bloomberg equity portfolio application

8/12/2019 Bloomberg Equity Portfolio Application

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Bloomberg Equity Application

Specialists 415-743-3540 1

Bloomberg’s

Equity Portfolio Management& Research Solutions





YOU’RE EITHER IN FRONT OF A BLOOMBERG…

OR BEHIND!

GLOBAL COMMUNICATION

• Over 40 million messages are sent across The BLOOMBERG PROFESSIONAL® service every day.

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multimedia presentations directly to the world's top investment managers.

ALL THE NEWS IN THE WORLD

• Over 1,800 BLOOMBERG NEWS® employees publish more than 5,000 stories a day.

• Search over 2200 news categories & subjects from over 250 leading news wires. • Radio/TV and nearly 208,000 archived multimedia reports with key newsmakers.

• Nearly 13,000 live breaking news events have been broadcast on LIVE <GO>.

• Nearly 10,000 video clips have been added since beginning of 2004.

REALTIME PRICES & CONTRIBUTIONS

• Over 240 exchange feeds from more than 100 countries.

• Over 6,500 price & research contribution screens.

BLOOMBERG PEOPLE

• Over 1.5 million People Profiles now available.





YOU’RE EITHER IN FRONT OF A BLOOMBERG…

OR BEHIND!

FREE TRAINING & SUPPORT• In 2005 we ran more than 11,000 free seminars with over 190,000 attendees.

• Over 8,000 employees in more than 100 offices support our clients globally.

• Our global help desk operates 24 hours a day in over 30 different languages.

ANALYTICS & DATA

• Over 14,000 analytical & data screens.

• Over 4.6 million Fixed Income securities.

• Over 375,000 Equities from more than 130 countries.

• Over 8 million Company Filings

• Over 55,000 Loans & 105,000 Mutual Funds.

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• Over 300,000 Indices and Economic statistics. • Over 250,000 Corporate Actions, including 110,000 Mergers & Acquisitions.

• Over 31,000 Fundamentals, and much, much more.

• Over 5 million US Federal and State Court opinions from Bloomberg LAW





Index of Contents

• Manage Information onHoldings……………………………........................... ..5

• Portfolio Analysis…...……………………………..... 10

• Screening Tools……………………………………... 20

• Company Analysis………………………………….. 27

• Market Entry………………………………………... 41

• News, Statistics & Research………………………... 46

• Resources & HELP……………………………….... 57





MANAGE INFORMATION

ON YOUR HOLINGS Keep on top of the Events, news, research and

information available on your holdings





Live Earnings Calls and Transcripts Use EVTS to display and manage a

corporate events calendar for the companies you care about. You can also access

written/audio transcripts for the corresponding events.

EVTS





Live Earnings Calls and Transcripts Monitor live streaming text of Earnings

Calls, Shareholder Meetings and more. Access real-time transcripts of what companies

are saying about themselves, their products, and their industry. Download summary transcripts

to get a quick briefing of the call or event.

EVTS





Earnings Announcement Calendars Use ACDR to display an earnings estimates

and announcement calendar for the companies you care about. View the results of

your universe in terms of growth, surprise and guidance so that you can gauge impact

on your returns and make appropriate investment decisions.

ACDR





News and Research On Your Names Use NPH to display the most recent

news stories and research reports for the current and previous business day for

each security in a selected portfolio. You can use NPH to track the news affecting the

securities in your portfolio.

NPH





Actions that will affect your holdings Drill down to the actions and events

that will directly affect the assets you have under management. Corporate Action

calendars can be scheduled to run on your portfolio automatically

PSCACACT





PORTFOLIO ANALYSIS Achieve better portfolio performance by

leveraging Bloomberg’s Performance and

Risk Analytics





Portfolio Performance Use PRT to track the intra-day performance of your equity

portfolio and compare it against a benchmark. You can analyze your portfolio by different

categories, including sector and industry, country, etc to determine the factors contributing

to your performance and determine where you should overweight or underweight against

your benchmark.

PRT





Analyze Portfolios Use PREP to obtain a distribution, or breakdown, of your

portfolio by various criteria. PREP is a portfolio reporting tool that provides a two-way

distribution sort and an optional graph of tabular data so that you can evaluate a profile of

your portfolio holdings. With flexible data organization, PREP enables you to segment your

portfolios and re-aggregate the positions therein into identifiable dimensions.

PREP





RVPCreate Portfolio Reports Use RVP to compare equities within a selected portfolio to

each other as well as to the sectors your invested in and the overall portfolio. You can

build up to 20 customized spreadsheets to analyze the securities and sort on any specific

item and then quickly download the information to excel or print it out in presentation

ready format.





Tracking Error Use TRK to analyze how a portfolio's performance compares to the

performance of an underlying benchmark, portfolio or index. TRK uses an ex-ante

approach, a forward-looking approach that is calculated across 1000 randomly generated

scenarios, to calculating the tracking error.

TRK





Value-At-Risk Use VAR to display three different value at risk (VAR) methodologies,

Parametric, Historical, and Monte Carlo, for a specific portfolio. You can also use VAR

to specify the confidence interval and time horizon used to

generate value at risk.

VAR

W t C S i U WRST l f li ’ i l l / i





Worst Case Scenario Use WRST to analyze a portfolio’s potential loss/gain

across a series of historical and theoretical market conditions. You can apply a range

of stress tests to a portfolio and display the ten worst performing scenarios in

descending order so that you can determine effective strategies for minimizing loss.

WRST

Th F d M G f h k d h





The Fund you Manage Gain perspective from the investor marketing side on the

fund or group of funds you manage. View fund statistics, holdings, returns, fees and

management information.

DES

FPC





Evaluate Your Peers Bloomberg covers over 100,000 funds and combines

criteria designed specifically for analyzing funds so that you can get to the funds

who are your peers. Find who is the best performing fund in a particular sector,

date range or family and analyze their holdings and performance drivers.HLDS

FPC





STOCK SCREENINGThe tools on Bloomberg that will help you

choose winning equities for your portfolios toachieve high total return

Wh t S t A P f i U GICS d h l f





What Sectors Are Performing Use GICS to determine the classification

breakdown and relative classification performance for and index, portfolio or list.

Conduct a top down analysis and keep abreast all of the factors that effect an industry

you are invested in or are looking for possible candidates within. Drill into any sector and

rank the returns of the members within to determine which stocks are driving performance

GICS

MRR

T i i t th M j W ld id I di h l d d l O





Tapping into the Major Worldwide Indices. The leaders and laggers

throughout the day that may become rising stars or new industry groups that are

outperforming the rest of the market.

IMOV

MAAnalyze M&A U MA t th d t il f t d hi t i l M&A t ti





MAAnalyze M&A Use MA to uncover the details of current and historical M&A transactions

for public and private transactions including deal types such as acquisitions and divestitures

to self-tenders, spin-offs, and joint ventures. These details can include total values, payment

terms, premiums, advisor information, and deal financials. Access League Tables on M&A

advisors to identify who is active in your sectors and/or regions. Monitor statistics for specific

industries and regions, news on MA and other areas of corporate finance.

Wh i G i P bli U ECDR i IPO d i ff i ECDR





Who is Going Public Use ECDR to monitor IPO, secondary equity offerings

and private placements so you can analyze how to raise capital in the market place and

gauge the market's receptiveness to various types of new issues.

ECDRNIM

Global Equity Screener Search our global equity database that consists of overQSRC





Global Equity Screener Search our global equity database that consists of over

320,000 global equities to generate a list of equity securities based on a set of criteria

you select. You can use QSRC to find equities that meet your fundamental and technical

criteria or apply your screens to your portfolio to alert you to any names that have

moved outside your investment bounds

QSRC

COMPANIES

New York Area's Fastest-Growing CompaniesRanked by three-year revenue growth rates

Revenue

Growth

Rate

Revenue (in

m il li on s) Ra nk

Net Income

Growth Rate

Net Income

(in millions)

Price/

Earnings

Ratio

Return

on Equity

Total

Number of

Employees

1 COMFORCE CORPORATION 680.8 436.2 16.0 (439.0) (2.0) #N/A N.A. 1.9 500.0

415 Crossways Park Drive

P.O. Box 9006

Woodbury, NY 11797United States

2 YORK RESEARCH CORP 6660.8 972.9 8.0 (1139.0) (6.0) 6.3 (9.3) 57.0

280 Park A venue

Suite 2700 West

New York, NY 10017

United States

3 USA NETWORKS INC 4204.6 3235.8 3.0 (2209.0) (27.6) #N/A N.A. (1.0) 9216.0

152 West 57th Street

New York, NY 10019

United States

4 GENESIS DIRECT INC #VALUE! 252.3 23.0 #VALUE! (155.8) #N/A N.A. #N/A N.A. 330.0

100 Plaza Drive

Secaucus, NJ 07094

United States

5 METROMEDIA INTL GROUP INC 556.7 240.3 24.0 (943.0) (123.7) #N/A N.A. (48.5) 1000.0

One Meadowlands Plaza

East Rutherford, NJ 07073-2137

United States

DSRCKeyword Screener on DES Search our global equity database by keyword for





DSRCKeyword Screener on DES. Search our global equity database by keyword for

companies involved in products and markets that are not a part of a SIC, Bloomberg

or GICS industry code.



I S S DBegin with a Mini prospectus ISSD provides a quick overview of the financial





MGMT

I S S DBegin with a Mini-prospectus ISSD provides a quick overview of the financial

data and operations of the issuer of the security, so you can thoroughly evaluate the

ability of the issuer to repay its debt. Evaluate management using MGMT to gain

access to professional background, board memberships, compensation, news and

holdings.

Company Description DES di l f d t l b k d i f ti d DES





Company Description DES displays fundamental background information and

financial data for a specific company, warrant, mutual fund, or equity option. You can use

DES to quickly view this information in one convenient location. Use CWP to display a

selected company's internet web page. If the company's home page is restricted for any

reason, the company's investor relations web page appears, if available.

DES

CWP

EEOTrack Forecasts Display Bloomberg's earnings projections as well as projections





EEB

Earnings Estimates:

BEst

ZACKS

FIRST CALL (addt’l $)

TOYO KEISAI

EEOTrack Forecasts Display Bloomberg s earnings projections, as well as projections

from various third party contributors for a specific equity. Bloomberg collects all

earnings estimates for a company in one place, so you can quickly gauge market

expectations. Gain full transparency into the consensus.

ERNAnalyze the trend and quality of earnings Compare reported data items with





ERNAnalyze the trend and quality of earnings Compare reported data items with

future estimates in an easy-to-view format. EM displays the reported data and estimates

in real terms and in terms of year-over-year percent change or period-to-period percent

change so that you can make informed decisions based on historical performance and

the market's expectations.

EM

GUIDAccess Company Guidance Use GUID to evaluate a company's own estimates in





GUIDAccess Company Guidance Use GUID to evaluate a company s own estimates in

one comprehensive view. Compare guidance against the analyst consensus numbers and

against reported financials. Complete transparency on how the company is guiding

their estimates up or down is available with links to the press release and full text

guidance release.

EEACompany Research Use EEA to display a list of all of a broker's estimates for a





EEACompany Research Use EEA to display a list of all of a broker s estimates for a

selected company. Bloomberg aggregates sell-side research from 900 brokers to provide

direct access to research reports directly without a fee. BRC

ANRThe Latest Analyst Sentiment Use ANR to display a list of analysts' recommendations,





ANRy p y f y ,

price targets, price target time periods, and a consensus rating for a selected equity. You can

also determine the latest analyst sentiment and identify which analysts have the most accurate

equity ratings.

FAAccess Fundamentals on over 36,000 Companies Evaluate a company's





FAAccess Fundamentals on over 36,000 Companies Evaluate a company s

financials in one comprehensive and customizable view that is easy to chart and analyze.

Access granular detail and clarity on the ratios and line items displayed. Link directly

to the source filings. Transparency allows you to analyze the value of a potential

investment, partnership, or acquisition target. Bloomberg is an originator of data and

each of our analysts are accessible for any questions. All data can be taken into Excel.

ARD

Access Filings Bloomberg has worldwide company filings in real-time from EDGAR CF





g g p y f g f

in the U.S. as well global filings from over 36,000 companies world wide so that you

can see the public documents and let the number speak for themselves in your evaluation.

CF

Evaluate The Company’s Health Use RSKC to display a snapshot of companyRSKC





health. You can also display related company data, so you can analyze company risk

over time or among peers. Use WACC to display capital structure, theoretical

weighted average cost of capital, economic value added, return on invested

capital (ROIC) and economic value added spread (EVA Spread) for a selected company.

RSKC

WACC



Who owns your prospective candidate Use PHDC to search for institutionalPHDC





and insider holders whose trading activity may influence the price of a selected security

or discover which investors are building or unwinding positions. Use AGGD to search

for institutional exposure to a specific company's corporate debt. You can also use

AGGD to display which institutions are exposed to company debt and determine who is

affected by ratings changes and bankruptcies.

PHDC

AGGD



Quickly Access the Inside Market Our Expanded Quote offers consolidated research BQ





on a specific stock or the entire market. It allows you to easily see if this stock is leading

the pack or just keeping pace. Each of the portions of the page can be maximized for

further analysis to our most popular equity functions so that you can gauge your entry or

exit point in the market.

BQ

What moved the market Bloomberg offers sophisticated charting with direct access into G





our news as well as Technical analysis studies. Draw trend lines, measure % change and click

on the news button and any portion of the chart to get color on what moved the market!

G

Gather Market Sentiment before you Buy or Sell View a trade activity TSM





summary that allows you to quickly assess which side the market is actively trading

on the bid or the ask to gauge Wall Street’s sentiment so that you know where

investors stand TSM

Pinpoint Liquidity These two analytics together allow you to see at what price VAP





buyers and sellers can execute a trade and what are the trades that have had the

largest effect on the stock for a given time frame.

VAP

AQR





NEWS, STATISTICS & RESEARCH Don’t miss the news that moves markets or the

information that matters to you

Impactful News Use TOP to display top headlines and stories from around the

ld th t k t f l b l k t i t i th t i t TOP





world so that you can keep on top of global market moving stories that may impact

your portfolio. Use READ to display the most popular news articles and to identify the

companies, topics, and people generating the most news interest so that you can stay

apprised of the headlines and news subjects that are drawing the most readers

worldwide.

TOPREAD

News You Can Use Bloomberg News is a worldwide, 24 hours a day news conglomerate, N





with over 2000 reporters based in over 80 news bureaus writing over 5,000 stories a day.

We have never thrown out a story since our inception as a news organization in the late

1980s so that you can search on historical news and get ALL the facts.

NTNI

AVCEO Interviews Use AV to access prerecorded and live multimedia broadcasts,





AV

LIVEreports, interviews, news conferences, events, and teleconferences, sports, multilingual

reports, program schedules, specific guests, and cable and satellite distribution via the

BLOOMBERG PROFESSIONAL service.

ALRTAlerts create price limit alerts and news alerts that notify you of moves in the market

th h Y i i l d/ dibl l t iti i





ALRT

NLRTas they happen. You can receive visual and/or audible alerts on securities in your

worksheets, indices, lists, and portfolios if a security's value falls below or rises above

your specified limits. Alerts flow through to your Blackberry.

The Economy in Real-time There are multiple market statistic solutions on

Bl b Th l ti it b l h l t th b th hit th WECO





Bloomberg. The real-time monitor below helps you capture the numbers as they hit the

market so that you can track how current and upcoming economic releases are going to

affect your short and long term portfolio strategies and research recommendations.

WECOFOMC

The Economy Historically Another Market Statistic solution of storing economic

i i hi i l i di ll d l i b i d hECO





statistics as historical indices allows you to draw conclusions about economic trends that

may affect your opinion on interest rates and how economic conditions will impact your

future strategy. Quickly view economic statistics for a country or related to a particular

industry that affects your specialization or the companies you invest in or are

recommending.

ECO

HMSM

ECST



Edgar Real-time Data Bloomberg provides access to the Securities and Exchange

Commission’s (SEC) “Electronic Data Gathering Analysis and Retrieval (EDGAR) EDGS





Commission s (SEC) Electronic Data Gathering, Analysis and Retrieval (EDGAR)

System. The filings are provided in real-time with the ability to be imported into

Microsoft Word, screened through by any keyword or sent via a message as an

attachment.

EDGS

Bloomberg Law Bloomberg provides access to court documents, litigation, patent

infringements intellectual property laws Our searching tools allow you to search BBLS





infringements, intellectual property laws. Our searching tools allow you to search

across news, EDGAR filings and legal documents so that you can perform the

appropriate due diligence on your investments and candidates DCKT

Customize your Desktop Bloomberg Launchpad is a customizable, dynamic userinterface, which takes existing BLOOMBERG PROFESSIONAL® service functions and BLP





interface, which takes existing BLOOMBERG PROFESSIONAL® service functions and

allows them to exist on your desktop. Bloomberg Launchpad builds an interactive workstation

driven by the BLOOMBERG PROFESSIONAL® service's data, news, and analytics in a format

which allows you to access the information you need, when you need it.

WEI WBWIR FXC





Find out what is happening in worldwide stock and bond markets, interest rates, currencies and other

markets that influence your buy and sell decisions and candidates in your portfolios.





Resources & Help

Bloomberg University. Use BU to display a menu of Bloomberg training resources that

can help you better navigate the BLOOMBERG™PROFESSIONAL service Through BU you BU





can help you better navigate the BLOOMBERG™PROFESSIONAL service. Through BU, you

can order training manuals, conduct a key word search, contact the Bloomberg Helpdesk,

register to attend Bloomberg seminars, request on-site training, or read about new functions

and enhancements.

Tips and Tricks Use EASY to display a list of tips and tricks and shortcuts you can

use to navigate the Bloomberg Professional Service more efficiently EASY





use to navigate the Bloomberg Professional Service more efficiently. EASY

Help When You Need It Hit the HELP key twice to gain instant access to

Bloomberg’s Help Desk. Help is available 24 hours per day, 7 days per week,





Bloomberg s Help Desk. Help is available 24 hours per day, 7 days per week,

365 days per year.

Online Symbol Guide Just simply type in the name of the company and hit the green

<HELP> key to drill down to all issues on the equity, debt, money market side of the business.





HELP key to drill down to all issues on the equity, debt, money market side of the business.

Type in a Person’s name or keyword to find any people profiles, information or analytics on the

Bloomberg Professional Service.

*

*

*

Bloomberg Fundamental Data Bloomberg provides complete transparency with

our Fundamental Data. For questions regarding financial statements you can call a ANB





q g g f y

Bloomberg analyst directly. There is full disclosure in the breakdowns of how we

handle the Income statement, Balance sheet, Cashflow statement and ratios we

calculate. Lastly, we display the accounting guidelines that we use.

FDO

BBXLBuild Custom Models The API offers clients the ability to bring Bloomberg data into

their Excel spreadsheet or proprietary applications so you can integrate Bloomberg into



p p p y pp y g g

your reports and applications to help you in the investment process.

bloomberg equity portfolio application

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