This is a brief overview of the platform, for a full product manual, please visit the Application Walkthrough.
Industry-leading factor model characterizes your portfolio’s risk and return across quantifiable signals that are strongly correlated with asset returns.
Discover how style, sector, and region factors have been driving portfolio performance
Compare exposures between your portfolio and industry benchmarks
Omega Point incorporates dozens of data sets in order to calculate factors across critical dimensions
Intuitive risk model visualizes factor trends over time, displaying your portfolio's risk levels during past market conditions
Drilldown to see how each position contributes to sensitivity to factor movements
Act with a clear understanding of risk and exposures
Determine factor trends and identify time periods when market dynamics, internal firm thematic shifts or portfolio turnover significantly altered your portfolio’s exposure.
Harvest gains and trim losses while managing quantitative risks
Set factor exposure targets and simulate trades in real-time
Ensure you are staying within your exposure targets prior to making big moves in your portfolio
Don’t be caught on the wrong side of a factor sell-off again.
Showcase your investment style with visual comparisons of key portfolio metrics using an in-depth comparison tool.
Want to know more?
Our Application Walkthrough acts as a more holistic product manual.