Omega Point and Lightkeeper are teaming up to allow mutual customers to build on top of Lightkeeper's modern Investment Book of Records and Omega Point’s risk & factor analysis platform. Once enabled, enjoy the seamless transfer of position and tag data from LK into the Omega Point platform to superpower your alpha-generating workflows.
Enabling the Integration
To access the Lightkeeper application, visit the platform tab within your account’s home page.
After activation — including accepting permissions to share data back to Lightkeeper — customers can select which portfolios to synchronize between systems by adding them to this resources table .
Once a portfolio has been permissioned to the Lightkeeper integration, 2-way data flows are enabled across both applications.
Accessing this portfolio within Omega Point facilitates:
Full performance & risk attribution
Factor decomposition utilizing one of the risk models from the Data Cloud
Interactive trend exploration
Factor attribution with drilldown capacity to view highest contributor to each category
Portfolio Analysis with Tags
In addition to position data, PnL, position tags, & security classifications can also be imported from Lightkeeper — which can instantly be utilize within Omega Point for detailed group analysis...
Select the tag
View all tags associated with the tag category
Drilldown to view contributors associated with each tag
As well as, for portfolio segment analysis -- including the ability to normalize the segment on a standalone basis.
With the Lightkeeper + Omega Point Integration, mutual customers get to take advantage of two powerful systems, seamlessly synchronizing data across platforms for robust portfolio intelligence.