Solutions / Banks and Broker Dealers
Sell-Side Trader
Optimize your workflow
Sell-side firms need to convert expertise into action at a relentless pace. Get everything you need from one place, quickly. From breaking news to granular analysis we deliver the information that matters most to you. For more complex products, our multi-asset tools help you spot correlations or opportunities across markets, regions and currencies.
Connect with the right people quickly and share compelling data to ignite their interest. Then turn to our order management and trading capabilities to make the trade quickly, cost-effectively and within your compliance policies.
News and research
Know what’s happening and why it matters. Tailor your news feed to the information that matters to you and your clients, then turn to Bloomberg Intelligence for concise insight that makes sense of the news.
Market surveillance and analysis
Stay ahead of events and understand the drivers behind market movements. Monitor markets and product performance in real-time and rely on powerful data visualization tools that surface the information you care about. Then share it easily with clients to validate your ideas. Our tools allow you to see the full spectrum of critical data, from macro breadth and sentiment indicators to intraday tick charts – and every other chart in between.
Company and industry analysis
Examine fundamentals, assess relative value and understand the corporate strategies behind investments. Get insight into thousands of companies in more than 130 industries and understand the driving forces behind the movements in major asset classes, credit metrics, economics, and government policy. Is there an appetite for your ideas? Find a buyer of your ideas quickly through Bloomberg’s community of more than 320,000 investment and corporate professionals.
Pricing and modeling
Base your trading on industry standard valuation tools and back them up with pricing transparency that allows clients to see and have confidence in your assessment. Forecast the chance that a currency, commodity or rate movement will be realized on an exact date. Quickly access relative value analysis that is integrated into our Order Management Systems. Bloomberg delivers accurate information quickly, the tools to test your ideas and benchmark their performance, and the forward-looking analytics that give you the insight to act with confidence.
Communication
Communication and visibility drive your business. Find and be found by more potential counterparties on Bloomberg, the world’s biggest electronic trading platform. Build and maintain relationships, make sure trade partners can reach you quickly, negotiate efficiently, share information with your sales team, and access customers through our real-time communication and collaboration tools and our powerful salesperson dashboard.
Sales and relationship management
Conduct client analysis and target the right clients to proactively connect with in response to market events. Set alerts for instant delivery of pivotal information alongside the relevant audience so that you can act quickly and decisively. Access the most relevant information on client holdings from a digestible and actionable view.
Order management
Drive efficiency and speed to market with an OMS that’s seamlessly embedded within your Bloomberg terminal. By integrating aspects of your execution management such as pre-trade analytics and charting, with our OMS and secure network, Bloomberg focuses on delivering an efficient workflow throughout the entire life of the trade. Avoid losing time between systems. We bring all the tools you need together onto one customizable platform that does everything you need, quickly and accurately. Fueled by the best data in the business, our OMS offerings are hosted and fully integrated within the Bloomberg ecosystem.
Execution management and trading venues
Greater execution efficiency is a competitive edge you cannot afford to overlook. Access fragmented pools of liquidity, predictive analytics, and transaction cost analysis tools, all alongside an efficient, intuitive execution platform. Manage equities, fixed income, foreign exchange and multi-asset trades from a single, customizable workspace.
Equities
Our multi-asset-class trading platform integrates our exchange and broker data with your equity, futures and options orders. We offer the sell side an advanced multi-asset execution tool with no-fee access to client order flow, analytics on client orders and the widest algorithm distribution platform in the market.
Fixed income and derivatives
Route and execute orders into our trading platform and other venues, so you can quickly and efficiently manage your trades. Our commission-free platform links all available fixed income electronic trading products into one portal and provides multi-dealer, executable composite pricing, so you can stage, monitor, trade and allocate trades through a single function on the Bloomberg Terminal.
For derivatives trading, our swap execution facility (SEF) provides participants access to multiple execution styles and liquidity across numerous asset classes including rates, credit, currency and commodity derivatives in the U.S., while Bloomberg’s multilateral trading facility (MTF) will provide eligible participants access to an order book and request for quote functionality and liquidity across the CDS and IRS asset classes.
Foreign exchange
Our multi-bank FX trading platform provides powerful functionality for you to execute foreign exchange transactions. We offer a commission-free electronic trading platform for the execution of spot, outright, swap, NDF, deposit, order and option transactions.
Agency broker
Bloomberg Tradebook® is a leading agency broker and multi-asset execution technology platform that provides access to high quality liquidity, market insight and customized solutions across more than 100 global liquidity venues and 43 countries. With unique tools and unrivaled standards of execution, we seek new ways to deliver value to both the buy side and sell side.
Compliance and regulatory checks
You need to work within the constraints of the regulatory environment; we make that far easier. Compliance has grown vastly more complex with new regulatory changes arriving every day. Bloomberg updates and integrates the latest compliance processes across the entire trade life cycle. Use technology that integrates pre- and post-trade compliance and regulatory checks seamlessly into your workflow. Communicate with clients and counterparties over secure technology while various data types and other e-communications are captured and stored for future review and analysis, if needed.
Risk management
Market events are continually altering the risk profile of your positions. Complex financial instruments in conjunction with market volatility increase your financial risk with sudden exposure to large losses in asset prices or earnings. Manage risk rather than react to it with comprehensive integrated risk oversight tools that enable you to take fast, informed action to maximize opportunities and mitigate risks. Calculate the mark-to-market of your hedges, assess counterparty risk, conduct sensitivity analyses, and master liquidity planning with integrated tools that help you contain your risk with confidence.
Regulatory and trade reporting
Stay focused on the next trade. Integrate regulatory and trade reporting features into your trade process. We keep ahead of the latest regulatory requirements and integrate them into our reporting tools. Further boost efficiency by identifying preferred trade partners. Evaluate your trade efficiency with custom reports that highlight transaction costs.
Post-trade services
Bloomberg’s comprehensive suite of post-trade tools are fully integrated with the Bloomberg Professional Services and Bloomberg’s various trading platforms, allowing you to effectively manage your trades from order generation to execution and settlement. Our middle-office exception management solutions can help you reduce operational risk and cost while providing post-trade process automation to both buy side and sell side market participants.