Investment Research Data
Extract maximum insights with minimal effort
Spend less time wrangling data and more time uncovering opportunities with Bloomberg’s growing number of investment research data products. Purpose-built and curated for rigorous investment research, Bloomberg’s research datasets provide end-to-end solutions to power your research workflows.
Datasets are built with interoperability and scalability in mind, so you can easily integrate new datasets into existing processes and workflows.
Optimized for research
Key features such as investable universe filtering, long point-in-time history, accurate timestamps, granular metadata and fast time series retrieval support sophisticated analysis, backtesting and signal generation.
Flexible delivery
Get up and running quickly with pre-processed datasets delivered seamlessly into any cloud environment you’re in, and query DL+ modelled data via Python API.
New datasets
We’re continually expanding our suite of investment research data products, with new datasets in company research, commodity research, macro research and quant pricing scheduled for release in the coming months.
KEY STATS
100,000+
Companies (Historical Point-in-Time Data)
1,200
Unique KPIs (Industry Specific KPI Data)
33
Years of history (Company Fundamentals Data)
Billions
Of U.S. consumer credit & debit card transactions (Alternative Data)
Datasets
Our deep, differentiated and granular datasets across asset classes can power a wide variety of research, including factor research and backtesting, single and cross-company research, operating segment exposure and risk analysis, geographic segment exposure and risk analysis, supply chain related risk analysis and physical risk exposure scenario analysis.
Company Research
Seamlessly build company research and industry knowledge graphs with our interoperable company research datasets.
Company Financials, Estimates, and Pricing Point-in-Time
- Historical point-in-time company actuals, consensus estimates, company guidance and pricing data for over 100,000 active and inactive public companies
- Seamless updates to company actuals, consensus estimates and pricing data using point-in-time adjustment factors related to corporate actions
- Access Last Twelve Months (LTM) views and as-reported formats, standardized across industry sectors
Industry Specific Company KPIs and Estimates
- 1,200 unique KPIs (key performance indicators) across the 11 Bloomberg Industry Classification Standard (BICS) Level 1 Sectors and 44 BICS Level 3 Industries, enabling deep sector and industry research
- KPI Estimates help forecast headline financials for upcoming fiscal periods
Operating Segment Fundamentals (BICS)
- Operating segment data for 53,000 public companies
- Revenue, total balance sheet assets, net revenue and operating income for each reported segment of a company for the company’s latest reported fiscal year
- Bloomberg’s experienced analyst teams classify and map companies’ as-reported segments to standardized BICS segments based on various qualitative and quantitative measures
Geographic Segment Fundamentals (GEO)
- Geographic segment data for 53,000 public companies
- Region- and country-level actuals data reported by companies when available
- Non-reported data is estimated by a hybrid trade flow + GDP model that estimates a company’s revenues with other countries based on its country of domicile, a more accurate measure than estimates based on revenue weighted by GDP alone
Supply Chain Data
- Supply chain data, several supplier tiers deep, for over 100,000 companies
- 18 years of history, providing significant visibility into company supply chains
- Both estimated and as-reported relationship data leveraging content from financial reports, investor presentations, conference calls, news releases, trade journals, product catalogs and company websites
Alternative Data: Bloomberg Second Measure
- Proprietary Bloomberg Second Measure transaction data analytics feeds are now available via Bloomberg Data License and Data License+
- Credit card and debit card transaction data from 20+ million U.S. consumers, covering 3,000+ public and private companies and 4,000+ brands across industries
- Gain valuable insights into company performance and consumer trends from billions of transactions in near real-time (3-day lag)
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