Be Market Aware

Design an investment strategy that adapts to changing market conditions. Proactively capture your sources of return.

Click to play product video

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.

Click to play product video

Eliminate Factor Drawdowns

Identify the most critical factors driving your portfolio risk and manage their impact to your strategy.

Click to play product video

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.

Click to play product video

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%.

Get Started

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.

Get Started

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

Where’s the Macro?

Dec 5, 2021 8:00:00 AM

Throughout 2021, we’ve explored a variety of macroeconomic influences on equity risk and performance, from interest rates to inflation, commodities, and more. Of course, the magnitude of the macro role in equity markets fluctuates over time but, for many, it has felt as though macroeconomic factors have been a massive driver of performance for nearly two years running. As a result, as fundamental managers continue to explore the macro risks in their strategies, they raise two key questions: Where is macro dictating returns, and where is the alpha?

To help answer these questions, we will be leveraging specialized macro datasets from our partners at Quant Insight.

Read More

The Avis Short Squeeze, Who’s Next?

Nov 21, 2021 8:00:00 AM

Months after the “Meme Stock” and retail events of early 2021, fears of short squeezes resulting in massive losses are still very much on investors’ minds. Crowding among particular industries and individual stocks, combined with continued market volatility and increased retail investing, has maintained the conditions that have allowed more and more squeeze events to occur.

Read More

Telling a Sector Story of Growth vs. Value

Nov 14, 2021 8:00:00 AM

In last week’s Factor Spotlight, we revisited the Growth vs. Value debate. We highlighted the factor and sector drivers that characterized the 2021 rotation that has seen Growth fall out of favor and Value come back into style. Of course, the Growth vs. Value story has been a prevalent story for investors for quite some time, but why is it necessary to consider these themes today?

Read More

The Battle Between Growth and Value

Nov 7, 2021 7:00:00 AM

Before we kick off, I wanted to let you know that the latest issue of Regius Magazine features an article from Omega Point on “Improving Tax-Aware Performance Through Better Substitutions.” You can find us on p.74, and I encourage you to check out the rest of the excellent coverage, which focuses on Crypto, ESG, and Sustainability.

The last two times we highlighted the relationship between Growth and Value, we noted the heavy influences of Market Sensitivity, Volatility, and Interest Rate Beta in driving risks and performances of the two market segments. Since then, the DNA of these influential factors has evolved, tossing Growth and Value in different directions. To add to the chaos, the Momentum Rotation in March provided its own systematic shake-up, forcing investors to grapple with just how much exposure they’re willing to take on in Growth and Value factors.

Read More

Dissecting the Q3 2021 Momentum Rally

Oct 31, 2021 8:00:00 AM

The Momentum factor tends to be top-of-mind for factor practitioners in all markets, but it has been particularly tough to take the eye off of Momentum in 2021. The last time we spotlighted Momentum, we pointed to the beginning of a transition in the makeup and characteristics of Momentum stocks. Because Medium-Term Momentum is typically a measure of a stock’s trailing twelve-month return, excluding the most recent month, we saw a seismic shift in Momentum leadership after the March 2020 downturn escaped the lookback window. This leadership change, along with a robust Q3 factor rally, has left many managers looking for answers.

Read More

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