Portfolio Manager

Sound decisions are based on quality information and pertinent insights. Reliable and timely market intelligence allows you to generate portfolio ideas with confidence. At the same time, fast access to the latest news and in-depth analysis helps you quickly understand the driving forces behind market moves and potential risk exposure.

The complexity of products and volatility of markets can make it difficult to balance performance and risk. Bloomberg’s Portfolio & Risk Analytics solution empowers you with the tools required to successfully implement your portfolio investment and risk management strategies. Our platform will help you make quicker, more informed decisions and enable you to measure market-related and security-specific risk exposures for your portfolios.

Beyond a portfolio’s P&L and its performance against relevant benchmarks, are the added concerns of liquidity and cash flow, regulatory changes and market events. From benchmarking to backtesting and from screening to stress testing, our portfolio and risk analytics tools give you immediate access to a depth of knowledge and insight that helps make your course of action clear.

How we help our clients

Your portfolio strategy is only as good as the information upon which it is based. Sound, rigorous company and industry analytics are the starting point. Bloomberg gives you what you need to examine fundamentals, assess relative value and understand the corporate strategies behind potential investments. Get insight into thousands of companies in more than 130 industries and understand the driving forces behind the movements in major asset classes, credit metrics, economics and government policy. Assess whether there is an appetite for your ideas and gather intelligence to refine and improve them with immediate access to Bloomberg’s community of over 320,000 investment and corporate professionals.

How we help our clients

Access the fastest, most in-depth news through Bloomberg’s single, easy-to-use function that you can tailor to your interests. From big-picture to specific detail, get the edge you need to outperform in today’s volatile markets.

Access an array of research content, including timely and trusted news; a library of company filings, event calendars and earnings transcripts; industry analysis and company primers from our Bloomberg Intelligence team; and contributed research from more than 2,000 providers. Bloomberg’s research management solutions delivers powerful functionality that enables you to create, consume and collaborate, all while ensuring that you confidently meet your regulatory and compliance requirements.

How we help our clients

Fast, accurate information is essential but to be competitive you need to stay one step ahead of events and quickly understand the drivers behind market movements. Monitor markets and the performance of your portfolio in real time and instantly access the news that is most impacting them. Rely on powerful data visualization tools that surface the information you care about. Our tools allow you to see the full spectrum of critical data, from macro breadth and sentiment indicators to intraday tick charts — and every other chart in between.

Get fast and accurate structured pricing, market, regulatory, and reference data through Bloomberg. We deliver high quality data on OTC, non-valued instruments, and non-quoted entities. We supply event-driven feeds and a full complement of analytic tools to help you make that data work harder and better.

How we help our clients

A single event can have profound implications for your risk exposure. Fully understand your exposure and spot potential pitfalls with our innovative analytics, calculators and portfolio tools. Monitor, evaluate and manage intraday and end-of day risk with comprehensive market and portfolio risk analysis tools. Streamline your entire process with automated workflows that let you gauge risk levels precisely and faster.

How we help our clients

Manage your portfolio on the go with the Bloomberg Professional app for your mobile device. Analyze your portfolio’s performance in real time. Drill down to individual securities to see what’s driving return. Tap into secure collaboration tools to share ideas and connect with your network.

How we help our clients