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  • Topic: Bloomberg L.P., Michael Bloomberg, Risk
  • Pages : 12 (1553 words )
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  • Published : January 26, 2013
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Portfolio
AnAlytics & risk

The BLOOMBERG PROFESSIONAL® service is the
world’s leading interactive financial information network, seamlessly integrating the very best in real-time data, news, and analytics. In addition, our customers benefit from on-demand multimedia content, extensive electronic-trading capabilities, and a superior communications platform that combines email and

instant messaging with the latest in voice and video technology. 02 ALPHA Desktop Introduction

Bloomberg ALPHA is the product set of the BLOOMBERG
PROFESSIONAL service specifically designed to provide
portfolio managers with everything they need to create and
execute winning strategies. With Bloomberg ALPHA you’ll get much more than just a Portfolio and Risk Management solution. You have the ability to turn Bloomberg into a powerful weapon for driving the performance of your portfolio and managing risk. For customers that require a global view of their firm’s portfolio performance and risk exposure, ALPHA Enterprise extends the

capability of ALPHA Desktop to offer a solution that features enterprise management and reporting tools complemented by
advanced customer support from the ALPHA Intelligence team
of experts.

Help x2

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live assistance.

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ANALYTICS AND REPORTING
Portfolio Slice and Dice
Real-Time Monitoring
Historical Portfolio Analysis
Attribution
Key Rate Durations
Scenario Analysis

RISK
09 Risk Overview
10 Factor Models
11 News & Alerts
12 ALPHA on BlackBerry® and iPhone®
13 ALPHA Enterprise Introduction

ALPHA Introduction 02

ALPHA
ALPD

As the market for portfolio analysis continues to grow, along with the cost of maintaining multiple interrelated systems, Bloomberg ALPHA is a comprehensive and competitive solution that meets the needs of today’s global asset managers.

ALPHA connects you to Bloomberg’s dynamic delivery of data, news and information—so you can see and consider every factor and scenario across your investment landscape. With multi-asset class capabilities you can go broader and deeper to understand the health of your portfolios.

GO
GO

Equity

fixed income
Portfolio Maintenance
Portfolio tools

Analytics

Performance

risk

slice and Dice

real time P&l

Multifactor risk

key rate Duration

return Attribution

VAr

scenario Analysis

Historical fund

tracking Error

fund style

stress test
liquidity risk

reporting
Performance

risk

Portfolio slice
and Dice

PSD

GO

Bloomberg’s Slice and Dice screen supports more than 25 different security types and offers a robust set of integrated analytics for you to view your portfolio in absolute or relative terms versus a benchmark. Aggregate measures by multiple classification schemes such as duration, sector or credit quality.

Enterprise-wide reports are available at an additional cost via the ALPHA Enterprise solution, please speak to your Bloomberg representative for details.
Portfolio Slice and Dice 03

AlPHA
introduction

Real-Time Monitoring 04

PRT

GO

Monitor the intraday performance of your multi-asset portfolios versus a benchmark in real time. The custom data tabs at the bottom of the screen allow you to dissect this information in various formats, including Heat Map graphics.

• Track the intraday performance of your portfolio on an absolute basis or versus a benchmark.
• Monitor your portfolio performance by GICS Sector, Industry, Market Cap, and more.
• Assign a market or custom benchmark to identify allocation and performance differences relative to the benchmark.

Historical
Portfolio
Analysis

HFA

How has allocation to equities, fixed income, and cash changed over time? What holdings are yielding the best risk return tradeoff? The historical portfolio analysis screen allows you to answer these questions and more to better understand your portfolio’s performance and risk...
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