Baker Library | Bloomberg Center

Capital IQ

Description: Data on public and private companies, investment firms, capital transactions, and people.

Provides sophisticated retrieval and personalization tools to create numerous reports.

Important notices on Capital IQ

Capital IQ limits the number of remote access accounts that are available to academic subscribers. In order to make sure that our allotted accounts go to individuals who would use their account regularly, we ask the HBS community to use library workstations for one-time or infrequent use. From the library workstations you can easily get help, download your data, and email or save it to a USB drive.

If you expect to use Capital IQ regularly and would like to request an individual account, please fill out this form with your HBS email account. (Request form not available to MBAs over the summer.) Requests that do not supply an HBS email will not be honored.

Note: Our license with Capital IQ does not allow it to be used at all in conjunction with any outside organization, including for internships and field studies. Accordingly, Capital IQ access for MBA students ends June 1. Access for returning students begins on the first day of the fall term.

An Excel Add-on is available in the Financial Databases Room (FDR-4). Excel Add-ons are not available for individual MBA accounts.

We have access to the CIQ Key Developments and CIQ People Intelligence datasets via WRDS. Use the Compustat Link to access this data.

Key Developments provide structured summaries of material news and events that may affect the market value of securities. It monitors over 100 Key Development types including executive changes, M&A rumors, changes in corporate guidance, delayed filings, SEC inquiries, and many more. Each Key Development item includes announced date, entered date, modified date, headline, situation summary, type, company role, and other identifiers. History depends on the specific event but generally back to the early 2000's.
Key Development Codes

People Intelligence covers over 4.5 million professionals and over 2.4 million people including private and public company executives, board members, and investment professionals, globally. Each professional in the Capital IQ database has a distinct profile which can include contact details, biography, education, job functions and titles, board memberships, compensation, insider activity, and options holdings.

Content Type: Company Financials & Filings, Financial Markets Data, Biographies, WRDS

Subject: Bankruptcy, Companies, Fundamentals, Equities, IPO, Joint Ventures, Mergers And Acquisitions, Private Equity, Venture Capital

Access:

  • Current HBS faculty, doctoral and MBA students, and staff in the Stamps Reading Room or by request

  • Harvard University faculty, graduate students (including MBA students) and researchers can request a WRDS account
  • HU undergraduates may use WRDS in the Financial Databases Room.

Note: Use of WRDS is limited to academic and non-commercial research purposes. The right to access licensed databases and copyrighted material on the WRDS system is only for internal or academic research. You may not use data downloaded from WRDS for any commercial endeavor. In addition, you may not reveal, disclose, transfer, or share username and password information with anyone. Additional restrictions apply. See WRDS Terms of Use.

Use of this database implies acceptance of our Copyright and Licensing Restrictions.


Baker Library | Bloomberg Center, Harvard Business School, Soldiers Field, Boston, MA 02163, 617-495-6040