Investments

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

Equity Screening in Bloomberg

What's on this video?

  • Equity screening in Bberg - EQS
  • Review screen output
  • Saving results in portfolio - PRTU
  • Backdating your portfolio
  • Assigning proper benchmark
  • Run performance analysis

Equity Screening/Portfolios in Bloomberg

Screening Documents