Financial Technology Joseph D. Holland Weston McCurry Agenda University Resources • Bloomberg • FactSet • UNC E-Research o o o o o o Factiva IBISWorld LexisNexis Morningstar S&P NetAdvantage Zephyr Web Resources • Dealipedia • EDGAR • Intelius • Pitchbook • Yahoo! Finance University Resources Joseph D. Holland Bloomberg Financial News & Data • Real-time financial news, market data, economic calendars, and analysis • Streaming audio, video, and other media pertaining to the markets • Database of people biographies, company descriptions, SEC filings, etc. • Financial data tools and analysis, charting, and historical look-up ability • Integration with Excel through Bloomberg API FactSet Financial Research • Models and Presentations o Integration of real-time, refreshable data into Excel models • Company Analytics o Monitor global public and private companies, industries, and events • Deal Analytics o Insight into global deal market • Idea Screening o Find deals and IPOs • http://www.youtube.com/watch?v=rTzFkjvUUzg UNC E-Research Aggregated Web Tools • Resource managed and operated by UNC Libraries • As a UNC student, full access to: o o o o Subscription-based websites Subscription-based newspapers Subscription-based periodicals Dissertations UNC E-Research Factiva • • • • Business Information & Research Web: factiva.com Aggregated content from both licensed and free sources Ability to search content with over 50 years depth Access to over 28,000 sources including: o o o o o Newspapers Journals Magazines Television and radio transcripts Photos • Content from 200 countries and over 600 continuously updated newswires IBISWorld UNC E-Research Industry Reports • • • • Web: ibisworld.com Independent industry and company research 700 different market segments May be used for: o o o o o o o o o Understanding market size Determining competitors Drafting business plans Constructing pitch books Benchmarking Forecasts Business valuations Litigation support Due diligence LexisNexis UNC E-Research Academic & Statistical Insight Web: lexisnexis.com Ability to search news (1980 – present) Access to US and state legal cases Information on over 43 million companies Variable country socioeconomic profiles and news • Ability to research people, SEC filings, and Law Reviews • Statistical data sets from: • • • • • o o o o o Federal agencies States Business organizations Research institutions International organizations Morningstar UNC E-Research Investment Research • Web: morningstar.com • Comprehensive research center with data on over 350,000 investment offerings • Ability to screen for: o Stocks o Funds o ETFs • Independent ratings on various investment vehicles UNC E-Research S&P NetAdvantage • • • • Business and Investment Information Web: netadvantage.standardandpoors.com Comprehensive S&P independent research Data and commentary on stocks, bonds, funds, and industries Powerful searching and screening tools o Facilitates strategic planning, due diligence, and M&A activities • Private company information o Hard-to-find data on over 85,000 private companies • NAICS code search o Ability to identify potential clients and strategic partners • Biographies of thousands of corporate executives and directors UNC E-Research Zephyr • • • • • • • M&A Data Web: zephyr2.bvdep.com Comprehensive M&A data with integrated detailed company information Bespoke editorial M&A news Exclusive monthly M&A reports Customizable interface to monitor key data Updated hourly Ability to: o o o o Set intelligent alerts Create sophisticated league tables Search by hundreds of criteria – including multiples Perform detailed analysis on a set of deals Web Resources Weston McCurry Dealipedia Deal Activity • Web: dealipedia.com • Continuously updated aggregated index of over 39,000 business transactions including: o M&A Activity o Investment Activity o IPO Activity • Deals may be sorted by date or market sector • Ability to add new deals or view charted deal activity EDGAR SEC Filings • Web: sec.gov/edgar.shtml • EDGAR: Electronic Data-Gathering, Analysis, and Retrieval • Free online database of SEC filings operated by the SEC Intelius People Search • Web: intelius.com • Extensive people search engine • Services include: o Background checks o Identity theft protection o Reverse phone lookup • Reports include: o o o o o o o Phone numbers Address history Ages Birthdates Household members Home value Income Pitchbook Private Equity Data • Web: pitchbook.com • Accurate and comprehensive data on the private equity industry • Services include: o Data o News o Analysis • Ability to: o Search over 37,000 private equity backed transactions o Analyze private and public company comparables o Access detailed performance and returns data on thousands of private funds Yahoo! Finance Financial Information • Web: finance.yahoo.com • Information include: Stock quotes Stock exchange rates Corporate press releases Financial reports Message boards • Can be used to gauge hype o Market statistics o Market and industry news o Market events and economic calendar o o o o o
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