Experience the

financial world
in real time.
Contents

03 Introducing Bloomberg for Education

05 Benefits
06 The Bloomberg Terminal. A global icon.
08 Integrate Bloomberg into your curriculum
10 Demonstrate concepts & theories with live market data
11 Simulate the day-to-day work of investment professionals
13 Excel templates make it easy to integrate data into coursework
14 Give your students an edge with recruitment
16 Broad coverage to support a range of academic programs & research
19 Establishing a Bloomberg Finance Lab
20 Position your institution as a leader in the academic space
22 Training resources & customer support
 BLOOMBERG FOR EDUCATION
“ Bloomberg provides us with
the best high-tech teaching
resource to deliver capital
markets knowledge and
experience quickly.”
Dr. Harry Thapar
University of Westminster Business School

1
 Bloomberg offers a special Financial Markets Lab plan
designed exclusively for colleges and universities.
To learn more about Bloomberg for Education or
to arrange a free demo, please contact
bbg.edu@bloomberg.net

2
 BLOOMBERG FOR EDUCATION
Introducing
Bloomberg for
Education.
Preparing students for the realities of an uncertain labor market is
distinctly challenging. Bloomberg for Education gives your institution
an advantage by empowering students with the hands-on knowledge
and real-world experience they will need to compete.

For more than 20 years, Bloomberg for Education has brought

financial leadership into the classroom by introducing students to
the Bloomberg Terminal®, the world’s leading platform for global
business and finance news, data, analytical tools and research.

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4
 BLOOMBERG FOR EDUCATION
Integrate
Benefits
Professors at universities around
theory with the globe leverage Bloomberg
real-world to bring the real world of business
practice and finance into the classroom,
providing students with access
to the same information platform
used by leading decision makers,
asset managers and policy
architects in business, finance
and government.

Empower With Bloomberg for Education,

your students students can deepen both their
research and classwork, while
learning how to analyze financial
markets, assess economic scenarios
and interpret the key news
developments that impact the
global economy. The skills students
acquire from this experience
provide them with the confidence
and advantages they need
to compete.

Enrich your Bloomberg Market Concepts

curriculum (BMC) was specifically designed to
introduce students to the financial
markets through the lens of the
Bloomberg Terminal®, highlighting
more than 100 functions. BMC is
a ten-hour, self-paced e-learning
course that provides an interactive
introduction through five modules —
Economic Indicators, Currencies,
Fixed Income, Equities and
Getting Started on the Terminal.

5
 The Bloomberg Terminal.
A global icon.
Sitting on the desks of 325,000 of the world’s most influential decision makers, the Bloomberg
Terminal is a modern icon of financial markets. Launched in 1981, long before PCs and the internet
became ubiquitous, the Terminal brought transparency to financial markets. It connected market
participants to a groundbreaking data, analytics and information-delivery service — and revolutionized
an industry.
More than three decades later, the Terminal remains at the cutting edge of innovation, delivering
fast access to indispensable news, data and trading tools from any internet-connected PC or
mobile device — and helping its subscribers turn knowledge into action.

Information Provide your students with the same platform used by the world’s
you won’t find leading banks, corporations and government agencies to enhance
anywhere else their academic studies across a wide range of disciplines.

Bring the The Bloomberg Terminal enables faculty to bring an interactive

real world into teaching tool into the classroom. The Terminal features real-time
the classroom data and analytics on global markets and industries, leading news
coverage, proprietary research and provides access to a global
network of financial professionals.

Leading Bloomberg News® and Media is the world’s leading source of business
multimedia and financial information. In addition to Bloomberg’s proprietary global
news coverage coverage, the Terminal provides access to live Bloomberg Television and
Bloomberg Radio as well as information from more than 31,000 global
newswires and contributors from 116 countries. Tap into powerful news
search engines to locate specific news, research and multimedia reports.

Proprietary Bloomberg Intelligence, BI <GO>, provides unbiased coverage of more

research on than 110 industries from more than 250 analysts with over 20 years
industries industry experience. Quickly get up to speed on a company, industry,
& companies country, credit outlook and any litigation or government issues via
more than 2,200 BI primers. BI provides performance drivers and
metrics for every industry with detailed quantitative and qualitative
analysis, including a Bull and Bear Consensus, themes, valuations
and earnings season analysis.

Access to With the addition of Bloomberg Message, MSG <GO>, in 1991

a global Bloomberg became a pioneer in the world of social networks.
community Today, the Terminal provides MSG and Instant Bloomberg, IB <GO>,
access to more than 325,000 finance and business professionals
and includes profiles for more than 2.8 million professionals at
PEOP <GO>. Students can reach out to alumni and professionals
in their areas of interest globally via the Terminal.

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BLOOMBERG FOR EDUCATION

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 Integrate Bloomberg
into your curriculum.
The Bloomberg Terminal provides data, research and
analytics to support a range of academic disciplines.

Core • Accounting
disciplines • Economics
• Finance
• Management
• Marketing
• Real Estate
• Supply Chain

Representative • Corporate Finance • Managerial Accounting

course offerings • Financial Markets • Portfolio Theory
• Financial Research & Modeling • Principles of Finance
• International Trade • Securities Analysis
• Investment Analysis • Wall Street 101
• Money & Banking
• Multinational Business Finance

Additional • Agriculture
disciplines • Biology & Pharmacology
• Energy
• Environmental Science
• Financial Engineering
• Health Care
• Journalism
• Public Policy

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 BLOOMBERG FOR EDUCATION
Certification with Bloomberg Market Concepts
BMC is a self-guided digital learning course consisting of five modules — Economics, Currencies,
Fixed Income, Equities and Getting Started on the Terminal — providing foundational content and
case studies with clearly defined goals that make it an ideal companion for business or economics
classes. The BMC course is available for no additional charge on the Bloomberg Terminal.
More than 900 universities currently integrate Bloomberg into their curricula through BMC.
Make Bloomberg a companion to your class as you reinforce learnings through more than
100 questions with assessment reports for professors.

BMC provides an
instructor account
where professors can
set up class codes, invite
learners to participate,
track learner progress
and receive detailed
score reports.

Help students stand

out from their peers
with a BMC certificate
of completion on
their resume.

Bloomberg Businessweek Case Studies

Bloomberg Businessweek Case Studies are sets of supplementary lessons and exercises that allow
professors to translate academic theory into the real-world practice of finance. With a focus on
experiential learning, each lesson brings the textbook to life with a recent Bloomberg Businessweek
article, PowerPoint slides, an in-class activity, a homework case study, and a tutorial video demonstrating
how to answer the case questions using the Terminal. These supplements are available to professors
at schools with three or more Terminals.

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 Demonstrate concepts &
theories with live market data.
Enrich the academic experience for students interested in pursuing careers in finance, investment
management, accounting, business, marketing and more with market insights and powerful data
visualization tools that surface information related to your lesson plan and class discussion.
Enhance corporate finance classes with live data using functions such as historical beta, BETA <GO>,
weighted average cost of capital, WACC <GO>, and Microsoft® Excel templates for discounted
cash flow, XLTP XDCF <GO>, to help demonstrate the capital asset pricing model.
Show theoretical calculators to teach financial math, from the simple to the complex, with live
market data. For example, use the equity option valuation function, OVME <GO>, to teach
Black Scholes, the currency rates matrix, FXC <GO>, to illustrate triangular arbitrage or TAYL <GO>
to illustrate the Taylor Rule model.

Plan class during major economic announcements

Demonstrate market action and reaction to fed funds rate announcements using FOMC <GO>
or use economic calendars, ECO <GO>, as a resource for discussing economic releases such
as personal consumption and house price purchase data. Track the impact across markets
with functions such as World Interest Rate Probability, WIRP <GO>, World Bond Markets,
WB <GO>, and Global Macro Movers, GMM <GO>.

Graph Curve Surface

GC3D <GO> — Visually
show changes in the
yield curve structure,
such as flattening and
steepening, with an
interactive 3D chart.
Zoom in to analyze
specific points in time.

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 BLOOMBERG FOR EDUCATION
Simulate the day-to-day work
of investment professionals.
Introduce students to the concepts and rigor required for careers in investment management.
Expose students to simulated market environments to offer true real-world instruction.

Portfolio research & analysis

The Portfolio & Risk Analytics function, PORT <GO>, is a helpful teaching tool for
student-managed investment funds; it features tabs for performance attribution, risk analysis,
portfolio characteristics, tracking error, backtesting and more. Students can create mock
portfolios using functions such as equity screening, EQS <GO>, and search tools, SRCH <GO>,
to generate ideas and monitor portfolios with watch list analytics, WATC <GO>.

Portfolio & Risk Analytics

PORT <GO> — This screen
shows an example of
which sectors are over–
and underweight in a
fund and their respective
contributions to performance.

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 Industry & company insights
Help students write equity research reports using Bloomberg Intelligence, BI <GO>, and supply
chain analysis, SPLC <GO>.

Bloomberg Intelligence
BI <GO> — Evaluate and
rank industry sectors and
companies with access
to detailed financial data,
competitor analysis and
analyst commentary on
critical themes.

Supply Chain Analysis

SPLC <GO> — Gain a
unique look at supply
chain fundamentals.
SPLC maps business
relationships for
more than 120,000
companies globally.

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 BLOOMBERG FOR EDUCATION
Excel templates make it easy to
integrate data into coursework.
Empower your students with the Bloomberg Microsoft® Excel add-in. XLTP <GO> provides a library
of Excel spreadsheets that allow you to perform custom analysis on Bloomberg Terminal data.
Using simple one-click data export features, students can leverage real-time and historical
data within the Terminal to populate their spreadsheets. They will be able to monitor, manipulate
and analyze data and create the same types of financial models that professionals rely on to make
real-world business decisions.

Access common practitioner Excel models

Students can download spreadsheets for common practitioner Excel models such as discounted
cash flow (DCF), dividend discount model (DDM) and residual income (RI) models.

Excel Template Library

XLTP <GO> — Access
more than 325 unique
spreadsheets categorized
by market sector, player
type and region. Browse
spreadsheets by category
and search spreadsheets
by keyword, as well as
store a list of favorites.

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 Give your students an edge
with recruitment.
The Terminal provides a broad collection of tools for students to make professional
connections and demonstrate financial literacy to recruiters and potential employers.

Interview preparation
The Terminal provides resources to research people, companies and industries in preparation
for interviews. Research employers using Bloomberg Intelligence, BI <GO>, and Company
Descriptions, DES <GO>, to find complete profiles on a company’s business, financials and
senior management.

Bloomberg Intelligence
Primers BIP <GO>
The company primers
deliver well-rounded
insights into a company,
including financial
fundamentals and key
topics that are driving
a business, supported
with company and
industry data.

“ Bloomberg certification
enhances students’ resumes
and gives them usable skills
that will transfer easily to their
working lives.”
Robert Scott
Monmouth University

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 BLOOMBERG FOR EDUCATION
Access a global community
Network with school alumni who are current Bloomberg users.

People Search
PEOP <GO> — Perform
searches based on assets
under management,
professional role, job
title, geographic location,
schools attended and more.

Find new opportunities

Search for jobs, view job-related events in your area and connect with local recruiters through
the Bloomberg Terminal with JOBS <GO>. Perform an advanced search and save or set alerts
on specific search criteria. Build a resume that is searchable by recruiters on the Terminal.

JOBS <GO>
Supplement your job
search with the power
of the Bloomberg Terminal.

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 Broad coverage to support
a range of academic
programs & research.

Asset Class/Service Coverage Highlights

Equities • M
 ore than 734,000 equity securities, • In-depth database of all
494,000 funds, 169,000 loans and company filings
one million options

Sovereign • M
 ore than 72,000 government • L argest database of issuance
(Government securities) debt securities with current and auctions
market monitors • Price discovery and valuation tools
• Y
 ield curve data for more than
2,500 standard global curves

Credit • L
 argest corporate bond and • League tables and issuance monitors
(Corporate issuances) loan database in the world with
355,000+ securities
• More than 30,000 convertibles

Mortgages • M
 ore than 17,000 mortgage-backed • Ratings and collateral trends
and asset-backed securities

Money Markets • D
 ata from all major global and • Tools to create custom securities
regional sources for money markets across all asset classes

Commodities • M
 ore than 530,000 fundamental • Trading playbook to spot anomalies
data points for supply and demand and develop effective trading and
hedging strategies
• O verlay maps with weather and
other real-time information for
geographic analysis in major
sectors such as oil, natural gas,
power, base and precious metals,
agriculture, carbon and renewables,
shipping and coal

Derivatives & • A
 dvanced suite of market-standard • Customizable tools for creating, stress
Structured Notes models and risk management analytics testing and risk managing single- and
multi-asset derivative portfolios
• Bloomberg Valuation Service —
End-of-day valuations and risk
measurements for all asset classes

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 BLOOMBERG FOR EDUCATION
Indices • M
 ore than 10,000 global • Creation of custom indices across
indices tracked all asset classes
• Multi-asset class index analysis tools
• Index derivative pricing and
analysis tools

Currencies • R
 eal-time rates for 50+ global • Sophisticated analytics and pricing tools
currencies and 1,225+ currency pairs • FX electronic trading platform for
simulated market environments

Contributors • P
 rice feeds from 200+ global
& Exchanges exchanges, trading 7 market types
in 92 countries
• O
 TC contributions from 1,800+
contributors trading 229 market
types in 137 countries

Economic Analysis • E
 conomic calendars for 160+ countries • Economic data monitors
• Forecast aggregation
• Analytics and probability calculators
• Central bank news & release databases

Data Services & API • M

 ore than 50,000 financial data fields • Powerful Excel data download
(Excel) program

Charting & • M
 ore than 250 technical studies, • Customize technical studies with
Technical Analysis including proprietary Bloomberg Bloomberg’s Charts Study Manager
studies • Plot seasonality, point & figure, market
profile, trend analysis & time boxes
• Backtesting, optimization and spread
charting tools

Bloomberg • T
 he world’s most comprehensive • Alternative energy finance database
New Energy Finance database of investors, opportunities covering renewable and conventional
and transactions in clean energy and energy markets
carbon, covering more than 50,000
organizations, 30,000 people and
25,000 transactions

Bloomberg • A
 ccess news, analysis and data on • Follow BGOV Washington Insight’s
Government U.S. government policy and spending coverage and interpretation of
government legislation, regulation,
spending, lobbying and campaign
finance for investment idea
generation and risk mitigation.
• Find and track government activity
and understand how it may impact
your portfolio

Bloomberg Law • S
 earchable database that integrates • Received 2012 New Product Award
company and market information, from the American Association
proprietary news and comprehensive of Law Libraries
legal content

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18
 BLOOMBERG FOR EDUCATION
Establishing a
Bloomberg Finance Lab.
Building a Bloomberg Finance Lab helps your students acquire the
skills needed for a career in finance, enhances your curriculum and
better positions your university as a leader in the academic space.

19
 Position your institution as a
leader in the academic space.
With universities looking to attract the best students and provide a comprehensive
curriculum, a Bloomberg Finance Lab has become a key element to help differentiate
your institution from competitors. Demonstrate your school’s commitment to providing
students with market-leading resources and tools to support your academic programs
and career placement initiatives.

Integrate experiential learning into your curriculum

Colleges and universities with a Bloomberg Finance Lab on campus are able to better
integrate industry-leading data, research, news and analytics into their teaching curriculum,
faculty research, CFA Institute Research Challenge and student-managed investment funds.
Students can gain hands-on experience with the same industry-leading platform used by
financial professionals and get a head start on their careers.

Provide opportunities for alumni to support programs in finance

Bloomberg can feature prominently in a university’s fundraising efforts. Alumni, corporate
partners and community business leaders who visit campus can see how the university
is bringing the real world of finance into the classroom. A Finance Lab can be featured
as part of fundraising receptions and development events.
An investment in Bloomberg for Education can help create a virtuous cycle. Over time,
as Bloomberg-trained alumni advance in their careers, they may also be in a position
to ensure the hands-on opportunities that were available to them will continue to be
in place for future students.

How universities are using the Terminal

See how colleges and universities are using the Bloomberg Terminal. Access syllabi,
white papers, press articles and Bloomberg library resources at bloomberg.com/education.

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 BLOOMBERG FOR EDUCATION
Requirements for a Bloomberg Finance Lab
Bloomberg offers a special finance lab plan designed exclusively for colleges and universities. Your Bloomberg
account manager can work with you to understand the requirements for setting up a Bloomberg Finance Lab.

System Requirements
Recommended specifications for the Bloomberg Terminal on a desktop computer.
• Processor — Intel 3rd Generation Core i7 or AMD FX-8350
• Operating System — Microsoft Windows 7, 64-bit
• Memory — Minimum 8GB RAM
• Disk Space — Minimum 8GB of free hard disk space
• Video Card — PCI Express (PCIe), Dual port graphics adapter with a minimum of 512MB of memory, 256MB per port
• DirectX 11.x compatible
• Display Settings — 1280x1024x32bit or higher, with 1920x1080 HD support recommended
• Network Adapter — Network adapter with TCP/IP Services enabled
• Software — Microsoft Office 2007 Service Pack 3, Internet Explorer 8
• Audio — Integrated audio adapter
• Keyboard — Available USB port to accommodate the Bloomberg keyboard

Minimum Specifications
• Processor — Intel core 2 Duo T9600 or AMD Athlon IIx4
• Operating System — Microsoft Windows XP Service Pack 3
• Memory — 4GB RAM
• Disk Space — 4GB of free hard disk space
• Video Card — Dual port graphics adapter with 128MB of memory, 64MB per port. Supporting DirectX 9.x or higher
• Display Settings — 1280x1024x16bit or higher
• Network Adapter — Network adapter with TCP/IP Services enabled
• S
 oftware — Microsoft Office 2003 Service Pack 3 with the Office Compatibility Pack installed. Internet Explorer 7
(8 preferred)
• Audio — Integrated audio adapter
• Keyboard — Available USB port to accommodate the Bloomberg keyboard

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 Training resources
& customer support.
Bloomberg for Education is supported by our industry-leading global customer support teams,
which provide on-site training as well as strategies for integrating our services into your curriculum.

Bloomberg University
BU99 <GO> ­— Access
training videos, tools
and resources directly
on the Terminal.

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 BLOOMBERG FOR EDUCATION

Get started today

Bloomberg offers a special Financial Markets Lab plan designed
exclusively for colleges and universities. To learn more about
Bloomberg for Education or to arrange a free demo, please contact
bbg.edu@bloomberg.net.

23
About
Bloomberg.
We are the central nervous system of global
finance. Born in 1981, Bloomberg is a forward-
looking company focused on building products
and solutions that are needed for the 21st
century. As a global information and technology
company, we connect decision makers to a
dynamic network of data, people and ideas
— accurately delivering business and financial
information, news and insights to customers
around the world.
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