Announcements
Indices

Effective August 24, 2016, Bloomberg and Barclays are pleased to announce Bloomberg’s acquisition of Barclays Risk Analytics and Index Solutions Ltd. (BRAIS). This transaction covers the Barclays fixed income benchmark indices, BRAIS strategy indices, and the intellectual property of the POINT portfolio analytics solution. The benchmark indices, which have been the most widely used for fixed income investors since 1973, will for a period of at least five years be co-branded “Bloomberg Barclays Indices”. Barclays will retain ownership of its quantitative investment strategy index business and the Barclays’ strategy indices with Bloomberg acting as its calculation agent. Barclays has agreed to operate POINT for 18 months post-completion in order to help clients transition.

For more information, view the press release.

The
Basics
Indices

Bloomberg offers an array of services to clients interested in custom index development, administration and calculation. Leveraging expertise in cross-asset index research and development, as well as advanced governance, operations and technology platforms, Bloomberg offers comprehensive solutions to index providers, fund managers, advisors and investors.

The Bloomberg Barclays Indices continue a forty year tradition of market leadership, excellence and client service. They offer unmatched market coverage, including global fixed income, inflation-linked and swap benchmark indices. A full suite of customized index capabilities are also available. Flagship fixed-income benchmarks include the U.S., Euro, Asia-Pacific, and Global Aggregate Indices,  U.S. Municipals, High-Yield and Emerging Markets. Bloomberg’s strategy indices leverage a long experience in systematic strategies research as well as tradable index development, calculation and administration.

Bloomberg Indices are broadly distributed and are available on the Bloomberg Professional® service at no additional cost. Off-terminal licenses for use of the index data throughout your organization via enterprise-wide feeds or third party platforms are also available. Please contact us for any of these services.

Contact Us
Indices

For more information, please write to info@bloombergindices.com or call us at one of the below numbers:

New York +1-212-617-5020
London +44-20-3525-9976
Singapore +65-6212-1449
Hong Kong +852-2293-1346
Tokyo +81-3-3201-7021
Sydney +61-2-9777-7208

Disclosure
Indices

To request a copy of Bloomberg’s complaints policy or to submit a complaint regarding a Bloomberg index or index determination, please send a correspondence to complaints@bloombergindices.com or to the following postal address: Bloomberg Indices c/o Bloomberg L.P., 731 Lexington Ave., New York, NY 10022, Attn: Index Compliance. All such correspondence will be monitored by a member of the Bloomberg L.P. compliance team.

European Benchmark Regulation
Indices

The European Union’s regulation on indices used as benchmarks in financial instruments and financial contracts or to measure the performance of investment funds (BMR) entered into force on 30 June 2016 with most of the provisions applying from 1 January 2018, subject to a two-year transition period ending 1 January 2020.

Bloomberg Index Services Limited (with its affiliates, Bloomberg) has closely monitored and supported the development of the BMR.

The regulation follows-on from IOSCO’s Principles for Financial Benchmarks (IOSCO Principles) published in 2013, a set of recommended practices for benchmark administration widely embraced by industry, including Bloomberg. For our externally reviewed statements of alignment with the IOSCO Principles for the Bloomberg Commodity index (BCOM), the UBS Bloomberg CMCI index family (CMCI), the AusBond and NZBond index family (AusBond) and the Currency Indices, please click here. Please click here for the BFIX currency and metal fixings report. For Bloomberg’s statement of compliance with the IOSCO Principles for the Bloomberg Barclays Indices, please click here.

Like the IOSCO Principles, the BMR aims to establish a framework to ensure benchmarks are robust and reliable, and to minimize conflicts of interest in benchmark-setting processes.

Bloomberg anticipates that BCOM, CMCI, AusBond, Currency, BFIX and the Bloomberg Barclays fixed income indices, including custom sub-indices, will be among those available for use by EU supervised entities in accordance with the BMR during the transition period and following authorization.

To request an FAQ with further details regarding Bloomberg’s plans for BMR authorization and implementation, please contact info@bloombergindices.com.

Please contact info@bloombergindices.com to request access to Bloomberg’s control framework summary or sample submitter code of conduct.