Bloomberg Equity Screening (EQS) Exercise: Environmental Social Governance (ESG) Investing

32 Pages Posted: 5 Jun 2023 Last revised: 22 Sep 2023

See all articles by Timothy Falcon Crack

Timothy Falcon Crack

University of Otago - Department of Accountancy and Finance

Date Written: September 22, 2023

Abstract

I show you how to use the Bloomberg Professional Service (i.e., the “Bloomberg Terminal”) to execute an Environmental Social Governance (ESG) investing exercise using Bloomberg’s equity screening (EQS) function. Then I show you how to execute a green bond investing exercise using Bloomberg’s fixed income search (SRCH) function.

I have used Bloomberg exercises very successfully for 15 years in a final-year undergraduate Applied Investments course, using Crack (2022a) as the textbook. During this period, I have given similar exercises to over 1,800 undergraduate students, typically working in groups of three to five students.

This hands-on Bloomberg exercise is naturally ChatGPT-proof, by construction.

I take an Add Criteria–based approach to the EQS function here. This approach overlaps heavily with the approach discussed in Crack (2023c) and contrasts with the Formula-based approach to the EQS function demonstrated in Crack (2023a).

Keywords: Bloomberg Professional Service, Bloomberg Terminal, Environmental Social Governance (ESG) investing, Equity Screens, EQS function, Bond Screens, SRCH function, Green Bonds, ChatGPT

JEL Classification: G11, G12, A22, A23

Suggested Citation

Crack, Timothy Falcon, Bloomberg Equity Screening (EQS) Exercise: Environmental Social Governance (ESG) Investing (September 22, 2023). Available at SSRN: https://ssrn.com/abstract=4452854 or http://dx.doi.org/10.2139/ssrn.4452854

Timothy Falcon Crack (Contact Author)

University of Otago - Department of Accountancy and Finance ( email )

Dunedin
New Zealand

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