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 - Q4 2021 Earnings Season

Jan 16, 2022 8:00:00 AM

There is no shortage of systematic distortion in the market as we kick off Q4 2021 earnings season. As we have in the past, we will highlight the most crowded stocks from both a long and short perspective as earnings calls begin. 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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Quantifying the Impact of an Increasingly Hawkish Fed

Jan 9, 2022 8:00:00 AM

This week, we’re temporarily pausing our “Where’s the Alpha?” series to help our community analyze the potential impact of the Fed’s hawkish surprise earlier this week.

The Fed’s Dec 14-15 meeting minutes became publicly available on Tuesday, revealing that the Fed intends to accelerate the reduction of the bonds held on its balance sheet. While most observers expected measured rate increases, the runoff in the balance sheet was a shift in its prior position and signaled a more hawkish stance. As a result of the news, the NASDAQ Composite fell 334 bps, and the S&P 500 fell 194 bps during Wednesday’s market hours. The NASDAQ sell-off represented a three standard deviation downward move in the index.

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Where’s the Alpha? - 2021 Edition

Jan 2, 2022 8:00:00 AM

The transition from one year into the next offers opportunities for reflection and learning. As we mark the end of a year filled with tumult and tribulation, we can use past patterns to help inform where we may find new successes in the future. Over the next few weeks, we’ll be looking back to 2021 to help understand what the alpha opportunity looked like for fundamental investors and help inform how to better identify alpha opportunities in 2022.

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2021 Holiday Wrappings

Dec 19, 2021 8:00:00 AM

‘Tis the season for tying up loose ends, last-minute gift searching, and roasting chestnuts over open fires.

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The Tax Trade: Fact or Fiction?

Dec 12, 2021 8:00:00 AM

Year-end is invariably a time of increased buzz around tax-loss harvesting as investors across all corners of the market look to minimize tax liabilities. Traditional tax-loss harvesting strategies typically include selling losers to offset gains and lower the overall capital gains tax liability. These strategies can also extend to selling winners to lock in gains offset by the losses incurred from selling the losing stocks.

Given the widespread nature of tax-loss harvesting, the price action that occurs at year-end, as a result, could create substantial crowding effects, of which investors should be aware. So, in this week’s Factor Spotlight, we set out to answer the question of whether or not a “tax trade” effect exists. And, if so, what does the “tax trade” look like from the eyes of the factor models?

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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