1. Download Corporate Data

2. Launch Bloomberg and Press GO

3. Enter your login details

4. Click on Home Menu

5. Click on 7) Equities

6. Click on 12) EQS Equity Screening

7. By default start off with all active shares Can narrow it down to a particular sector or country

8. Click on 32) Sectors

9. Drag and Drop Oil & Gas and Technology to right side

10. Click 1) Update

11. Click 33) Country of Domicile

12. Drag and Drop North America and Western Europe

13. Click on 1) Update

14. We have narrowed down our sample size

15. We can now select what information we want about each company

16. Type Size of the Board and select from list

17. Select Size of the Board and press Enter

18. Size of the Board is now added as a display variable

19. Type LT Debt to Total Capital and press Enter

20. Type Dividend Payout Ratio and press Enter

21. Type Tobin’s Q Ratio and press Enter

22. You can also add variables by clicking on 3) Fields

23. Key Variables Some common variables can be found at: Corporate Governance Fundamentals -> Bloomberg Fundamentals -> ESG -> Governance Dividends Fundamentals -> Bloomberg Fundamentals -> Financial Ratios -> Dividend Capital Structure Fundamentals -> Bloomberg Fundamentals -> Financial Ratios -> Debt

24. Click Close

25. To keep results consistent you can choose a standard currency such as US Dollars

26. Click 99) Actions -> Change Currency

27. Change Currency to United States Dollar

28. Click 1) Update

29. To save your criteria click 99) Actions -> Save As

30. Choose a name to save as

31. Click 1) Update

32. When you have all the variables you want, click on 1) Results

33. Displays the variables for 3,000 observations

34. To output to Excel click 95) Output -> Excel -> Snapshot

35. Click Yes

36. Data is now in Excel

37. Challenge Download data for companies in the Financials and Utilities sectors, in the United States Obtain information on the Price/Book ratio, Total Debt/Total Assets, and Dividend Yield