List of Bloomberg Portfolio Analytics Customers
Bloomberg
731 Lexington Avenue,
New York, 10022, NY,
United States
New York, 10022, NY,
United States
1 212-318-2000
Media
21000
$12.5B
Since 2010, our global team of researchers has been studying Bloomberg Portfolio Analytics 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 Portfolio Analytics for Portfolio and Investment Performance and Planning 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 Portfolio Analytics for Portfolio and Investment Performance and Planning include: Invesco, a United States based Banking and Financial Services organisation with 8536 employees and revenues of $5.72 billion, Fortitude Re, a United States based Insurance organisation with 550 employees and revenues of $3.71 billion, Sterling Capital Management, a Guardian Capital Group Company, a United States based Banking and Financial Services organisation with 181 employees and revenues of $120.0 million and many others.
Contact us if you need a completed and verified list of companies using Bloomberg Portfolio Analytics, 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.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Fortitude Re | Insurance | 550 | $3.7B | United States | Bloomberg | Bloomberg Portfolio Analytics | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021, Fortitude Re implemented Bloomberg Portfolio Analytics as its Portfolio and Investment Performance and Planning application. The deployment targeted the firm s investment analytics function supporting a general account of approximately $55 billion across life, annuity, and property and casualty insurance products.
The implementation centered on portfolio analytics and fixed income modeling capabilities, with emphasis on structured products and mortgages. Financial models for fixed income asset classes were developed and maintained using Python, R, SQL, MATLAB, and C, and the environment delivered capabilities needed for portfolio managers to execute asset liability management and asset allocation strategies on a daily cadence. Bloomberg Portfolio Analytics was used to provide performance attribution, risk-aware analytics, and portfolio-level reporting integrated into daily investment workflows.
Operational coverage included investment analytics, portfolio management, and actuarial stakeholders, with model ownership residing in senior investment analytics roles such as the SVP, Investment Analytics. The technology environment was deployed alongside other specialist vendors referenced by the firm, including Aladdin, Intex, and Trepp, creating a multi-vendor fixed income modeling and data ecosystem.
Governance emphasized model development and operationalization, with investment analytics leadership responsible for maintaining model libraries, delivering daily ALM and asset allocation outputs, and coordinating with actuarial life and portfolio management teams. The implementation aligned the Bloomberg Portfolio Analytics application to support structured product and mortgage valuation workflows and the firm s daily portfolio decision making.
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Invesco | Banking and Financial Services | 8536 | $5.7B | United States | Bloomberg | Bloomberg Portfolio Analytics | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Invesco implemented Bloomberg Portfolio Analytics as a core platform within its Portfolio and Investment Performance and Planning stack to support fixed income factor research and ongoing portfolio monitoring. The deployment explicitly served quantitative analysts on the Investor Fixed Income Factor team, and the Bloomberg Portfolio Analytics implementation was integrated into the team’s existing research practices and data workflows.
Configuration centered on portfolio analytics capabilities typical for the category, including factor analysis, performance attribution, and risk measurement, with specific support for factor implementations such as value and carry strategies. Bloomberg Portfolio Analytics was used alongside R-based research code and SQL-based data stores to operationalize factor definitions, automate analytics runs, and standardize reporting formats for investment research.
The implementation integrated with third party performance monitoring and analytic software cited by team members, notably Blackrock Aladdin and Bloomberg Port, and consumed feeds from Invesco’s SQL databases and R research environment. Operational coverage emphasized investment research and portfolio management within the fixed income factor team, with analytics workflows running in a coordinated manner across local research infrastructure in the Greater Atlanta Area.
Governance focused on formalizing analytics inputs and workflows, aligning factor research processes with centralized analytics outputs from Bloomberg Portfolio Analytics, and standardizing data ingestion into SQL for reproducible research. Adoption established a consistent analytics layer for the Investor Fixed Income Factor team, supporting ongoing factor research and performance monitoring without making claims about measurable outcomes.
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Sterling Capital Management, a Guardian Capital Group Company | Banking and Financial Services | 181 | $120M | United States | Bloomberg | Bloomberg Portfolio Analytics | Portfolio and Investment Performance and Planning | 2021 | n/a |
In 2021 Sterling Capital Management LLC implemented Bloomberg Portfolio Analytics as part of its Portfolio and Investment Performance and Planning capabilities. The Bloomberg Portfolio Analytics deployment was positioned to support portfolio managers, analysts, product and marketing teams and to align with Sterling’s monthly and quarterly production cadence.
The implementation configured Bloomberg Portfolio Analytics to deliver performance attribution, holdings-level analytics, fixed income attribution workflows, ESG monitoring and templated client reporting. Bloomberg Portfolio Analytics was used to centralize analytical workflows and to enable automation of deliverables that had previously been produced through a mix of tools.
Bloomberg Portfolio Analytics was deployed to operate alongside Sterling’s existing analytics landscape including Bloomberg Port, FactSet, Morningstar Direct and eVestment, and workstreams informed the firm’s Snowflake use case development and Seismic-driven marketing updates. Data flows and automation were coordinated by systems analysts and third-party tooling to feed management, investment teams and client services, and to refresh monthly fixed income marketing materials.
Governance and operational ownership were organized across systems analysts, portfolio managers, IT and marketing, with systems analysts providing technical assistance, vendor escalation and data quality oversight. The project explicitly automated fixed income attribution deliveries to reduce the number of FactSet licenses required by users, and it supported the firm’s ongoing ESG client reporting and production processes.
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FAQ - APPS RUN THE WORLD Bloomberg Portfolio Analytics Coverage
Bloomberg Portfolio Analytics is a Portfolio and Investment Performance and Planning solution from Bloomberg.
Companies worldwide use Bloomberg Portfolio Analytics, from small firms to large enterprises across 21+ industries.
Organizations such as Invesco, Fortitude Re and Sterling Capital Management, a Guardian Capital Group Company are recorded users of
Bloomberg Portfolio Analytics for Portfolio and Investment Performance and Planning.
Companies using Bloomberg Portfolio Analytics are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using Bloomberg Portfolio Analytics are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Bloomberg Portfolio Analytics across Americas, EMEA, and APAC.
Companies using Bloomberg Portfolio Analytics range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 66.67%, large organizations with 1,001-10,000 employees - 33.33%, and global enterprises with 10,000+ employees - 0%.
Customers of Bloomberg Portfolio Analytics 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 Portfolio Analytics 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 Performance and Planning.