SolutionsAsset Owners

Asset Owners

For insurance companies

Operations and technology management

Streamline your legacy tech stack, optimize operational efficiency and manage costs by using Bloomberg for your Investment Book of Record (IBOR), Order and Execution Management System (OEMS) and compliance needs.

Portfolio & risk analytics and reporting

Dive into advanced attribution models, fixed-income risk analytics, risk forecasting tools and portfolio reporting to better manage evolving risks like the impacts of natural and climate-related catastrophes, cyber risks and more.

Asset liability management

Access risk management, funding liquidity and surplus risk analysis that compare your assets to your liability cash flows and LDI benchmarks to help monitor balance-sheet wide risk on a single screen. Stress test asset and liabilities within a single system to meet prudential and regulatory needs.

Enterprise risk management

To help insurers value portfolios and understand key risks, Bloomberg provides high-quality underlying market data and analytics, including:

  • A multi-asset risk system that supports intraday and real-time risk analysis, stress testing, valuations and cash flows
  • Quantitative requirement calculations for Solvency II and similar capital regulations
  • Cross-asset support for all cash and derivative products, including full revaluation models and customized Greeks
  • Risk analysis on interest rates, credit, FX and equity
  • Historical and Monte Carlo VaR calculations
  • Firm-wide historical, custom and predictive correlation-based stress tests
  • Credit-default risk and PFE analysis, and margin calculation including SIMM

Asset-liability management

In a low-yield world where insurers need dependable liability-matching technology and robust ALM practices, Bloomberg’s customizable solutions enable:

  • Unified view of assets, derivatives and liabilities, offering clear sight of duration, with analysis of stressed economic balance sheet, and projected and stressed cash flows
  • Single-click calculation of duration-flattening interest-rate swap and credit-swap hedges
  • Bespoke dashboard creation using APIs, promoting automated and seamless reporting
  • Workflows for IFRS17, LDTI and UFR discounting of assets and liabilities

Regulatory compliance

To help your firm operate efficiently and meet your regulatory obligations, Bloomberg supports critical tasks including:

  • Digital transformation and data management, requiring a strategic partnership approach to manage rising data volumes and data-type growth
  • Shifting insurers’ compliance functions to third-party providers to achieve operational resilience, while increasing use of data analytics for better governance
  • Supporting financial resilience by focusing on ALM, risk and the impact on solvency
  • Disclosing new products and meeting investment requirements on climate risk

Learn more about our solutions for insurance companies.

For pension funds

Portfolio oversight & reporting

To strengthen your firm’s ability to monitor assets and report on risks, Bloomberg provides an end-to-end solution, including:

  • Real-time performance and risk analytics to track multiple external and internal portfolios
  • Risk models for all types of portfolio, universe and investment styles
  • Integration with asset servicers, providing trade processing, settlement exception management, cash and position reconciliation, and portfolio analytics
  • Asset-liability management (ALM) workflows enabling uniform, single-view, intraday analysis for quick decision making

Learn more about our portfolio analytics and
risk management solutions

Alternative asset investments

Bloomberg is investing heavily in this space and provides a powerful suite of tools designed specifically for alternative investments, including:

  • Data and analytics to support investment sourcing, due diligence and portfolio monitoring
  • Dedicated hedge-fund and private-equity risk models
  • Multi-asset portfolio-management solutions with fund look-through
  • Investment-mandate tools that connect pension funds with 1,200+ alternative-investment managers

Learn more about our research management and
analyst solutions

Data & sustainability

As the data and governance responsibility on pension funds grows, Bloomberg offers support with tailored solutions that drive performance:

  • Liquidity oversight and stress scenarios for regulators
  • Full suite of multi-asset-class indices including ESG for benchmarking
  • Broad regulatory and ESG data categories

Learn more about our data management solutions

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