MAXIMIZE YOUR RESEARCH WITH BLOOMBERG

Transcription

1 MAXIMIZE YOUR RESEARCH WITH BLOOMBERG

2 CONTENTS 2» WHY BLOOMBERG?» MAXIMISE YOUR DESKTOP» FOCUSED DISTRIBUTION» ACTIONABLE INTERACTIVE RESEARCH» EVALUATE PERFORMANCE» INTEGRATED COMPLIANCE» ENHANCED BUYSIDE WORKFLOW

3 WHY BLOOMBERG? >>>>>>>>>>>>>

4 COMMUNITY, READERSHIP & INNOVATION C-SUITE 4 CEO IR CFO STRATEGIC CONSULTING BA STC BUY SIDE PM SELL SIDE RESEARCH IRP SSA BLOOMBERG 365,000 Financial Professionals SST PE VC IB ALTERNATIVE INVESTMENT INVESTMENT BANKING SALES & TRADING» Over 365,000 Financial Professionals including 165,000 analysts and portfolio managers rely on Bloomberg as their platform of choice» Bloomberg sits at the nexus of the financial community for sharing research, ideas and trading innovating solutions and technology» Research readership on Bloomberg continues to grow over 35% year-on-year as more content and clients are enabled to view research on Bloomberg

5 MAXIMIZE YOUR DESKTOP >>>>>>>>>>>>>

6 GAME CHANGING CONTENT & ANALYTICS 6 BI Sector dashboards combine all data, analytics and news needed for a sector ECCG Cross asset analytics ensure analysts spot key relationships first MYE View your estimates & recommendations versus the street FA Fundamentals with full transparency & download in panel and excel OWN Ownership shows trends & identifies prospects to call BMAP Interactive mapping of commodity assets, weather events and more SPLC Deep supply chain analytics with links to deeper analytics & underlying data EEO Industry specific earnings support earning seasons conversations ANR Recommendations & analyst rankings to benchmark versus the street MA M&A activity, deal search, reports, and alerts» Bloomberg s investment in product is unparalled ensuring your research team are at the cutting edge of developments

7 INDUSTRY ANALYSIS 7» BI<GO> Bloomberg Industries covers over 100 industry dashboards with actively filtered news, research and events curated for efficient access for your analysts» DATA <GO> DataConnect allows you to access additional contributed content from leading industry data-sets as well as where on the terminal you can find open access data provided by contributors Example shows BI Base Metals Dashboard (Left) and Interactive Models (Right) BI <GO>

8 INTEGRATED ANALYST WORKFLOW 8» DAPI <GO> models can be easily created with Bloomberg data and formatted quickly with PowerTools. Data Transparency allows you to trace a value directly to source document» G <GO> chart formats can be saved in the Bloomberg Excel Add-in. Chart repositories can be created for individual analysts to use for their research Example shows Excel model with data transparency (Left) and Chart Repository API (Right) DAPI <GO>

9 FOCUSED DISTRIBUTION >>>>>>>>>>>>>

10 INTEGRATED PORTAL & AGGREGATION 10» Bloomberg provides a dedicated Research portal for your clients to access your content on Bloomberg. Dedicated Analyst pages are created for key research partners» RES / BRC <GO> integrates with your clients workflow to manage all their research flow in one place including internal research, broker research, research messages and trade ideas Example shows sample Research Portal (Left); sample content on your own research portal (Top Right) or single security BRC (Bottom Right) RES <GO>

11 SMARTER & EFFICIENT DISTRIBUTION 11» DASH<GO> shows you clients with the largest exposure to companies that you have research on, so you know who to call first and where to focus your valuable time and efforts» Match your top conviction calls to the right client; anticipate client interest to your client s specific holdings and interest lists; efficiently communicate ideas to clients by their preferred method MSG, IB, TMSG, corporate and track readership / performance of your ideas Example shows main view for DASH (Left) and Trade Ideas / Interest List analysis in DASH (Right) DASH <GO>

12 SALES TRADER EFFICIENCY 12» STEP <GO> Sales & Trading Efficiency Platform is a unique solution that automates daily tasks for sales and trading, to streamline the communication process to maximize order flow» STEP further helps monetize research by assisting sales to identify clients who are not receiving or paying for research on equities and interest lists they care about Example shows STEP client workflow - order history, focus lists and holdings with targeted communication STEP <GO>

13 MANAGE EVENTS 13» EVTS <GO> Events Calendar is a single portal to company events, presentations and conferences. Events can be customized by client holdings and portfolios» Keep up to date with latest company earnings, meetings and presentations with transcripts and audio replay Example shows EVTS Conferences (Left) and Earnings Call details (Right) EVTS <GO>

14 ACTIONABLE INTERACTIVE RESEARCH >>>>>>>>>>>>>

15 MAKE YOUR RESEARCH INTERACTIVE 15» B-Links allows you to make your analysis stand out by providing content that can link clients back to interact with Bloomberg. This features allows you to insert links in the same way you would use a web link, instead using bbg:» Allow clients to IB you directly from your research, open up your reports or charts on Bloomberg and even launch a trade ticket via EMSX <GO> Example shows B-Links in action calling out to Bloomberg screen B-LINKS

16 INTERACTIVE RESEARCH CHARTS 16 Research Note Target Price & Estimates Buy / Sell Ratio Earnings Trade Idea» G <GO> Charts can be tailored to showcase all research, recommendations and ideas for clients on one page Example shows Research Chart with key broker and consensus data G <GO>

17 ENHANCED CLIENT INTERACTION 17» IB <GO> Instant Bloomberg provides instant access to your clients and sales. Share ideas and content directly via Bloomberg IB and MSG <GO>» BRC <GO> our new research viewer will make it easier for your clients to directly access and communicate with analysts and / or sales contacts Example shows Research Viewer with Beta BRC view (Left) with interaction to IB (Right) IB <GO>

18 SOCIAL AND MULTI-MEDIA 18» TWTR <GO> provides your analysts access to view twitter content based on coverage or client lists. In addition your social media posts can be tagged on your research page or for your clients on Bloomberg» AV <GO> provides direct access to audio, podcasts, teleconferences and executive interviews. Showcase your content on AV and integrate into your research on Bloomberg Example shows Twitter (left) and Video (Right) TWTR <GO>

19 EVALUATE PERFORMANCE >>>>>>>>>>>>>

20 EVALUATE ANALYST PERFORMANCE 20» TMSG <GO> provides a way to measure the success of your analysts or conviction lists. These can be used as part of internal analyst evaluations or used to market ideas to sales and clients» ANRP <GO> measure analyst performance and coverage versus your peers Example shows TMSG conviction lists analyzed in a sector Market Map (Left) and ANRP (Right) TMSG <GO>

21 EVALUATE READERSHIP & TRADING 21» RDSH <GO> Readership Dashboard provides online tools to analyze readership of your research content. FTP files can also integrate this data into your internal systems» RANK <GO> provides broker advertised trade volumes and ranking reports across a single security, exchange, sector or coverage list» Use the same tools to evaluate research and trading as provided to the buy-side Example shows RDSH (Left) and RANK (Right) RDSH <GO>

22 INTEGRATED COMPLIANCE >>>>>>>>>>>>>>

23 INTEGRATED COMPLIANCE SOLUTIONS 23» Bloomberg s compliance offering integrates across research, sales and trading» Policies can be designed to protect sending of research via and restricted domains» Restricted lists are integrated into Bloomberg workflow and communication» Integrated disclaimers and watermarking of content» Search and retrieval of research, social media, message, IB, IM and voice in BVAULT» WORM storage to meet regulatory requirements BVAULT

24 ENHANCED BUY-SIDE WORKFLOW >>>>>>>>>>>>>

25 BUY-SIDE SEE RELEVANT RESEARCH 25» RES<GO> matches incoming research and ideas to PM holdings, interest lists or universes feeding relevant ideas to their desktops and filtering out noise» RES<GO> shows sell-side ideas when looking up research on a stock or universe Example (in Launchpad and in panel): ideas are displayed which match a PM s portfolio, so only relevant ideas are shown RES <GO>

26 RESEARCH EVALUATED VS PORTFOLIO 26» We automatically create a portfolio for use in our portfolio (PORT) analytics for each idea contributor. This enables PMs easily to see the performance record of individual contributors or groups of contributors (e.g. from a firm) or from the pool as a whole enabling them to assess the alpha generation capabilities and consistency of their contributors Example: here is the performance of a contributor s trade ideas displayed as a portfolio showing total relative performance over time, and winning/losing periods PORT <GO>

27 RESEARCH ON-THE-GO 27» ANY <GO> Bloomberg Anywhere allows you to access your Bloomberg from any desktop or internet connection anywhere in the world with the same content that you have on your desktop» MOBI <GO> keeps you connected to the markets, your office and clients on the move Examples above show Bloomberg across various mobile and tablet devices MOBI <GO>