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Bloomberg AIM (Asset & Investment Manager) from Bloomberg

A buy-side order management system that provides portfolio management, trading, compliance, operations, and P&L capabilities. Includes real-time positions, pre-trade compliance, order management, trading tools, and comprehensive reporting.

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Product analysis by function

Portfolio Management Systems for Portfolio Management

Comprehensive platforms that enable portfolio construction, optimization, rebalancing, and monitoring of investment portfolios across various asset classes. These systems typically include tools for asset allocation, performance attribution, risk analytics, and trade order generation.
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Core Portfolio Management
(9 Yes /9 Known /10 Possible features)

Order Management & Trading
(8 Yes /8 Known /10 Possible features)

Performance Measurement & Attribution
(6 Yes /6 Known /10 Possible features)

Risk Management & Analytics
(8 Yes /8 Known /10 Possible features)

Compliance & Regulatory Reporting
(7 Yes /7 Known /10 Possible features)

Data Integration & Management
(7 Yes /7 Known /10 Possible features)

Client & Investor Communications
(7 Yes /7 Known /10 Possible features)

Workflow & Task Automation
(7 Yes /7 Known /10 Possible features)

Security & Access Control
(8 Yes /8 Known /10 Possible features)

Integration & Extensibility
(6 Yes /6 Known /10 Possible features)

Usability & User Interface
(7 Yes /7 Known /10 Possible features)

Core Portfolio Management
(9 Yes /9 Known /10 Possible features)

Performance Measurement & Attribution
(7 Yes /7 Known /9 Possible features)

Risk Management
(8 Yes /8 Known /9 Possible features)

Order Management & Trade Execution Workflow
(7 Yes /7 Known /8 Possible features)

Compliance Management
(8 Yes /8 Known /8 Possible features)

Data Management & Integration
(1 Yes /1 Known /7 Possible features)

Reporting & Analytics
(6 Yes /6 Known /7 Possible features)

User Experience & Accessibility
(6 Yes /6 Known /7 Possible features)

Automation & Workflow
(4 Yes /4 Known /5 Possible features)

Security & Reliability
(3 Yes /3 Known /7 Possible features)

Support, Maintenance & Vendor Stability
(6 Yes /6 Known /7 Possible features)

Order Management Systems (OMS) for Portfolio Management

Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
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Core Order Management
(11 Yes /11 Known /13 Possible features)

Integration & Connectivity
(9 Yes /9 Known /10 Possible features)

Compliance & Risk Controls
(8 Yes /8 Known /10 Possible features)

User Experience & Workflow
(8 Yes /8 Known /10 Possible features)

Reporting & Analytics
(8 Yes /8 Known /10 Possible features)

Security & Access
(9 Yes /9 Known /10 Possible features)

Data Management & Quality
(9 Yes /9 Known /10 Possible features)

Workflow & Automation
(9 Yes /9 Known /10 Possible features)

Performance & Reliability
(5 Yes /5 Known /10 Possible features)

Scalability & Flexibility
(7 Yes /7 Known /10 Possible features)

Client Service & Support
(8 Yes /8 Known /10 Possible features)

Trade Processing & Settlement Systems for Fund Operations

Platforms that manage the post-trade lifecycle, including confirmation, matching, clearing, and settlement of transactions across various asset classes and markets.
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Sorry, no analysis is avaiable for Trade Processing & Settlement Systems

Corporate Actions Processing Systems for Fund Operations

Solutions that manage the identification, notification, decision-making, and processing of corporate events such as dividends, stock splits, mergers, and rights issues that affect securities held in portfolios.
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Sorry, no analysis is avaiable for Corporate Actions Processing Systems

Cash Management Systems for Fund Operations

Software for monitoring, forecasting, and optimizing cash positions across accounts and currencies to support investment activities, fund redemptions, and operational needs.
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Sorry, no analysis is avaiable for Cash Management Systems

Investment Compliance Monitoring for Risk & Compliance

Software that automatically checks portfolios against investment guidelines, restrictions, and regulatory limits to prevent breaches and ensure alignment with client mandates and fund prospectuses.
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Regulatory Rule Coverage
(0 Yes /0 Known /10 Possible features)

Monitoring & Surveillance
(0 Yes /0 Known /10 Possible features)

Data Integration & Quality
(0 Yes /0 Known /10 Possible features)

Usability & Configurability
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

Reporting, Analytics & Audit
(0 Yes /0 Known /10 Possible features)

Security & Access Control
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Vendor Support & Service
(0 Yes /0 Known /10 Possible features)

Cost, Licensing & Deployment Options
(0 Yes /0 Known /10 Possible features)

Fee Analysis & Modeling Tools for Product Development & Management

Software for analyzing competitive fee structures, modeling revenue scenarios, and determining optimal pricing strategies for investment products across different distribution channels and client segments.
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Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation

Integrated systems that support cross-asset research, relative value analysis, and tactical allocation decisions across traditional and alternative asset classes.
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Sorry, no analysis is avaiable for Multi-Asset Strategy Platforms

Asset-Liability Management Tools for Pension and Investment Management

Specialized software that analyzes and optimizes the relationship between pension liabilities and investment assets, helping to ensure long-term funding adequacy.
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Order Management Systems (OMS) for Investment Management

Software that automates and streamlines the investment order lifecycle, from creation to execution and settlement. These systems ensure compliance with investment mandates, handle large volume trades across multiple asset classes, and integrate with execution platforms.
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Order Entry and Execution
(0 Yes /0 Known /12 Possible features)

Compliance and Risk Controls
(0 Yes /0 Known /12 Possible features)

Portfolio Management Integration
(0 Yes /0 Known /12 Possible features)

Integration and Connectivity
(0 Yes /0 Known /12 Possible features)

Allocation and Settlement
(0 Yes /0 Known /12 Possible features)

Pension Fund Specific Features
(0 Yes /0 Known /12 Possible features)

Reporting and Analytics
(0 Yes /0 Known /12 Possible features)

Technology Infrastructure
(0 Yes /0 Known /12 Possible features)

User Experience and Interface
(0 Yes /0 Known /12 Possible features)

Service and Support
(0 Yes /0 Known /12 Possible features)

Fund Accounting Systems for Operations

Solutions calculating NAV (Net Asset Value) and managing other accounting functions for investment funds and managed accounts.
More Fund Accounting Systems More Operations ...

Core Accounting Functionality
(0 Yes /0 Known /10 Possible features)

Product Coverage
(0 Yes /0 Known /7 Possible features)

Reporting & Analytics
(0 Yes /0 Known /8 Possible features)

Integration
(0 Yes /0 Known /7 Possible features)

User Access & Security
(0 Yes /0 Known /5 Possible features)

Compliance & Audit
(0 Yes /0 Known /5 Possible features)

Workflow Automation
(0 Yes /0 Known /5 Possible features)

Performance & Scalability
(0 Yes /0 Known /4 Possible features)

Client & Stakeholder Communication
(0 Yes /0 Known /4 Possible features)

Support & Maintenance
(0 Yes /0 Known /6 Possible features)

Compare

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Multi-Asset Class Support Supports a wide variety of asset classes including equities, fixed income, derivatives, alternatives, and cash.		Bloomberg AIM supports equities, fixed income, derivatives, alternatives, and cash according to product documentation and third-party reviews.
Model Portfolio Management Ability to create and manage model portfolios for replication and benchmarking.		Bloomberg AIM includes model portfolio replication and management for benchmarking and implementation.
Rebalancing Tools Tools for automated and manual portfolio rebalancing based on rules or drift thresholds.		Rule-based and manual rebalancing tools confirmed via product datasheet and industry demo videos.
Tax Lot Tracking Tracks individual tax lots for accurate tax management and reporting.		Tax lot tracking is referenced in AIM documentation as part of advanced accounting.
Multi-Currency Support Manages and values portfolios in multiple base and reporting currencies.		Multiple base and reporting currencies are supported; cited in Bloomberg AIM marketing collateral and implementation guides.
Historical Position Reconstruction Ability to reconstruct historical portfolio positions for reporting or auditing.		Historical position reconstruction is specifically noted in compliance and audit capabilities.
Scenario Analysis Enables scenario modeling to assess portfolio impacts under various assumptions.		Scenario and what-if analysis tools are core features, allowing multiple market scenarios.
Portfolio Hierarchies Supports complex hierarchical structures (accounts, sub-portfolios, composites).		Portfolio hierarchies (accounts, sub-portfolios, composites) supported. Referenced in configuration documentation.
What-If Analysis Provides tools to simulate hypothetical trades and assess impacts.		What-if analysis tools present in simulation and pre-trade modules.
Speed of Portfolio Valuation Time taken to compute full valuation of a portfolio.		No information available

Order Generation Create and submit orders directly from portfolio or model changes.		Order generation from portfolio and model changes is a core OMS feature.
Pre-Trade Compliance Checks Checks trade orders against investment restrictions prior to execution.		Bloomberg AIM emphasizes pre-trade compliance checks in its marketing materials and case studies.
Order Routing Supports automated routing of trades to counterparties or execution platforms.		Order routing to execution platforms and counterparties is a core feature, per vendor site and user guides.
FIX Protocol Integration Native support for FIX protocol for seamless connectivity with brokers.		FIX Protocol connectivity is specifically promoted in Bloomberg AIM documentation.
Trade Allocation Flexible rules for post-trade allocation to accounts or sleeves.		Trade allocation functions (including sleeves and overlays) featured in user manual and promotional content.
Market Data Integration Real-time or delayed access to market prices for pre-trade decisions.		Integration to market data (real-time and delayed) from Bloomberg’s own data as well as third-party providers.
Execution Cost Analysis Tracks and reports on transaction costs and slippage.		Execution cost analysis features available for transaction cost analysis, per product brochure.
Straight-Through Processing (STP) Rate Percentage of trades processed from order to settlement without manual intervention.		No information available
Time to Execute Trade Average time from order entry to execution fill.		No information available
Block Trading Support Ability to manage and execute block trades efficiently.		Block trading and bulk order management is available in the execution management suite.

Time-Weighted Return Calculation Accurate calculation of time-weighted returns for investment performance analysis.		Bloomberg AIM supports time-weighted return calculations for performance reporting.
Money-Weighted Return Calculation Calculation of money-weighted (IRR) returns for cashflow-sensitive portfolios.		Money-weighted (IRR) calculation is present in AIM performance modules.
Multi-Level Attribution Supports multi-level (sector, security, currency) performance attribution.		Multi-level attribution is described in reporting capabilities (sector, security, etc).
Custom Benchmark Support Ability to set and compare portfolios against custom benchmark indices.		Custom benchmark support included in portfolio performance comparisons.
Risk-Adjusted Return Metrics Includes Sharpe, Sortino, and other ratios for performance analysis.		Risk-adjusted metrics including Sharpe and Sortino ratios are in performance reporting.
Performance Contribution Analysis Analyzes contribution to performance by asset, sector, or manager.		Performance contribution by asset, sector, or manager supported, see performance attribution documentation.
Automatic GIPS Composite Management Support for Global Investment Performance Standards composite setup and reporting.		No information available
Frequency of Return Calculations How often return calculations can be performed.		No information available
Granularity of Holdings Analysis Level at which performance can be broken down (e.g., lot, security, sector).		No information available
Speed of Performance Report Generation Time required to generate detailed performance reports.		No information available

VaR (Value at Risk) Calculation Calculates Value at Risk using multiple methodologies (parametric, historical, Monte Carlo).		VaR (Value at Risk) calculations are included in risk modules.
Stress Testing Ability to run stress and shock scenarios on portfolios.		Stress testing and scenario modeling are part of Bloomberg AIM analytics suite.
Risk Exposure Breakdown Detailed analysis and visualization of exposures (sector, country, factor, etc).		Risk exposure breakdown by country, sector, and factor is supported, per documentation.
Factor Analysis Decomposition of portfolio returns/risk into underlying risk factors.		Factor analysis, including risk decomposition, is documented in the risk module.
Liquidity Risk Assessment Measures and reports on the liquidity profile of portfolios.		Liquidity risk analysis and reporting are present in the AIM product suite.
Counterparty Risk Assessment Quantifies exposures to issuers, custodians, and brokers.		Counterparty exposure and related analysis available for operational risk.
Real-Time Risk Monitoring Provides real-time or near-time updates to risk metrics.		AIM supports real-time risk monitoring, as advertised in key features.
Limit Monitoring and Alerts Automated monitoring of risk and exposure limits with alerting.		Limit monitoring with automated alerts for exposures and risk is standard in AIM.
Number of Custom Risk Metrics Supported Custom risk models or metrics the platform can support at once.		No information available
Speed of Risk Report Generation Time required to generate and distribute risk reports.		No information available

Pre-Trade Compliance Checks compliance with regulatory and client-specific rules prior to order execution.		Pre-trade compliance is a key feature and frequently cited in Bloomberg AIM product material.
Post-Trade Compliance Monitors post-trade activity for adherence to investment guidelines.		Monitors post-trade compliance for ongoing adherence to investment guidelines.
Regulatory Report Generation Produces reports required for regulatory filings (e.g., Form PF, AIFMD, MiFID II).		Regulatory report generation (e.g., MiFID, AIFMD) is supported.
Custom Rule Builder GUI or scripting language for creating custom compliance rules.		Custom compliance rule builder is provided via GUI and scripting options.
Audit Trail Tracks and logs all activity and changes for audit purposes.		Audit trail and compliance activity logging is offered for all changes in Bloomberg AIM (regulatory requirement and confirmed in product whitepapers).
Exception Management Workflows for handling and resolving compliance breaches and exceptions.		Exception management workflows are part of compliance breach handling.
Automated Document Generation Automatically generates legal and compliance documents for clients or regulators.		Automated document generation is included for legal/regulatory fulfillment.
Number of Built-In Compliance Rules Out-of-the-box compliance rules or templates available.		No information available
Compliance Check Frequency How frequently compliance checks are run on portfolios.		No information available
Alert Notification Time Delay between identifying a compliance breach and notifying the user.		No information available

Open API Access Well-documented APIs for integration with third-party systems or internal applications.		Bloomberg provides documented open APIs for integration, called BLPAPI, referenced in official documentation.
Market Data Connectivity Connectivity to market data providers for real-time and historical data.		Market data connectivity (real-time/historic) is available through Bloomberg Terminal and data feeds as per product documentation.
Pricing Source Flexibility Able to source pricing from multiple external or internal sources.		Pricing source flexibility is available including Bloomberg and other market sources.
ETL (Extract, Transform, Load) Tools In-built data transformation and loading utilities.		ETL tools for data import/export are part of AIM's data management module.
Data Quality Control Validation, deduplication, and error correction processes for incoming data.		Data quality control and exception management are present for incoming data.
Reference Data Management Centralized management for instrument, client, and counterparty reference data.		Reference data management for instruments and entities is available in AIM.
Data Retention Policy Support Configure how long data is retained for compliance and reporting.		Data retention and compliance policies configurable in Bloomberg AIM.
Number of Data Sources Supported Distinct external or internal data sources that can be integrated at once.		No information available
Data Load Frequency Maximum frequency at which data loads are supported.		No information available
Data Reconciliation Speed Time required to reconcile positions or transactions with external records.		No information available

Client Portal Branded, online access point for clients to view portfolio, performance, and documents.		A customizable, branded client portal is available as part of Bloomberg’s broader OMS solution suite.
Customizable Reporting Flexible options for tailoring reports to specific client needs.		Reporting is highly customizable and can be tailored by user or client.
Automated Statement Generation Generation and distribution of periodic account statements and tax documents.		Periodic statement generation and distribution is a standard function.
Document Vault Secure repository for storing and sharing investment reports and documents.		Document vault/repository is available for secure client and firm document storage.
Multi-Language Support Support for producing reports and communications in multiple languages.		Multi-language support is available for both data and reporting output.
Data Visualization Tools Advanced charting and data visualization in reporting and portals.		Advanced data visualization within reporting modules and dashboards is supported.
Custom Branding Options Allows for client-specific branding of communication materials.		Custom branding is stated as available in user and client output.
Bulk Reporting Speed Time required to generate and deliver bulk reports to all clients.		No information available
Number of Concurrent Users Supported Clients or investors that can simultaneously access the system.		No information available
Frequency of Automatic Updates How often clients receive automatic updates (email, portal notifications).		No information available

Workflow Designer Tool for configuring custom workflows and approval chains.		Configured workflow designer tools are available for workflow customization.
Task Assignment & Escalation Automatic assignment and escalation of tasks based on rules or deadlines.		Task assignment & escalation processes are available to manage operations.
Alerts & Notifications Email, SMS, or in-app notifications for important tasks or exceptions.		Alerts and notifications (email, in-app) feature in workflow and compliance tools.
Automated Data Imports Scheduling and running data imports without manual intervention.		Automated data imports and scheduled loads available per documentation.
Exception Handling Automation Automated handling of workflow errors or breaks.		Automated exception handling is built-in for resolving operational issues.
User Access Controls Assign roles, permissions, and workflows to users and groups.		Role-based user access controls are standard for all major OMS/EMS and present in AIM.
Workflow Execution Time Average time to complete an automated workflow from initiation to completion.		No information available
Number of Workflow Types Different workflow templates or types available out-of-the-box.		No information available
Concurrent Workflow Support Maximum number of workflows that can run simultaneously.		No information available
Audit Logging of Workflows Automatically records all workflow steps and user actions for compliance.		All workflow actions and steps are logged for compliance and audit purposes.

Single Sign-On (SSO) Support for SSO integration with enterprise identity providers.		Single sign-on (SSO) is available; referenced in enterprise integration and IT requirements documentation.
Multi-Factor Authentication (MFA) Enforce MFA for added user login security.		Multi-factor authentication (MFA) supported for secure user logins, as stated in Bloomberg AIM security collateral.
Role-Based Permissions Granular controls over user access to different system modules and data.		Role-based permissions are present for granular user access.
Encryption (At-Rest & In-Transit) Encrypts data when stored or sent across networks.		Encryption at rest and in-transit is described in AIM security documentation.
Regular Penetration Testing Conducts periodic security testing of the platform.		Regular penetration testing and audits included in Bloomberg security practices.
User Activity Logging Logs user activity for security and audit compliance.		User activity logging/audit logs are features for compliance and security.
Custom Password Policies Set and enforce custom password complexity and expiry rules.		Password policies are configurable for complexity and expiry.
Data Masking Ability to mask sensitive data fields for specific users.		Data masking on sensitive fields is available for specific user profiles.
Number of Access Roles Supported Distinct levels or roles that can be set for system users.		No information available
User Session Timeout Default time a session remains active without user interaction.		No information available

Third-Party Application Integrations Pre-built connectors for leading risk, CRM, or execution systems.		AIM integrates with a wide range of third-party solutions for risk, CRM, etc.
Custom Script/SDK Support Allows developers to build custom extensions or automation using an SDK or scripting.		Custom script/SDK support for workflow and data extension is documented.
Event-Based API Triggers APIs that trigger actions in response to portfolio events or data changes.		Event-based API triggers are available via AIM's API.
Outbound Data Feeds Flexible configuration for pushing data to downstream systems.		Outbound data feeds (custom and scheduled) supported for downstream integration.
Batch & Real-Time Processing Supports both scheduled (batch) and real-time integrations.		Batch and real-time integrations are supported by Bloomberg AIM.
Integration Partner Ecosystem Network of supported third-party vendors with certified integrations.		Integration partner ecosystem detailed on the product website and documentation.
Number of Pre-Built Connectors Connectors available for plug-and-play integration.		No information available
API Call Latency Time for average API request-response cycle.		No information available
Concurrent API Connections Supported Maximum number of simultaneous API connections.		No information available
User Extensibility Options Availability of open frameworks or plugin architectures.		No information available

Customizable Dashboards Users can personalize dashboard layouts with preferred widgets or views.		Customizable dashboards for users and teams are available in the AIM interface.
Mobile Access Optimized access from mobile and tablet devices.		Mobile access and tablet optimization are included; Bloomberg has mobile apps for professional products (as stated in official app stores and product FAQs).
Accessibility (WCAG Compliance) Meets accessibility guidelines for users with disabilities.		No information available
Multi-Language Interface User interface supports multiple languages.		The user interface supports multiple languages, as described in the product literature.
Help & Support Tools Embedded help, documentation, and user support resources.		Extensive help and support tools available in-app and through vendor resources.
User Onboarding Workflows Guided onboarding and training for new users.		User onboarding workflows present for new users and system modules.
Custom View Settings Users can define saved and shared custom views or filters.		Custom and shared view settings are available in the interface.
Concurrent User Responsiveness System performance with large numbers of simultaneous users.		No information available
Average Page Load Time The average time to load application screens.		No information available
Hotkey/Shortcuts Support Support for keyboard shortcuts to enhance productivity.		Hotkey and shortcut support is present for workflow acceleration.

Multi-Asset Support Support for various asset classes such as equities, bonds, derivatives, ETFs, and private equity.		Multi-asset support (equities, bonds, derivatives, ETFs, PE) is a major advertised AIM feature.
Real-Time Position Management Ability to track positions in real-time as trades are executed and settled.		Real-time position management is listed as a key system capability in AIM.
Transaction Management Capability to ingest, validate, and record all buy/sell, transfer, and adjustment transactions.		Transaction management (record, validate, ingest) is a fundamental feature for all OMS/EMS software.
Portfolio Aggregation Aggregating multiple accounts, funds, and entities for a consolidated portfolio view.		Portfolio aggregation for multi-account entities is present.
Custom Portfolio Structuring Configurable portfolio hierarchies such as sleeve accounts, sub-portfolios, and strategies.		Configurable portfolio structuring (including sleeves and sub-portfolios) is available.
Corporate Actions Processing Automated handling and processing of dividends, splits, mergers, and other events.		Corporate actions automation is a key feature in system capabilities documentation.
Cash Management Real-time tracking of cash balances and flows across custodians and accounts.		Real-time cash management, including flows, is covered as standard.
Instrument Master Integration Seamless integration with security and instrument master data.		Integration with instrument master/market data is available.
Audit Trail Historical tracking and logging of all portfolio amendments and user actions.		Audit trail for portfolio activity and user actions is a compliance necessity and present in AIM.
Scalability Maximum number of portfolios/accounts that can be managed concurrently.		No information available

Time-Weighted Return Calculation Determines portfolio returns that neutralize impact of cash flows.		Time-weighted return calculation is included per performance measurement.
Money-Weighted Return Calculation (IRR) Calculates internal rate of return for capital-based performance.		Money-weighted IRR is available for capital-based performance.
Risk-Adjusted Performance Metrics Calculation of Sharpe, Sortino, and other ratios.		Sharpe, Sortino, and other risk-adjusted metrics available.
Performance Attribution Analysis Decomposition by security selection, allocation, currency, etc.		Attribution analysis by source of returns is implemented per reporting modules.
Benchmark Comparison Track and compare portfolio performance to chosen benchmarks.		Benchmark performance comparison is configurable and available.
Multi-Currency Performance Reporting Support for calculating and presenting results in multiple currencies.		Multi-currency reporting is available to meet diverse client/geographic needs.
Historical Performance Archiving Storing and accessing long-term historical performance data.		Historical archiving for compliance and performance reporting is provided.
Granularity of Reporting The finest level (e.g. security, sector, account) at which performance is reported.		No information available
Attribution Frequency How often performance and attribution calculations are updated.		No information available

Value at Risk (VaR) Calculation Automated computation of VaR and related risk metrics for portfolios.		Value at Risk (VaR) using multiple methods is included in the risk reporting suite.
Scenario Analysis & Stress Testing Ability to model portfolio impact under various hypothetical adverse market scenarios.		Scenario analysis and stress testing modules model portfolio response to market events.
Exposure Analysis Breakdown and monitoring of exposures (e.g. sector, region, currency).		Detailed exposure analysis (sector, region, currency, etc) is available for risk and compliance.
Limit Monitoring & Alerts Automated monitoring and alerting for breaches of portfolio risk or concentration limits.		Automated risk limit monitoring and system alerts are standard for risk management.
Custom Risk Models Support Ability to import or define custom risk and factor models.		Custom risk/factor models can be imported or defined by users.
Risk Reporting Flexibility Configurability in how risk reports are presented and delivered.		Risk reporting is highly configurable; users can define report formats and delivery.
Factor Analysis Decompose portfolio returns and risks by systematic factors (e.g. size, value, momentum).		Factor analysis is supported with decomposition of risk/returns to systematic factors.
Look-through Capability Analyze risks inside multi-layered investment vehicles (e.g., funds of funds, ETFs).		Look-through capability for analyzing risks inside ETF/fund of funds.
Monte Carlo Simulations Number of Monte Carlo scenarios that can be run per analysis.		No information available

Trade Order Entry & Routing Ability to construct, edit, and route orders to brokers or venues.		Trade order entry and routing via integrated OMS trading tools.
Pre-Trade Compliance Checks Automated checking of portfolio and regulatory limits prior to order release.		Automated pre-trade compliance engine is core to trading workflow.
Block and Allocation Management Support for block trading and post-trade allocation to multiple accounts.		Block and allocation management through trading operations interface.
Electronic Trading Integration (FIX) Connectivity to brokers or ECNs via FIX protocol or APIs.		Electronic trading integration via FIX protocol included.
Order Audit Logging Historical recording of all order and trade actions for compliance.		Order audit logging for compliance and operational transparency.
Trade Approval Workflow Configurable, multi-step approval processes for trade execution.		Trade approval workflow including multi-step approvals and authorizations.
Error Handling & Reconciliation Automated handling and correction of trade errors and mismatches.		Automated error handling and reconciliation for trade settlement.
Order Throughput Maximum number of orders that can be handled per minute.		No information available

Pre-Trade Compliance Engine Real-time scanning of trades against compliance rules before execution.		Pre-trade compliance scanning as part of the compliance engine.
Post-Trade Compliance Monitoring Ongoing assessment and detection of rule breaches after trading.		Ongoing post-trade compliance monitoring against rules.
Rule Customization Ability to author and manage custom compliance rules by user.		Custom compliance rule authoring via GUI and scripting.
Rule Library Library of pre-built regulatory and standard investment policies.		Rule library of standard regulatory and policy templates.
Automated Breach Alerts Automatic electronic alerts for any compliance violations.		Automated electronic alerts for any compliance violations.
Case Management Support workflow for documenting, tracking and resolving compliance breaches.		Case management/workflow for documenting and tracking compliance breaches.
Compliance Reporting Flexibility Configurability in output and delivery of compliance reports.		Highly configurable compliance reporting output/delivery options.
Audit Trail for Rules Historical log of rule activations, changes, and breach remediation.		Audit trail/log for all rule changes, activations, and breach remediations.

Open API for Data Access RESTful, SOAP or proprietary APIs for inbound/outbound data flows.		No information available
Market Data Integration Plug-in support for multiple market data vendors (Bloomberg, Reuters, etc.).		No information available
Reference Data Management Handling and ingestion of security master, issuer, and counterparty data.		Reference/static data management is explicitly featured (security master, issuer/counterparty data) in Bloomberg AIM product documentation.
Third-Party System Integration Interfacing with custodians, fund accountants, and pricing engines.		No information available
Data Validation & Cleansing Automated checking, cleaning, and reconciliation of incoming data.		No information available
Data Latency Time between data arrival and system update.		No information available
Bulk Data Import/Export Ability to handle batch data transfer (historical data loading, bulk reports).		No information available

Custom Report Builder Drag-and-drop or template-based tools for report creation.		Custom report builder functionality provided via flexible templates and custom statements, as described in vendor materials.
Scheduled & On-Demand Reporting Automated and ad-hoc report generation and distribution.		Scheduled and on-demand reporting supported, including automation.
Regulatory Reporting Support for end-to-end reporting for regulatory requirements (e.g. MiFID, Form PF).		Regulatory reporting support (e.g., MiFID II, Form PF, AIFMD) confirmed in product white papers and compliance solution sheets.
Client Reporting Customizable client statement generation and delivery.		Client reporting with custom statement generation and scheduling is core.
Dashboard Visualization Real-time graphical dashboards with interactive analytics.		Dashboard visualizations and interactive reports are included.
Drill-Down Capabilities Ability to analyze data from summary down to transaction-level details.		Drill-down from reports to trade and transaction-level data.
Report Distribution Channels Number of supported distribution mechanisms (email, portal, print).		No information available

Web-Based User Interface Full-featured, browser-accessible application interface.		Web-based interface is standard, accessible from modern browsers.
Role-Based Access Control Fine-grained user permissions by function, portfolio, or asset class.		Granular, role-based access controls as described in documentation.
Single Sign-On (SSO) Integration with Active Directory, OAuth, or similar identity services.		SSO integration available for different directory services.
Mobile Device Support Accessible via smartphones and tablets.		Supports use on mobile and tablet devices.
Self-Service Customization End-user ability to configure dashboards, reports, and alerts.		Self-service customization for dashboards, reports, and notifications is available.
Localization & Multi-Language Support for multiple languages and regional formats.		Localization and multilingual support are provided for the user interface.
Concurrent User Capacity Maximum number of users that can operate the platform simultaneously.		No information available

Task Automation Engine Rules-based scheduling and automation for routine workflows (trades, rebalancing, reporting).		AIM includes an automation and scheduling engine for trade, risk, and reporting workflows.
Configurable Workflow Engine Tools for custom approval and exception handling flows.		Configurable workflows and approval processes available.
Notifications & Alerts Configurable system triggers for email/SMS/push notifications.		Notifications/alerts via email, portal, or in-app for all workflow events.
Rebalancing Automation Automated portfolio rebalancing according to model, drift or schedule.		Portfolio rebalancing automation (by model or drift) is part of portfolio management.
Approval Steps per Workflow Maximum supported approval or sign-off steps in a workflow.		No information available

Encryption In Transit & At Rest End-to-end encryption for all sensitive data, both stored and transmitted.		Encryption in transit and at rest meets institutional requirements.
Disaster Recovery (RTO/RPO) Defined Recovery Time Objectives and Recovery Point Objectives for failover.		Disaster recovery and RTO/RPO (as well as business continuity planning) are detailed in Bloomberg’s enterprise and IT security documentation.
Penetration Testing & Security Audits Regular, independent reviews of system security.		Periodic penetration tests and security reviews are standard, as stated by Bloomberg.
Uptime SLA Guaranteed minimum percentage uptime for service availability.		No information available
Data Backup Frequency Regularity of backups for all platform and client data.		No information available
Multi-Factor Authentication Support for MFA at login and for sensitive transactions.		No information available
Audit Logging Comprehensive logs for all user and system activities.		No information available

24/7 Customer Support Accessibility of technical and operational support, round-the-clock.		24/7 customer support is available; listed in client service materials and publicly referenced in user testimonials.
Service Level Agreements (SLAs) Contracted guarantees for support response and resolution times.		SLAs are offered for institutional/enterprise clients as confirmed in RFP documentation and Bloomberg T&Cs.
Product Roadmap Transparency Clear visibility into upcoming features and enhancements.		Bloomberg discloses a product roadmap to existing clients.
Regular Software Updates Frequency of platform feature and security updates.		No information available
Documentation Quality Comprehensive, up-to-date user and developer documentation.		Comprehensive and regularly updated documentation is provided to all licensees.
Vendor Financial Stability Evidence of corporate and financial durability of the provider.		Bloomberg L.P. is a highly stable and longstanding vendor, with extensive financial resilience.
Community & User Forums Availability of user communities for support & feature sharing.		Online user forums and knowledge-sharing communities are available for AIM users.

Multi-Asset Support Ability to handle various asset classes such as equities, fixed income, derivatives, currencies, etc.		Bloomberg AIM supports multiple asset classes including equities, fixed income, derivatives, and FX as mentioned in public product documentation.
Order Entry Manual or automated entry of trade instructions for buy, sell, and other operations.		Order entry—manual and automated—are core capabilities explicitly stated in AIM's official marketing material.
Order Validation Pre-trade checks ensuring orders comply with market and regulatory rules.		AIM performs comprehensive order validation as part of pre-trade compliance and risk controls, as per documentation.
Order Routing Capability to direct orders to appropriate venues, brokers, or execution algorithms.		Bloomberg AIM provides order routing to multiple venues and brokers (see product integration list).
Order Matching Ability to auto-match portfolio manager orders with available liquidity.		Order matching functionality referenced as auto-matching for block and allocation orders.
Bulk Order Processing Ease of handling and executing large volumes of orders in batch.		Bulk order processing for trading large volumes is an AIM core feature, enabling desk efficiency.
Order Amending & Cancelling Support for modifying or cancelling open or partially filled orders.		Product documentation references order amend/cancel features, including partial order management.
Trade Allocation Functionality for splitting trades across multiple accounts or portfolios.		AIM has trade allocation tools supporting splits across multiple accounts/portfolios.
Order Lifecycle Tracking Comprehensive tracking of orders from creation to completion.		Order lifecycle tracking with real-time order status and blotter views is part of the UI.
Order Audit Trail Detailed log of all actions taken on orders for compliance and tracing.		Detailed order audit trail is provided for compliance within AIM.
Order Processing Speed Average time taken to process, validate, and route orders.		No information available
Max Order Capacity Maximum number of orders the system can process concurrently.		No information available
Support for Basket Orders Ability to handle multiple orders as a single grouped basket transaction.		Basket orders (grouped multi-security orders) are available for program trading and ETF workflows.

FIX Protocol Support Ability to communicate with external parties using the Financial Information eXchange (FIX) protocol.		FIX protocol support is documented as AIM offers FIX connectivity to brokers and venues.
API Access Well-documented APIs for integrating with third-party platforms and data providers.		Comprehensive API access for integration and data extraction is promoted as part of ecosystem interoperability.
Market Data Integration Ability to receive and process live prices and instrument data.		Integration of live market data (Bloomberg Terminal or feeds) is one of AIM's differentiators.
Position Data Import/Export Importing/exporting positions to/from accounting, risk, or other systems.		AIM supports position data import/export for integration with risk/accounting systems.
Settlement System Connectivity Integration with post-trade and settlement providers.		Integration with settlement and post-trade providers (Omgeo, custodians, etc.) is supported.
Portfolio Management System (PMS) Integration Seamless exchange of data with portfolio accounting and risk systems.		AIM data flows seamlessly with PMS and risk systems including Bloomberg's own solutions.
Number of Supported Venues/Brokers Count of external venues or brokers to which the OMS can connect.		No information available
OMS to EMS Integration Ability to integrate with Execution Management Systems for advanced trading functionality.		Bloomberg AIM can integrate with Execution Management Systems (EMSX) and third parties.
Real-time Data Feeds Capability to consume and process real-time feeds (prices, news, etc.).		Real-time data feeds (Bloomberg or third parties) are central to AIM's value proposition.
File-Based Interface Support Supports batch file uploads and downloads (CSV, XML, etc.) to exchange data.		AIM supports file-based interfaces (batch upload/download of trades, positions, etc.).

Pre-Trade Compliance Checks Automated validation of orders against rules such as client mandates, position limits, or regulatory requirements.		Pre-trade compliance checks are a hallmark of AIM workflows.
Post-Trade Compliance Monitoring Ability to monitor executed trades for regulatory and internal policy breaches.		Post-trade compliance monitoring is supported for regulatory/mandate breaches.
Real-Time Risk Monitoring Ongoing updates and alerts about exposures or limit breaches as orders are entered.		Real-time risk controls are documented for order placement and limit monitoring.
Custom Rule Engine Configurable logic for enforcing custom compliance and risk rules.		Custom rule engine is available for bespoke compliance/risk policies.
Restricted List Management Maintain and enforce trading restrictions on selected securities or issuers.		Restricted list management for securities/issuers is part of compliance setup in AIM.
Trade Approval Workflows Multi-level authorization for orders based on size, asset class, or other criteria.		Multi-level trade approval workflows configurable by role/criteria are documented.
Trade Error/Exception Handling Detection and flagging of potential rule breaches and workflow exceptions.		Exception handling is a standard part of error and break identification in the platform.
Audit and Logging Detailed activity logs and audit trails for compliance inspection.		Audit and event logging are core to Bloomberg's compliance and regulatory controls offering.
Number of Compliance Rules Supported Total unique compliance rules the system can enforce concurrently.		No information available
Compliance Rule Execution Speed Average time to process compliance checks per order.		No information available

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Financial Technology Year

Bloomberg AIM (Asset & Investment Manager) from Bloomberg

Product analysis by function

Portfolio Management Systems for Portfolio Management

Core Portfolio Management (9 Yes /9 Known /10 Possible features)

Order Management & Trading (8 Yes /8 Known /10 Possible features)

Performance Measurement & Attribution (6 Yes /6 Known /10 Possible features)

Risk Management & Analytics (8 Yes /8 Known /10 Possible features)

Compliance & Regulatory Reporting (7 Yes /7 Known /10 Possible features)

Data Integration & Management (7 Yes /7 Known /10 Possible features)

Client & Investor Communications (7 Yes /7 Known /10 Possible features)

Workflow & Task Automation (7 Yes /7 Known /10 Possible features)

Security & Access Control (8 Yes /8 Known /10 Possible features)

Integration & Extensibility (6 Yes /6 Known /10 Possible features)

Usability & User Interface (7 Yes /7 Known /10 Possible features)

Core Portfolio Management (9 Yes /9 Known /10 Possible features)

Performance Measurement & Attribution (7 Yes /7 Known /9 Possible features)

Risk Management (8 Yes /8 Known /9 Possible features)

Order Management & Trade Execution Workflow (7 Yes /7 Known /8 Possible features)

Compliance Management (8 Yes /8 Known /8 Possible features)

Data Management & Integration (1 Yes /1 Known /7 Possible features)

Reporting & Analytics (6 Yes /6 Known /7 Possible features)

User Experience & Accessibility (6 Yes /6 Known /7 Possible features)

Automation & Workflow (4 Yes /4 Known /5 Possible features)

Security & Reliability (3 Yes /3 Known /7 Possible features)

Support, Maintenance & Vendor Stability (6 Yes /6 Known /7 Possible features)

Order Management Systems (OMS) for Portfolio Management

Core Order Management (11 Yes /11 Known /13 Possible features)

Integration & Connectivity (9 Yes /9 Known /10 Possible features)

Compliance & Risk Controls (8 Yes /8 Known /10 Possible features)

User Experience & Workflow (8 Yes /8 Known /10 Possible features)

Reporting & Analytics (8 Yes /8 Known /10 Possible features)

Security & Access (9 Yes /9 Known /10 Possible features)

Data Management & Quality (9 Yes /9 Known /10 Possible features)

Workflow & Automation (9 Yes /9 Known /10 Possible features)

Performance & Reliability (5 Yes /5 Known /10 Possible features)

Scalability & Flexibility (7 Yes /7 Known /10 Possible features)

Client Service & Support (8 Yes /8 Known /10 Possible features)

Trade Processing & Settlement Systems for Fund Operations

Corporate Actions Processing Systems for Fund Operations

Cash Management Systems for Fund Operations

Investment Compliance Monitoring for Risk & Compliance

Regulatory Rule Coverage (0 Yes /0 Known /10 Possible features)

Monitoring & Surveillance (0 Yes /0 Known /10 Possible features)

Data Integration & Quality (0 Yes /0 Known /10 Possible features)

Usability & Configurability (0 Yes /0 Known /10 Possible features)

Performance & Scalability (0 Yes /0 Known /10 Possible features)

Reporting, Analytics & Audit (0 Yes /0 Known /10 Possible features)

Security & Access Control (0 Yes /0 Known /10 Possible features)

Integration & Interoperability (0 Yes /0 Known /10 Possible features)

Vendor Support & Service (0 Yes /0 Known /10 Possible features)

Cost, Licensing & Deployment Options (0 Yes /0 Known /10 Possible features)

Fee Analysis & Modeling Tools for Product Development & Management

Multi-Asset Strategy Platforms for Investment Strategy & Asset Allocation

Asset-Liability Management Tools for Pension and Investment Management

Order Management Systems (OMS) for Investment Management

Order Entry and Execution (0 Yes /0 Known /12 Possible features)

Compliance and Risk Controls (0 Yes /0 Known /12 Possible features)

Portfolio Management Integration (0 Yes /0 Known /12 Possible features)

Integration and Connectivity (0 Yes /0 Known /12 Possible features)

Allocation and Settlement (0 Yes /0 Known /12 Possible features)

Pension Fund Specific Features (0 Yes /0 Known /12 Possible features)

Reporting and Analytics (0 Yes /0 Known /12 Possible features)

Technology Infrastructure (0 Yes /0 Known /12 Possible features)

User Experience and Interface (0 Yes /0 Known /12 Possible features)

Service and Support (0 Yes /0 Known /12 Possible features)

Fund Accounting Systems for Operations

Core Accounting Functionality (0 Yes /0 Known /10 Possible features)

Product Coverage (0 Yes /0 Known /7 Possible features)

Reporting & Analytics (0 Yes /0 Known /8 Possible features)

Integration (0 Yes /0 Known /7 Possible features)

User Access & Security (0 Yes /0 Known /5 Possible features)

Compliance & Audit (0 Yes /0 Known /5 Possible features)

Workflow Automation (0 Yes /0 Known /5 Possible features)

Performance & Scalability (0 Yes /0 Known /4 Possible features)

Client & Stakeholder Communication (0 Yes /0 Known /4 Possible features)

Support & Maintenance (0 Yes /0 Known /6 Possible features)

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Core Portfolio Management
(9 Yes /9 Known /10 Possible features)

Order Management & Trading
(8 Yes /8 Known /10 Possible features)

Performance Measurement & Attribution
(6 Yes /6 Known /10 Possible features)

Risk Management & Analytics
(8 Yes /8 Known /10 Possible features)

Compliance & Regulatory Reporting
(7 Yes /7 Known /10 Possible features)

Data Integration & Management
(7 Yes /7 Known /10 Possible features)

Client & Investor Communications
(7 Yes /7 Known /10 Possible features)

Workflow & Task Automation
(7 Yes /7 Known /10 Possible features)

Security & Access Control
(8 Yes /8 Known /10 Possible features)

Integration & Extensibility
(6 Yes /6 Known /10 Possible features)

Usability & User Interface
(7 Yes /7 Known /10 Possible features)

Core Portfolio Management
(9 Yes /9 Known /10 Possible features)

Performance Measurement & Attribution
(7 Yes /7 Known /9 Possible features)

Risk Management
(8 Yes /8 Known /9 Possible features)

Order Management & Trade Execution Workflow
(7 Yes /7 Known /8 Possible features)

Compliance Management
(8 Yes /8 Known /8 Possible features)

Data Management & Integration
(1 Yes /1 Known /7 Possible features)

Reporting & Analytics
(6 Yes /6 Known /7 Possible features)

User Experience & Accessibility
(6 Yes /6 Known /7 Possible features)

Automation & Workflow
(4 Yes /4 Known /5 Possible features)

Security & Reliability
(3 Yes /3 Known /7 Possible features)

Support, Maintenance & Vendor Stability
(6 Yes /6 Known /7 Possible features)

Core Order Management
(11 Yes /11 Known /13 Possible features)

Integration & Connectivity
(9 Yes /9 Known /10 Possible features)

Compliance & Risk Controls
(8 Yes /8 Known /10 Possible features)

User Experience & Workflow
(8 Yes /8 Known /10 Possible features)

Reporting & Analytics
(8 Yes /8 Known /10 Possible features)

Security & Access
(9 Yes /9 Known /10 Possible features)

Data Management & Quality
(9 Yes /9 Known /10 Possible features)

Workflow & Automation
(9 Yes /9 Known /10 Possible features)

Performance & Reliability
(5 Yes /5 Known /10 Possible features)

Scalability & Flexibility
(7 Yes /7 Known /10 Possible features)

Client Service & Support
(8 Yes /8 Known /10 Possible features)

Regulatory Rule Coverage
(0 Yes /0 Known /10 Possible features)

Monitoring & Surveillance
(0 Yes /0 Known /10 Possible features)

Data Integration & Quality
(0 Yes /0 Known /10 Possible features)

Usability & Configurability
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

Reporting, Analytics & Audit
(0 Yes /0 Known /10 Possible features)

Security & Access Control
(0 Yes /0 Known /10 Possible features)

Integration & Interoperability
(0 Yes /0 Known /10 Possible features)

Vendor Support & Service
(0 Yes /0 Known /10 Possible features)

Cost, Licensing & Deployment Options
(0 Yes /0 Known /10 Possible features)

Order Entry and Execution
(0 Yes /0 Known /12 Possible features)

Compliance and Risk Controls
(0 Yes /0 Known /12 Possible features)

Portfolio Management Integration
(0 Yes /0 Known /12 Possible features)

Integration and Connectivity
(0 Yes /0 Known /12 Possible features)

Allocation and Settlement
(0 Yes /0 Known /12 Possible features)

Pension Fund Specific Features
(0 Yes /0 Known /12 Possible features)

Reporting and Analytics
(0 Yes /0 Known /12 Possible features)

Technology Infrastructure
(0 Yes /0 Known /12 Possible features)

User Experience and Interface
(0 Yes /0 Known /12 Possible features)

Service and Support
(0 Yes /0 Known /12 Possible features)

Core Accounting Functionality
(0 Yes /0 Known /10 Possible features)

Product Coverage
(0 Yes /0 Known /7 Possible features)

Reporting & Analytics
(0 Yes /0 Known /8 Possible features)

Integration
(0 Yes /0 Known /7 Possible features)

User Access & Security
(0 Yes /0 Known /5 Possible features)

Compliance & Audit
(0 Yes /0 Known /5 Possible features)

Workflow Automation
(0 Yes /0 Known /5 Possible features)

Performance & Scalability
(0 Yes /0 Known /4 Possible features)

Client & Stakeholder Communication
(0 Yes /0 Known /4 Possible features)

Support & Maintenance
(0 Yes /0 Known /6 Possible features)

Intuitive User Interface (UI) Modern, clear, and easily navigable front-end for users.		AIM's UI is widely regarded as modern and intuitive with efficient navigation.
Customizable Dashboards Ability for users to personalize their view and widgets.		Dashboards and widgets can be customized by users based on their role/workflow.
Role-Based Access Control User permissions and interface tailored to user roles (trader, portfolio manager, compliance, etc.).		User roles and access control is configurable and role-based by design.
Workflow Automation Tools to automate repetitive processes or order flows.		Workflow automation, such as auto-routing, notifications, and compliance tasks, is supported.
Alerts & Notifications Real-time notifications via on-screen, email, or SMS.		Real-time alerting by on-screen, email, and integration is documented.
Mobile Access Availability of mobile or web-based applications for remote access.		Mobile and web-based access is available via BLOOMBERG Anywhere and browser-based UI.
Bulk Editing Ability to modify multiple items in a single operation.		Bulk editing and batch operations for portfolios/orders are supported.
User Training Modules In-system guided learning and help resources.		Structured in-product help, guided tours, and knowledge base are accessible from AIM UI.
Maximum UI Customization Options Number of user-configurable interface elements.		No information available
Concurrent Users Supported Number of users that can interact with the system simultaneously.		No information available

Custom Report Builder Users can create ad hoc or custom reports using available data.		Custom report builder for ad hoc/standard reporting is a documented feature.
Pre-Built Standard Reports Access to common industry and regulatory reports (trade blotter, regulatory filings, etc.).		Industry-standard (market, regulatory) pre-built reports available by default.
Scheduled Reporting Automatic generation and delivery of regular reports.		Automatic scheduled report generation and delivery are standard.
Export Formats Variety of export options such as PDF, Excel, CSV.		Reports can be exported in PDF, Excel, and CSV formats.
Performance Analytics Tools for measuring trade performance and attribution.		Performance analytics including trade and portfolio attribution are built-in functions.
Compliance Reporting Dedicated reporting for regulatory and policy adherence.		Compliance reporting for audits/regulators can be generated via the reporting suite.
Real-time Analytics On-demand analysis and visualization of trading data.		On-demand and real-time analytics dashboards are part of the trading UI.
Data Visualization Tools Support for charts, graphs, and visual reporting.		Data visualization (charts, graphs) is supported in analytics and dashboards.
Number of Report Types Distinct predefined or customizable report types.		No information available
Historical Data Retention Period Amount of time trading data is stored and available for reporting.		No information available

Multi-Factor Authentication User access requires multiple verification methods.		Multi-factor authentication is available and often required for Bloomberg product access.
Single Sign-On (SSO) Federated login using the institution's identity provider.		Single sign-on (SSO) integration is documented for enterprises via SAML and AD.
Data Encryption (in transit & at rest) Protection of sensitive data during transmission and storage.		Data is encrypted both in transit and at rest, per Bloomberg security whitepapers.
Granular User Permissions Highly specific access control for various system functionalities.		Granular user and functional permissions configurable via admin interface.
Regular Security Audits Ongoing third-party or internal security assessment processes.		Regular internal and external security audits performed as part of Bloomberg's controls.
Intrusion Detection Systems or logs for monitoring unauthorized access attempts.		Intrusion detection and monitoring is a standard part of Bloomberg managed infrastructure.
Audit Logging Comprehensive logging of system actions for traceability.		Extensive audit logging for all platform activities.
User Activity Monitoring Tools for real-time monitoring of user behavior and anomalies.		User session and activity monitoring are manageable via the admin console.
Session Timeout Automatic logout after a configurable period of inactivity.		Session timeout policies are configurable for users.
Number of Authentication Methods Supported Count of distinct supported authentication mechanisms (e.g., password, biometric, token).		No information available

Reference Data Integration Ability to pull in security, issuer, and instrument static data.		Reference data integration with Bloomberg's security master is a core feature.
Real-time Data Validation On-the-fly checks to ensure completeness and accuracy of incoming data.		Real-time data validation checks embedded at data ingestion and order entry.
Data Reconciliation Tools Automated matching of trade and position data across sources.		AIM provides reconciliation tools for trade, position, and cash breaks.
Bulk Data Operations Efficient import, update, and export of large data sets.		Bulk importing/updating of security and position data is supported.
Data Lineage Tracking Visibility into data origins and transformation history.		Data lineage can be tracked using Bloomberg tools and logs.
Error Handling and Notifications Automated detection and alerting of data issues.		AIM provides error handling/notification for trade and data exceptions.
Stale Data Alerting Alerts when reference or market data is out-of-date.		Stale market/reference data alerts are included in the workflow tools.
Duplicates Detection Identifying and managing duplicate trade or position entries.		Duplicate detection in portfolio and order entry modules is built-in.
Archiving Policies Configurable controls over data storage and archiving.		Configurable data archiving policies are supported in AIM.
Maximum Data Retention Period Length of time that data is stored and available within the system.		No information available

Straight Through Processing (STP) Automates trade workflows from entry to settlement with minimal human intervention.		Straight Through Processing (STP) automation from order entry to settlement is a supported and promoted workflow in AIM.
Robust Workflow Engine Customizable workflow rules for different business processes.		Customizable workflow engine for business process tailoring is documented.
Exception Management Systematic handling of trade breaks, errors, and manual interventions.		Exception management and break resolution workflow is available.
Automated Trade Allocation System-driven assignment of trades to accounts or portfolios.		Automated trade allocation based on defined logic is an available feature.
Task Assignment & Tracking Assign and monitor status of workflow tasks and approvals.		Task assignment and tracking in workflows are available for compliance and trade ops processes.
Work Queue Management Prioritize and delegate tasks within the order workflow.		Work queue management tools are available for trading and compliance teams.
Business Rule Automation Ability to define custom business logic for automation.		Business rule automation (compliance, workflow) can be defined by administrators.
Approval Workflow Customization Customizable multi-level sign-offs for various order types and scenarios.		Approval workflows are customizable for client-specific sign-off structures.
Automated Reconciliation Auto-matching of trades and settlement data without manual effort.		Automated reconciliation of trades and settlements is supported.
Max Rule/Workflow Complexity Supported Maximum supported layers/steps in automated workflows.		No information available

High Availability Architecture Redundant design for system uptime even during outages.		High-availability is designed into Bloomberg infrastructure with redundancy and failover.
Disaster Recovery Provision for rapid recovery after catastrophic events.		Disaster Recovery provision is described in Bloomberg's standard documentation for all SaaS products.
System Uptime Guarantee Guaranteed minimum level of system availability.		No information available
Latency Average end-to-end response time for core operations.		No information available
Throughput Maximum number of orders or trades processed per unit time.		No information available
Concurrent User Support Number of simultaneous active users without performance degradation.		No information available
Real-time Monitoring Tools Active tools for live system performance tracking.		Live system monitoring tools for performance are available to both Bloomberg and end clients.
Load Balancing Distribution of processes to optimize capacity and prevent bottlenecks.		Bloomberg infrastructure includes load balancing as a core part of cloud system design.
Scheduled Maintenance Windows Defined periods for system upgrades and maintenance.		Scheduled maintenance windows are defined and communicated to clients.
Time to Recovery (RTO) Maximum allowable downtime after an incident.		No information available

Horizontal Scalability Add resources easily as demand grows, e.g., more servers.		System is horizontally scalable via Bloomberg's cloud/enterprise deployments.
Vertical Scalability Scale up by increasing system resources, e.g., CPU, memory.		System is vertically scalable via modular hardware/software architecture.
Custom Workflow Scripting Adapt workflows using custom scripts or logic.		Custom workflow scripting is possible via configuration and scripting tools.
Modular System Design System can be extended or modified by adding modules/plugins.		AIM has a modular, extendable system architecture with add-on modules/plugins.
Number of Configurable Parameters Distinct elements that can be user-configured to fit requirements.		No information available
Cloud Deployment Option Supports deployment on public/private cloud infrastructures.		Bloomberg AIM is available as a SaaS/cloud platform.
On-Premise Deployment Option Available as an installable solution on client infrastructure.		No information available
Multi-Entity Support Handle multiple legal entities or fund structures within one system.		AIM supports multi-entity workflows for fund managers, asset managers, and multi-corporate structures.
Concurrent Portfolio Capacity Maximum number of portfolios that can be managed simultaneously.		No information available
Client-specific Customization Degree to which unique workflow or integration needs can be accommodated.		Extensive customization for client-specific workflows and integration is part of AIM professional services.

24/7 Support Availability Round-the-clock technical assistance for clients.		24/7 global client support is a hallmark of Bloomberg service.
Dedicated Account Manager Assigned service manager for ongoing client relationship.		Dedicated account management is standard for AIM clients.
In-Product Help & Knowledge Base Accessible documentation, FAQs, and help resources within the product.		In-product help and knowledge base accessible via AIM UI and Bloomberg support portal.
Implementation Assistance Onboarding and system setup assistance from the vendor.		Vendor-led onboarding and implementation service is available for AIM.
User Training Programs Formal training offerings and user education.		Formal user training and education programs are provided to AIM clients.
Issue Response Time (SLA) Average time to initial response for support tickets, as guaranteed by SLA.		No information available
Yearly System Updates Frequency of major product upgrades and enhancements.		No information available
Client Community/Forum Access Ability to interact with other clients and share feedback.		Client community/forum for AIM and other Bloomberg clients is available as part of the Bloomberg customer network.
Change Management Support Assistance with adapting workflows and features to regulatory or business changes.		Change management support (regulatory/business-driven) is part of the Bloomberg AIM service.
Comprehensive Service Level Agreement (SLA) A clearly defined agreement covering uptime, support levels, and issue response.		Comprehensive SLA including uptime and support is documented for AIM clients.

Jurisdictional Rule Coverage Ability to configure and monitor rules for multiple regulatory jurisdictions (e.g., SEC, ESMA, MAS).		No information available
Custom Rule Building Allows creation and customization of bespoke compliance rules in addition to standard regulatory rules.		No information available
Pre-built Regulatory Rule Library Availability of an out-of-the-box library of commonly required investment compliance rules.		No information available
Real-Time Rule Updates Frequency and automation level of updates for changes in regulations and market rules.		No information available
Prospectus and Mandate Rule Support Capability to handle both prospectus-stated and client-mandate-specific investment rules.		No information available
Rule Versioning & Audit Trail Tracks changes to rules for audit and historical review purposes.		No information available
Automated Rule Validation Automatic validation of rules before they are activated or applied.		No information available
Pre-Trade Rule Checking Checks rules before trade execution to prevent violations.		No information available
Post-Trade Rule Checking Performs compliance checks after trade execution for further assurance.		No information available
Rule Dependency Management Manages rule hierarchies and dependencies (e.g., prioritizing fund-level over regulatory rules where applicable).		No information available

Real-Time Monitoring Continuous analysis of portfolio and transaction data for instantaneous breach detection.		No information available
Manual Surveillance Mode Allows user-initiated or scheduled compliance checks.		No information available
Automated Breach Detection Automated flagging of compliance violations as they occur.		No information available
Threshold Alerting Configurable thresholds for alerts prior to actual breaches.		No information available
Exception Management Dashboard Centralized dashboard for managing exceptions and investigating breaches.		No information available
Intraday Monitoring Frequency Maximum frequency with which compliance checks can be carried out.		No information available
Automated Notification System Automated emails, dashboard notifications, and escalation procedures for breaches.		No information available
Behavioral Surveillance Monitors patterns for unusual trading activity that may signal market abuse or insider activity.		No information available
Audit Trails An immutable and comprehensive log of monitoring activities and detected events.		No information available
Breaches Remediation Workflow Built-in processes and task assignments for resolving compliance breaches.		No information available