Bloomberg Market Concepts: Portfolio
Management Exam
/.What could you type into the command line to learn what an index is? - Answer-
✅index
/.Look at the description pages for two different companies. Based on P/E and dividend
yield data alone, which of the following is most likely true about the nature of these
stocks? - Answer-✅Harley-Davidson is a value stock compared to Zynga
/.A passive fund manager would be most likely to do which of the following? - Answer-
✅Match the fund's performance to the benchmark index 's performance
/.Which of the following best describes an RFP's path? - Answer-✅An investment
consultant asks multiple fund managers to submit an RFP. Then the fund managers
prepare and present their RFPs to the consultant and/or the asset owner, who will then
decide which manager to select.
/.What is one way investment consultants protect their clients' money during periodic
performance reviews? - Answer-✅Investment consultants check that the portfolio
manager's performance was based on skill investing in the agreed-upon stocks or
sectors
/.Let's say you want to adjust the market cap in your EOS search to increase the
number of matches. What should you click to do this most efficiently? - Answer-✅On
the given screen, one should click on Current Market Cap >200000 Million to adjust the
market cap
/.Click in the correct field to change the Current Market Cap. - Answer-✅highlighted
200000
/.Click on the amber field that will let you load the custom list we just designed. -
Answer-✅GICS next to comp source
/.Select from the dropdown menu the custom list we just designed - Answer-✅My comp
groups
/.Below is the EQRV screen for Morgan Stanley that you just created. Based on this
information alone, would a portfolio manager consider Morgan Stanley cheap or
Management Exam
/.What could you type into the command line to learn what an index is? - Answer-
✅index
/.Look at the description pages for two different companies. Based on P/E and dividend
yield data alone, which of the following is most likely true about the nature of these
stocks? - Answer-✅Harley-Davidson is a value stock compared to Zynga
/.A passive fund manager would be most likely to do which of the following? - Answer-
✅Match the fund's performance to the benchmark index 's performance
/.Which of the following best describes an RFP's path? - Answer-✅An investment
consultant asks multiple fund managers to submit an RFP. Then the fund managers
prepare and present their RFPs to the consultant and/or the asset owner, who will then
decide which manager to select.
/.What is one way investment consultants protect their clients' money during periodic
performance reviews? - Answer-✅Investment consultants check that the portfolio
manager's performance was based on skill investing in the agreed-upon stocks or
sectors
/.Let's say you want to adjust the market cap in your EOS search to increase the
number of matches. What should you click to do this most efficiently? - Answer-✅On
the given screen, one should click on Current Market Cap >200000 Million to adjust the
market cap
/.Click in the correct field to change the Current Market Cap. - Answer-✅highlighted
200000
/.Click on the amber field that will let you load the custom list we just designed. -
Answer-✅GICS next to comp source
/.Select from the dropdown menu the custom list we just designed - Answer-✅My comp
groups
/.Below is the EQRV screen for Morgan Stanley that you just created. Based on this
information alone, would a portfolio manager consider Morgan Stanley cheap or
