Bloomberg Tradebook

Research Services

Bloomberg Tradebook provides direct access to independent research in a high-touch, flexible engagement model.

In the same way that Bloomberg connects you to data of unmatched breadth and depth, Tradebook connects you to information that goes beyond consensus to provide additional independent perspectives.

DIRECT ACCESS

Tradebook Research provides direct access to well-regarded independent analysts. In addition to receiving research reports and invitations to events, clients can also connect directly with the analysts themselves for additional market insight or access to deep survey work and fundamental analysis.

DEDICATED RESEARCH CONSULTANT

Each client’s research needs are unique – so we don’t use an automated filter. Bloomberg Tradebook offers clients the ease and expertise of a specialized consultant who can work as a single point of contact for our research offering. These consultants, who have completed extensive training, will provide clients with relevant research tailored to their needs.

FLEXIBLE ENGAGEMENT MODEL

Tradebook Research is highly flexible: you can customize your payment mechanism in a variety of ways so you only pay for the research you want using hard dollars, commission sharing arrangements (CSAs) or bundled commissions. Clients will get specific details on what research they will be receiving for their research spend.

CONVENIENT COMMISSION MANAGEMENT

Customers can leverage commission sharing arrangements (CSAs) to reduce overall costs and achieve operational efficiencies. We can help you effectively manage relationships with different brokers and research providers through a single management portal and payment platform—with no additional fees.

RIGOROUS SELECTION CRITERIA

Bloomberg Tradebook has selected independent research providers (IRPs) with a record of performance and informed perspectives on the markets they cover. Our fundamental selection criterion is the performance of the providers our clients use the most. Then we apply the deep analytical insight afforded by Bloomberg’s vast information network to identify the ones who can add value to the investment process. Click here to view our IRPs.