RIT Financial Management Association

Bloomberg Terminal Presentation

Presented by: Nick Renzoni & Ansel Noe

Presentation Contents:

•About the Club

•About the Bloomberg Terminals

•How FMA utilizes the Bloomberg Terminals

•Interactive Terminal Demo

•Q&A

About the RIT Financial Management Association

• A Saunders College of Business Club dedicated to investment management and proliferation of financial literacy

• Manages a $250,000+ Long only equity portfolio

• FMA meets weekly on Wednesdays in the Sklarsky Center for Business Analytics with analysts having additional meetings on Tuesdays.

• Meetings focus on current standing of the portfolio, buy and sell pitches, discussion of current events and markets.

• Host several companies and guest speakers (vanguard, northwestern mutual, the SEC, Manning & Napier, etc.)

• Participate in the Adirondack Cup Small Cap Investment Challenge

• Representation from 5 of the 9 colleges at RIT

What are the Bloomberg Terminals

• The Bloomberg Terminals are the world premier financial software for enterprise level access of real time market data and electronic trading;• Collation of data presented in one uniform platform (BI)

• Equity & Fixed Income Screening

• Public Financial filings

• Forex, Futures, Commodities, & Money Markets

• Global Economy Data (GDP, CPI, Inflation)

• Client Trading Platform

• Instant Bloomberg Messaging System

How FMA uses the Terminals

• Monitor News & Markets

• Analyze Equites

• Monitor / Analyze Portfolio

• Compete in Adirondack Cup

• Bloomberg B pipe & API

• Teach club members about financial markets

How does the Average Student Use the Terminal?

• Equity Information• General Description (DES)

• Financial Analysis (FA)

• Earnings Estimates (EE)

• Price Charting (GP)

• Company News (CN)

• Market Indices (WEI)

• Bloomberg Market Concepts (BMC)

How do Club Members/Club Associates use the Terminal?

• Equity Screening• Co. Management (MGMT)• Supply Chain analysis (SPLC)• Short Interest (SI)• Options Interest (OMON)• Company Map (CMAP)• Bloomberg Intelligence (BI)• Research Portal (BRC)• Analyst Recommendations (ANR)• Equity Risk (BETA)• Bloomberg Quote (BQ)

How the Portfolio Manager uses the Terminal

• Portfolio Monitoring, Analysis, and Construction• Portfolio Manager (PRTU)• Portfolio & Risk Analytics (PORT)

• Intraday Portfolio Performance• Sector Allocations• Value at Risk

• VaR Comparison• VaR Simulation

• Back testing Scenarios• Tracking Error / Volatility

• Macro-Economic Factors• Federal Reserve• Economic Calendars• Trade Flows• Federal Regulations• World Bank Movements

Why the Terminals are important to Saunders & FMA

• They provide data unlike any other

• Allow students to gain experience with real finance tools

• Gives FMA an edge in decision making & competitions

• Resume building through Bloomberg Market Concepts

Terminal Demo

Q&A