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%.

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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 AI-driven 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

Is there ESG Awareness in Alpha-Driven Stocks?

Jan 17, 2021 8:00:00 AM

With the inauguration of the 46th US president just days away, there has never been a riper time for the fruit of socially responsible investing. President-Elect Biden has promised to directly address the environmental, social, and governance issues that are bound to plague society if left with no focused intervention.

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Alpha's DNA Through the Lens of Alternative Factors

Jan 10, 2021 8:00:00 AM

If there is one thing that 2020 has taught us, it is to expect the unexpected. The tragic events that unfolded at the Capitol building this past Wednesday were no exception, and our hearts go out to the families who lost their loved ones. We can only hope that the path ahead is now a little more stable.

In last week’s Factor Spotlight, we discussed the concept of an alpha-driven stock and looked to find insights based on the median factor exposures of these stocks compared to the broad Russell 3000 universe. We confirmed an obvious conclusion that alpha opportunity deteriorated during the crisis-driven 2020 period and also highlighted key exposures of this group of stocks for traditional style factors.

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Where's the Alpha? Characteristics of Alpha-Driven Stocks in 2020

Jan 4, 2021 12:45:26 PM

Happy New Year from the Omega Point family! While 2020 was a challenging year for many, we hope that the holidays provided a much needed reset to start 2021 off fresh.

Sometimes the best way to start a new year is to reflect on behaviors and trends from the prior year. With this in mind, we are kicking off our inaugural article for this year by reviewing the qualities associated stocks whose risk in 2020 was “alpha-driven“. We expect that this insight will not only help investors learn from the past year, but also will provide some direction for where research should be prioritized going forward.

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2020 Holiday Wrappings

Dec 20, 2020 8:00:00 AM

We finally arrive at the 48th and penultimate issue of Factor Spotlight for what has been quite a surreal and calamitous 2020.

All of us at Omega Point would like to wish you and your loved ones a very Happy Holiday season and a peaceful and prosperous New Year.

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Much Ado About Value

Dec 13, 2020 8:00:00 AM

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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