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.