Library Guides: Business resources on the web: Finance

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Eikon (Refinitiv)
Eikon contains news, analytics and financial content. It also includes a range of prices for multiple assets, fundamentals, estimates and charts. Includes data from Worldscope, I/B/E/S, Lipper and Asset 4. Use the Excel Add-In to download data and access Datastream.

Limitation - A limited number of Eikon usernames are available for off-site access and are issued Monday to Friday 09:00- 17:00 UK time.
Available on 5 bookable PCs in the Financial Resources Zone, Business Library, 8 bookable PCs in the Refinitiv Trading Room (Business School) and 3 bookable PCs in the Financial Resources Suite, Northampton Square Library. A limited number of Eikon usernames are available for off-site access. These will be issued on a first come, first served basis (Monday to Friday 09:00- 17:00 UK time) and will expire at 08:00 UK time the following day, if issued on a Friday the username will expire at 08:00 UK time Monday. Complete our request form to request a username and password. Alternatively, email businesslibrary@city.ac.uk.
Morningstar Direct
Morningstar Direct is an investment analysis platform. It provides access to 350,000 investments in indexes, equities, hedge funds, segregated accounts, open-end funds, closed-end funds, insurance/pension/life and exchange traded funds.

Limitation - If the account gets locked, it will automatically unlock after 30 minutes.
Available on 4 bookable PCs in the Financial Resources Zone, Business Library and 10 bookable PCs in the Financial Resources Suite, Northampton Square Library. Also available on 9 non bookable PCs in the Business Library Study Room. Available to access off site. Login details and instructions are available in Business Library Moodle 2022-2023. Non-Business School students and staff should email businesslibrary@city.ac.uk.

If the account gets locked, it will automatically unlock after 30 minutes.

Markets and trading

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.

Accessibility information for Fame
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.

Accessibility information for Mergent Online
User Guide available in Business Library Moodle 2022-2023. Non-Business School students and staff should email businesslibrary@city.ac.uk.

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.

Accessibility information for CRSP
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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
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.

Accessibility information for Factset Ownwership
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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here.

Company financials

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.

Accessibility information for Fame
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.

Accessibility information for Mergent Online
User Guide available in Business Library Moodle 2022-2023. Non-Business School students and staff should email businesslibrary@city.ac.uk.
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.

Accessibility information for Filings Expert

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.

Accessibility information for Compustat
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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
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.

Accessibility information for Capital IQ
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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
Audit Analytics: Audit and Compliance
WRDS dataset listed under Audit Analytics. 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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
Audit Analytics: Corporate and Legal
WRDS dataset listed under Audit Analytics. Audit Analytics: Corporate and Legal provides data on actions, disclosures and correspondence by companies, advisors, regulators and investors. Databases cover SEC Comment Letters, Litigation, Bankruptcy and Shareholder Activism.
To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'User 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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here.

Mergers and Acquisitions, IPOs and other deals

SDC Mergers and Acquisitions
WRDS dataset listed under Thomson/Refinitiv. 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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 

As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
SDC New Issues
WRDS dataset listed under Thomson/Refinitiv. 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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
CB Insights
Is a global private company database that covers daily real-time information about venture capital, angel investor-backed private start-ups. 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.

Accessibility information for CB Insights
Students and staff should email the Business Library to request instructions for creating 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 listed under Audit Analytics. 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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
Audit Analytics: Corporate and Legal
WRDS dataset listed under Audit Analytics. Audit Analytics: Corporate and Legal provides data on actions, disclosures and correspondence by companies, advisors, regulators and investors. Databases cover SEC Comment Letters, Litigation, Bankruptcy and Shareholder Activism.
To access WRDS datasets, click 'Register' on the WRDS homepage. Register using your City email address. Under 'User 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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here. 
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.

Accessibility information for Capital IQ
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. Once you have replied, your account will be approved and when you login to WRDS, you will have to sign up to their 2 Factor Authentication system.

 As part of the registration process, Duo collects WRDS usernames, phone numbers, and email addresses in order to verify information during login.  Duo (owned by Cisco) retains anonymized information post login for statistical and performance purposes. Duo privacy policies can be found here.

Banking and finance

S&P Capital IQ Pro
S&P Capital IQ Pro provides detailed and standardised financial data on financial institutions in the US, Europe and MEA.
Business School students should register for an account via Business Library Moodle 2022-2023 module. Non-Business School students and staff should email businesslibrary@city.ac.uk for registration details.
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.

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