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BUYSIDE SOLUTIONS

A Bloomberg Professional Service Offering

RESEARCH
MANAGEMENT
SOLUTIONS
Discover the benefits of using
Bloomberg to access broker research
and share internal research and
custom data within your own firm.

CONTENTS
02 VIEWING RESEARCH
03 BROKER RESEARCH ADVANCED FEATURES
03 BROKER RESEARCH ON MOBILE
04 BROKER RESEARCH ENTITLEMENTS
05 RESEARCH READERSHIP DASHBOARD
INTERNAL CONTENT
08 WHAT DO WE MEAN BY INTERNAL RESEARCH AND CUSTOM DATA?
09 INTERNAL RESEARCH HOMEPAGE
09 INTERNAL RESEARCH INCORPORATION AND ALERTS
10 COLLABORATION AND NOTES
11 PUBLISHING INTERNAL RESEARCH
11 PUBLISH THROUGH MS OFFICE
CUSTOM DATA
12 CUSTOM DATA UPLOADING AND MANAGEMENT
12 CUSTOM DATA IN LAUNCHPAD
13 CHARTING DATA AND RESEARCH
13 CUSTOM DATA SCREENING & PEER COMPARISON
14 CUSTOM DATA IN PORTFOLIOS
15 CUSTOM DATA OPTIMIZATION
16 EXPORTING CUSTOM DATA BACK INTO EXCEL
17 DATA AND RESEARCH ON MOBILE

RESEARCH
Bloomberg provides access to research from over 2,500 sources, including brokers, independent providers,
market research firms and industry associations. Integrate third party content with your own research and
custom data.
VIEWING RESEARCH
RES <GO> shows research tied to your watchlistsuch as an index, portfolio or Launchpad monitor. Customise your research
for topics, sectors or ideas relevant to you.
RES <GO> will display any research produced
internally at your firm if loaded on to Bloomberg (see
page 7 for more details). It will also display trade
ideas sent to you from brokers within Bloomberg and
any research sent to your Bloomberg message inbox.

RES <GO> Research can by split by topic, for example by analytic ratings and
estimates changes, or by initiation notes.

To see research on a single stock rather than a list,


you can enter that single stock in the top-left search
box. Alternatively, use the shortcut BRC <GO>
e.g., VOD LN <Equity> BRC <GO>.
To add your own views to any research piece and
share with your colleagues, simply right-click and
select Add Note. This is explored in greater detail
on page 9.

BRC <GO> Single security research can be broken down by category, date of
publication, favorite analysts, and other criteria.

BUYSIDE SOLUTIONS // 02

BROKER RESEARCH ADVANCED FEATURES


By linking research with your watchlists, RES <GO> eliminates the fragmented process of receiving broker research via email
from your workflow. You can extend this efficiency by setting alerts to ensure you never miss an important piece of research
related to your watchlist.
There may be specific brokers or analysts whose
opinion you value more than others. Being able to
assign favourites pushes this valuable research to the
top. Further, Bloomberg automatically stars articles
written by the analysts and brokers you frequently read.

In RES <GO> you can select your favourite brokers or individual analysts by right
clicking on research headline or by selecting Settings > Edit My Favorites.

BROKER RESEARCH ON MOBILE


The Bloomberg Professional service makes it easy to access your research when you are out of the office.
Using the Actions button in RES <GO> or
BRC <GO> and then Bulk Report Options,
you can quickly send documents to your tablet
or export as a PDF.

Here we are selecting a range of documents in RES <GO>, to export to PDF or Kindle.

If you are using the Bloomberg Anywhere app on the


iPad, you can access research on the go. Under
the Bloomberg menu in the bottom right select
research. From here relevant pieces on a individual
stock or across a security list can be selected and
downloaded as a PDF for offline viewing.

Bloomberg Anywhere on the iPad gives you access to the same broker research as
on the terminal.

BUYSIDE SOLUTIONS // 03

BROKER RESEARCH ENTITLEMENTS


Use ENTI <GO> to manage your broker research entitlements. ENTI <GO> shows the brokers you have access to and makes
it easy to request access to those you dont. To see entitlements for a specific security, use the filter in the top-right. The team
at Bloomberg is always happy to assist in setting up entitlements, either individually or firm-wide. Contact your Bloomberg
Representative or press the <HELP> key twice for assistance.

Entitlement Requests, ENTI <GO> Manage your broker entitlements.

In ENTI <GO>, compare sources using the Unauthorized Sources tab.

It is possible to compare broker entitlements with


users within your division, which is useful when it
comes to replicating research profiles. For example
if you have an analyst who needs to replicate the
entitlements of their portfolio manager. ENTI <GO>
makes it easy to do so using the User Comparison
feature in the Unauthorized Sources tab. This will
show the allow you to map your entitlements to that
of your colleague.

BUYSIDE SOLUTIONS // 04

RESEARCH READERSHIP DASHBOARD


The Research Dashboard, RDSH <GO>, provides the ability for all users to analyze their research readership by source or
analyst. Firm wide RDSH <GO> can be set up by an authorized officer of the firmfor example, heads of research, CIOs,
compliance officerand is a useful input for the broker vote.
Contact your Bloomberg Representative or press the <HELP> key twice if you would like to be enabled.

Analyst view

Sector view

BUYSIDE SOLUTIONS // 05

Desk View

Analyst view

BUYSIDE SOLUTIONS // 06

///////////////////////////////
Utilize your data with Bloomberg analytics
for exclusive sharing within your firm.
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>>
BUYSIDE SOLUTIONS // 07

INTERNAL
CONTENT
WHAT DO WE MEAN BY INTERNAL RESEARCH AND CUSTOM DATA?
Internal Research conjures images of bulky PDFs, but it is just any internal content produced by your firm. This can be anything
from a couple of sentences summarising a meeting, to a full-blown research piece.
Custom data is a simple and powerful solution that allows you to leverage Bloomberg analytics in order to integrate your own
proprietary data within your firm.
These can be in any format for ratings, prices, letters, yes/no, traffic lights. This can be just current data, or include historical values.
All teams operate differently: some may want to just share their commentary, others could want to tie this commentary to scores
for instance visiting management of a company and providing a summary of the meeting alongside a rating for the company.
Bloomberg can accommodate all of the above however if you are only interested in custom data, refer to page 11 onwards.
Analyst Benefits
An analyst who wants to share his work across the firm risks it
being overlooked in a shared drive or lost in an inbox: by adding
the work to Bloombergs system, he can place it directly in the
eyeline of the portfolio managers.

Portfolio Manager Benefits


For a portfolio manager to consume the internal research, no
change to his workflow is required; he just reads the same
pages he always uses in the Bloomberg Professional service,
which are now populated with his firms content.

BUYSIDE SOLUTIONS // 08

INTERNAL RESEARCH HOMEPAGE


We provide clients with a homepage on Bloomberg to manage and view internal content, integrating your firms entire research
in one location for easy access, communication and collaboration.
The Narrow Search box is particularly useful, allowing you to narrow down to a specific company or conduct a keyword search
of the underlying PDF content.
We would make a customized homepage for your firm
based on your needs, including elements such as your
firms logo.

Example of internal research homepage.

INTERNAL RESEARCH INCORPORATION AND ALERTS


By default, your firms internal research appears at the top of RES <GO> or BRC <GO>. This ensures those within your firm
dont miss out on key internal commentary. Internal research will also appear in your newsflow via CN <GO> and, as discussed
on page 12, graphs.

In RES <GO>, your own firms research appears at the top.

It is also possible to set alerts, to ensure both your


broker research, and more importantly you internal
content, are not missed. These alerts can take the
form of email, pop-up and end-of-day summary.

This is an example of an email alert.

BUYSIDE SOLUTIONS // 09

COLLABORATION AND NOTES


Adding a note to any piece of research, whether
internal or external, is straight-forward. Right-click on
the headline and select Add Note. These notes can
be kept for your own records, shared with hand-picked
colleagues or across your firm.

Adding Notes

Here we see collaboration on a Rio Tinto research


piece. The original research suggested now was a
good time to purchase after a positive meeting with
management. We see consensus from the ESG
(Environmental, Social and Governance) analyst.

Notes in action

All the notes written byor shared withyourself are


consolidated onto one page: NOTE <GO>. Flag notes
as important by starring them, to return to at a later
point. Message boards can also be set up to track
on-going projects and foster collaboration from
the start.

Note tracking

BUYSIDE SOLUTIONS // 10

PUBLISHING INTERNAL RESEARCH


Bloomberg Research Publisher BRP <GO> enables you to upload internal research to the Bloomberg Professional service.
Contact your Bloomberg Representative or press the <HELP> key twice to request to be enabled to publish.
Apply tags, like ratings or research type, to stories to improve searchability. These tags will appear as filters on your homepage.
BRP <GO> automatically identifies the analyst and uses this information to define the tags available. For example, only a credit
analyst could tag a story with a recommendation on senior unsecured debt.
Templates can be set up to ensure research is added
in certain formats. Bloomberg data can also be
automatically tied to the uploaded note. This delivers
the research alongside the relevant latest price,
dividend yield, market cap etc.
Here we see a summary for a note on Barclays with
the full document being attached as a PDF (any type
of document can be added as an attachment).

Bloomberg Research Publisher, BRP <GO> Upload your own research to the
Bloomberg Professional service and tag it for enhanced access.

PUBLISH THROUGH MICROSOFT OFFICE


Utilize the Bloomberg publishing Microsoft Office add-in to streamline publication of internal content once you have been
enabled for BRP <GO>.
Offering the same features as BRP <GO>, the MS integration with the Bloomberg Professional service allows you to use
autocomplete and tags. From Word/Excel, any document you have open when you click publish will automatically be added
as an attachment to the upload. If you need to publish on the go, you can email content from corporate email addresses.

Example of Word publishing template.

BUYSIDE SOLUTIONS // 11

CUSTOM DATA
CUSTOM DATA UPLOADING AND MANAGEMENT
View your own data on the Bloomberg Professional service by uploading it as custom data.
Once the data is on Bloomberg it feeds the system appearing in monitors, portfolios, charts, etc. It can also be shared with
colleagues across your firm.
Three ways to manage custom data:
Attach the custom data while uploading a piece of internal research
Upload the data straight from Excel.
Edit the data on-the-fly using CDE <GO>.
If you are uploading data without any research
attached, the easiest method is to use Bloomberg
Uploader via BBU <GO>. This tool will allow you
to schedule uploads directly from Excel.

caption copy

This is the kind of formatting you would need to upload data using Excel. For more
information, read DOCS 2069909 <GO>.

CUSTOM DATA IN LAUNCHPAD


Once custom data is on Bloomberg it can be added to Launchpad monitors in the same way that a normal column is added:
right-click in Launchpad then select Add Column. Autocomplete will help you find the column name and all your custom data fields
will begin with UD.

Launchpad Custom data columns can be added to existing workflows.

BUYSIDE SOLUTIONS // 12

CHARTING DATA AND RESEARCH


Custom data and internal research can be integrated with Bloomberg charts.
In this example we see a progression of internal scores
over time, along with icons showing when a piece of
internal research on the stock has been published.

Interpreting custom data using a G Chart.

The data can also be comingled with your existing


charts. In this example we see a user with technical
analysis indicators applied to his charts, plus event
notifications for dividends and earnings.

Display your own research in a graph alongside research from favourite brokers.

CUSTOM DATA SCREENING & PEER COMPARISON


Any custom data you upload can be used in Equity Screening EQS <GO> and Backtesting FTST <GO>.
The Stoxx 600 has been narrowed down to include
only stocks whose current management score,
according to the users custom data, is greater
than five.

Equity Screening, EQS <GO>

Here we see a comparison of Rio Tintos peers in


Europe. The users own data (management scores)
is compared alongside Bloombergs data
(total compensation paid to the CEO and equivalents).

Peer Comparison, RV <GO>

BUYSIDE SOLUTIONS // 13

CUSTOM DATA IN PORTFOLIOS


In the Characteristics tab in PORT <GO> you can use custom data either as a column to display data for each security or
as a custom classification system.

Portfolio and Risk Analytics, PORT <GO> Here we see a portfolio-wide view,
at a sector-level, based on internal management scores.

Break down your portfolio by custom data, for example


by analyst. Another use case is breaking down a
portfolio by rating. For example seeing if a portfolio is
overweight stocks rated internally as a buy.

Custom data can be used as a classification within PORT <GO>.

BUYSIDE SOLUTIONS // 14

CUSTOM DATA OPTIMIZATION


Construct portfolios based on your uploaded custom data by using Portfolio Optimization. Find the Portfolio Optimization tool
under Trade Simulation in the red toolbar at the top of the PORT <GO> screen. This allows you to take a stock list with internal
ratings and construct a portfolio based on this.
Here the Stoxx 600 is benchmarked to itself. Maximum
weighting is given to stocks where the internal score
rates have a high upside potential, while keeping
tracking error low.

Feeding your internal ratings into the Portfolio optimizer.

Portfolio Optimizer Using this feature we see the upside potential of the portfolio
has been doubled, while only increasing the tracking error by 2%. For more information
see DOCS 2069910 <GO>.

BUYSIDE SOLUTIONS // 15

EXPORTING DATA BACK INTO EXCEL


If data is shared with you on the Bloomberg Professional service, you can use it in excel both as a single data and as a time series.

Custom data fields appear in Data Field Finder, FLDS <GO>. These fields can be
downloaded into Excel using BDP or BDH fields.

BUYSIDE SOLUTIONS // 16

DATA AND RESEARCH ON MOBILE


The Bloomberg Anywhere app is available on iPad, iPhone, Blackberries and Android devices, enabling you to stay in touch with
research, market data and your firms internal content.

iPad Both the internal research and custom data are visible. The right-hand side
shows research produced internally, while the centre displays a stock list with
custom data.

BUYSIDE SOLUTIONS // 17

ABOUT THE
BLOOMBERG
PROFESSIONAL
SERVICE
The founding vision in 1982 was to create an information
services, news and media company that provides business
and financial professionals with the tools and data they need
on a single, all-inclusive platform. The success of Bloomberg
is due to the constant innovation of our products, unrivalled
dedication to customer service and the unique way in which
we constantly adapt to an ever-changing marketplace. The
Bloomberg Professional service is a powerful and flexible
tool for financial professionalswhatever their needsin
cash and derivatives markets as diverse as equities,
currencies, commodities, money markets, government and
municipal securities, mortgages, indices, insurance and legal
information. The Bloomberg Professional service seamlessly
integrates the very best in real-time data, news and analytics.
In addition, Bloomberg clients benefit from on-demand
multimedia content, extensive electronic trading capabilities
and a superior communications platform. Bloomberg
customers include influential decision makers in finance,
business and government. Business and financial
professionals recognize the Bloomberg Professional service
as the definitive tool for achieving their goals because it offers
unparalleled assistance and functionality on a single platform
for a single price.

BUYSIDE SOLUTIONS // 18

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To learn more about how Bloomberg can put your firms own content at
the heart of the investment decision making process, please contact your
local sales representative.
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The data included in these materials are for illustrative purposes only. 2013 Bloomberg L.P. All rights reserved. 56244479 DIG 1213

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