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Identify Vulnerabilities in an Investment Strategy

Step 1

  • In the Analyze → Trends view, quickly assess the magnitude of factor headwinds impacting performance.

Step 2

  • View Style and other factors degrading performance to uncover the specific factors with largest impact.

Step 3

  • In the Exposures view, pinpoint your portfolio’s overexposures and underexposures to impacting factors and drill down to a listing of most overweight and underweight names.
Related Use Cases
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Related Use Cases

Expose and Minimize Squeeze Risk

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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Eliminate Unintended Bets

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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Surface Risks Across a Multi-Manager Organization

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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What Forces Are Impacting Your Performance? Find Out Now...

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