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.
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.
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.
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.
Expose and Minimize Squeeze Risk
Apply a squeeze risk dataset from our partner ecosystem to uncover the names in your short book most at risk for a squeeze event. Then, use Omega Point’s screening functionality to replace with similar-profile names that carry a lower risk of a squeeze.
Analyze the Impact of Macro Drivers and Events
Apply a macro dataset from our partner ecosystem to view the predictive risk on your portfolio arising from various macro drivers such as inflation. Combine macro, style, and industry factors to simulate more complex scenarios, such as a stagflation environment.
“The first things that stood out were the front-end visualizations, which were much better than anything we had seen before. And the icing on the cake was that Omega Point had an extremely powerful API.”