Overviews and Analysis

Handbook of Finance

Ref. HG173 .H327 in Stamps Reading Room.
Overview of field of finance. Divided into three volumes: Financial Market and Instruments; Investment Management and Financial Management; and Valuation, Financial Modeling, and Quantitative Tools.

Handbook of Financial Instruments

Ref. HG173 .H327 in Stamps Reading Room.
Overview of field of finance. Divided into three volumes: Financial Market and Instruments; Investment Management and Financial Management; and Valuation, Financial Modeling, and Quantitative Tools.

Exchanges

Investment Company Institute

National association of U.S. investment companies. Provides data and research on investors and retirement plans. Report titles include "Equity and Bond Ownership in America" and "Characteristics of Mutual Fund Investors." Its "Investment Company Fact Book" provides an annual overview of mutual funds, shareholder information, and economic trends.

Global Stock Markets Factbook

Ref. HG4551 .G56 in the Stamps Reading Room.
Annual factbook provides information on the performance of exchanges and markets in developed and emerging-market countries.

World Federation of Exchanges (WFE)

Association for publicly regulated exchanges. Annual and monthly statistics of the world's exchanges on equity markets, bond markets, market indicators, emerging markets, market capitalization, derivatives and exchange rates. Some data back to 1990.

Handbook of World Stock, Derivative & Commodity Exchanges

Ref. HG4551 .H319 in the Stamps Reading Room.
Guide to the world's stock, derivative, and commodity exchanges.

Market Data

FactSet

Platform used to analyze financial data from global equity and fixed income markets. Individual account required. 

Bloomberg

Current and historical financial information on individual equities, stock market indices, fixed-income securities, currencies, commodities, and futures for both international and domestic markets.

Markets covered include equities, corporate and government bonds, commodities, preferred stocks, mortgages, interest rates, and currency exchanges. Hit the yellow key for market sector of interest, then hit GO for a top-level menu of commands.

Capital IQ

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

Provides screening capabilities. the "Market Analysis" tab provides quick access to summary information by industries and geographies.

WRDS - Wharton Research Data Services

WRDS is a platform for financial, accounting, banking, economics, management, marketing, and public policy databases accessible through a single interface.

Datastream

Historical, global coverage of equities, stock markets, commodities, futures, currencies, options, bond markets, company financials, and economic data.

Great source for downloading time series. Some data are also available remotely through Thomson ONE.

Global Financial Data

Comprehensive economic and financial time-series database covering 150 countries and 6,500 different data series

Statistics

Fact Book

Ref. HG4910 .S3938 in the Stamps Reading Room.
Annual fact book from the Securities Industry and Financial Markets Association provides aggregate statistics on ETFs, closed-end, and open-end funds. Issues back to 2005 are also available from the Investment Company Institute.

Federal Reserve Data Releases

Provides releases tracked by the markets such as "flow of funds." The Federal Reserve Archival System for Economic Research (FRASER) provides historical business and economic statistics for the U.S. economy, in some cases back to the late 1800s. Use FRASER with data contained in the Federal Reserve Economic Database (FRED II) to create uninterrupted data series.

Ibbotson SBBI Classic Yearbook: Market Results for Stocks, Bonds, Bills, and Inflation

Ref. HG4501 .S7949 in the Stamps Reading Room.
Annual publication containing historical averages for various types of investments such as total returns, and index values for large and small company stocks.

EMIS (Emerging Markets Information System)

Country and company information on Africa, Asia, Australia, Europe, and the Middle East.

Full-text news, financial statements, industry analyses, macroeconomic statistics, and market-specific information derived directly from local information providers.

News and Journals

ABA Banking Journal

Produced by the American Bankers Association, publishes articles on business and societal issues.

Federal Reserve Bulletin

Provides research articles and legal developments.

Institutional Investor Journals

Full-text issues (current and archival) of quarterly publications covering research on global investment and finance.

Several publications targeted at professional money managers covering fund management techniques, models, and case studies in titles such as, The Journal of Trading, and, The Journal of Portfolio Management.

Outlook

Ref. HG4501 .S722 in the Stamps Reading Room.
Weekly publication from Standard & Poor's with buy/sell/hold advice, a stock recommend list, updated S&P rankings of star performers, and occasional articles on specific investment products such as building a mutual fund portfolio.

Standard & Poor's Creditweek

Weekly publication from Standard & Poor's with news summaries, analytical articles, new ratings, a credit watch list, and a list of entities removed from credit watch.

Financial Analysts Journal

Scholarly articles for practitioners in the investment community on financial theory, practice, and changes to the finance industry.