Quantitative investing in your hands

Apply techniques used by top quant firms to discover how 60+ market-moving factors are driving your portfolio's performance.

Navigate Volatility

Examine how critical shifts in momentum, interest rates, commodities, and other factor trends impact your portfolio.

Communicate your investment style

Visualize and report on your portfolio's exposure to intuitive factors, showcasing your fundamental investment strategy to asset allocators.

Take control of your portfolio

Simulate your trades in real-time to understand how they impact your overall factor exposure.

Discover

Dashboard

Built by quants that have successfully managed over $1B in assets using systematic strategies, Omega Point helps maximize your performance while optimizing for volatility. Our industry-leading factor model characterizes your portfolio's risk and return across quantifiable signals that are strongly correlated with asset returns.

Attribution

Discover how style, sector, and region factors have been driving your portfolio's performance. Compare exposures between your portfolio and industry benchmarks. Optimize your portfolio based on which factor trends that are contributing most to your returns.

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Analyze

Comprehensive Coverage

Omega Point incorporates dozens of data sets in order to calculate factors across critical dimensions. Factor coverage includes momentum, volatility, fundamentals, market data, earnings, interest rates, regions, commodities, and more. Omega Point's 60+ factors explain over 90% of the recent performance of the S&P 500.

Factor Exposure

Utilize Omega Point's intuitive risk model to analyze how factors will impact your volatility. Drill down to see how each of your positions contributes to your sensitivity to factor movements. Act with a clear understanding of your risk as it relates to your portfolio.

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Manage

Market Dynamics

Determine factor trends and identify time periods when market dynamics, internal firm thematic shifts or portfolio turnover significantly altered your portfolio's exposure. Showcase your investment style to asset allocators with long, short and net exposure breakdowns.

Simulate

Harvest your gains and trim your losses while managing your quantitative risks. Set your factor exposure targets and simulate your 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.

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From Our Blog

January Providing (Factor-Driven) Relief

Jan 15, 2023 8:00:00 AM

Last year, we introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. Last week, we analyzed the historical behavior of the US Extreme Movers portfolio to better contextualize recent markets in light of how they stack up against periods dating back to 2007. We used that historical data to better categorize markets by how volatile and factor-driven they are. This week, we will focus on the US Extreme Movers portfolio through the lens of that contextual analysis to give our readers a sense of the current climate fundamental managers are facing.

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Factor or Alpha Driven? Interpreting The Recent Market Environment

Jan 8, 2023 8:00:00 AM

We hope you had a relaxing holiday season and would like to wish you and your families a happy, healthy, and successful 2023!

The first week of January is often a good time to reflect on the prior year. Many of our readers are actively working on their 2022 communication to their stakeholders, summarizing key strategy metrics, lessons learned, and potential improvements for the future.

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2022 Holiday Wrappings

Dec 18, 2022 8:00:00 AM

All of us at Omega Point wish you and your loved ones a festive holiday season and a Happy New Year filled with excellent health, happiness, and success. We’re so grateful to have you alongside us as we continue to implement our shared vision of making it fast and easy for any investor to harness the world’s data in their decision-making process.

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Hazy 2023 Outlook Putting Stocks Through the Wringer

Dec 11, 2022 8:00:00 AM

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to the prior week's momentum to understand the following key questions better:

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Alpha Drives US Markets, While China Takes the Global Stage

Dec 4, 2022 8:00:00 AM

Over the past several months, we've introduced Extreme Movers, the latest tool in our arsenal to understand what is driving markets from week to week. We also debuted an international version of the Extreme Movers portfolio to help investors compare fluctuating alpha opportunities and factor-driven dynamics between the US and the world. The Extreme Movers portfolios allow us to apply hindsight to the prior week's momentum to understand the following key questions better:

Read More