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Albert D. Cohen Management Library: FIN 4240

Tips for Surviving the BMC

  • Bring your headphones!*
  • Have a calculator on hand.*
  • Take notes.
  • Rewatch the videos if you need a refresher before the quiz.
  • Complete all 4 modules for your certificate!
  • Include your BMC Certificate on your resume/C.V.

 

*Headphones and calculators are available for loan in the library

Available Computers

Click here to see if there are any open Bloomberg terminals in the Financial Data Centre.

Bloomberg Market Concepts

To register for BMC, please follow the steps below:

1) To get started, please login to one of the Bloomberg Terminals by following the instructions on the desk.

2) Once you are signed in to the Terminal, type BMC into the command line and hit the green "Enter <GO>" button.

3) Select 7) SIGN UP, enter your name and university email address, generate a password and please tick to confirm you are taking BMC as part of a group.

GROUP CODE: FC80JS392P

4) Accept the Terms of Service and commence the course.

Explore These Topics on Bloomberg

Portfolio Management

PORT <Go> - Portfolio Analytics

This function allows you to gain an understanding for the structure of a portfolio, analyzing positions and active bets, explaining the drivers of historical performance and potential sources of future risk. 

PORT is divided into Tabs and Sub-Tabs, so that you can perform high-level and deeper portfolio analysis. 

Tabs:

  • Intraday
  • Holdings
  • Characteristics
  • Tracking Error/Volatility
  • VaR: Value at Risk (PORT VR <Go>)
  • Scenarios
  • Performance
  • Attribution

 

Estimation of Beta

BETA <Go> - Historical Beta

This function allows you to apply regression to an equity and its benchmark, so you can measure the degree to which the equity's price fluctuates compared to the general market.

The data appears in a scatter chart, a line chart, and a viewable range. 


 

Multiple Regression

MRA <Go> - Multiple Regression Analysis

This function allows you to create, save, and retrieve up to 20 unique regression matrixes in order to study the strength of a historical relationship between a dependent variable and one or more independent variables.

This example* shows you how to analyze the statistical relationship between the US Dollar to Yen exchange rate and US
Treasury bond futures.

1. On the Multiple Regression Menu , click an item that has **undefined** in the Set Name column.
The Multiple Regression Creation screen opens.
2. In the Dependent field, enter enter US1 <CMDTY>.

This assigns the value of the Treasury bond futures contract that is closest to expiration historically as the dependent
variable in the analysis.

3. Enter JPY <CMDTY> in the first Independent field.
4. Enter 1 <Go>.
5. Enter 2 <Go>.

The regression matrix appears.

*Example provided from Bloomberg MRA Help Document


 

Stock Options

OMON <Go> - Option Monitor

This function provides real-time pricing, market data, and derived data for exchange-traded call and put options for a selected security. Customize your search by greatest volume and open interest, or highlight discrepancies in put-call parity. 

Calc Mode allows you to compare your pricing assumptions against the market to identify and analyze trading opportunities, as well as test scenarios. 

Historical Options Mode allows you to access data going back 90 days.

Tabs:

  • Center Strike
  • Calls/Puts
  • Calls
  • Puts
  • Term Structure

 

Mutual Funds

FUND <Go> - Mutual Fund Homepage

MHD <Go> - Mutual Funding Holdings

The MHD function can be used to display and analyze the current holdings for a selected mutual fund. You can track the fund's market performance based on current position, market value, change status, and the net percentage of each holding.

Use the toolbar to toggle between the default holdings view and the creation unit view to display a breakdown of holdings data for the selected mutual fund.

  • The holdings breakdown provides details on all holdings in the fund. 
  • The creation unit size view displays the small block of exchange-traded fund shares that can be bought or sold from the fund company at net asset value. 
  • You can evaluate identifying data about a holding, see its position and value in the fund, and access market quote data for a selected holding through the Q <Go> - Market Quote function. 

 

Corporate Bonds

SRCH <Go> - Fixed Income Search 

SECF <Go> - Security Finder

Use these functions to perform searches for corporate bonds.

WBIX <Go> - BBG World Bond Indices

Search for bond indices to go through larger lists available to you.

Reference Librarian

Amanda Wheatley's picture
Amanda Wheatley
Contact:
Albert D. Cohen Management Library
209 Drake Centre
(204) 474-8441

Acting Head & Business Librarian

Afra Bolefski's picture
Afra Bolefski
Contact:
Albert D. Cohen Management Library
208 Drake Centre
(204) 474-9064 office
(204) 297-6241 cell