The function SRCH (Fixed Income Search) allows us to filter bonds and other fixed income instruments (loans, preferred securities etc.) based on a set of custom criteria.
The idea behind filtering is similar to function EQS, used for equities, which is presented here.
We first need to set the "universe", i.e. the asset classes and sources from which we will be performing the search. If we want to customize either of the two, click on it.
Let us say we want to change the asset classes to just corporate bonds. We click on Asset Classes, which opens a new window. Deselect Governments and then click Close.
We can see that the number of securities in the universe has changed. We can now start applying filters. We do this either by typing in outlined the amber box or by clicking the Fields button and then finding it from a categorized list.
Let us first add a filter to show only the bonds with a yield of at least 5%. After typing into the amber box, we select from the suggestions as shown below.
Upon selecting the criterion, we can set its value on the right side of the page. Select Greater than or equal to and then set the value to 5. Press <GO>.
Now, let us add one more filter, this time from the Fields button. When we click on it, a new window opens from which we can find our desired criterion.
Choose Country/Region of Incorporation and then Select.
For example, to set the filter to Slovenia only, we will keep the Include option and then search for Slovenia from the second amber box.
We can observe that there are only 10 such active bonds. To display them, choose Results on the bottom-right side.
The results are presented in a table. We can switch between different tabs, where other options are available as well, such as grouping the results, investigating the holders of securities and more.
Let us focus on the Results tab. Additional columns may be added without applying additional filters. Use the amber box Add Column to search and select the metric to include.
By clicking on Edit Columns we can also select the columns from a list of recommendations to add to the table. We can also reorder the used columns or remove the ones we do not need.
Choose the column(s) and then the desired action (Add, Remove, Move Up, Move Down). When you go <Back>, the columns of the table are updated.
When the list of securities is long, it can be useful to group them to gain additional insights. Choose the grouping category from the Group by drop-down menu.
Export the table of results to Excel by choosing Export -> Export to Excel. A file with the data will be downloaded.
To save a search for later use, choose Actions -> Save Search.
To then access a saved search, go to My Searches tab from the SRCH landing page.
rezultate lahko analiziramo s funkcijo FIW
