• Trusted by640+ Users
  • Best Risk management Software2021 | 2020 | 2019

Portfolio Management & Constuction Solutions

Introducing AlternativeSoft’s cutting-edge analytical investment solutions, used by 5 of the 10 largest hedge fund investors on the planet. Our solution has won numerous industry awards and is used by clients with a collective AUM of over 1 trillion USD. Founded 15 years ago, AlternativeSoft’s sole mission has been to simplify the fund investment process. With our expert team serving the needs of 170+ clients, we have revolutionized the investment management space.

Portfolio Construction

What does our portfolio management solution offer?

Portfolio management tools

  • Portfolio creation and management.
  • Series and Equalization accounting methodologies supported.
  • Liquidity, multi-currency, dividends assessment and analysis.
  • Portfolio risk, performance, P&L and return analysis.
  • Portfolio stress testing capabilities including Monte Carlo and Bootstrapping techniques.
  • Extensive risk-return decomposition and attribution methodology, including Brinson attribution analysis.
  • Holistically manage portfolios of funds and other asset classes.

Extensive data management & reporting capabilities

  • Bulk import of transactional data from various sources.
  • Create customizable client-ready portfolio factsheets and risk/return breakdowns.
  • Extract data seamlessly through our Python based API.
  • Combine portfolio management functionality with AlternativeSoft’s Optimization and Manual Portfolio Construction capabilities to get the complete view of your portfolio.

Risk controls & permissions

  • Pre-Trade compliance checks.
  • Fine-tune user permissions to better manage data flows.
  • Build and maintain trade workflows in the application. Know immediately which trades have been approved by the investment committee.
  • Full auditing capabilities.
Portfolio Construction

Who is it for?

AlternativeSoft’s portfolio management module offers comprehensive analytical and efficiency benefits for investment analysts and portfolio managers. Primarily used for shadow accounting and trade reconciliation, the solution provides an interactive portal for the entire team, whether they are in back, middle or front office, to collaborate seamlessly and execute their portfolio workflow. Using the power of AlternativeSoft analysts or portfolio managers are able to access over 3,700 statistics to truly create a customizable experience that aligns with their firm’s portfolio management analytical process.

Key benefits

  • Significant time and cost-savings in portfolio management and analysis.
  • Comprehensive data management and reporting capabilities.
  • Voted best risk management software 8 out of the last 10 years.

Our Awards

Best Risk Management Software 2021
Best Risk Management Software 2020
Best Risk Management Software 2019
Best Risk Management Software 2017


Hear what over
170 happy clients say about us

The AlternativeSoft platform is an intuitive application that is additive to our portfolio construction and risk monitoring processes. Further, the AlternativeSoft support team has been very helpful in supporting our implementation and on-going use of the software.

Aberdeen Asset Management

Head of Risk Management
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 added value.


Co-head, Risk Management and Portfolio Construction
From statistical analysis on a single hedge fund, screening the investment universe, peer group analysis, FoHF portfolio construction to risk analysis and stress testing, AlternativeSoft is one of the most effective, intuitive, and efficient tools I have handled.

BNP Paribas

Hedge Fund Solution

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UK: 10 Lower Thames Street, London

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