Investing Research Resources at Baker Library

Emilie Codega & Andrea Schulman, Knowledge & Library Services

February 10, 2014

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Areas of focus

• Accessing Baker Library Website

• Go-To Tools

• Hidden Gems

• How to contact us for assistance

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Accessing Baker Library

library.hbs.edu

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Go-To Tools

• Bloomberg

• FactSet

• Capital IQ

• Thomson One Banker

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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

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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

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Bloomberg: Help

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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

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FactSet - Getting Started – Go to the F to

customize your workspace

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FactSet - Getting Started – Search for

companies via the search bar

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Factset - Where to go for help?

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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

organizations.

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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

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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

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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.

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Appendix: Go-To Tools

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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

or 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

organizations

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