This guide is no longer being updated - for the new one, please go to http://guides.library.cmu.edu/finance

Finance Resources @ the Carnegie Mellon University Libraries

Preliminaries: Library Services

• Tepper Library website - left side lists general library services
• Business databases – find those mentioned here (in italics) and more. For other topics: all databases.
• Online catalog: Cameo - Look here for ebooks, books, journals, etc.
• Online journal list – Check to see if a journal or magazine is contained in one of our databases.
• If you’re off campus, login here first to use the databases or ebooks
• Interlibrary loan – if we don't have the book or article that you need, we'll get it for you.

Analyst Research

• Investext/Thomson Research - equity and industry reports from analysts at top banks and brokerage firms worldwide
• Value Line Investment Survey - stock reports with financial performance data, analysis, projections, rankings, beta, key ratios for 3500+ public companies.
• Standard & Poor’s Netadvantage – on right side, under “Select Publication” choose “Stock Reports”
• Business & Company Resource Center – use Advanced Search, and choose “Investment Reports” for selected analyst reports
• Alacra Pulse - key events and commentary from both traditional analysts and alternative media/blog sources.
• finance.yahoo.com – see “Analyst Coverage” section on left for brief summaries, earnings estimates

Financial data  

• Wharton Research Data Services (WRDS) - datasets in finance, economics and banking, from Standard & Poor’s Compustat, the Center for Research in Security Prices (CRSP,) Mergent, Dow Jones, the Federal Reserve, and the Chicago Board Options Exchange, etc. User guides.
• Standard & Poor’s Netadvantage database – extensive company and industry data and analysis. User guide.
• Mergent Online database – financials, stock, properties, joint ventures, subsidiaries, SEC filings, debt, etc., for thousands of U.S. companies and foreign companies, with data going back fifteen years; also detailed data on countries; can create customized reports. User guide.
• MarketLine database – company/industry/country analysis, and financial deal information in the “Assess M&A Activity” section on right. User guide.
• Mergent Webreports - Provides the searchable scanned copies of pages from Moody's (and later Mergent) Corporate Manuals, from 1909 to the present.  (Use this link for latest news reports.) These contain detailed descriptions of all significant public companies worldwide: financial statements, histories, properties, mergers and acquisitions, operations, subsidiaries, officers and directors, stocks and bonds.
• International Financial Statistics database – economic data for countries: exchange rates, international liquidity, international banking, currency, interest rates, prices, production, trade, government accounts, and national accounts.
• Bloomberg terminal – is kept in room A1 in the GSIA building basement. "The PC has auto-login using a generic username and password --- however, one can also login with an Andrew AD (windows domain) account. A default Bloomberg account is available (via the Tepper Help Desk). Additionally, personal Bloomberg accounts can be created --- instructions are within the Bloomberg terminal Help. (NOTE: The terminal is for Bloomberg only and cannot access the Internet, or print. There is no file/data save option to external devices.)"
  • Bloomberg help – basic cheat sheet - and many others written by helpful librarians: if you want to see how to get M&A data, for instance, just Google “bloomberg m&a site:.edu”. Bloomberg has many of its own as well on the system.
• finance.yahoo.com - stock quotes (including historical,) company profiles, analyst coverage, earnings estimates, financials, charts, news, industry comparisons, competitors, etc. - the most complete of the free financial sites.
• National Information Center - central repository of detailed financial data for all banks and other institutions for which the Federal Reserve has a supervisory, regulatory, or research interest, including both domestic and foreign banking organizations operating in the United States.

Annual reports and SEC filings

• SEC’s EDGAR - public company and mutual fund (though not hedge fund) filings, including many international companies.
• Any public company website’s Investor Relations section should have links to both the actual filings and the printed annual report.
• Historical annual reports for over 800 companies from 1844 to the present.

Financial services companies - directories and listings

• Dun & Bradstreet's Million Dollar Database – contains 23 million companies worldwide. Create and download lists with specific criteria. For financial companies, open the NAICS code search and then expand the Finance & Insurance categories. Limit also by country if you only want the US.
• Thomson's VentureXpert/Private Equity database - generates reports on venture capital funds, private equity firms, funded companies, and their executives in the US, Europe, and Asia
• Career Search – get this through COC website (create your account first.)
• Hoover ’s Online – find a company you are interested in, then check “competitors” on left hand side; has selected international companies.
• CISDM Hedge Fund Data (through WRDS platform) - provides information on over 3700 active Hedge Funds and over 660 active CTAs and CPOs. In addition, the database covers 3800 inactives. For each fund in the database, detailed information related to investment strategy and style, historical monthly returns, assets under management, leverage, minimum initial investment, and fee structure is provided.
• Nelson’s Directory of Investment Managers – extensive profiles of 1,600 investment management firms worldwide. In print in the Hunt Library reference collection: HG4907 .N44 2008.
• Nelson’s Directory of Investment Research - describes over 900 domestic and international research firms, and listing their 15,000 analysts, with industries and companies followed. In print in the Hunt Library reference collection: HG4907 .N43 2008.
• Corporate Finance Sourcebook - guide to financial services firms worldwide, including venture capital firms, securities analysts, accounting firms, pension managers, business brokers, commercial and investment banks, and corporate real estate services. In print in the Hunt Library reference collection: HG4057 .A1565 2008.
• North American Financial Institutions Directory - In print in the Hunt Library reference room - HG1536 .P635 2009
• League Tables - Thomson Reuters' rankings of Investment Banks by the dollar volume of their deals.

Financial research and news - journals and magazines:

• The four top academic journals online: Journal of Finance , Journal of Financial Economics, Journal of Financial and Quantitative Analysis, Review of Financial Studies. For historical issues - either in print or on JSTOR - please look them up on our catalog.
• Risk – specializes in financial risk management and the global derivatives markets. In print on the 3 rd floor of Hunt Library. We have online access for one user at at time – username: rwerner@andrew.cmu.edu; pw: 032371
• Financial Times - London-based international financial and business news
• New York Times DealBook - NYT daily coverage of the financial markets
• Wall Street Journal - partial access; for full access, use your Tepper subscription
• Bloomberg - news, multimedia, and market data from the famed NY financial information organization
• The Economist - finance news and analysis from this respected British publication

Financial research and news - databases: Many sources collected in one place

• Google Scholar - searches over thousands of scholarly journals in all fields; full text for our subscriptions is here if you're on campus or using the VPN (see above.)
• Academic OneFile - ditto
• Proquest – articles in many newspapers, magazines, trade publications and scholarly journals.
• Business & Company Resource Center – contains thousands of journals and trade publications, international.
• Lexis-Nexis Academic– the most wide-ranging international, national and local news.
• If you have a specific article you're looking for, use our eJournals A-Z list to see if we have a subscription. (If it's not there, just try Google Scholar - who knows?)

Industry ratios - compare company financial data against industry norms:

• Dun & Bradstreet Industry Norms and Key Business Ratios (click on Help for User Guide.)
• RMA annual statement studies – in print in Hunt Library reference collection: HF5681 .B2 R6 1990
• bizstats.com

Quick background on a company:

• Hoover's Online - includes U.S. public and private, and international companies; company leadership, history and description, financials, products, etc.
• Business & Company Resource Center – company basics, histories, and an excellent source for news. articles – find your company and use tabs at the top for many features. Use “Article Search” for smaller companies.
• Standard & Poor’s Netadvantage – use Companies tab at the top.
• Vault.com – from the COC, will tell you what it’s like to work there.

Dictionaries and handbooks:

• Handbook of Finance, edited by Frank Fabozzi - in print in the Hunt Library reference collection:HG173 .H327 2008
• Barron's finance & investment handbook – in print in the Hunt Library reference collection: HG173 .D66 2007.
• Oxford Dictionary of Finance & Banking
• Oxford Handbook of International Financial Terms
• Derivatives Sourcebook - a classified bibliography of the most significant 1800 research articles in the derivatives literature
• Encyclopedia of Quantitative Risk Analysis and Assessment

New York Campus students

• To use the databases above (in italics), you'll need to log in first using the VPN.
• You can also borrow books from our Pittsburgh campus by using our interlibrary loan service. Choose "ILLiad" on that page. The first time you use the service, you'll need to register, where you will include the address to which you want the book sent. When you make your request, in the "notes," just let them know you are on our New York campus. You are responsible for mailing the book back to campus on time - a mailing label will be included. Questions about this service: 412-268-3030.
• You'll find more resources for finance and job searching at the Business Branch of the New York Public Library: SIBL, online and also in Manhattan at 188 Madison Ave.

For Job Searching information - see The Tepper Finance Job Search at the Library
For internship listings and other job-related info., see Thomson Financial's PEHub, which has an MBA forum with listings and networking opportunities. Free registration, school code: stadium.
Also, a recent article in the New York Times on the future of investment banking for job-seekers: Advice for the Investment-Banker-To-Be

Web sites for discerning finance students – a vast array for those who want more

Questions?
Contact the librarians:

• Roye Werner, Business & Economics Librarian, rwerner@andrew.cmu.edu , (412) 268-2453
• Everyone else at the library who can help: reference hours, link to chat, email, etc.