Learning how to use Bloomberg for financial analysis and portfolio management

By the end of these seminars, students will be able to retrieve and analyze key financial information and to run their own financial portfolio in Bloomberg

- Introduction to Bloomberg - How to use specific Bloomberg functions - How to build and manage your financial portfolio - Trade simulation - Bloomberg and Excel

References on the terminal: - Bloomberg for Education, (2016), Getting started Guide for students, Bloomberg LP (BfE) - Borri, N., (2018), A Bloomberg Terminal Primer, Editrice Minerva Bancaria (NB) - Lecture notes and documents prepared by the instructor Theoretical references: - Bodie, Z., A., Kane, and A. J. Marcus, (2018), Investments, 11th ed., McGraw-Hill Education (BKM) - Stafford Johnson, R., (2014), Equity Markets and Portfolio Analysis (Bloomberg financial), Bloomberg Press (SJ)

- Lectures and practice on Bloomberg terminals - Case studies - Group presentations

Students should attend at least n. 8/10 classes and pass the evaluation tests. 60% of the evaluation is made up of obtaining, during the seminars, the BMC (Bloomberg Market Concepts) certification issued by Bloomberg via University terminals. The remaining 40% consists of the final test (written) which will be held in person on the dates identified for the exams. The final test consists of open questions on topics covered during seminars.

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Main characteristics of the ESG (environmental, social and governance) mutual funds are presented