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 Disadvantages • Extensive market data of all types • Library access only • Widely used in the industry • Download limitations • Good news source • Help chat

Bloomberg – Getting Started 6

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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 General Help Online Training, In Person Seminars: BU <Go> 24/7 IM Help 9

FactSet http://www.library.hbs.edu/go/factset.html Advantages Disadvantages • • Must request an account - see the Provides comprehensive data and analytics on global financial and FactSet More Info page economic markets and • Requires download companies. • Takes time to set up • Remote access • Complex interface • In-depth company guides • Intraday trade monitor • Customizable workspace 10

FactSet - Getting Started – Go to the F to customize your workspace 11

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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 Disadvantages • Good investment screens • Need to sign up for an account to use remotely. Receipt of account • Easy and extensive comps can take up to a week. • Individual accounts allow for • HBS has a limited number of customization accounts. Use it or lose it! • Relatively easy to use • Not available during internships and • Excel add-on available in the should not be used for outside Stamps Reading Room. Good for organizations. large uploads and downloads. 15

Capital IQ

Cap IQ Investment management idea generation

Thomson ONE http://www.library.hbs.edu/go/thomsonbanker.html Advantages Disadvantages • Access to analyst reports • Quirky – works only in Internet Explorer and not all versions • Largest library of corporate filings • Limited simultaneous uses • Excel add-on available individually to MBA students 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 Database Best For Advantages Disadvantages Help Bloomberg Market Data Widely used in the industry Library access only Bloomberg Help function Download limitations Fast Answers - Bloomberg FactSet Market data Individual account allows Takes a while to set up. Click on ? link on top of for customization page. Company information Requires a download No limits on # of accounts Customer service is very Analytical tools or use good. Available remotely Capital IQ Investment screens Individual account allows Need to sign up for account. Help link on upper right for saves and Can take up to 1 week. corner of screen Comps customization We have limited # of Fast Answers -Capital IQ accounts – use it or lose it! Fairly easy to use Excel add-on available in Not available during Stamps Reading Room internship period Not to be used for outside organizations Excel add-on in library only Fast Answers – Thomson ONE Access to analyst reports Excel add-in available to Quirky - works in IE only and MBAs not all versions Thomson One Access to corporate filings 33 Limited simultaneous usage