List of Bloomberg AIM Customers
Bloomberg
731 Lexington Avenue,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-318-2000
Professional Services
26000
$13.0B
Since 2010, our global team of researchers has been studying Bloomberg AIM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Bloomberg AIM for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Bloomberg AIM for Portfolio and Investment Management include: American International Group (AIG), a United States based Insurance organisation with 25000 employees and revenues of $47.25 billion, MAPFRE, a Spain based Insurance organisation with 30585 employees and revenues of $30.26 billion, Barclays Wealth Management, a United Kingdom based Banking and Financial Services organisation with 21400 employees and revenues of $30.00 billion, Legal & General Group, a United Kingdom based Banking and Financial Services organisation with 10799 employees and revenues of $28.30 billion, Credit Suisse, part of UBS Group, a Switzerland based Banking and Financial Services organisation with 28840 employees and revenues of $23.47 billion and many others.
Contact us if you need a completed and verified list of companies using Bloomberg AIM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the TRM software purchases.
The Bloomberg AIM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of TRM software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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ADM Investor Services International Limited | Banking and Financial Services | 250 | $50M | United Kingdom | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2010 | n/a |
In 2010, ADM Investor Services International Limited implemented Bloomberg AIM for Portfolio and Investment Management. The deployment centered on supporting front-to-back portfolio control and order lifecycle needs for the firm, with a specific focus on trading floor operations and investment operations.
Bloomberg AIM was configured to support portfolio management, order and position management, trade lifecycle processing, accounting and reporting workflows, and compliance rule orchestration typical of Portfolio and Investment Management platforms. Configuration work included workflow automation for allocations and settlement authorization, and customization of reporting templates to align with operational procedures.
Project activities included managing trading-floor connectivity and negotiating and integrating connectivity between Instinet and Bloomberg POMS, SSEOMS and List Trader products, reflecting simultaneous execution and order management system interactions. The implementation program covered trading, operations, IT and compliance teams, and delivery relied on a dedicated connectivity team to provide tactical and strategic solutions to the business.
Program governance emphasized project management of requirements, creation and maintenance of project plans, management of project cost and resource, and control of all project documentation. The team delivered complex business change and transformation through formal change control, operational handover of trading floor connectivity, and sustained support for Bloomberg AIM.
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Aegon Asset Management UK plc | Banking and Financial Services | 380 | $63M | United Kingdom | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2015 | n/a |
In 2015, Aegon Asset Management UK plc implemented Bloomberg AIM as its Portfolio and Investment Management platform to centralize fixed income trading and portfolio operations. The Bloomberg AIM implementation served as the core application supporting order lifecycle management, trade capture, and post-trade processing for the firm’s fixed income desk.
The deployment focused on functional configuration of Bloomberg AIM’s FI trading capabilities, including FITI cross order trading workflows and script testing to validate execution and allocation logic. An STP project was executed alongside the AIM implementation to automate settlement and downstream message flows, with scripting and automation used to reduce manual touch points and improve downstream performance.
Integrations were explicitly built to connect Bloomberg AIM to external liquidity venues, including LiquidNet and Tradeweb, to enable dark pool liquidity access within execution workflows. Operational coverage targeted the trading desk, middle office, and operations teams, with AIM serving as the nexus between execution venues and downstream operational processes.
Governance and rollout followed agile delivery, with business process mapping, implementation planning, vendor liaison, technical documentation, and user training and documentation produced as part of the program. Business liaison activity was used to align trading requirements with technical configuration, and vendor liaison supported connectivity and testing to the named electronic liquidity platforms.
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Alfred Berg Asset Management | Banking and Financial Services | 107 | $100M | Sweden | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2017 | n/a |
In 2017, Alfred Berg Asset Management implemented Bloomberg AIM, adopting Bloomberg AIM as its Portfolio and Investment Management platform to centralize fund and mandate operations in Stockholm. The initial deployment emphasized investment risk monitoring and compliance oversight for managed funds and mandates, aligning the platform with the firm’s Risk and Investment Compliance functions.
Bloomberg AIM was configured to run the compliance and risk monitoring workflows that the Head of Risk maintains, specifically supporting monitoring of limits and rules for managed funds and mandates and in-depth analysis of investment risks in funds and mandates. Configuration work included the use of AIM’s compliance rules engine, risk analytics and portfolio management modules consistent with the Portfolio and Investment Management category, plus trade lifecycle and reporting capabilities to support fund governance.
Operational ownership resides in the Risk function, with the Head of Risk responsible for maintenance and adaptation of the risk monitoring system Bloomberg AIM and supervision of one Investment Compliance Officer. The platform also supports maintenance of the internal capital adequacy assessment process ICAAP and produces the investment and operational risk inputs required for reporting to the Board of Directors.
Governance has been structured around iterative rules maintenance and audit workflows, driven by risk analysts and compliance staff who perform system adaptations and operational risk analysis inside Bloomberg AIM. Ongoing system stewardship and configuration changes are handled internally, reflecting a continuous-control model for portfolio compliance and risk monitoring rather than a one-time implementation.
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Allianz Global Investors France | Banking and Financial Services | 395 | $140M | France | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2018 | n/a |
In 2018, Allianz Global Investors France implemented Bloomberg AIM as a Portfolio and Investment Management application to standardize derivatives trade capture and middle office workflows. The deployment targeted EMEA middle office operations, enabling consolidated booking and lifecycle management for both OTC and ETD instruments across the firm.
Bloomberg AIM was configured to handle booking of Variance Swap, Cross Currency Swap, Cliquet Option, Total Return Swap Commodity Basket, Bond Forward, FX Option and similar OTC products, together with listed derivatives processing. Functional modules and capabilities implemented included trade capture and lifecycle event processing, collateral and margin monitoring, reconciliation workflows, LEI creation and renewal management, and support for EMIR and DTCC regulatory reporting.
The AIM implementation operated in close operational integration with the outsourced service provider State Street for settlement, collateralization and reconciliation, with clearing brokers for listed derivatives reconciliation, and with DTCC reporting flows for EMIR compliance. Operational scope covered Middle Office coordination with Front Office, Client Account Managers and the CIO office, and the platform was actively used during a GFI migration and HyperCare period to stabilize the transition to outsourced models.
Governance and process restructuring accompanied the rollout, instituting SLA-based oversight of outsourced activities, an invoice follow-up file for LEI processes, and additional reconciliation statements that increased internal ETD reconciliation coverage from 75% to 95%. Process optimizations with State Street cut the number of breaks raised by State Street to AGI by 50%, and ongoing controls included onboarding of new funds for collateral activity and resolution management of disputed margin calls.
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Allianz Global Investors UK | Banking and Financial Services | 300 | $29M | United Kingdom | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2019 | n/a |
In 2019, Allianz Global Investors UK implemented Bloomberg AIM as its Portfolio and Investment Management platform. The deployment concentrated on new instrument support and development for derivatives and on embedding on venue trading and central counterparty workflows inside Bloomberg AIM to support listed and OTC trading flows.
The implementation encompassed MTF and SEF onboarding through Bloomberg and TradeWeb, CCP onboarding with LCH, ICE and Eurex, and clearing broker onboarding. Functional configuration included CCP collateral management capabilities and tailored derivatives instrument definitions, with the Target Operating Model being designed in parallel to technical configuration.
Business requirements were developed collaboratively with the Investment Office, Traders, IT, Middle Office and Operations, and technical specifications were produced with IT developers to translate requirements into system configuration. The project plan was built and managed by the program team, and development and testing cycles included staged IT development, user acceptance testing and full end to end production testing following rollout criteria.
Operational integrations implemented during the program included direct connectivity between Bloomberg AIM and TradeWeb, CCP links to LCH, ICE and Eurex, onboarding of clearing brokers, and a middle office outsource migration of funds from Northern Trust to State Street for CCP servicing. The programme governance covered regional tranche migrations for middle office services across APAC, UK, France, Germany and USA as part of a broader business transformation.
Bloomberg AIM now functions as the centralized Portfolio and Investment Management application for the specified derivatives, trading venue and clearing workflows at Allianz Global Investors UK, with instrument support, venue and CCP workflows, collateral management and staged middle office migration executed as part of the 2019 implementation.
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Banking and Financial Services | 30 | $30M | United Kingdom | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 40 | $30M | United Kingdom | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2015 | n/a |
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Banking and Financial Services | 1450 | $3.0B | United States | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2018 | n/a |
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Insurance | 25000 | $47.3B | United States | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2012 | n/a |
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Banking and Financial Services | 460 | $100M | Sweden | Bloomberg | Bloomberg AIM | Portfolio and Investment Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating Bloomberg AIM
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Bloomberg AIM. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Bloomberg AIM for Portfolio and Investment Management include:
- IG Wealth Management, a Canada based Banking and Financial Services organization with 3300 Employees
- Deninos Pizzeria & Tavern, a United States based Leisure and Hospitality company with 60 Employees
- Corsa Consulting United Kingdom, a United Kingdom based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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FAQ - APPS RUN THE WORLD Bloomberg AIM Coverage
Bloomberg AIM is a Portfolio and Investment Management solution from Bloomberg.
Companies worldwide use Bloomberg AIM, from small firms to large enterprises across 21+ industries.
Organizations such as American International Group (AIG), MAPFRE, Barclays Wealth Management, Legal & General Group and Credit Suisse, part of UBS Group are recorded users of
Bloomberg AIM for Portfolio and Investment Management.
Companies using Bloomberg AIM are most concentrated in Insurance and Banking and Financial Services, with adoption spanning over 21 industries.
Companies using Bloomberg AIM are most concentrated in United States, Spain and United Kingdom, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Bloomberg AIM across Americas, EMEA, and APAC.
Companies using Bloomberg AIM range from small businesses with 0-100 employees - 17.73%, to mid-sized firms with 101-1,000 employees - 43.97%, large organizations with 1,001-10,000 employees - 29.08%, and global enterprises with 10,000+ employees - 9.22%.
Customers of Bloomberg AIM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Bloomberg AIM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.