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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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Fonctionnalités du complément
Lorsque ce complément est utilisé, il
  • Peut envoyer des données via Internet
  • Ce complément peut lire ou modifier le contenu des éléments de votre boîte aux lettres et créer des éléments. Il peut accéder aux informations personnelles (corps, objet, expéditeur, destinataires ou pièces jointes) des messages ou des éléments du calendrier. Il peut également envoyer ces données à un service tiers.
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