Using Bloomberg Terminals in a Security Analysis and Portfolio Management Course

Journal of Economics and Finance Education, Vol. 11, No. 1, pp. 72-92, 2012

16 Pages Posted: 26 Mar 2012 Last revised: 15 Apr 2013

See all articles by Adam Y.C. Lei

Adam Y.C. Lei

Midwestern State University

Huihua Li

St. Cloud State University

Date Written: January 12, 2013

Abstract

Motivated by an obvious gap between the widespread use of Bloomberg terminals in the finance industry and the scant resources available to an instructor on how to incorporate the available information through the terminal into a finance course, we illustrate our experience using the terminal in an equity-focused security analysis and portfolio management course. Our goal is to enable students inexperienced with the terminal to prepare an analyst report. We identify the most significant challenges we face and provide the corresponding solutions. Our results are also applicable to other finance courses including financial analysis, investments, and student managed investment fund.

Keywords: Bloomberg terminals, security analysis, portfolio management, financial education

JEL Classification: G11, I22

Suggested Citation

Lei, Adam Y.C. and Li, Huihua, Using Bloomberg Terminals in a Security Analysis and Portfolio Management Course (January 12, 2013). Journal of Economics and Finance Education, Vol. 11, No. 1, pp. 72-92, 2012 . Available at SSRN: https://ssrn.com/abstract=1999066 or http://dx.doi.org/10.2139/ssrn.1999066

Adam Y.C. Lei (Contact Author)

Midwestern State University ( email )

3410 Taft Blvd
Wichita Falls, TX 76308
United States
(940) 397-4403 (Phone)
(940) 397-4693 (Fax)

HOME PAGE: http://www.adamyclei.com/

Huihua Li

St. Cloud State University ( email )

Saint Cloud, MN 56301
United States
(320) 308-3231 (Phone)
(320) 255-3986 (Fax)

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