Investing Research Resources at Baker Library Emilie Codega & - - PowerPoint PPT Presentation

Investing Research Resources at Baker Library

Emilie Codega & Andrea Schulman, Knowledge & Library Services February 10, 2014

1

Areas of focus

• Accessing Baker Library Website
• Go-To Tools
• Hidden Gems
• How to contact us for assistance

2

Accessing Baker Library

library.hbs.edu

3

Go-To Tools

• Bloomberg
• FactSet
• Capital IQ
• Thomson One Banker

4

Bloomberg

http://www.library.hbs.edu/go/bloombergacademic.html

Advantages

• Extensive market data of all types
• Widely used in the industry
• Good news source
• Help chat

Disadvantages

• Library access only
• Download limitations

Bloomberg – Getting Started

6

7

Bloomberg API

Excel Add-in Access Easy bulk data downloads* Ready-made templates There are data limitations, please enquire at the desk for more information/guidance

8

Bloomberg: Help

9

General Help 24/7 IM Help Online Training, In Person Seminars: BU <Go>

FactSet

http://www.library.hbs.edu/go/factset.html

Advantages

• Provides comprehensive data and

analytics on global financial and economic markets and companies.

• Remote access
• In-depth company guides
• Intraday trade monitor
• Customizable workspace

Disadvantages

• Must request an account - see the

FactSet More Info page

• Requires download
• Takes time to set up
• Complex interface

10

FactSet - Getting Started – Go to the F to customize your workspace

11

12

FactSet - Getting Started – Search for companies via the search bar

13

Factset - Where to go for help?

14

Capital IQ

http://www.library.hbs.edu/go/capitaliq.html

Advantages

• Good investment screens
• Easy and extensive comps
• Individual accounts allow for

customization

• Relatively easy to use
• Excel add-on available in the

Stamps Reading Room. Good for large uploads and downloads. Disadvantages

• Need to sign up for an account to

use remotely. Receipt of account can take up to a week.

• HBS has a limited number of
• accounts. Use it or lose it!
• Not available during internships and

should not be used for outside

• rganizations.

15

Capital IQ

Cap IQ Investment management idea generation

Thomson ONE

http://www.library.hbs.edu/go/thomsonbanker.html

Advantages

• Access to analyst reports
• Largest library of corporate filings
• Excel add-on available individually

to MBA students Disadvantages

• Quirky – works only in Internet

Explorer and not all versions

• Limited simultaneous uses

19

Thomson ONE – analyst/research report search

Thomson ONE – Research Advanced Search

T1 – Research results

Thomson ONE – Company Screening

Hidden Gems

• Center for Research in Securities Prices (CRSP)
• Institutional Investor
• Knowledge Mosaic
• MSCI ESG Research
• Standard & Poors Ratings Direct
• Trades and Quotes
• Words Analytics

24

CRSP

• Center for Research in

Securities Prices (CRSP) -

Contains security-level historical pricing, returns, and volume data on more than 20,000 stocks (inactive and active companies) from the NYSE, AMEX, and NASDAQ

• markets. Monthly data goes

back to 1925. On the WRDS platform.

Institutional Investor

• Institutional Investor –

News of the industry as well as league tables.

Knowledge Mosaic

• Knowledge Mosaic features

information on disclosure, regulation, enforcement/litigation, SROs, guidance and news. Disclosure searching includes searching by risk factors, legal relationships, exempt offerings in addition to standard corporate and financial criteria, regulatory actions and more.

MSG ESG Monitor

• MSCI ESG Research –

Ratings and analysis of companies’ environmental, social and governance risk factors.

Ratings Direct

S&P Ratings Direct Ratings and analysis of corporate, municipal and sovereign credit instruments.

Trades & Quotes

Trades and Quotes (TAQ) - Intraday transactions data (trades and quotes) starting in 1993 for all securities listed on the NYSE and AMEX, as well as NASDAQ and Small Cap issues.

WordsAnalytics WordsAnalytics A text mining tool for SEC filings

Need more help?

Fast Answers- Research Help FAQs - http://asklib.library.hbs.edu/ Stamps Reading Room Research Assistance: MON-THURS: 9am – 7pm; FRI: 9am - 5pm; SUN: 12 pm – 7 pm HBS Study Hours*: − MON-THURS: 7 pm.–12 a.m. − SAT: 7 p.m. – 12 a.m.; SUN: 7 p.m. – 12 a.m. Phone: 617.495.6040 Email: infoservices@hbs.edu – Send questions or request an appointment. * Hours differ between terms and for holidays. See Hours at http://www.library.hbs.edu/info/hours.html.

32

Appendix: Go-To Tools

33 Database Best For Advantages Disadvantages Help Bloomberg Market Data Widely used in the industry Library access only Download limitations Bloomberg Help function Fast Answers - Bloomberg FactSet Market data Company information Analytical tools Individual account allows for customization No limits on # of accounts

• r use

Available remotely Takes a while to set up. Requires a download Click on ? link on top of page. Customer service is very good. Capital IQ Investment screens Comps Individual account allows for saves and customization Fairly easy to use Excel add-on available in Stamps Reading Room Need to sign up for account. Can take up to 1 week. We have limited # of accounts – use it or lose it! Not available during internship period Not to be used for outside

• rganizations

Excel add-on in library only Help link on upper right corner of screen Fast Answers -Capital IQ Thomson ONE Access to analyst reports Access to corporate filings Excel add-in available to MBAs Quirky - works in IE only and not all versions Limited simultaneous usage Fast Answers – Thomson One