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 info@impconsults.com 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 info@impconsults.com 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