Library Guides: Business resources on the web: Finance

Business resources on the web

During the COVID-19 (Coronavirus) pandemic, access to site-based databases like Bloomberg is not possible. This page provides details and further information about resources which provide the same information and can be accessed on the web.

If you are struggling to find data you need, please contact your Subject Librarian.

For postgraduate and research support, contact Samantha Halford on samantha.halford.1@city.ac.uk
For undergraduate support, contact Catie Tuttle on catie.tuttle.1@city.ac.uk

Eikon, Datastream and Morningstar

There are a limited number of usernames available to access the Eikon, Datastream and Morningstar databases remotely. These will be issued on a first-come, first-served basis each day and will expire at 09:00 BST the following day.

For access and further details please email businesslibrary@city.ac.uk.

Eikon Certification can be completed remotely.

Bloomberg

Library Services are working with Bloomberg to try and achieve some remote access to some of its services. It is not guaranteed that this will be possible, but further information will follow when available. Bloomberg Certification can be completed remotely.

Please contact your Subject Librarian for alternative sources or businesslibrary@city.ac.uk for general enquiries about business resources.

Markets and trading

Orbis
A financial database with information on over 250 million companies around the world. Orbis includes accounting and financial data on both public and private companies. It can be used to research individual companies or to find lists matching specific profiles to analyse.

Please note that Bureau van Dijk resources may be used for educational research only, and may not be used for institutional business purposes.
Fame
Provides profit and loss, balance sheet, ratios and trends, stock prices, credit score and rating information (where available) for major public and private British companies. Lists of companies can be created using any combination of 300 search items.

Please note that Bureau van Dijk resources may be used for educational research only, and may not be used for institutional business purposes.
Mergent Online
Company financials, stock prices, descriptions, history, property, subsidiaries officers and directors, long - term debt and capital stock.

Mergent Online Quick Tips.

WRDS-based financial databases for advanced research on the web

CRSP
WRDS Dataset. Comprehensive collection of security price, return, and volume data for the NYSE, AMEX and NASDAQ. Additional CRSP files provide stock indices, beta- and cap-based portfolios, treasury bond and risk-free rates, mutual funds and real estate data.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad.'

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.
13F
WRDS dataset listed under Thomson Reuters. Contains Institutional Common Stock Holdings and Transactions filed with the SEC
using Form 13F, which is filed by US institutional investment managers with $100 million or more in Section 13(f) securities.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/ Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.
Factset Ownership
WRDS dataset. Global institutional, mutual fund, stakeholder, and float-related share ownership information covering equity positions
held in 120 countries by over 30,000 institutions, 40,000 mutual funds, and 400,000 insiders and stakeholders. Use Factset to
investigate share ownership from company and holder perspective, analyze ownership data or examine historical share movements.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.

Company financials

Orbis
A financial database with information on over 250 million companies around the world. Orbis includes accounting and financial data on both public and private companies. It can be used to research individual companies or to find lists matching specific profiles to analyse.

Please note that Bureau van Dijk resources may be used for educational research only, and may not be used for institutional business purposes.
Fame
Provides profit and loss, balance sheet, ratios and trends, stock prices, credit score and rating information (where available) for major public and private British companies. Lists of companies can be created using any combination of 300 search items.

Please note that Bureau van Dijk resources may be used for educational research only, and may not be used for institutional business purposes.
Mergent Online
Company financials, stock prices, descriptions, history, property, subsidiaries officers and directors, long - term debt and capital stock.

Mergent Online Quick Tips.
Filings Expert
International database of original company documents. Includes Annual Reports, Accounts and Interims, Circulars (IPOs, M&A documents, etc.), RIS news, Investor Presentations and transcripts, SEC Filings, and Bond prospectuses. Private company accounts for top 500 companies from 17 jurisdictions.

WRDS databases for advanced research on company financials

Compustat
WRDS dataset. Company fundamental and market information on active and inactive publicly held companies, in North American and Global datasets. Normalized to provide comparability across a variety of global accounting standards and practices.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.
Capital IQ
WRDS dataset listed under Compustat. Provides extensive debt capital structure for over 60,000 global public and private
companies and equity capital structure data on over 80,000 active and inactive companies worldwide.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.
Audit Analytics: Audit and Compliance
WRDS dataset. Audit Analytics: Audit and Compliance provides detailed research on over 150,000 active audits and more than 10,000 accounting firms. Includes detailed categorisations of issues to enable tracking and analysis of public company disclosures.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.

Please note that we do not have a subscription to the Corporate and Legal module.

Mergers and Acquisitions, IPOs and other deals

Zephyr
This resource contains information on Mergers & Acquisitions, IPOs, private equity and venture capital deals. It also contains information on rumours as well as announced and completed deals.

Please note that Bureau van Dijk resources may be used for educational research only, and may not be used for institutional business purposes.
SDC Mergers and Acquisitions
WRDS dataset listed under 'Thomson Reuters'. Contains information on M&A deals, advisors and events. Alternatively,
see SDC Platinum via PC in the Business Library to access M&A and Joint Ventures information.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.
SDC New Issues
WRDS dataset listed under Thomson Reuters. Contains information on new issues. See SDC Platinum to access information on Mergers & Acquisitions deals and Joint Ventures via PC in the Business Library and a PC in the Financial Resources Suite at Northampton Square.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.
M&A Research Catalyst
M&A Research Catalyst delivers reports specifically created for M&A research. The reports combine information on companies,
comparable deals and valuations in an interface to identify targets, or acquirers, and value companies.

Please note that Bureau van Dijk resources may be used for educational research only, and may not be used for institutional business purposes.
CB Insights
CB Insights is a global private company database that covers daily real-time information about venture capital, angel investor-backed private startups. It also contains M&A and IPO news, private equity and industry analysis. Please note that there is a limit of 4000 profile views and 4000 downloads per user per year.

Students and staff should email the Business Library to request an account. Your City email address is only used for log-in, CB Information Services do not use this information for any other purpose.
Audit Analytics: Audit and Compliance
WRDS dataset. Audit Analytics: Audit and Compliance provides detailed research on over 150,000 active audits and more than 10,000 accounting firms. Includes detailed categorisations of issues to enable tracking and analysis of public company disclosures.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.

Please note that we do not have a subscription to the Corporate and Legal module.
Capital IQ
WRDS dataset listed under Compustat. Provides extensive debt capital structure for over 60,000 global public and private
companies and equity capital structure data on over 80,000 active and inactive companies worldwide.

To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'Affiliation Type', postgraduate and undergraduate students should select 'Masters/Undergrad'.

You will receive an email within two working days asking you to agree to the Terms & Conditions. Follow the instructions in the email to finish setting up your account.

Banking and finance

S&P Global Market Intelligence
S&P Global Market Intelligence provides detailed and standardised financial data on financial institutions in the US, Europe and MEA. Formerly called SNL Financial.

Register for an account via Cass Library Moodle page. How to search for company data on SNL. Global Banks CV.
BankFocus
Worldwide coverage of banks. It provides detailed information covering at least 5 years’ history for listed banks and at least 3 years’ for unlisted, with ‘as reported’ financial items available both in English and local languages using local GAAP and IFRS formats whenever available. BankFocus includes original filings, corporate structures, the facility to represent data graphically.

Please note that Bureau van Dijk resources may be used for educational research only, and may not be used for institutional business purposes.

Business resources on the web

Business Librarians

Your Personal Data

Business resources on the web

Eikon, Datastream and Morningstar

Bloomberg

Markets and trading

WRDS-based financial databases for advanced research on the web

Company financials

WRDS databases for advanced research on company financials

Mergers and Acquisitions, IPOs and other deals

Banking and finance