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

What Drives Socially Conscious Investing?

Aug 4, 2019 11:37:16 PM

Continuing our “Summer of Sustainability,” we’ll be examining the KPIs that have driven returns for the Social portion of “Environmental, Social, & Governance” over the past 5 years. We’ll also provide an update on market and factor (US & Worldwide) trends over the past week. Of particular note, we’ve seen recent strength in Profitability and Earnings Yield, while Size has taken a dive in both models. The risk-on factors of Market Sensitivity/Volatility have also sold off in the past few days as risk has started to tick backup in the US and worldwide.

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What KPIs Drive Green Investing?

Jul 28, 2019 9:00:00 AM

Continuing our series on sustainable investing, we’ll be digging into the Environmental pillar of ESG in order to determine the specific KPI that the market has valued most within that bucket over the past 5 years. Our market and factor (US & Worldwide) updates will follow, with our chief takeaways being that Earnings Yield is surging in the US, while Market Sensitivity and Volatility are flagged as overbought in both our US and global models.

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ESG Breakout Performance Trends

Jul 21, 2019 9:00:00 AM

Since the kickoff of our “Summer of Sustainability,” we’ve been truly encouraged by the feedback we’ve received from our readers. It’s apparent that not only has interest in ESG among investors been growing over time, but that allocators are increasingly demanding that money managers incorporate an ESG framework in their strategies. Because ESG is such a potentially nebulous concept, it’s vital that we establish a measurable and rigorous approach to finding a way to invest in ESG. This week we’ll take a look at the individual pillars of ESG by measuring performance of our individual Environmental, Social, and Governance portfolios.

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Sector Biases When Building an ESG Portfolio

Jul 14, 2019 9:00:00 AM

We hope you enjoyed your Fourth of July with your family while we took the week off to do the same. Continuing our “Summer of Sustainability” series, we’ll begin discussion on how to create a true ESG (Environmental, Social, & Governance) portfolio. This week, we’ll dig into performance trends in our aggregate ESG portfolio to determine how sector biases can affect portfolio construction.

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Sustainable Investing - Quantified

Jun 30, 2019 8:56:52 PM

The past few years have seen the emergence of ESG (Environmental, Social, & Governance) investing. The trend has taken hold as fund managers, allocators, and the general public now place increasing levels of import on sustainable investment. The difficulty with any new investing framework is being able to separate signal from noise, and to that end we’re happy to introduce our ESG factor framework - courtesy of our data partner OWL Analytics. Today, we’ll show how we can empirically demonstrate how these factors have performed via an aggregate ESG portfolio that we’ve constructed.

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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