Revenue Segment Exposure
As part of our ongoing series, this focus webinar delves deeper into Revenue Segment Exposure of ETFs for quick understanding of aggregated holdings for portfolio. Whether you are an investor, allocator, or salesperson, Bloomberg's new holdings-based analytics will quickly deepen your understanding of a fund.
In this bite-sized webinar, you will learn about:
In this bite-sized webinar, you will learn about:
- Understanding which industries contribute to revenue within a portfolio, regardless of how the holdings are classified
- Substantial Contribution to Mitigation Tests for EU Taxonomy
- Drivers of fund exposures
- Bloomberg Classification of Funds and Equities
Speakers
Adam Lynne, CFA
Product Manager for Style Analysis
Bloomberg
Adam has worked at Bloomberg LP since 2012 and has been a Product Manager since 2019. Prior to joining the Product department, Adam worked with buyside customers focused on equity and fund investments, portfolio construction, risk analysis, as a buyside workflow specialist.