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

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.

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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 Market Aware algorithms help 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.

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%.

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.

{
  portfolio {
    name
    performance
    risk
    sharpe
  }
}

{
  "portfolio": {
    "name": "Tech Strategy"
  }
}

{
  "portfolio": {
    "name": "Tech Sector",
    "performance": 20.964
  }
}

{
  "portfolio": {
    "name": "Tech Sector",
    "performance": 20.964,
    "risk": 13.532
  }
}

{
  "portfolio": {
    "name": "Tech Sector",
    "performance": 20.964,
    "risk": 13.532,
    "sharpe": 1.92
  }
}

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

At Oversold Levels, Value Stocks Pique Interest

Feb 16, 2020 8:00:00 AM

This weekly blog, Factor Spotlight, looks to bring issues to our readership that help to give them an edge – whether it is through fresh insights in the market or new ways to use our Omega Point tool to analyze and manage their portfolios.

Timeliness is also key. We focused on Geopolitical Risk for the last three issues — including the ever-evolving coronavirus story that has grabbed global headlines in recent months.

Geopolitical Risk Portfolio as a Risk Management & Stock Selection Tool

Feb 9, 2020 10:49:51 AM

In the two weeks since we initiated our multi-part investigation of the Geopolitical Risk Factor (GRF), a distressing escalation in cross-border coronavirus cases is raising alarms and prompting swift action as nations scramble to avert a potential global health crisis. Our thoughts go out to those impacted and to the well being of all global citizens. Meanwhile, this situation underscores why it’s critical for investors to understand how to shield their hard-won assets against the ensuing market uncertainty caused by the outbreak along with a myriad of other geopolitical forces.

Sectors Driving Geopolitical Risk

Feb 2, 2020 8:00:00 AM

Last week, we introduced the Geopolitical Risk Factor (GRF) and analyzed its performance over the past three years. This week, we decompose this factor into its sector exposures in order to assess whether any specific sectors are associated with positive or negative movements in the factor.

Quantifying Geopolitical Risk

Jan 26, 2020 8:00:00 AM

Throughout 2019, geopolitics and trade conflicts were a fixture in the news. Now, as we near the end of the first month of 2020, there remain a number of geopolitical storylines that have yet to play out. These include the contentious Trump impeachment trial and November elections, ongoing turmoil in the Middle East (punctuated by the skirmish with Iran in early January), and continued friction between the US and China.

Hedge Fund Crowding - Q1 2020 Update

Jan 19, 2020 8:00:00 AM

One of our more popular Factor Spotlights of 2019 centered around hedge fund crowding. As we head into another earnings season, we wanted to revisit the topic as it pertains to a few key industries.

As a reminder, we shared a 2019 paper that posited that the level of concentration has been consistently on the rise, stemming from three key reasons:

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

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