Bloomberg has launched, a new service, Digital Asset Exposure Analytics, designed to provide investors with greater visibility into their cryptocurrency exposure across a wide range of securities and investment products. Covering 80,000 individual securities and 37,000 funds and exchange-traded products, the tool is aimed primarily at asset managers and financial institutions seeking to strategically manage their direct and indirect exposure to crypto assets.
The analytics solution identifies both direct exposure—assets whose values are directly linked to cryptocurrencies—and indirect exposure, such as equities of companies involved in crypto-related activities. Bloomberg leverages its existing foundational fund reference and fundamentals data, along with its proprietary Company Revenue Segmentation Data Solution, to automatically pinpoint securities with crypto ties.
By examining underlying holdings of funds and ETFs, the analytics calculate market-value-weighted exposure percentages, highlighting specific crypto-related components within portfolios. Bloomberg currently curates constituent data for over 110,000 portfolios, maintaining update frequencies above regulatory standards for more than 70% of these funds. This high granularity allows asset managers precise insights, enabling them to align their portfolio construction strategies accurately with their clients’ cryptocurrency exposure preferences.
“While it seems like a simple question, ‘what is my exposure to cryptocurrencies’, the answer is surprisingly difficult to find,” says Zane Van Dusen, Global Head of Risk & Investment Analytics Products at Bloomberg. “To do this properly, you need to stitch together a diverse group of data sets ranging from foundational reference data to a company’s revenue segmentation to a fund’s holdings, which is difficult to scale without automation. Given these dynamics, we developed intuitive analytics building off our interoperable datasets so clients can quickly and confidently understand their degree of cryptocurrency exposure and adjust it to match their investment strategy.”
The analytics are particularly valuable as crypto exposure increasingly becomes embedded within various investment vehicles, complicating the oversight processes for banks and asset managers. With investor attitudes towards crypto varying considerably—from enthusiastic adoption to cautious avoidance—financial institutions face mounting challenges in effectively assessing and managing crypto risk within portfolios.
Bloomberg’s Digital Asset Exposure Analytics are complemented by its Investor Protection regulatory data solution, which addresses compliance requirements for virtual assets, such as those outlined in the Hong Kong Securities and Futures Commission (SFC) guidelines on the distribution of virtual asset funds.
Bloomberg’s solution is delivered via its Data License product, accessible through secure file transfer protocol (SFTP), REST API, or cloud-based environments, providing enterprise-wide integration flexibility.
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