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Omega Point Uses

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how omega point helps

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.

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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.

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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.

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Build a More ESG-Focused Portfolio

Apply an ESG content set from our partner ecosystem, quickly uncover areas for ESG improvement, and search for ESG-rich securities that meet your specific criteria.

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Surface Risks Across a Multi-Manager Organization

Consolidate portfolios firm-wide into a single view to quickly reveal your most critical exposures and surface specific managers/portfolios contributing most to unwanted risk.

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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.

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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.

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Eliminate Unintended Bets

Reveal factor exposures that have strayed outside your targets and view a rebalanced portfolio and proposed trades that will eliminate vulnerabilities.

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Construct More Precise Hedge Baskets

Offering a vastly superior alternative to standard ETF-based hedging, Omega Point lets you quickly and easily build customized hedge baskets using your targeted universe and specific criteria to offset targeted exposures.

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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.

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Pinpoint Alpha-Rich Stocks

Filter stocks by desired specific-risk level to view and rank the most alpha-driven securities within your investable universe.

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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.

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Build a Custom Single-Stock Hedge

Better isolate alpha and reduce factor drag in any position vs. broad and sector ETF hedges by building a single-stock hedge basket tailored to your universe and criteria including market cap, ADV, squeeziness, and other specific constraints.

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“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.”
CTO
NY-based 'Tiger Cub" hedge fund

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