Omega Point
Data Analytics, Investment Intelligence, Risk
Turn data into decisions. Omega Point makes it easy for investment professionals to harness the world's data and employ sophisticated, data-driven techniques in their investment process. Their open ecosystem enables clients to unlock single-point access to datasets, and an intuitive interface and API enables fast, sophisticated, data-driven decision-making across the organization.
Key Benefits
- Identify key drivers of portfolio performance, underlying exposures, & security contributors
- Respond to investors with confidence by explaining with clarity the hidden forces that are acting on the portfolio
- Access to leading factor datasets and interactive tools that visualize how your portfolio is positioned against current market conditions, monitoring the portfolio’s net exposures & risks to these factors
- Adopt responsive and repeatable data-driven processes into existing investment workflows, reducing time to answer questions to seconds
- Evaluate the risk-adjusted efficiency of your capital deployment for total, sector, and factor bets
- Easily overlay factor exposures from leading financial 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 factor attribution breakdown
- Analyze performance and factor exposure as well as risk trends to evaluate how the dynamic interplay of portfolio + market has played out on your portfolio
- View portfolio, position, and standalone security level factor trends with out-of-range alerts
- Match certain factor characteristics with an interactive screening and research tool that instantly finds new securities
- A highly visual interface enables quick communication to investors and clients on how your portfolio has been impacted by any unwanted factor
- 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
- 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
- Construct more precise hedge baskets using any target universe & specific criteria to offset targeted exposures
