Built for total portfolio oversight, our pension solutions give you a consistent view across public and private assets. By unifying internal, external and sub-advised portfolios, you gain the insight needed to optimize capital allocation and manage risk across the fund.
A consolidated total portfolio view allows you to compare portfolios on a like-for-like basis, identify hidden concentrations, rebalance risk with precision and ensure each mandate is earning its place in the portfolio.
Total portfolio oversight
See your full portfolio across public and private assets, including external managers. Using contributed data, gain a granular view of positions and exposures to assess risk, adjust allocations and refine strategy.
Allocation insight you can act on
Assess asset allocation and evaluate risk and performance across the portfolio, enabling informed investment decisions and ongoing strategy optimization as market conditions change.
Modernize operations across the investment lifecycle
Bring complex pension operations into one place. Streamline compliance, trading, matching, settlement and reconciliation with consistent analytics and connected workflows.
Pension Fund Solutions
Explore the solutions that help pension funds see risk, performance and allocation across the total portfolio.
Accelerate the Portfolio Manager Workflow
Support the full portfolio manager workflow, from idea generation through to decision-making. Use ASKB to analyze global news, filings and market activity, helping your team surface and test new investment ideas quickly.
These insights are captured in Bloomberg’s Research Management Solutions (RMS), centralizing your firm’s research, recommendations and holdings-related documentation in one place and keeping everything connected to the investment process.
Drive stronger outcomes against liabilities
Support the full investment workflow, from position management to risk analytics and performance. Monitor exposures, assess funding sensitivity and manage allocations in a single, integrated view.
Building on this, Portfolio & Risk Analytics (PORT) delivers scenario analysis, asset allocation insight and performance attribution across portfolios and benchmarks, helping you evaluate decisions in the context of liabilities and long-term funding objectives.
Understand risk in the context of liabilities
Assess risk across assets within a unified framework. Analyze the source of risk within a Portfolio and measure the incremental risk taken on for allocating to a manager, goal or asset class using consistent data and analytics across the total portfolio.
Use multi-asset risk models, scenario analysis and stress testing to evaluate how market movements impact the portfolio and long-term obligations. Support more informed decisions on hedging, rebalancing and strategic allocation.
Execute efficiently against allocation targets
Our Order Management System (AIM) delivers multi-asset, end-to-end workflow support across the investment lifecycle. With integrated decision support, pre-trade compliance, and rebalancing tools, it enables efficient execution and keeps portfolios aligned with targets.
Improve execution across asset classes
Access third-party liquidity, native trading tools and Bloomberg analytics across equities, fixed income and FX. Bloomberg’s execution solutions, including EMSX, FXGO and TSOX, support multi-asset workflows from order routing through to execution.
Maintain transparency across the total portfolio
Post-trade operations provide a consistent and auditable record of positions, cash and exposures across internal and external portfolios.
Using integrated data and workflows across reconciliations, matching and settlement, maintain a trusted view of the portfolio and support reporting to stakeholders with clarity and confidence.
Maintain compliance across mandates and regulations
Manage regulatory requirements and investment guidelines with tools that support monitoring, reporting and auditability. Ensure portfolios remain aligned with mandates while maintaining transparency across the investment lifecycle.
Power total portfolio insight with consistent data
Access comprehensive financial data across public and private markets, including pricing, reference data, fundamentals and ESG. Aggregate internal, external and sub-advised portfolios into a consistent view, enabling like-for-like comparisons across the fund.
Standardized, high-quality data supports asset allocation decisions, risk analysis and performance evaluation, helping you identify concentrations, assess exposures and manage the portfolio in the context of liabilities.
Connect systems and scale your investment operations
Create a connected investment workflow through integration with internal systems, external managers and third-party providers. Ensure consistent data and analytics across the investment lifecycle, from research through to reporting.
Bloomberg’s managed services support operational scale and efficiency, helping you maintain data consistency, streamline workflows and adapt as your portfolio evolves across public and private markets.
Accelerate the Portfolio Manager Workflow
Support the full portfolio manager workflow, from idea generation through to decision-making. Use ASKB to analyze global news, filings and market activity, helping your team surface and test new investment ideas quickly.
These insights are captured in Bloomberg’s Research Management Solutions (RMS), centralizing your firm’s research, recommendations and holdings-related documentation in one place and keeping everything connected to the investment process.
Drive stronger outcomes against liabilities
Support the full investment workflow, from position management to risk analytics and performance. Monitor exposures, assess funding sensitivity and manage allocations in a single, integrated view.
Building on this, Portfolio & Risk Analytics (PORT) delivers scenario analysis, asset allocation insight and performance attribution across portfolios and benchmarks, helping you evaluate decisions in the context of liabilities and long-term funding objectives.
Understand risk in the context of liabilities
Assess risk across assets within a unified framework. Analyze the source of risk within a Portfolio and measure the incremental risk taken on for allocating to a manager, goal or asset class using consistent data and analytics across the total portfolio.
Use multi-asset risk models, scenario analysis and stress testing to evaluate how market movements impact the portfolio and long-term obligations. Support more informed decisions on hedging, rebalancing and strategic allocation.
Execute efficiently against allocation targets
Our Order Management System (AIM) delivers multi-asset, end-to-end workflow support across the investment lifecycle. With integrated decision support, pre-trade compliance, and rebalancing tools, it enables efficient execution and keeps portfolios aligned with targets.
Improve execution across asset classes
Access third-party liquidity, native trading tools and Bloomberg analytics across equities, fixed income and FX. Bloomberg’s execution solutions, including EMSX, FXGO and TSOX, support multi-asset workflows from order routing through to execution.
Maintain transparency across the total portfolio
Post-trade operations provide a consistent and auditable record of positions, cash and exposures across internal and external portfolios.
Using integrated data and workflows across reconciliations, matching and settlement, maintain a trusted view of the portfolio and support reporting to stakeholders with clarity and confidence.
Maintain compliance across mandates and regulations
Manage regulatory requirements and investment guidelines with tools that support monitoring, reporting and auditability. Ensure portfolios remain aligned with mandates while maintaining transparency across the investment lifecycle.
Power total portfolio insight with consistent data
Access comprehensive financial data across public and private markets, including pricing, reference data, fundamentals and ESG. Aggregate internal, external and sub-advised portfolios into a consistent view, enabling like-for-like comparisons across the fund.
Standardized, high-quality data supports asset allocation decisions, risk analysis and performance evaluation, helping you identify concentrations, assess exposures and manage the portfolio in the context of liabilities.
Connect systems and scale your investment operations
Create a connected investment workflow through integration with internal systems, external managers and third-party providers. Ensure consistent data and analytics across the investment lifecycle, from research through to reporting.
Bloomberg’s managed services support operational scale and efficiency, helping you maintain data consistency, streamline workflows and adapt as your portfolio evolves across public and private markets.
CLIENT SUCCESS STORIES
From fragmented systems to full visibility with Bloomberg PORT
National Employment Savings Trust (NEST), the UK’s largest pension provider, was using one application for risk management, another for data collection and analysis and another for monitoring portfolios. Managing these multiple technology systems and information sources was becoming increasingly costly.
See how NEST uses the Portfolio and Risk Analytics solution on the Bloomberg Terminal to enable greater transparency and insight into the historical, present and future risk/return profile of the portfolios it has under management.
CLIENT SUCCESS STORIES
Optimizing time-sensitive trading using automation
The Guardians of New Zealand Superannuation (the Guardians), which manages the NZ Super Fund, invests in a range of government securities across Asia, Europe and America. The Guardians needed to find an automated solution to trade these bonds outside New Zealand trading hours and to improve overall efficiency. The fund manager also wanted to reduce its reliance on individual brokers, using automation to send trades to multiple brokers simultaneously — and achieve best execution.
See how the Guardians collaborated with Bloomberg to make their trading process more efficient, avoiding the need for external traders to work overnight and crucially, providing the Guardians with increased access to liquidity, enabling them to move away from the constraints of their original trading model.
