Becoming a trusted advisor is increasingly challenging as clients become more sophisticated. Your reputation and the strength of your business depend not only on the planning and performance of your portfolios but also on the quality of information and insight you provide.
Adding value for clients
The Bloomberg Terminal provides access to global financial markets and offers a complete private banking solution that gives relationship managers, investment advisors and product specialists the tools required to achieve exceptional performance for clients.
Bloomberg sets the benchmark when it comes to financial news, security analysis, independent research, portfolio analytics, derivatives, structured products, risk management, regulatory solutions, and execution and order management solutions. Across all regions and asset classes, from simple to complex structures, Bloomberg delivers the data and analytics you need to explain challenging markets, monitor client portfolios and evaluate risk to grow and protect their assets.
Better understand and navigate global and regional markets using Bloomberg’s powerful suite of market surveillance tools. Stay ahead of unfolding events and quickly assess opportunities by monitoring markets and product performance in real time with data visualization tools that reveal the information you care about. Build and personalize your own trading strategies, create technical studies and back test and share them with your clients.
Alerts
Receive alerts on news, economic announcements and market and price movements using Bloomberg’s powerful alert catcher. Customize your feeds to quickly scan through trusted news sources, news sites, research reports and Twitter as soon as it they hit the wires so you can alert clients – before they hear it from somewhere else.
Personalized desktop
Bloomberg Launchpad is a customized desktop that allows you to create multiple watch lists of stocks, bonds, currencies and futures. Link to charts, research and news so that you are always up-to-date on the latest changes. And with Bloomberg Launchpad, exceptional explanatory information is at your fingertips when clients call for advice.
Fundamental and estimates data
Use Bloomberg fundamental analysis tools to identify trends, gain data transparency and compare capital structure and financial statements so you can analyze the value of a potential investment, partnership or acquisition target. Bloomberg currently covers recent fundamentals for more than 45,000 companies, which represent more than 99% of the market capitalization of about 62,500 companies listed in global equity markets.
With Bloomberg’s search engines you can filter results based on your own criteria. Leverage Bloomberg’s watch list analytics to easily compare thousands of securities across multiple asset classes such as equities, bonds and funds to find value.
Bloomberg provides a range of tools to prepare for earnings announcements and other events so you can rapidly assess a company’s prospects. With a few keystrokes, view estimates across multiple measures for any time period or access a particular metric across all your entitled providers in a single view.
Bloomberg Intelligence
Bloomberg Intelligence offers a unique approach to research – combining the insight of a team of experienced analysts with deep and comprehensive data. Data-rich dashboards and thematic insights offer unsurpassed depth and breadth at the industry, sector and company levels, thus complementing a client’s in-house research to ensure that they make more informed strategic decisions. Covering more than 100 industries, we put the data, analytics and insight at your fingertips to facilitate creative investment ideas and simplify strategic and financing decisions.
In addition, the Bloomberg Terminal provides company filings, event calendars, earnings transcripts and contributed research from more than 2,000 providers.
Investing with impact
Wealthy investors often search for sustainable investments, hoping they can replace traditional assets in their portfolios with sustainable ones. However, building out a variety of asset classes in the sustainable space can be a challenge.
Bloomberg’s sustainability effort has led to a wealth of environmental, social and governance data that informs investment decisions. Available both at the security and portfolio level, investment advisors can now feel confident that they understand the impact and can help achieve the aspirations of their end-investors.
Portfolio & risk analysis
Examine the historical performance of your portfolio, either on an absolute basis or relative to a benchmark. Identify the drivers or factors that have exhibited the best risk/return trade-off and contributed the most to your portfolio’s return. Gain insight into your portfolio’s historical risk/return profile by examining ex-post standard deviation, Sharpe ratio and other statistical measures. Create smart beta strategies, optimize portfolios or simply compare discretionary portfolios against externally managed funds.
Best execution
Bloomberg’s award winning global market solutions helps private banks trading desks manage their equity, fixed income and currency executions with confidence and ease. Our trade execution tools can help you achieve optimal execution to the destination of your choice in one or multiple asset classes.
Use our pre-trade analytics to make faster, more intelligent decisions from any OMS. Analyze execution performance across all venues in real time across the largest network available. Our multi-asset, broker-neutral solutions provide decision support, liquidity discovery, order analytics and performance assessment.
Transaction cost analysis
Bloomberg transaction cost analysis and surveillance capabilities (BTCA) offers a solution that is simple to use and delivers actionable results. BTCA helps dealers quantify broker, strategy and venue performance and analyze trades across multiple asset classes and regions. The surveillance capabilities help compliance officers monitor and evolve best execution practices and processes and automate compliance surveillance including market abuse, manipulation and suspicious trading to comply with regulation.
Order management solutions
Our OMS solutions are pre-integrated with the rest of Bloomberg’s enterprise services to offer a truly holistic suite of solutions from front to back office: Bloomberg Asset and Investment Manager (AIM) for buy-side equity and fixed income, and Bloomberg Trade Order Management Solutions (TOMS) for Sell-side fixed income.
Increasing complexity, regulation and pressure on margins makes derivatives and structured products an ever challenging business for private banks. Whether it is over-the-counter derivatives or structured products, Bloomberg has a comprehensive platform to structure, price and risk manage these sophisticated instruments for sophisticated investors.
Structurers and advisors can leverage Bloomberg’s life cycle management tools complete with audit trails, calibration and risk analytics to perform cash flow analysis, scenario analysis and stress testing.
Internal and external communication
The Bloomberg Terminal offers a broad range of communication tools and gives you access to a network of 325,000 of the world’s most influential decision makers. Whether you’re collaborating on research, building relationships, talking with clients or transferring timely data into notes as you develop and share ideas — a single platform with multiple points of communication is key.
Monitor markets and portfolios on your mobile devices
Access real-time news and market data that drive your day and seamlessly connect with your network from virtually anywhere with the Bloomberg Professional app. Create and share notes remotely with your network and read research documents while offline.