Bloomberg Professional Services Indices
Market (DM/EM) users can access these Terminal ® Customization design for benchmark offer consultative We style), factors, (e.g., equity exposures targeted including custom datasets. access Data is available and constituent data Index-level and on the Bloomberg platforms on third-party Terminal. publications IN EQ
Country Regional from world-class analysts. from and gain access to alternative sources of sources return. and gain access to alternative Thematic data Indices employ highly differentiated Bloomberg issuers to allowing product in a variety of themes, electric vehicles, — like exposures transparent create research — based on supporting 5G and more of sustainable finance solutions, we also partnerof sustainable finance solutions, and data framework ESG ratings, with external alternatives. index to create providers Risk premia issuers can utilize Bloomberg’s Investors and product isolate measure, to risk models in order leading ESG offer an ecosystem Not only does Bloomberg
Beyond benchmarks Bloomberg Equity Indices are available in global, regional and country and regional various currencies global, exposures, returns in and (price/total/net), in EquityBloomberg available are Indices including World Aggregate (ticker: WAGGE), Developed Markets ex-North America (ticker: DXAP), and Developed Markets (ticker: DM). Global coverage countries 49 developed & emerging cap in market over 99% of float Covering the available free sophisticated data and research capabilities has allowed Bloomberg to expand the potential product financial innovative for construction. Bloomberg offers a full suite of equity benchmarks and custom index capabilities for benchmarking, asset allocation product and solutions these with index comprehensive creation. Combining our Bloomberg Equity Indices Indices with Bloomberg the possibilities Explore Bloomberg Equity Indices
Bloomberg Equity Indices About Bloomberg Indices Market cap Representative universes and strategies We offer benchmarks covering over 99% of the available free We offer a broad suite of financial benchmarks across asset float market cap in 49 developed and emerging countries. classes that investors can customize for their portfolio needs. Coverage includes size, factors and ESG for custom index ESG creation and seamless integration into multi-asset class As clients look to incorporate measures of sustainability into indices using Bloomberg’s proprietary equity, fixed income their portfolios, Bloomberg has led the way in offering ESG and commodity indices. index resources and customization capabilities. Not only does Bloomberg offer a robust ecosystem of sustainable finance Transparent, rules-based design solutions, we also partner with external ESG ratings, framework Bloomberg Indices are produced using rules-based and data providers to create index alternatives, such as the methodologies that provide clear guidelines for construction, Bloomberg SASB US Large Cap ESG Indices, to meet the eligibility, corporate action treatment, rebalances and diverse needs of investors. segmentation. Bloomberg’s robust proprietary data and index portfolio construction capabilities provide the ability Value and growth to tailor exposures and target themes based on clearly We offer traditional value and growth oriented indices for defined rules and criteria. the U.S. market. Broadly customizable Factors Bloomberg publishes bespoke benchmarks and actively works Factor index strategies seek to capture market risk premia with index users in a consultative manner on benchmark design, in a systematic way. The Bloomberg US Large Cap Dividend methodology, back-testing, selection and documentation Yield Index (B500D), for example, represents the performance of their custom indices. of the top 100 highest-yielding securities screened from the B500, excluding REITs. Companies are weighted in proportion Replicable construction to an annual regular cash dividend. Bloomberg Indices are designed to be replicable for investors and product issuers, allowing for closer tracking to the Optimized benchmark and easier trading and management of portfolios Precision index design seeking to capture certain risk against the index families. or performance attributes are key for many investors. Using Bloomberg’s institutional grade Portfolio & Risk Performance attribution Analytics optimizer to design index portfolios provides Seamless integration and decomposition of portfolio and targeted exposures that are systematic and replicable. index performance are available on the Bloomberg Terminal. Robust governance Dedicated governance committees focus on key matters such as client challenges, launch of new benchmarks, operational incidents, major announcements and material changes concerning the benchmarks. Distribution Bloomberg Indices are broadly distributed and are available on the Bloomberg Terminal at no additional cost. Information on Bloomberg Indices can also be found through Bloomberg webinars and media properties, like Bloomberg Television and Bloomberg Radio.
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