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Bloomberg - Note Publisher

BLOOMBERG LP

Publish research notes and capture engagements using the Bloomberg Outlook add-in

Financial professionals need a way to easily share internal research notes and record certain interactions to maintain compliance with specific regulations, including MiFID II. Bloomberg's Outlook add-in makes it easy to publish short notes to share with your team and streamline the regulatory compliance process.

Leverage Bloomberg’s Outlook add-in to record and keep historical and upcoming interactions from your calendar, along with other important information, including the relevant quality evaluation, participants and comments.

  • Publish short research notes to share with your team
  • Add tags and tickers to your note or interaction so you can easily find them later in the Terminal
  • Automatically identify meeting participants and map them to buy-side or sell-side firms
  • Categorize interaction types (e.g., analyst call, conference, etc.)
  • Rate interactions so you can track the quality of your meetings
  • Enjoy seamless integration with Bloomberg Research Analytics (BRES)

NOTE: You must be a Bloomberg Anywhere subscriber, and have a Bloomberg biometric authentication device (B-Unit) to use this service.

If you are not yet a Bloomberg Anywhere customer and would like to be connected to the preeminent information source for the world’s most influential business leaders, please visit http://www.bloomberg.com/professional/ to find out more about the BLOOMBERG TERMINAL® service.

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Capacidades del complemento
Cuando se usa este complemento:
  • Puede enviar datos por Internet.
  • Este complemento puede leer o modificar el contenido de cualquier elemento del buzón y crear elementos nuevos. También puede obtener acceso a información personal (cuerpo, asunto, remitente, destinatarios o datos adjuntos) de cualquier mensaje o elemento de calendario. Puede que el complemento envíe estos datos a servicios de terceros.
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