FIN4530: Investments Data Guide

Guide to constructing and managing equity and fixed income portfolios for clients using library and Cutler Center tools like Bloomberg, Morningstar, CapitalIQ.

Tools to Use

Investments class FIN 4530 pulls together your knowledge of securities and markets to teach you how to effectively plan, construct, and execute a portfolio of assets for a client's financial target.  The Cutler Center will be your lab for testing and creating your client portfolio of equities and bonds.

The class uses the same tools as professional money managers to:

  • Review portfolio styles, strategies and success - Morningstar
  • Screen for stocks and bonds to match our strategy - Bloomberg and Capital IQ
  • Optimize our equity portfolio using a risk model - Bloomberg
  • Test portfolio strategy and performance over time - Bloomberg and Capital IQ
  • Analyze performance attribution and risk for client reports - Bloomberg and Capital IQ

See the next pages of this guide to find videos showing how to use these tools for your assigned projects.
These videos were produced by a former finance librarian/Cutler Center Manager.


Content Mgt. & Research Librarian; Economics & Finance Liaison

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Patricia Berens
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