Be Market Aware

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

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Focus On Your Alpha

Unlock portfolio performance with unique insights that help capture the sources of your strategy's performance and reduce external noise from the markets.

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Eliminate Factor Drawdowns

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

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Discover What’s Driving Your P&L

Our platform helps uncover even the most subtle shifts in market trends to help isolate the value drivers of your portfolio.

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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.

Visually detect market patterns and unwanted factor bets that are detracting from you unique investment style. On average, Omega Point has helped reduce portfolio factor risk by 30% and increased overall returns by 14%.

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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 quantitative insights without sacrificing their own unique investment style.

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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

Identifying Crowded Names - Q3 2021 Earnings Season

Oct 17, 2021 8:00:00 AM

Crowding continues to be a popular topic of conversation among investors. Crowded stocks can exhibit exacerbated pricing pressure when material information reaches the market. In addition, earnings releases can increase price volatility, making earnings a strong catalyst for crowded names.

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Stress Testing a Global Evergrande Shock

Oct 10, 2021 8:00:00 AM

China Evergrande’s liquidity issues continue to stir up fears among investors of a localized downturn that could send shockwaves across global markets. Plans by Hopson Development Holdings to acquire a 51% stake in Evergrande could provide at least some short-term wiggle room for the company to remedy its cash flow problems. Even if this proves to be a lifeline to Evergrande, there’s already evidence that the liquidity strain on Chinese real estate developers is spreading amid reports of ratings downgrades on Fantasia Holdings and Sinic Holdings due to missed debt payments.

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Could Evergrande Create a Global Domino Effect?

Oct 3, 2021 4:21:19 PM

China has been lighting up the news outlets lately with news of crypto crack downs and general regulatory tightening. However, another story has been brewing around China Evergrande and the potential ripple effects on the global economy from Evergrande’s impending default on portions of its $300+ billion in liabilities.

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Is There Capacity in the Alpha Opportunity Ratio?

Sep 26, 2021 8:00:00 AM

Over the past couple weeks, we’ve spent time analyzing what pockets of the market offer the most alpha opportunity for active managers. We found that the alpha opportunity ratio can be a useful metric to understand when and where managers have higher opportunity to align portfolio risk with their alpha ideas. This week, we’ll wrap up this analysis by using the alpha opportunity ratio in a slightly different way to answer the following question - can we put enough capital behind alpha opportunities?

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Building Intuition Around the Alpha Opportunity Ratio

Sep 20, 2021 5:55:47 AM

In last week’s Factor Spotlight, we introduced the notion of the diversification ratio as a way to quantify the degree of diversification opportunity across a universe of securities. Using this metric, we analyzed the level of diversification available across various segments of the US market.

This week, we continue our analysis by highlighting the application of this ratio and offering a heuristic guide for understanding the attractiveness of stock picking within an analyst coverage universe.

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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