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

Sectors Most Exposed to US - China Trade Tensions

Jun 2, 2019 9:00:00 AM

As US trade news continues to dominate headlines and the market, we'll resume our examination of Chinese and US stocks through the lens of the Exchange Rate Sensitivity factor. This time, we'll be decomposing exposure to this factor in both countries at the sector level, to gain an understanding of what industries are most represented and to see what differences we can identify between the Chinese and US exporter/importer groups. We'll also find the companies in each country that are most exposed to Exchange Rate Sensitivity. 

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Impact of Trade War in the US

May 26, 2019 9:00:00 AM

Last week we looked at the impact of ongoing US / China trade tensions in the context of Chinese stocks through the lens of the Exchange Rate Sensitivity factor. In doing so, we were able to connect the impact that trade events had on Chinese net exporters and net importers. Today, we'll use the same analysis to examine US exporters/importers in our US model.

First, we'll start with a look at the past week's market and factor action: 

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Impact of the Trade War in China

May 19, 2019 9:00:00 AM

With all eyes on the US - China trade morass, our focus this week will be on seeing if we can empirically evaluate the impact that ongoing trade friction has had on Chinese stocks. We'll do so through the lens of the Exchange Rate Sensitivity factor in our China-specific model. Ultimately, we'll aim to find out if this factor is an effective way to track trade tensions, and to see how investors have been trading Chinese companies with exposure to it.

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Shrewd Investing Opportunities from Q1 Earnings

May 12, 2019 9:00:00 AM

Over the past couple of weeks, we've examined Growth and Profitability to see the impact that 1Q earnings have had within the Russell 1000. We've now incorporated two more fundamental factors in our analysis - Value and Earnings Yield - to identify 21 companies that have had positive or negative fundamental changes in the past month that the market hasn't priced in yet. These names may be interesting trade opportunities if they do indeed represent a market imbalance.

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Q1 Earnings Impact on Industries

May 5, 2019 9:00:00 AM

Last week, we shared the companies in the Russell 1000 that had seen the biggest changes in exposure to the fundamental factors of Growth and Profitability since the beginning of 1Q earnings season. Today, with more earnings in the rearview, we'll run the same analysis at the Industry Group (GICS 2) level in order to see what more we can learn about the market's response to earnings via these two factors.

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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