSoft

About Us

Since 2005, AlternativeSoft has simplified the asset selection and portfolio construction process for institutional investors, empowering users by creating a personalised investment universe driven by state-of-the-art analytics.

With a total combined AuM over $1.5tn worldwide, some of the world’s largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers and advisers trust AlternativeSoft to identify and analyse multi-asset class portfolios of hedge funds, mutual funds, ETFs and private market funds.

Data Aggregation

Data Aggregation

  • The only analytical tool on the market to build and manage a universe with data easily imported from any source
  • Linked to all major databases including Bloomberg, Morningstar, Albourne, EurekaHedge, Preqin and many more.
  • Ability to import from Excel or in-house databases using XML.




Asset Selection

Asset Selection

  • Asset Search – Screen and search your fund universe using any combination of over 3,000 qualitative and quantitative parameters
  • Peer Group – Benchmark one fund with up to 10,000 peers
  • Exposure – Dissect and analyse exposure weights and attributions broken down by geography, sector, asset class and market cap
  • Style Analysis – Calculate sensitivity to market factors and evaluate a manager’s style timing alpha and asset allocation alpha


Portfolio Construction

Portfolio Construction

  • Portfolio Optimisation – Minimise the probability of extreme negative returns on your portfolio using up to 10 different risk measures
  • Manual Portfolio Construction – Build and compare multiple model or pro-forma portfolio allocations side-by-side
  • Stress Testing – Prepare your portfolio for extreme market conditions with “what-if” scenario analysis




Portfolio Management

Portfolio Management

  • Performance – Compute daily, weekly or monthly portfolio returns after management and performance fees
  • Liquidity – Track and analyse portfolio liquidity, visualise redemption dates and understand quickest vs. cheapest ways to liquidate
  • Attribution: Examine return attribution to separate allocation, selection and interaction effects
  • Profitability: Calculate P&L across an entire portfolio, then drill down by strategy, asset and time




Customised Reporting

Customised Reporting

  • Automated Reports – Customisable fund factsheets, portfolio reports and dashboards with over 50 free templates.
  • Excel API – Flexible, easy to use and infinitely customisable with hundreds of proprietary functions available
  • Templates – Over 50 free templates provided covering fact sheets, portfolio reports, peer analysis, exposure analysis and stress testing



Our Partners

Our Clients

Hear What Over 200 Happy Clients Say About Us: