Calc Route/ Mnemonics
Fund History
Funds People
Bloomberg Trivia
Funds Leadership Fun Facts
100

What’s the mnemonic for share class name?

FUND_OPEN_SHR_CLASS

100

What is the name of the fund for which most historians credit to be the first open-end fund offered to the public in America?

Massachusetts Investors Trust (MIT)

100

Name at least two pairs of people on the team that share a birthday

Jack & Ashley and Taisyia & Eric

100

Who was the first Bloomberg Client?

Merril Lynch

100

Which funds leader has/ had an ice sculpture problem at their wedding?

Chase

200

What’s the most recent calcrt addition to the OpenFIGI bulk template?

Dividend frequency

200

In 1957, Jack Dreyfus decided to stimulate the sales of the Dreyfus Fund with a television ad. What animal did this ad feature strolling out of the subway, past a newsstand on Wall Street and into the Dreyfus office?

A Lion

200

What is the date of Will Spada's Wedding?

December 15, 2024

200

What is Mike Bloomberg’s favorite day of the week?

Monday

200

Which funds leader is a PADI-licensed Open Water Scuba Diver?

Anuvi

300

What’s the calcrt/mnemonic for the asset group (new BFCS classification)?

BI072

300

What term is used in the Netherlands for “mutual fund”?

Beleggingsmaatschappij

300

How many analysts that are currently on the funds team globally joined Bloomberg in 2023?

19
300

What is the country, outside the US, in which Bloomberg has the most offices?

China

300

Which funds leader has a video on YouTube of their boxing fight?

Morgan 

400

What’s the calcrt for NAV_CRNCY?

FD342

400

“May Day” on Wall Street was the dayon which the SEC ended the practice of fixed commission rates for listed stock trades. What is the date of May Day?

May 1, 1975

400

Which team member has been the furthest up Mt Everest?

Justin

400

Who was the first Bloomberg Funds team ETF Issuer that was onboarded?

BlackRock

400

Which funds leader can drive a combine harvester?

Adam

500

What should you tag on ADSK if there is no calcrt applicable?

ZS020

500

Money Market Funds try very hard to maintain a constant $1 NAV, although they are not legally required to maintain this price. What is a common term for allowing he NAV of a money market fund fall below a dollar?

“Breaking the buck”

500

Which team member has the most names (First name + middle names + last name)?

Marcelo - 5 Names

500

Who was the first BDUP client account?

AdvisorShares

500

26% of this funds leader's home country is below sea level but the last person that died because of flooding was in 1953.

Patrick

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