Omega Point

Key Benefits 

• Identify and quantify drivers of portfolio performance, including both intended and unintended exposures, to isolate your alpha and eliminate performance drags
• Respond to investors with confidence by explaining with clarity the hidden forces acting on your portfolio, enhancing credibility and alignment with investment mandates
• Access leading datasets and interactive tools that visualize how your portfolio is positioned against current market conditions, monitoring the portfolio's net exposures & risks
• Adopt responsive and repeatable data-driven processes into existing investment workflows, reducing time to answer critical questions from hours to seconds
• Evaluate the risk-adjusted efficiency of your capital deployment for total, sector, and thematic bets with comprehensive attribution analysis
• Easily overlay thematic exposures from the world's largest open financial data ecosystem, including risk models, macro data, crowding metrics, and proprietary datasets
• Access quant-enabled portfolio construction tools, including risk-enabled trade simulations, portfolio rebalance, ETF replacement, and custom basket creation workflows

Key Features

• Enjoy interactive asset and portfolio analysis with comprehensive exposure attribution breakdown across multiple models and thematic datasets
• Analyze performance and exposure trends to evaluate how the dynamic interplay of portfolio + market has impacted your returns over time
• View portfolio, position, and standalone security level exposure trends with out-of-range alerts to proactively manage risk
• Leverage the Thematic Strength Indicator (TSI) to systematically identify and quantify the themes that matter most to your portfolio right now
• A highly visual interface enables quick communication to investors and clients on how your portfolio has been impacted by any unwanted exposure or thematic drift
• Intuitive slicing-dicing tools enable analysis and evaluation of any segment in your portfolio as well as instant re-calculations for category/tag analysis
• Add an exposure overlay to any security, category, or portfolio to understand both traditional risk model exposures and thematic betas in a unified view
• Use a trade simulator to isolate fundamental views by adjusting individual position sizes while receiving instant feedback on the impact of these trades on the portfolio's risk profile and thematic alignment