BLOOMBERG MARKET CONCEPTS
FINAL EXAMS
What could you type into the command line to learn what an
index is? - CORRECT 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? -
CORRECT ANSWER-Harley-Davidson is a value stock
compared to Zynga
A passive fund manager would be most likely to do which of the
following? - CORRECT ANSWER-Match the fund's
performance to the benchmark index 's performance
Which of the following best describes an RFP's path? -
CORRECT 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? - CORRECT
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? - CORRECT 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. -
CORRECT ANSWER-highlighted 200000
Click on the amber field that will let you load the custom list we
just designed. - CORRECT ANSWER-GICS next to comp
source
Select from the dropdown menu the custom list we just
designed - CORRECT 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 expensive relative
to its peers? - CORRECT ANSWER-Cheap because its
blended forward P/E is lower than its peers
Which of the following are some of the main functions that help
an analyst explore stocks generated by EQS? - CORRECT
ANSWER-DES, CN, FA
The below EQRV screen was captured before the markets
opened on April 29, 2019. According to the information shown,
is Goldman Sachs trading rich or cheap on a blended forward
P/E basis, relative to its historical average? - CORRECT
ANSWER-Goldman Sachs is trading cheap as it is 1.3 standard
deviations below its two-year historical average, relative to its
peers.
FINAL EXAMS
What could you type into the command line to learn what an
index is? - CORRECT 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? -
CORRECT ANSWER-Harley-Davidson is a value stock
compared to Zynga
A passive fund manager would be most likely to do which of the
following? - CORRECT ANSWER-Match the fund's
performance to the benchmark index 's performance
Which of the following best describes an RFP's path? -
CORRECT 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? - CORRECT
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? - CORRECT 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. -
CORRECT ANSWER-highlighted 200000
Click on the amber field that will let you load the custom list we
just designed. - CORRECT ANSWER-GICS next to comp
source
Select from the dropdown menu the custom list we just
designed - CORRECT 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 expensive relative
to its peers? - CORRECT ANSWER-Cheap because its
blended forward P/E is lower than its peers
Which of the following are some of the main functions that help
an analyst explore stocks generated by EQS? - CORRECT
ANSWER-DES, CN, FA
The below EQRV screen was captured before the markets
opened on April 29, 2019. According to the information shown,
is Goldman Sachs trading rich or cheap on a blended forward
P/E basis, relative to its historical average? - CORRECT
ANSWER-Goldman Sachs is trading cheap as it is 1.3 standard
deviations below its two-year historical average, relative to its
peers.
