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

Content Mgt. & Research Librarian; Economics & Finance Liaison

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Patricia Berens
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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.

We will be using 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 CapIQ
  • Optimize our equity portfolio using a risk model - Bloomberg
  • Test portfolio strategy and performance over time - Bloomberg and CapIQ
  • Analyze performance attribution and risk for client reports - Bloomberg and CapIQ

Use the following tabs and videos to use these tools for your assigned projects.

Investment Styles

Equity and Fixed Income

Investment Style Boxes

Style Maps