Portfolio & Risk Analytics

Bloomberg’s Portfolio & Risk Analytics solution is a comprehensive suite offering unmatched transparency, allowing you to develop, assess and execute powerful, differentiating investment strategies.

Fully integrated with the Bloomberg Professional service, our portfolio analytics platform provides unparalleled access to the broad range of sophisticated tools required by today’s investment professionals.

CUSTOMIZE YOUR WORKFLOW

User-friendly and intuitive, our portfolio solution is customizable and integrates your holdings with performance and risk analytics, as well as with Bloomberg’s comprehensive market and security data. Everything you need, including flexible charting and news indicators, is one click away.

Start with your current holdings or load historical data, from whatever point in time you select. From performance and style attribution to portfolio characteristics and trends, you have a vast array of choices to help you analyze and evaluate your positions.

COMPREHENSIVE FUNCTIONALITY

We offer real-time monitoring, historical analysis, performance attribution, aggregated portfolio characteristics, scenario analysis, news and alerts. You can understand sources of risk and leverage data through multi-factor models and functions, as well as calculate tracking error, risk transparency and value-at-risk.

ENTERPRISE-WIDE TRANSPARENCY AND CONTROL

As part of the premium enterprise offering, implement Bloomberg’s Portfolio & Risk Analytics across your entire firm for a holistic view of your organization’s global investment activities. Senior management teams, from risk managers to the Chief Investment Officer, can obtain unparalleled insight into holdings, build organizational confidence and potentially reduce risk.