List of Bloomberg PORT Enterprise Customers
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Since 2010, our global team of researchers has been studying Bloomberg PORT Enterprise 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 PORT Enterprise for Portfolio and Investment Risk 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 PORT Enterprise for Portfolio and Investment Risk Management include: Credit Suisse Asset Management, a Switzerland based Banking and Financial Services organisation with 48770 employees and revenues of $22.39 billion, Poste Vita, a Italy based Banking and Financial Services organisation with 400 employees and revenues of $8.91 billion, Franklin Templeton Poland, a Poland based Banking and Financial Services organisation with 10000 employees and revenues of $8.43 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Hang Seng Bank, a Hong Kong based Banking and Financial Services organisation with 8328 employees and revenues of $5.30 billion and many others.
Contact us if you need a completed and verified list of companies using Bloomberg PORT Enterprise, 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 software purchases.
The Bloomberg PORT Enterprise 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 software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
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Achmea Investment Management | Banking and Financial Services | 350 | $50M | Netherlands | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2018 | n/a | In 2018 Achmea Investment Management implemented Bloomberg PORT Enterprise as its Portfolio and Investment Risk Management platform. The deployment established a centralized portfolio analytics and risk calculation environment to support investment teams responsible for multi-asset portfolios and performance reporting. The Bloomberg PORT Enterprise implementation was configured to deliver portfolio analytics, performance measurement and attribution, risk factor analysis, scenario analysis, and currency hedge effectiveness measurement. The deployment explicitly supported workstreams related to IBOR reform impact analysis, system selection for portfolio analytics, and enhancements to cost transparency. Operational coverage emphasized embedding analytics into front office portfolio management and performance reporting workflows, with data orchestration focused on portfolio level calculations and attribution pipelines. The scope encompassed investment desk analytics, performance measurement, and compliance reporting functions rather than data or trading infrastructure replacement. Governance and rollout were managed through a structured project program, with a project manager leading implementation activity from May 2018 to April 2019, followed by business consultancy into May 2019 through February 2020 for IBOR analysis and hedge effectiveness measurement. Policy implementation for Best Execution and process optimization for cost transparency were treated as parallel governance streams aligned to the Bloomberg PORT Enterprise configuration and operational handoff. | |
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Amundi | Banking and Financial Services | 5300 | $1.4B | France | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2015 | n/a | In 2015, Amundi implemented Bloomberg PORT Enterprise as its Portfolio and Investment Risk Management application. The deployment was centered on the Advisory & External Funds Selection Team in Région de Paris, France, and was used to support multi-assets portfolio construction and quantitative research workflows. Bloomberg PORT Enterprise was configured to support portfolio optimization and backtesting capabilities, and to surface performance attribution, principal component analysis and style analysis for fund selection. The implementation also encompassed a robo-advisor component developed to streamline the advisory process for partner networks, embedding systematic portfolio construction and model-driven recommendations into advisor workflows. The PORT implementation operated alongside an analytics environment built on R and RStudio and incorporated Factset data as part of the quantitative toolchain, enabling analysts to run custom analytics and link R-based models with Bloomberg PORT Enterprise outputs. This integration supported the Advisory & External Funds Selection Team workflow for model testing, reporting and iterative strategy refinement. Governance and operationalization focused on standardizing optimization and backtest pipelines, and on formalizing quantitative support procedures for performance attribution and style analysis within the Advisory and external fund selection process. Bloomberg PORT Enterprise was positioned to serve Portfolio and Investment Risk Management for advisory, portfolio construction and quantitative research functions at Amundi. | |
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APG Groep | Banking and Financial Services | 4500 | $1.2B | Netherlands | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2013 | n/a | In 2013, APG Groep implemented Bloomberg PORT Enterprise within its Portfolio and Investment Risk Management tooling. Bloomberg PORT Enterprise was provisioned to support APG Asset Management workflows for Fixed Income Portfolio Management and Risk Management teams. Bloomberg PORT Enterprise provided performance measurement, exposure reporting and portfolio analytics capabilities aligned with portfolio and risk management workflows. Implementation work emphasized data processing, data management and data reporting pipelines used to generate performance and exposure reports for fixed income portfolios. The full application name Bloomberg PORT Enterprise is referenced in APG operational activities as a core decision support application. Integrations were established between Bloomberg PORT Enterprise and other decision support systems explicitly cited in APG activity records, including Barclays Point and Yield Book, plus third party data providers to supply market and holdings data. Data and Reporting Analyst roles at APG executed ongoing data processing and reporting operations to produce inputs for portfolio managers and risk teams. Governance focused on centralized data management and standardized reporting workflows within APG Asset Management for Fixed Income Portfolio Management and Risk Management. | |
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Banking and Financial Services | 2360 | $1.5B | France | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2016 | n/a |
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Banking and Financial Services | 2500 | $1.7B | France | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2012 | n/a |
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Banking and Financial Services | 120 | $1.0B | Switzerland | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2013 | n/a |
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Banking and Financial Services | 2000 | $3.2B | Canada | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2018 | n/a |
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Banking and Financial Services | 616 | $1.0B | Belgium | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2016 | n/a |
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Banking and Financial Services | 600 | $1.0B | Belgium | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2016 | n/a |
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Banking and Financial Services | 2700 | $599M | Barbados | Bloomberg | Bloomberg PORT Enterprise | Portfolio and Investment Risk Management | 2010 | n/a |
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Buyer Intent: Companies Evaluating Bloomberg PORT Enterprise
- iResearch Services, a India based Professional Services organization with 50 Employees
- DZ Privatbank, a Luxembourg based Banking and Financial Services company with 1100 Employees
- Townpark Hotel Corporation, a United States based Leisure and Hospitality organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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