Equity Screening and Back-Testing
This session will be of particular interest to Analysts, Portfolio Managers, Salespeople and Traders who would like to learn more about data-vis capabilities on Bloomberg, and improve the effectiveness of the current charting setup.
Agenda:
- How to screen for equity fields to create portfolios in Equity Screening tool
- How to back-test strategies for those portfolios, using fundamental or technical methodologies
Speakers
Tim Mccullough
Technical Analysis Application Specialist
Bloomberg
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.
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.