Business data induction 2022–11–16

Troubleshooting problems with Bloomberg portfolio analysis

  1. How do I find ‘Amundi Index MSCI Europe UCTIS ETF DR’?
  2. How do I export formatted data from PORT?
  3. Where is the ‘Period Analysis’ subtab in the Performance tab?

Finding funds by name

  • The first source ‘Portfolios’ shows all portfolios created with that Bloomberg login.
  • The source labelled ‘Indexes’ loads a search box on the right. You can type ‘UKX Index’ here, select the best match and click the ‘Select’ button. This gives you the FTSE 100.
  • The source labelled ‘Funds/ETFs/13Fs’ loads a search box on the right. You can type the name of the fund here, then select the best match and click the ‘Select’ button.

Exporting data from PORT

Finding the period analysis sub-tab in Performance

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