Buy-Side Solutions for Asset Owners

Bloomberg Professional Services

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Asset Owner opportunities in the new environment

From pension funds to insurers, asset owners are exploring ways to service client needs in a new setting where low interest rates have pushed asset allocation towards alternative investments and ESG products such as green bonds.

As asset owners increasingly manage funds internally, data-management challenges intensify, with many firms reassessing operating models and using technology to grow the resilience of investments, fulfill fiduciary duties to beneficiaries and enhance investment processes.

To help asset owners seize opportunities, Bloomberg Buy-Side Solutions offer comprehensive hosted technology that supports the entire investment lifecycle, enabling streamlined operations, scalability, time efficiency and reduced cost.

Solutions customized to your needs

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
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
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
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

Get started

Find out how to make the most of the opportunities ahead. We can provide a demonstration tailored to your firm’s specific needs.