Be Market Aware

Design an investment strategy that adapts to changing market conditions. Proactively capture your sources of return.

Click to play product video

Focus On Your Alpha

Omega Point's AI-based Market Aware™ engine unlocks portfolio performance with unique insights that help capture the sources of your strategy's performance and reduce external noise from the markets.

Click to play product video

Eliminate Factor Drawdowns

Identify the most critical factors driving your portfolio risk and manage their impact to your strategy.

Click to play product video

Discover What’s Driving Your P&L

Our Market Aware algorithms help uncover even the most subtle shifts in market trends to help isolate the value drivers of your portfolio.

Click to play product video

Modern Portfolio Intelligence

Omega Point's easy-to-use web-based analytics platform is a one-stop strategy analysis dashboard that provides managers with an in-depth view of the factors that are driving their portfolio's performance.

Our comprehensive factor model library, with coverage of 70,000+ securities, allows you to quickly build a multi-dimensional view of your portfolio’s exposure in real-time to market factors across styles, sectors, regions, and asset classes.

AI-driven market detection patterns are seamlessly integrated with your own, unique investment style. On average, Omega Point has helped reduce portfolio factor risk by 30% and increased overall returns by 14%.

Get Started

Developer Platform

Omega Point's Developer Platform allows you to pull our data and factor analytics directly into your internal systems, applications and most third-party platforms.

When used with Omega Point’s powerful application workflows through Portfolio Intelligence, the result is an organizational win-win that enables closer ties between PM’s, development teams and the middle/back office.

All managers, whether passive or active, can take advantage of AI-driven quantitative insights without sacrificing their own unique investment style.

Get Started

Use Cases

Global Multi-Strategy Asset Manager

CIO, Global Multi-Strategy Asset Manager
NEED Discover unintended risks across multiple portfolios.
GOAL Robust integration into the organization's strategy analysis workflow.
USE Directly integrate analytics into existing PM-facing systems.
RESULT Reduced risk, clear reporting. More efficient collaboration between PMs, analysts, and quant teams.

Global Systematic Quant Manager

Global Systematic Quant Manager
NEED Quickly evaluate new strategies for undesirable factor risks.
USE Simultaneously backtest multiple strategies and minimize risk imbalances.
RESULT Better strategies that preserve ideas, increase alpha.

Global Investment Bank

Product Team, Global Investment Bank
NEED Manage model portfolios serving both institutional and retail client base.
USE Leverage Omega Point across the full design-analyze-deploy-monitor lifecycle of each model portfolio.
RESULT Increased innovation and adaptiveness to client needs.

Sector-Focused Fundamental Manager

Sector-Focused Fundamental Manager
NEED Identify unintended factor risk.
USE Actively monitor any changes in factor risk and adjust factor hedges.
RESULT Implement more adaptive hedging strategies.

From Our Blog

The Riskiness of Crowds

Oct 13, 2019 7:15:00 AM

As we head full force into earnings season next week, I have been thinking about the most popular topics of discussion with our clients over recent months. Last Friday’s rocky market action set the backdrop for what is sure to be an interesting week ahead, as geopolitical developments and economic news mean there will be so much to parse.

Read More

Dangling the ESG Carrot

Oct 6, 2019 7:15:00 AM

Up until now, we have evaluated companies that have been “bad actors” when it comes to ESG. For this week’s Factor Spotlight, we’ll take a look at how the institutional investment community is forcing positive change in company behavior and influencing practices that align with growing shareholder interest in broadly recognized ESG principles. We will turn the tables on the outdated belief that although investors say they support ESG, they rarely act accordingly, and show concrete examples of how certain companies have been rewarded by “good” behavior.

Read More

An ESG Tale of Tree Smuggling, DNA Testing, & Poisonous Gases

Sep 29, 2019 7:00:00 AM

During Climate Week in NYC, I had the opportunity to speak with many investment practitioners, including CIO’s, fundamental PM’s and analysts on how they are integrating ESG into their investment decision making process. I had a particularly fascinating conversation with Gabriel Thoumi, CFA, who works with two ESG related NGO think tanks in the financial markets space: Planet Tracker and the 2 Degrees Investment Initiative.

Read More

Momentum Update

Sep 22, 2019 7:00:00 AM

This week we’ll check back in on Medium Term Momentum after last week’s crash, which we initially discussed last Wednesday in our Midweek Flash Report.

Read More

Factor Spotlight: This Week's Market & Factor Update

Sep 15, 2019 8:00:00 AM

We hope you had a chance to read this past Wednesday’s Special Factor Spotlight Flash Report on the growing fallout in momentum. This trend continues unabated into this edition, and as you can see in the tables below, momentum finished the week with the largest decline in both the US and Worldwide factor models. We plan to resume our ESG coverage next week, but in the meantime we hope you enjoy this week’s market and factor update.

Read More

What People Are Saying

“Omega Point helps me make better trading decisions by providing critical market insights that support my core investment process.”

Dan Chai, Founder at Turret Capital Management

Turret Capital Management