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Reveal Hidden Drivers of Portfolio Risk and Performance

Step 1

  • In the Analyze → Trends view, select performance and observe the return contribution from factors.

Step 2

  • Move to the “Style” tab to identify the key factor(s) contributing to underperformance.

Step 3

  • Switch to Exposures, expand the exposure contributors, grouping by GICS sector, to identify sources of outsized exposure.
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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Identify Vulnerabilities in an Investment Strategy

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

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