Bloomberg
About
Bloomberg is a platform that provides real-time financial market data, including price quotes, news, and analytics, with a unique system interface. Users are welcome to browse the Bloomberg help document above for more information on BMC (Bloomberg Market Concepts) and Support.
Access
Bloomberg Terminal is accessible in person from the physical computers located at the three campuses. The Bloomberg Terminals at the St George Campus are located in the FRT-Lab (Rotman School of Management, Room 290 North Building) and Milt Harris Library (Rotman School of Management, 5th Floor South Building).
How to create an account
- You will need to have your mobile phone with you,
- Double-click on the Bloomberg icon on your computer desktop,
- Click on the blue link. Press Enter or <GO> to Login and then on Create a New Login,
- Answer the questions and fill in the relevant information on each page, then click on 1) Continue to move on.
- Provide your current cellular phone number and your UofT email address.
- Select the telephone number where you want to receive your verification text message and then click on 1) Send Code.
- Allow up to 5 minutes for the verification code to be sent to your mobile phone. If you do not receive it after 5 minutes, click on the <MENU> to Return button at the top of the screen and try again.
- Please keep a safe record of your login name.
- Once you have logged in type HELP in one of the Bloomberg windows and press <ENTER> to reach the Getting Started with Bloomberg page.
- Then go to BPS EDUCATION <ENTER> and click on Education User Guide for comprehensive instructions on how to use the BP service.
- Hitting the <HELP> key once on your keyboard while on any Bloomberg screen will provide you with steps on how to use the functionality.
Bloomberg Guides by Terminal Activity/Function
Analyzing Industry Prospects
In this activity, students use Bloomberg to analyze sectors and industries.
Analyzing News On Defaults In Companies and Banks
In this activity, students will analyze Bloomberg News stories on default events related to corporate, or financial institution defaults.
Analyzing Sovereign Credit History
In this activity, students will learn how to use Bloomberg to assess default risk, CDS spreads, and credit rating.
Comparing State Policies
In this activity, students use the Bloomberg Government (BGOV) function on the Bloomberg Terminal to research, analyze, and compare the implementation of specific policies across different U.S. states.
Analyzing Supply Chain Data
In this activity, students will analyze supply chain data for a selected company or industry, monitor supply chain disruptions for a company or industry of their choice, and apply supply chain analysis to real-world scenarios.
Analyzing News for Impact on Asset Markets
In this activity, students will work in small groups to analyze Bloomberg News for its impact on an asset market.
Credit Ratings Analysis: Companies and Banks
In this activity, students determine how credit ratings and default probability are used as measures of creditworthiness for companies and banks.
Credit Ratings Analysis Sovereigns
In this activity, students will determine how credit ratings and default probability are used as measures of creditworthiness for sovereigns.
Class Discussion on Current Events
In this activity, students will apply and analyze course concepts to evaluate the impact of real-world news events on individuals, businesses, and the economy.
Investigating Economic Surprises
In this activity, students will select an economic sector and use the Bloomberg Terminal to investigate occurrences of economic surprises within that sector.
Economic Forecasting and Its Significance In Financial Markets
In this activity, students will explore the world of economic forecasting and its significance in financial markets.
Federal Spending and Its Impact on Industries/Sectors
In this activity, students will analyze federal budget data using the Bloomberg Terminal and discuss its impact on various sectors.
Creating a Fixed Income Portfolio
In this activity, students will learn how to use the SRCH function on Bloomberg to create a universe of fixed income securities based on specific criteria.
Analyzing FX Forecasts
In this activity, students will use the FX Forecasts function and Bloomberg News on the Bloomberg Terminal to analyze FX data.
Hedging Currency Exposures
In this activity, students will analyze hedging strategies using the Bloomberg Terminal.
Analyzing Rates Forecasts
In this activity, students will use Bloomberg to compare and contrast bond yield forecasts for different regions and identify trends.
Part 1: Absolute Valuation
In this activity, students will analyze and adjust key inputs into Bloomberg’s Dividend Discount Model (DDM) and derive a theoretical target price for a stock using Bloomberg’s absolute value method.
Part 2: Absolute Valuation Methods
In this activity, students will analyze Bloomberg’s Perpetuity Growth & EBITDA Multiple models, analyze and interpret data from Bloomberg's ANR screen to assess a stock's valuation, and explore additional absolute valuation models within Bloomberg's 3 statement model.
Relative Valuation
In this activity, students will derive a theoretical target price for a stock using Bloomberg’s relative value functionality.
Private Equity Analysis
This activity guides students through accessing and analyzing private equity data, understanding general partners (GPs), exploring fund descriptions, and identifying potential acquisition targets.
M&A Analysis
This activity introduces students to Bloomberg’s M&A database, enabling them to track and analyze mergers and acquisitions data in real-time. Students will learn how to search for and analyze deals using specific filters and criteria.
Class Discussion on Fintech Outlook
This activity engages students in understanding the financial technology (fintech) landscape, using Bloomberg's BI Fintech function. Students will explore key fintech trends and assess the impact of these trends on various sectors.
Fintech News and Research
This activity helps students explore the financial technology (fintech) sector, utilizing the Bloomberg Terminal to research and understand the companies behind commonly used fintech applications.
Commodity Price Analysis
In this activity, students will learn how to use the tools and techniques available on the Bloomberg Terminal for analyzing commodity price behavior.
Analyzing Immune-Targeting Therapies
In this lesson, students will explore the interplay between immunology and pharmacology by leveraging the Bloomberg Drug Explorer tool. Through a detailed examination of the innate immune system, students will gain insights into the mechanisms by which various drugs target immune
Financial Statement Analysis
Bloomberg Certificate
Bloomberg for Education provides a range of credentials designed to enhance your financial knowledge and improve your job applications. The BMO Financial Group Finance Research and Trading Lab offers Rotman students the chance to complete Bloomberg certifications at no cost. These self-paced, interactive e-learning courses offer an in-depth exploration of various finance topics. You can earn certification for free in three programs: Bloomberg Finance Fundamentals (BFF), Bloomberg Market Concepts (BMC), and the Bloomberg ESG Certificate. All certifications can be completed online by watching short videos and passing quizzes.All certifications can be completed entirely online and remotely by finishing the core courses, which include watching short videos in each module and passing quizzes for the associated chapters.
To sign up, use the following link:
Bloomberg for Education
Please register using your Rotman email address.
Alternatively, you can access the Bloomberg Certification through the Bloomberg Terminal available in our lab. Simply log in to your personal Bloomberg account, enter “BCER” or “BMC,” and follow the prompts to sign up. Note that registration is required even if you already have a Bloomberg account. Once registered, you’ll have access to all Bloomberg courses. You can choose to complete one or more certifications based on your learning objectives.
Navigate through the tabs on the left-hand side of your screen, which provide general information on each certification program. Click on the “Overview” section to explore the different course modules and detailed learning objectives. When you’re ready, click “Access Course” to begin the Bloomberg Certifications. Upon completing each program, you will earn a certificate that you can showcase on your LinkedIn profile, resume, and CV.
Support
- If you have any questions related to using Bloomberg or require technical support, please feel free to contact Bloomberg directly via this email (bbg.edu@bloomberg.net) or from the following link: https://www.bloomberg.com/professional/support/customer-support-overview/ or by calling them at +1 212 318 2000