Back-Testing Strategies for ESG
This session will be of particular interest to Analysts, Portfolio Managers, Salespeople and Traders who would like to learn more about our ESG data on the Bloomberg Terminal, and our backtesting capabilities with it.
Discussion Topics
- Introduction to Bloomberg's ESG data data and analytics
- Backtesting ESG ETFs, indices & bonds against ESG factors
- Back-testing ESG ETFs, indices & bonds relative to wider market indices
- Technical Analysis in ESG ETFs, indices & bonds: any differences from non-ESG markets
- Incorporating internal ESG scores into strategies
Speakers
TIM MCCULLOUGH
Technical Analysis Application Specialist
BLOOMBERG/ LONDON
Tim is the application specialist in Technical Analysis at Bloomberg LP in London, where he manages the rapidly increasing demand for charting and data visualization tools in EMEA. He has over 30 years’ experience in financial markets, in trading, sales and research at major international banks, including State Street, UBS, BNP Paribas and Lloyds. He uses diverse but complementary technical methodologies, based on behavioral finance, to help Bloomberg clients to analyze sentiment in all asset classes and all conditions of volatility and liquidity. In 2018 he additionally took an MSc in Financial Investigation, including a dissertation examining the dependency of financial markets on illicit flows from money laundering. He previously took a BA in Classics and is a full member of the Society of Technical Analysts in London and of IFTA.
Risa Moriguchi
Account Manager
Bloomberg L.P.
Risa has amassed extensive knowledge of equity markets as well as an understanding of Technical Analysis and ESG market at Analytics department previously. She is now an account manager for Switzerland, assisting Bloomberg clients from kantonal banks to individual asset managers.
Alex Humfryes
Account Manager
Bloomberg L.P.
Alex has been at Bloomberg for over 2 years, where he spent his first year in the Analytics department with a focus on equities, portfolio, news and ESG. He is now working within the Sales Account Management team covering the Frankfurt territory, helping clients with their Bloomberg Terminal workflow on both the buy and sell side.