Screening for FTSE 100 companies on Bloomberg
16/09/2015
So you’re researching an index and need some data on its constituent companies? Bloomberg’s Equity Screening tool makes light work of this, not just for the FTSE, but for indices, exchanges and sectors worldwide.
Type EQS into Bloomberg and either hit enter or select ‘Equity Screening’ from the Functions menu. The EQS tool displays the options you can employ to screen companies within Bloomberg.
From here, to find your index, select the ‘Indices’ option from the Screening Criteria and either browse your way to or search for the index you require within it. As you do this, you will see your choices reflected in the ‘Selected Screening Criteria’ panel at the bottom right of the screen.
To view the company list, click ‘Results’ at the bottom right of your screen. Companies that fit your criteria are displayed ranked by Market Cap with a pre-defined set of financial data in columns to the right.
To rank by any other variable, click on the appropriate column header.
To add a new column to display additional data, use the ‘Add Column’ search box to type in the variable you require. Select what you require and click Enter to refresh the display.
To transfer data to Excel, click ‘Output’ on the red menu bar and select ‘Excel’ > ‘All securities’. Make sure you have installed the Bloomberg Office Add In before you do this. See our previous post on this for details.
USEFUL TO KNOW:
Using EQS, in addition to the criteria listed on the menu, you can also filter companies by financial variables. In the EQS search screen, type the variable required into the ‘Add Criteria’ box and select your parameters for filtering.
You can also use EQS to pull historical constituent lists for indices etc. At the top right of the search screen you will see the words ‘As Of’ and an orange box with today’s date. Bloomberg can screen companies back to December 1992. Enter your date here and click enter to view results.
Any questions on this or any other aspect of Bloomberg, please do not hesitate to contact MIRC.
Feature image from Pixabay. Available at: https://pixabay.com/photos/architecture-building-business-city-1868667/
Categories & Tags:
Leave a comment on this post:
You might also like…
How do I access the full-text of Harvard Business Review (HBR)?
This is one of the most frequently asked questions in the School of Management Library, presumably because HBR is such a key management journal and is renowned worldwide. The short answer is via EBSCO Business ...
Want to find out more about data documentation?: Workshop on 1 June
Data documentation is essential to make sure that well-organised and well-documented research data can be produced from our research projects. It ensures that your data will be understood and interpreted by any user. It will ...
Working on your internship report
Instead of producing a traditional thesis, as covered in our earlier post, some students in the School of Management - and perhaps some in other Cranfield Schools too - will embark upon on an internship ...
Embracing a Marketing and Leadership MSc Apprenticeship.
A Q&A with Faizah Azeem. Why did you decide to undertake a postgraduate apprenticeship in Marketing and Leadership? Cranfield delivers a unique programme that sits well with professionals wanting to develop themselves into expert ...
What is ‘Digital Forensic Science’?
Despite being a fundamental tool for many organisations and criminal justice systems around the world, arguably digital forensic science as a discipline does not always get the recognition it deserves in media broadcasts. Therefore, public ...
Pandemic PhD to prospects PhD
Hello, my name is Danni and I’m a third-year PhD student in the School of Water, Energy, and Environment specifically within the Soil, Agrifood and Biosciences department. My PhD focuses on how biostimulants (seaweeds, ...