Sample Barclays POINT to Bloomberg PORT Conversion Roadmap

specific timeframes can vary depending on complexity and size of your portfolios. Contact IMP for customized roadmap.

Email IMP at for additional guidance on project roadmaps or general questions regarding the POINT to PORT transition.

Must-ask Vendor Questions When Transitioning from Barclays POINT

Are you in the process of issuing an RFP? Request the must-ask vendor questions to use as a reference list for what you should know when transitioning from POINT. Sections include: Upload/Export Process, Product Features and Analytics, Index Data, Cost Tiers and Implementation. Email for direct access.

What We Have Heard

  • Bloomberg estimates 80-85% retention of Barclays employees
  • A data hub will be created for the conversion
  • The goal is to make the transition “seamless” for users (i.e. they won’t notice a difference in importing/exporting data along with functionality) – keep the “status quo”
  • Bloomberg to build enhancements to PORT over a 12 month period
  • There will be a 6 month window for clients to migrate from POINT to PORT
  • Some indices will be switching to Bval pricing
  • A limited version of BB may be released for just the PORT functionality, roughly estimated at 5k per person per terminal