AI & Data for Fund Managers

Inter and intra-company training

Who is the training for?

  • Fund Managers,
  • Buy-side/sell-side analysts,
  • Quantitative analysts,
  • Risk managers,
  • ESG analysts.

Level reached

Beginner

Duration

5,00 day(s)

5 days (35 hours)

Language(s) of service

EN

Next session

Prerequisites

No prerequisites

Goals

Enable fund managers to leverage artificial intelligence, financial data, and Bloomberg/Eikon tools for decision-making, price forecasting, ESG or risk assessment, and intelligent portfolio management.

Contents

Detailed Program
Day 1 – Advanced Analysis with Bloomberg / Eikon

  • - Introduction to the key functions of the Bloomberg Terminal: WEI, FA, GP, GIP
  • - Automated data extraction to Excel
  • - Introduction to the Bloomberg API (BLPAPI) and the Eikon Python SDK
  • - Practical case: Multi-asset comparison (stocks, rates, currencies)

Day 2 – Financial Data Management & Python

  • - Financial data structures (TimeSeries, OHLC, Panel)
  • - Data manipulation with pandas: merging, interpolation, indicators
  • - API integration: automated retrieval (titles, fields, dates)
  • - Visualization with matplotlib / seaborn / plotly

Day 3 – AI for Market Forecasting

  • - Overview of time series models: ARIMA, Prophet
  • - Recurrent Neural Networks (LSTM) for price forecasting
  • - Model evaluation: RMSE, MAE, confidence intervals
  • - Practical case: AAPL, EUR/USD, ESG ETF forecasting

Day 4 – ESG & Natural Language Processing (NLP)

  • - ESG data collection via Bloomberg
  • - NLP applied to financial news
  • - Sentiment analysis, keyword extraction, ESG trends
  • - Creation of synthetic ESG/risk scores

Day 5 – Dashboards & Integration into Decision-Making

  • - Creation of interactive dashboards with Streamlit or Power BI
  • - Strategy simulation using AI signals
  • - Feedback: integrating AI into active management
  • - Final presentations by participants

Teaching methods

Hands-on approach:

  • Real Bloomberg/Eikon case studies
  • Daily Python workshops (Jupyter)
  • Full course materials + scripts provided
  • Interactive format with expert Q&A; sessions

Certificate, diploma

Official certificate of completion issued by NewD.

Mode of organisation

Senior Consultant in AI & Finance – 20+ years’ experience

  • Expert in SAS, Python, Bloomberg
  • Trainer and advisor to banks, asset managers, and universities* Certified instructor, ROI-focused approach

Additional information

Pricing

  • 5-day session: €2,500 excl. VAT / participant

Organization contact details

Hélène Fouzari