Growing your business and creating value
The planning and performance of your portfolios is essential to the strength of your business. And to achieve that end, having access to great data matters. Below you can find just a few examples of how Bloomberg keeps you on top.
Managing client relationships
27 hours
The number of hours per week advisors spend managing client relationships.
Bloomberg helps you save time with:
- Accessing key trends and issues that impact your client’s investments
- Creating Excel and PowerPoint templates that bring together our data and analytics
- Gaining insights derived from a network of more than 250 experienced research analysts
Prospecting new clients
9 hours
The number of hours per week advisors spend prospecting new clients.
Bloomberg helps you with:
- Staying relevant by giving you the tools you need to stay at the forefront of generational shifts
- Finding and identifying lucrative liquidity events
- Creating comprehensive prospect lists as well as identifying key players and setting alerts for career changes and events
Incorporating ESG goals
5 hours
The number of hours per week advisors keeping diversity and environment, social and governance (ESG) goals in mind.
Bloomberg helps you with:
- Bringing more balance to client portfolios
- Keeping diversity and environment, social and governance (ESG) goals in mind
- Accessing more than 13,000 companies with up to 12 years of history for over 900 distinct fields
- Generating custom ESG scores
Managing portfolio performance
5 hours
The number of hours per week advisors spend analyzing and managing portfolio performance.
Bloomberg helps you with:
- Looking at portfolio characteristics, holdings and more
- Running optimization and attribution scenarios for prospecting efforts
- Examining the historical cumulative performance of your portfolio relative to its benchmark
