Intuitive interface and accessible API increases the impact
of your risk management, portfolio management, and research teams.
Confidently build and manage portfolios that isolate your highest ROI ideas:
Build fully customized hedge baskets that quickly offset unwanted exposures with laser precision.
Seamless integration with leading data and fintech providers enables instant deployment of new lenses and fresh insights into your portfolio.
Real-time portfolio simulation and scenario analysis enables speedy portfolio exploration and optimization.
Instantly uncover market forces impacting risk and performance:
Easily identify and isolate style, sector, macro, alternative, and other factors leading to unintended bets influencing portfolio risk and return.
Equips CROs and investment leaders to reveal exposures arising in complex multi-portfolio contexts.
Helps allocators validate that their fund managers are delivering returns in line with their stated positioning.
Create custom tags to track proprietary themes acting on the portfolio for more informed decision-making.
Mitigate the impact of passive factor-based strategies, macro forces, crowding frenzies, and other performance drags:
Build guardrails for your portfolio to reduce the impact of passive factor-based strategies, retail and institutional crowding, macro forces, sector rotations, and more.
Confidently communicate the impact of market-distorting factors to your investors.
Build fully customized single-stock & portfolio hedge baskets that quickly offset unwanted exposures with laser precision.
A quantitative framework that allows you to better prove unique value and alignment with investment mandates:
Allows investment managers to characterize market regimes and speak to the wide myriad of influences on equities and portfolios.
Intuitive visualizations for marketing purposes to communicate the value of your strategy to prospective clients.
Gain new insights to proactively communicate with LPs and provide more informed answers to their questions.
Provides proof on where you are adding alpha and where you are taking on risk.
Demonstrate your process-driven research to uncover alpha-rich names.
Real-time what-if trade simulations swiftly uncover unwanted exposures before the trade is made.
Build a repeatable and scalable decision-making process using systematic data in a systematic manner:
Integration with leading datasets and applications always enable you to unlock fresh, new insights into your portfolio and strategy.
Systematizes investors’ ability to uncover and utilize data that is most relevant to their strategies and business.
Never worry about costly and time-consuming buildouts with seamless scalability as organizational needs expand.
Transforms organizational activities into data-driven processes that lead to consistently better decisions.
CIOs can hold their managers accountable for staying within approved risk thresholds while deploying capital optimally across multiple portfolios:
Quickly look across risk and performance contributions at the firm level and drill down into individual funds, utilizing a common language to evaluate risk budgets.
Easily roll-up reporting across any number of portfolios to reveal multi-portfolio exposures.
Hold managers accountable to staying within risk thresholds.
Easily apply different data lenses within individual portfolios and across aggregate portfolios to assess risk with maximum accuracy.
A unified and collaborative platform for portfolio analysis and design that eliminates barriers between platforms and reduces cycle time for decisions:
Empowers analysts and researchers to share data and reporting in the same environment that investment managers manage portfolios to reduce time to deployment.
Real-time interface allows analysts and researchers to focus on productive areas much faster and react more quickly to market changes.
Makes highly technical tools accessible to non-technical users through a no-code interface and empowers each user role to be self-sufficient and collaborate with others.
Easily share views and dashboards with PMs, researchers, analysts, and risk managers.
Whether you are a hedge-fund, long-only, quant, or a multi-strategy firm, OP natively supports workflows to evaluate risk for absolute return.
“Utilizing Omega Point has helped with fundraising. As a newer fund concentrated in a perceived ‘risky’ sector of small cap technology growth, being better able to articulate the Fund’s low correlation strategy has been particularly useful.”.
We don't have data scientists on staff; does Omega Point have 'human' experts to collaborate with as we ramp up?
Omega Point's support team works with customers to help them build, test, and refine their strategies, apply new datasets, construct custom baskets, and much more.
We have a successful track record of picking stocks based on fundamental proprietary research. So how is Omega Point relevant to us?
Today's market dynamics make it mission-critical for fundamental investors to understand the forces driving their risk and performance and maximize their ideas' alpha.
We can get detailed portfolio exposure reports via Bloomberg and our fund admin; isn't an Omega Point overkill?
These reports are static, bury critical insights, and aren't designed for taking fast action on your portfolio. Omega Point immediately reveals what you need to know and lets you act on real-time insights in just a few clicks.
Some of the bigger risk data vendors bundle their models into their platforms. So what advantages does Omega Point bring?
As the markets and your requirements change, you're never captive to a single provider. With Omega Point, you can always add more lenses and tools from top-tier providers in our ever-expanding partner ecosystem.
We run a small fund with a limited budget, wouldn't a platform with Omega Point's capabilities be out of our reach?
Omega Point can be 'soft dollar'-offset through any execution broker worldwide. We also offer a Professional-level version that may better align with your needs.