Bloomberg understands the inherent complexities that come with managing extraordinary wealth. We provide cutting-edge technology that helps you make the decisions that will matter for decades to come.
The Bloomberg Terminal® empowers you to successfully implement optimal portfolio and targeted-risk strategies using the same news, data and analytics relied on by the world’s most demanding financial professionals, every day. We provide the tools and insight you need to stay ahead of regulatory change, locate liquidity, identify trading opportunities and defend the successes of the past to provide for a richer future.
Bloomberg Intelligence
Bloomberg Intelligence offers a unique approach to research–combining the insight of a team of experienced analysts with deep and comprehensive data. Data-rich dashboards and thematic insights offer unsurpassed depth and breadth at the industry, sector and company levels to facilitate creative investment
ideas and simplify strategic and financing decisions.
News
Bloomberg News delivers exclusive and actionable coverage by more than 2,700 experienced journalists in 120 countries, on one integrated platform. Up-to-the-second, in-depth, and across asset classes, our award-winning coverage provides family offices with the information they need to react quickly to shifting markets and make considered, long-term investment decisions.
BNA
A leading source of legal, tax, regulatory and business information for professionals, Bloomberg BNA delivers expert analysis, news, practice tools and guidance. Bloomberg BNA’s coverage spans the full range of legal practice areas, including tax and accounting, labor and employment, intellectual property, banking and securities, employee benefits, health care, privacy and data security, human resources, and environment, health and safety.
Impact Investing and ESG
Protecting the interests of future generations requires a greater understanding of the impact of portfolios than ever before. Bloomberg’s sustainability effort has led to a wealth of environmental, social and governance data that informs investment decisions. Available at both the security and portfolio level, family offices can now feel confident that they understand the impact of their portfolios.
Private Equity
In the world of private equity, limited partners and general partners need a streamlined and transparent solution to access reliable information in order to gain market intelligence and become better investors. We have the news, data, analytics and tools to help investors with everything from idea generation, due diligence and market monitoring to fundraising, prospecting, benchmarking and portfolio management. Bloomberg now offers the most complete solution for private equity professionals through a suite of tools designed specifically for the community.
Mandates
Whether seeking new managers, investigating emerging strategies or looking to deploy capital into alternative investments with longer track records, Bloomberg’s Mandates solution offers a discreet platform to begin due diligence. When considering club deals or co-investments, our private equity platform offers the potential to find like-minded investors ranging from other families to endowments and more. Moreover, when considering a private investment, we offer a platform for performing comprehensive analysis on the industry in which a company operates — revealing barriers to entry, the dynamics of the sector, macroeconomic drivers, regulatory issues and, ultimately, an exit strategy.
Real Estate
Bloomberg provides Commercial real estate (CRE) investors with tools to source deals, research tenants, conduct legal due diligence, facilitate creative investment ideas, and analyze the fundraising environment.
With superior execution, portfolio and risk management, compliance, and valuation tools, Bloomberg empowers you to successfully implement optimal portfolio and targeted-risk strategies.
Multi-asset class execution
The Bloomberg Terminal covers every asset class — from fixed income to equities, foreign exchange to commodities, derivatives to mortgages — along with execution platforms that deliver the optimal blend of data, integration, connectivity and ease of use to achieve best execution.
Portfolio & Risk Analytics
Bloomberg’s Portfolio & Risk Analytics solution empowers family offices to take control of the analytics, data and news that impacts their portfolios. The portfolio of portfolio capabilities supports the aggregation of strategies and external managers allowing a holistic analysis of the factors impacting a portfolio. Offering unmatched transparency into a portfolio’s performance, characteristics and risk, this multi-asset class solution delivers the insight required to create and execute differentiating investment strategies. Bloomberg is committed to adding greater clarity to portfolios, thus ensuring confidence in rebalancing decisions.
Special Reports
See our latest edition of the Bloomberg Markets Special Report
for family offices.
Webinars
View our upcoming schedule and access on-demand replays of our webinar series featuring key topics and themes relevant family offices.
