Justin Pauley

Unlocking Financial Data (eBook, PDF)

A Practical Guide to Technology for Equity and Fixed Income Analysts

• Format: PDF

Produktbeschreibung

Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. Yet, many dont realize that you dont need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other systems found at most banks and investment firms.This practical guide teaches analysts a useful subset of Excel skills that will enable them to access and interpret financial informationwithout any prior programming experience. This book will show analysts, step-by-step, how to quickly produce professional reports that combine their views with Bloomberg or Markit data including historical financials, comparative analysis, and relative value. For portfolio managers, this book demonstrates how to create professional summary reports that contain a high-level view of a portfolios performance, growth, risk-adjusted return, and composition. If you are a programmer, this book also contains a parallel path that covers the same topics using C#.Topics include:Access additional data that isnt visible on Bloomberg screensCreate tables containing corporate data that makes it possible to compare multiple companies, bonds, or loans side-by- sideBuild one-page analytic (Tear Sheet) reports for individual companies that incorporates important financials, custom notes, relative value comparison of the company to its peers, and price trends with research analyst targetsBuild two-page portfolio summary report that contains a high-level view of the portfolios performance, growth, risk-adjusted return, and compositionExplore daily prices and facility information for most of the tradable corporate bond and loan marketDetermine the relationship between two securities (or index) using correlation and regressionCompare each securitys performance to a cohort made of up of securities with similar risk and return characteristicsMeasure portfolio risk-adjusted return by calculating variance, standard deviation, and Sharpe ratioUse Markit data to identify meaningful trends in prices, new issue spreads, and refinancings

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Produktdetails

• Verlag: O'Reilly Media
• Seitenzahl: 318
• Erscheinungstermin: 6. Oktober 2017
• Englisch
• ISBN-13: 9781491973226
• Artikelnr.: 49985971

Autorenporträt

Justin Pauley is a Senior Structured Credit Analyst at Brigade Capital Management, an asset manager based in New York. At Brigade, Justin's responsibilities include making investment recommendations, executing trades, and developing the systems used to analyze and value complex investments. Prior to joining Brigade, Justin headed CLO Strategy at the Royal Bank of Scotland where he published monthly reports to investors and developed bond analytic systems. Justin started his career in Wachovia's technology department, developing front-office applications for analysts and traders. He has been published in The Journal of Structured Finance, quoted in publications such as the Wall Street Journal and Bloomberg News, and spoke on numerous panels at finance related conferences.