Gain a total portfolio view
Bloomberg provides a complete view of performance and risk across public and private markets – helping you understand what is driving returns and to ensure your portfolio stays aligned with business needs and strategic goals.
Access comprehensive data
Bloomberg delivers a comprehensive public market dataset alongside private funds data. Get timely research and insights along with advanced analytics to uncover new opportunities and meet regulatory standards.
Enhance your workflow with scalable solutions
Simplify your investment process with flexible tools that connect easily to your existing systems. Our solutions help your teams collaborate more effectively and ensure consistency across every stage of the investment process—from front to back office.
INVESTMENT MANAGEMENT SOLUTIONS
Leading data, analytics and applications help enhance returns, reduce risk and streamline operations
Strengthen your firm’s ability to monitor assets and report on risks
Make quicker, more informed decisions with Bloomberg Portfolio Analytics (PORT), MAC3 models and the Bloomberg Multi-Asset Risk System (MARS). Track multiple external and internal portfolios. Our asset-liability management (ALM) workflows provide a uniform, single-view interface with intraday analysis, helping you make confident, timely decisions.
Integration with asset servicers via Bloomberg Asset and Investment Manager (AIM) streamlines trade processing, settlement exception management, cash and position reconciliation, and portfolio analytics.
Access a powerful suite of tools across asset classes, including private investments
Bloomberg’s comprehensive data and analytics support investment sourcing, due diligence and portfolio monitoring. Use specialized risk models for hedge funds and private equity, manage multi-asset portfolios with fund look-through, and tap into mandate tools linking pension funds to over 1,200 alternative investment managers on the Bloomberg Terminal.
Stay ahead of complex global regulations and align portfolios with your sustainability goals
Remain compliant and confident in a fast-changing regulatory environment with integrated solutions built for transparency, automation and scale.
Bloomberg supports reporting across global frameworks, including SFDR and TCFD. Maintain transparency with audit-ready documentation, policy controls and real-time risk analysis. Meet global standards with cross-border support and regulatory stress testing tailored to institutional requirements.
Build resilient, future-focused portfolios that reflect your sustainability objectives and regulatory responsibilities. Bloomberg’s integrated solutions help you align with global standards while uncovering ESG-driven risks and opportunities across asset classes.
Customize and license benchmarks
Build, license and benchmark products – across equity, fixed income, commodities, multi-asset and more – informed by Bloomberg data and research. Integrate Bloomberg Indices into our portfolio and risk analytics solution (PORT) to track portfolio performance and risk.
Strengthen your firm’s ability to monitor assets and report on risks
Make quicker, more informed decisions with Bloomberg Portfolio Analytics (PORT), MAC3 models and the Bloomberg Multi-Asset Risk System (MARS). Track multiple external and internal portfolios. Our asset-liability management (ALM) workflows provide a uniform, single-view interface with intraday analysis, helping you make confident, timely decisions.
Integration with asset servicers via Bloomberg Asset and Investment Manager (AIM) streamlines trade processing, settlement exception management, cash and position reconciliation, and portfolio analytics.
Access a powerful suite of tools across asset classes, including private investments
Bloomberg’s comprehensive data and analytics support investment sourcing, due diligence and portfolio monitoring. Use specialized risk models for hedge funds and private equity, manage multi-asset portfolios with fund look-through, and tap into mandate tools linking pension funds to over 1,200 alternative investment managers on the Bloomberg Terminal.
Stay ahead of complex global regulations and align portfolios with your sustainability goals
Remain compliant and confident in a fast-changing regulatory environment with integrated solutions built for transparency, automation and scale.
Bloomberg supports reporting across global frameworks, including SFDR and TCFD. Maintain transparency with audit-ready documentation, policy controls and real-time risk analysis. Meet global standards with cross-border support and regulatory stress testing tailored to institutional requirements.
Build resilient, future-focused portfolios that reflect your sustainability objectives and regulatory responsibilities. Bloomberg’s integrated solutions help you align with global standards while uncovering ESG-driven risks and opportunities across asset classes.
Customize and license benchmarks
Build, license and benchmark products – across equity, fixed income, commodities, multi-asset and more – informed by Bloomberg data and research. Integrate Bloomberg Indices into our portfolio and risk analytics solution (PORT) to track portfolio performance and risk.
CLIENT SUCCESS STORIES
From fragmented systems to full visibility with Bloomberg PORT
National Employment Savings Trust (NEST), the UK’s largest pension provider, was using one application for risk management, another for data collection and analysis and another for monitoring portfolios. Managing these multiple technology systems and information sources was becoming increasingly costly.
See how NEST uses the Portfolio and Risk Analytics solution on the Bloomberg Terminal to enable greater transparency and insight into the historical, present and future risk/return profile of the portfolios it has under management.
CLIENT SUCCESS STORIES
Optimizing time-sensitive trading using automation
The Guardians of New Zealand Superannuation (the Guardians), which manages the NZ Super Fund, invests in a range of government securities across Asia, Europe and America. The Guardians needed to find an automated solution to trade these bonds outside New Zealand trading hours and to improve overall efficiency. The fund manager also wanted to reduce its reliance on individual brokers, using automation to send trades to multiple brokers simultaneously — and achieve best execution.
See how the Guardians collaborated with Bloomberg to make their trading process more efficient, avoiding the need for external traders to work overnight and crucially, providing the Guardians with increased access to liquidity, enabling them to move away from the constraints of their original trading model.
Winner of 5 Waters Rankings 2024
2024 RegTech Insight US Awards
