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Construct a Portfolio that Best Isolates Fundamental Views

Step 1

  • In the Rebalance → Simulator view, adjust individual position sizes to better align with expected returns and view the impact on specific and factor risks and overall portfolio positioning.

Step 2

  • For a more holistic view, run the Optimizer adding forecasts and constraints to generate a higher expected return portfolio with more risk from idiosyncratic/fundamental views.

Step 3

  • Drill down, iterate, review underlying trades, and send to OMS or trade desk for processing.
Related Use Cases
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Related Use Cases

Construct More Precise Hedge Baskets

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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Rebalance a Portfolio to Improve Risk-Adjusted Return

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.

Watch Demo Video
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