Research Management Solutions

Native, real-time market data

Your research comes to life alongside high-quality market data.

Robust security integrations

Tag all research to intel-rich security tickers, aggregating key information with no extra effort.

Centralized research without adding applications

Unite your firm’s existing tools from Terminal and beyond.

Create structured and unstructured content

Your team already has established natural research creation habits. Bloomberg’s RMS helps you collect those processes into a streamlined workflow, securely storing data from many programs and sources.

Access centralized research content within Microsoft Office programs, producing new content and creating new opportunities for collaboration.

• Word, Outlook, PowerPoint, Excel, OneNote

Pull in your firm’s communications across the internet.

• Email, Google Chrome

And of course, create and consume content directly within the Bloomberg Terminal and Bloomberg Anywhere App.

Use Terminal tools to produce and consume research ideas

If you can use the Terminal, you can use Bloomberg’s RMS.

Highlights of the RMS functionality within the Terminal include…

• Document Search gives you access to 200 million company documents with the power of AI in one location alongside your own internal research
• IB Forums let you collaborate and track ongoing, real-time, multi-user conversations
• Worksheets and custom Tearsheets create homepages to visualize your proprietary research, enriching it with the Bloomberg security master and market data

Learn more about the Bloomberg Terminal

Bring research into the heart of your investment workflow

See your research come to life in tagged, informative portfolio views and controls.

• Rebalancing tools
• Risk analytics
• Portfolio management
• Portfolio report generation
• Portfolio scheduling

Integrate research into your asset and investment workflow using AIM on the Bloomberg Terminal.

Discover Bloomberg’s Asset and Investment Manager

Manage your organization

Administrative tools don’t have to be a headache for your team. With the Terminal’s built-in user controls, you can permission, set permissioning rules, quickly and confidently.

• Manage teams and group users.
• Configure data access measures
• Set broker entitlements
• Evaluate internal and external research

Succeed in a changing world with ever-evolving tech

When trends emerge and your firm needs new technology to face unique challenges, turn to Bloomberg. Our experts have built integrated solutions that can be customized to your firm’s exact needs.

The latest example of this is ESG. Tracking ESG processes within your firm and sharing that information with investors can now be a seamless part of your workflow.

• Manage ESG research
• Dig into fundamental ESG data beyond external ratings
• Track meetings and engagements
• Report on your firm’s ESG engagements
• Integrate proprietary ESG ratings across the Bloomberg Buy-Side offering

Learn more about the Bloomberg ESG Solutions

Explore BloombergNEF for energy transition trends

Automate and customize with APIs

Your firm’s research is valuable and should be available at all stages of the investment lifecycle

The Bloomberg Query Language, or BQL, is an API tool that helps build bridges with many other applications. Using our inbound and outbound API product suite, access many parts of your research.

• Your note library
• Note metadata like internal recommendations, theses and forecasts
• Custom data and tagging
• Portfolio characteristics, performance and risks