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BUYSIDE SOLUTIONS
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.
BRC <GO> Single security research can be broken down by category, date of
publication, favorite analysts, and other criteria.
BUYSIDE SOLUTIONS // 02
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.
Here we are selecting a range of documents in RES <GO>, to export to PDF or Kindle.
Bloomberg Anywhere on the iPad gives you access to the same broker research as
on the terminal.
BUYSIDE SOLUTIONS // 03
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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.
///////////////////////////////
>>
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.
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Adding Notes
Notes in action
Note tracking
BUYSIDE SOLUTIONS // 10
Bloomberg Research Publisher, BRP <GO> Upload your own research to the
Bloomberg Professional service and tag it for enhanced access.
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>.
BUYSIDE SOLUTIONS // 12
Display your own research in a graph alongside research from favourite brokers.
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Portfolio and Risk Analytics, PORT <GO> Here we see a portfolio-wide view,
at a sector-level, based on internal management scores.
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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>.
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Custom data fields appear in Data Field Finder, FLDS <GO>. These fields can be
downloaded into Excel using BDP or BDH fields.
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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.
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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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