1. INTRO TO BLOOMBERG ALIE VISSER C.B.”BUD” JOHNSTON LIBRARY BUSLIB@IVEY.UWO.CA

2. LIBRARY SERVICES www.lib.uwo.ca/business/ Reference help Chat or text us! Find Answers Quickly Bloomberg cheat sheets and help guides We are here to support you!

3. WHAT IS BLOOMBERG? Stand alone (not online) financial and economic database Thousands of real time and historical price data sets 320,000 global subscribers

4. WHERE IS BLOOMBERG? 8 Bloombergs are available in library Book each for 1 hour at a time Create your own Bloomberg account Excel add-in

5. WHAT’S AVAILABLE? 360+ global exchanges 15,000 global indices 24,000 global companies 1 million profiles of business leaders 5 million data points

6. BLOOMBERG KEYBOARD Green = action Yellow = market sector Red = stop

7. KEYBOARD BREAKDOWN GOVT – Government issued securities CORP – Corporate bonds M-MKT – Money market securities MUNI – Municipal bonds PFD – Preferred stocks EQUITY – Stocks, options, mutual funds CMDTY – Commodities, futures, options INDEX – Equity indices and economic indices CRNCY – Foreign currencies, spots, futures

8. HELPFUL KEYS GO/ENTER – Activates your commands MENU – Returns you to the previous page PAGE UP/PAGE DOWN – Navigate between pages HELP – Get help and information for the page you are on – or email the help desk GRAB – Type this to send any page you are on to yourself an image

9. BLOOMBERG PNEUMONICS/CODES The fastest way to find data is to use a Bloomberg pneumonic/code Bloomberg has thousands of codes – try to record those most relevant to you E.g. EURCAD CRNCY will bring you to the spot exchange rate for the Euro versus the Canadian dollar If you can’t remember your codes, simply type in what you need and Bloomberg will offer suggestions

10. Code/Ticker Current Screen Date + Frequency Data can be exported into Excel

11. INTRODUCTION TO FOREX ON BLOOMBERG http://youtu.be/3s29RW3aXTo

12. FOREIGN EXCHANGE FXIP – Information portal FRD – Forward rates calculator FXC – Currency rates matrix FXFA – Relationships between spot, forward and interest rates FXTF – FX ticker finder – spot, forwards, volatility WS – World swap rates WCV – World currency values

13. INTEREST RATES ECST – World economic statistics including national accounts and financial indicators IRSB – Interest rate swap rates IRSF – Interest rate swap forwards WIRP – World interest rate probability WIR – World interest rate futures

14. FIXED INCOME TRADING CTB – Canadian Treasury Bills FIT – Fixed income trading for US rates and global sovereign debt SRCH – Fixed Income search builder

15. EXCEL ADD-IN Extracting large data sets Load multiple securities Import Bloomberg tickers, CUSIP, ISIN and retrieve data seamlessly

16. EXCEL ADD-IN Next, you will choose your Time Frame and Frequency

17. BLOOMBERG ESSENTIALS 4 Core Videos + 4 Exams At least 1 Market Sector Video + 1 Exam Must have 75% on Market Sector exam to be certified Time: 95-129 minutes

18. YOUR TURN Let’s go to the library and try out some Bloomberg examples