Omega Point makes it easy for investment professionals to harness the world's data and employ sophisticated, data-driven techniques in their investment process.
Upload your positions to our secure cloud servers, login via your web browser, and immediately gain new insights about your portfolio .
We offer the industry's first open partner ecosystem that makes a wide variety of leading datasets and fintech tools accessible in one place, without the need for a development or data science team.
Omega Point’s intuitive UI and comprehensive API enrich collaboration via on-demand access across diverse users and roles, resulting in faster deployment and better outcomes across a wide variety of mission-critical use cases.
Reach out to our team to schedule a demo, arrange a portfolio evaluation, or learn more about how Omega Point can help your investment decision-making.
Single-point access to leading provider datasets to help you quickly uncover and deploy solutions
Helps you engage in sophisticated, data-driven decision-making, regardless of level of quant-savviness
Through an intuitive interface and API, accessible across your organization
Industry-best processing power and speed to help you quickly react to changes in the markets
“What really sold us was that Omega Point came integrated with an incredible array of global factor datasets, commonly seen as industry gold standards but not typically offered in a package usable by non-quants.”
Pinpoint Alpha-Rich Stocks
Filter stocks by desired specific-risk level to view and rank the most alpha-driven securities within your investable universe.
Leverage New Datasets to Improve Portfolio Insights
Omega Point’s visual UI embeds one-stop access to our expansive data provider marketplace to quickly and efficiently view, search, compare, and provision providers and datasets.
Build a More ESG-Focused Portfolio
Apply an ESG content set from our partner ecosystem, quickly uncover areas for ESG improvement, and search for ESG-rich securities that meet your specific criteria.
Construct More Precise Hedge Baskets
Offering a vastly superior alternative to standard ETF-based hedging, Omega Point lets you quickly and easily build customized hedge baskets using your targeted universe and specific criteria to offset targeted exposures.
Rebalance a Portfolio to Improve Risk-Adjusted Return
With one click, Omega Point optimizes your entire portfolio based on your proprietary targets and constraints, lets you easily compare to your baseline, and generates a list of proposed trades.
Construct a Portfolio that Best Isolates Fundamental Views
Quickly adjust individual position sizes that better align with expected returns, or run Omega Point’s Optimizer using your forecasts and constraints for a more holistic approach.
Identify Vulnerabilities in an Investment Strategy
Pinpoint your portfolio’s overexposures and underexposures to performance-impacting factors and generate a list of overweight and underweight names for drill-down and remedy.
Surface Risks Across a Multi-Manager Organization
Consolidate portfolios firm-wide into a single view to quickly reveal your most critical exposures and surface specific managers/portfolios contributing most to unwanted risk.
Reveal Hidden Drivers of Portfolio Risk and Performance
Omega Point’s visual UI lets you instantly identify the style, sector, macro, alternative, and other factors impacting portfolio risk and performance.
“Investors who do not combine fundamental and quantitative analysis will perish”
Investors are drowning in data, yet only a tiny elite (<1% of investment firms) possess the internal expertise to harness it to their advantage. We should know since we managed multi-billion-dollar portfolios using systematic strategies at leading funds such as Two Sigma.
This disparity, coupled with the market distortions accompanying the rise of machine-assisted investing, made us realize fundamental investors faced a problem; To better compete in today’s markets, they need to adopt data-driven approaches. But how??
We’ve used our experience to build a NoCode platform that makes it fast and easy for any investment firm, regardless of type, style, or level of quant-awareness, to harness the world's data in their decision-making.
“From analyzing the portfolio’s current exposure to market factors across styles and sectors, to prioritizing new ideas that might better hedge out exposure to unwanted risks, Omega Point provides drill-down insights and visualizations through its one-stop dashboard.”
