Buy-Side Solutions in Focus Archives | Bloomberg Professional Services
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Buy-Side Solutions in Focus

In today’s volatile markets, firms conducting business from home or even a hybrid model need robust technology to react to market-moving news with efficiency.

Join Bloomberg’s Portfolio and Order Management experts for a weekly webinar series highlighting Buy-side solutions designed to help you maintain resilience through creative idea generation, actionable analysis and seamless portfolio management and execution.

Transaction Cost Analysis for Efficient and Compliant Investing

Duration: 30 Minutes
Understand implicit transaction costs so you can develop an optimal strategy pre-execution. Also learn how Bloomberg's post-trade TCA tool combines your trades with the unrivaled breadth and transparency of Bloomberg’s market data to deliver powerful analysis against a wide range of benchmarks.

Speakers

Erika Hempel

Bloomberg

Eliot Wheeler

Buy-side Enterprise Solutions Specialist

Bloomberg

Vlad Sosonko

Electronic Trading Solutions Sales

Bloomberg

Portfolio Reporting and Validation Tools to Ensure Accuracy in Decision Making

Duration: 30 Minutes
Walk through our best in class validation tools to ensure correct position, cash, and transaction data. Learn about our dependency management capabilities and centralized admin controls for precise and reliable performance and risk reporting.

Speakers

Jack Ayer

Bloomberg

Caroline Bolwell

Bloomberg

BAM Model Updates for High Quality Analytics & Scenario Analysis Amidst COVID-19 Economic Environment

Duration: 30 Minutes
Unpack the benefits of the BAM model for agency MBS to provide high quality analytics consistent with the index. Use BAM dynamically to understand potential changes in analytics with yield curve shocks.

Speakers

Seth Bittker

Portfolio & Risk Analytics Product Manager

Bloomberg

Joe Solomita

Bloomberg

How Fixed Income Managers Leverage BVAL for Precision in Portfolio Attribution

Duration: 30 Minutes
As the official pricing source for the Bloomberg Barclays Indices, learn how Bloomberg Valuations (BVAL) offers unmatched precision in performance attribution. Learn about new developments on BVAL integration within our OMS (AIM).

Speakers

Andrew Barelli

Bloomberg

Emily Bucknam

Buy-side OMS Account Manager

Bloomberg

How Risk Managers Are Reducing Risk Exposure Through Asset Allocation

Duration: 30 Minutes
Uncovering optimal risk-return tradeoffs through asset allocation can help firms generate ROI through the current volatile environment. Leverage portfolio tickerization to assess capital distribution across sleeves and understand their risk and return contribution to the overall strategy so that you can be more informed for trade and asset allocation decisions.

Speakers

Bradley Bridwell

Portfolio & Risk Analytics Account Manager

Bloomberg

Maria J Forni

Buy-Side OMS Account Manager

Bloomberg

Assessing CDS Deals Amidst a High-Risk Market

Duration: 30 Minutes
Mitigate portfolio risk leveraging our portfolio and risk analytics tool (PORT) to assess credit risk, our Swap calculators to generate Credit Default Swap deals and our OMS to execute the CDS.

Speakers

Santiago Abascal Mogio

Bloomberg

Tommy Decurtis

Portfolio & Risk Analytics Business Development

Bloomberg

Booking and Analyzing Portfolio Hedges Amidst Uncertainty

Duration: 30 Minutes
Hedge your portfolio's exposure to risk, duration, and foreign currencies within the PORT optimizer and Bloomberg's Decision Support Tool.

Speakers

Michael Pham

Portfolio & Risk Analytics Account Manager

Bloomberg

Corey Levine

Buy-side OMS Account Manager

Bloomberg

Customizing Indices for Refined Research and Tailored Benchmarks

Duration: 30 Minutes
Discover the power of our custom index query tool for market research, what-if analysis and benchmarking. Identify trends in the Global Fixed Income Market by analyzing your custom index queries through our Enterprise Portfolio and Index reporting engine.

Speakers

Brittany Overacker

Portfolio & Risk Analytics Account Manager

Bloomberg

How Asset Managers Are Achieving Zero-Touch Trading

Duration: 30 Minutes
Join Bloomberg's order and execution specialists as they explore automation on the trading desk and illustrate how it can be achieved with a few easy steps. You will also hear examples of asset managers who have implemented Bloomberg's automated trading solution and how Rule Builder (RBLD) and Broker Wheels (WHLS) improves the speed and efficiency of their execution processes.

Speakers

Benoit Babin

Buy-side OMS Account Manager

Bloomberg

Kapil Phadnis

Trading Automation Product Manager

Bloomberg

Leveraging Custom Data Integration for Best-In-Class Portfolio Analysis

Duration: 30 Minutes
Custom data offers a the powerful advantage of personalization in portfolio analysis. Learn how custom data scores seamlessly integrate in portfolio partitioning and classification screen and OMS platform (AIM) in order to give you a competitive edge.

Speakers

Mark Maestranzi

Bloomberg

Candice Clark

Bloomberg

Assessing Portfolio Liquidity Risk Through COVID-19 Conditions

Duration: 30 Minutes
Dive into our portfolio liquidity risk tool (PORT) to expose your least liquid positions, expected time to liquidate and the cost impact of potential trade decisions. Get an inside look at our premium liquidity scoring system (LQA) and how these scores integrate in with our OMS platform (AIM).

Speakers

Mike Pruzinsky

Buy-side OMS Regional Manager

Bloomberg

Brian J. Smith, CFA

Buy-side OMS Regional Manager

Bloomberg

Transforming a Trade Idea Into Execution in a Volatile Oil Market

Duration: 30 Minutes
Curtail an accurate and actionable news search on oil, hone in on a portfolio to reassess risk exposure given current market conditions, generate trade ideas and execute those ideas through Bloomberg's Asset and Investment Manager (AIM).

Speakers

Chris Rusert

Buy-side Workflow Consultant

Bloomberg

Brian Reynolds

Portfolio & Risk Analytics Account Manager

Bloomberg

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