Supply Chain, Financial Management and Bloomberg Terminals

Sorin A. Tuluca, Xin Tan


In this paper, we first identify a number of supply chain activities that require financial knowledge for value creating decision-making. We then recommend a set of financial concepts and techniques for supply chain professionals. In addition, we propose the use of Bloomberg terminals, with their extensive financial data, functions and analytical tools, as a solution for supply chain professionals to analyze the financial aspect of their decisions in an efficient way. In the end, we discuss the advantages and limitations of using Bloomberg terminals in financial management for supply chain professionals based on the authors experience in teaching with Bloomberg Terminals

Full Text:



Altman, Edward I. (1968). Financial ratios, discriminant analysis and the prediction of corporate bankruptcy. The journal of finance, 23(4), 589-609.

Athavale, Manoj, Edwards, Joseph, & Kemper, Kristopher J. (2016). Bloomberg 201: From Wall Street to University Avenue. Advances in Financial Education, 34-50.

Barney, Jay. (1991). Firm resources and sustained competitive advantage. Journal of management, 17(1), 99-120.

Bechtel, Christian, & Jayaram, Jayanth. (1997). Supply chain management: a strategic perspective. The international journal of logistics management, 8(1), 15-34.

Chen, Injazz J, & Paulraj, Antony. (2004). Towards a theory of supply chain management: the constructs and measurements. Journal of operations management, 22(2), 119-150.

Coe, Thomas S. (2007). Using the Bloomberg Professional System for finance classes. Journal of Financial Education, 48-62.

Dong, Shutao, Xu, Sean Xin, & Zhu, Kevin Xiaoguo. (2009). Information Technology in Supply Chains: The Value of IT-Enabled Resources Under Competition. Information Systems Research, 20(1), 18-32.

Hofmann, Erik, & Johnson, Mark. (2016). Supply Chain Finance–some conceptual thoughts reloaded. International Journal of Physical Distribution & Logistics Management, 46(4), 1-8.

Hult, G Tomas M, Ketchen, David J, & Arrfelt, Mathias. (2007). Strategic supply chain management: Improving performance through a culture of competitiveness and knowledge development. Strategic management journal, 28(10), 1035-1052.

Keys, Phyllis Y. (2016). A Corporate Finance Approach to Integrating Bloomberg and Stock-Trak into the Finance Curriculum. Journal of Economics and Finance Education, 15(3), 38-55.

Lei, Adam YC, & Li, Huihua. (2013). Using Bloomberg Terminals in a Security Analysis and Portfolio Management Course. Journal of Economics and Finance Education, 11(2), 17-33.

Leon, Steven M. (2016). Financial Intelligence for Supply Chain Managers. Old Tappan, NJ: Pearson Education, Inc.

Li, Suhong, Ragu-Nathan, Bhanu, Ragu-Nathan, TS, & Rao, S Subba. (2006). The impact of supply chain management practices on competitive advantage and organizational performance. Omega, 34(2), 107-124.

Mentzer, John T, DeWitt, William, Keebler, James S, Min, Soonhong, Nix, Nancy W, Smith, Carlo D, & Zacharia, Zach G. (2001). Defining supply chain management. Journal of Business logistics, 22(2), 1-25.

Mukhopadhyay, Tridas, & Kekre, Sunder. (2002). Strategic and operational benefits of electronic integration in B2B procurement processes. Management Science, 48(10), 1301-1313.

Ross, David Frederick. (1998). Competing Through Supply Chain Management. New York, NY: Chapman & Hall.

Ross, David Frederick. (2011). Introduction to supply chain management technologies (Second Edition ed.). Boca Raton, FL: CRC Press.

Scott, Robert H. (2010). Bloomberg 101. Journal of Financial Education, 80-88.

Sharma, Abhijit. (2015). Use of Bloomberg Professional in support of finance and economics teaching. Cogent Economics & Finance, 3(1), 1115618.

Sindi, Safaa, & Roe, Michael. (2017). The Evolution of Supply Chains and Logistics Strategic Supply Chain Management (pp. 7-25): Springer.

Trent, Robert. (2015). Supply Chain Financial Management: Best Practices, Tools, and Applications for Improved Performance. Plantation, FL: J. Ross Publishing.

Tuluca, Sorin, & Zwick, Burton. (2016). Bloomberg Terminals as a Hands on Learning Tool for Applied Financial Analysis. International Research Journal of Applied Finance, 12, 424-431.

Zhu, Kevin, & Kraemer, Kenneth L. (2005). Post-adoption variations in usage and value of e-business by organizations: cross-country evidence from the retail industry. Information systems research, 16(1), 61-84.


  • There are currently no refbacks.

Copyright (c) 2017 Sorin A. Tuluca

Creative Commons License
This work is licensed under a Creative Commons Attribution 4.0 International License.

Creative Commons License
This work is licensed under a Creative Commons Attribution 4.0 International License.