Overviews and Analysis
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.
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.
Ref. HG4551 .H319 in the Stamps Reading Room.
Guide to the world's stock, derivative, and commodity exchanges.
Platform used to analyze financial data from global equity and fixed income markets.
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.
Data on public and private companies, investment firms, capital transactions, and people. Please log in to the HBS intranet before attempting to connect to Capital IQ.
Provides screening capabilities. the "Market Analysis" tab provides quick access to summary information by industries and geographies.
WRDS is a platform for financial, accounting, banking, economics, management, marketing, and public policy databases accessible through a single interface.
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.
Comprehensive economic and financial time-series database covering 150 countries and 6,500 different data series
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.
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.
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.
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
Provides research articles and legal developments.
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.
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.