Webinar

Bloomberg Broker Evaluation Tools: Who is Providing Value?

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Evaluate broker services provided in aggregate across your team to determine who is providing the most value-add to your research process. In this third and final session of the series, we’ll demonstrate how to access the consumption statistics around the research and models consumed over the Bloomberg Terminal. During the session we’ll provide a detailed look into the options you have to upload and rate the value-add services that that were provided away from Bloomberg, like corporate access, analyst meetings and industry conferences. Explore tools on how to determine which teams are using the most broker services and which brokers you rely on the most. Use this data to inform your “Broker Vote” and “Broker Feedback.”

Speakers

Matt McCarvill

Research Workflow Specialist

Bloomberg

Matt McCarvill is a Workflow Specialist focused on improving the internal and external research workflow of Bloomberg's buyside customers. Over the last 20 years, Matt has been a relationship manager for a variety of Bloomberg customers, covering the State of Missouri, larger broker dealers and the Boston Buyside, with the last eight years as a Research Specialist, helping customers access and evaluate content. Matt has an Economics degree from Villanova University.

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