Resources for Investment Management and Financial Analysis
Resources for company and industry financial analysis, stock pitching, Business Analysis & Valuation Using Financial Statements (BAV), Investment Management and Capital Markets, Public Markets Investing Seminar, and the IM Winternship Program.
Company Research
Good for finding...
Data and background information for stock pitching prep
Basic valuation metrics
Strength and Weaknesses of the company (SWOT analysis)
Lists (screening) and profiles of VCPE firms, investment banks, and investment management firms
Key members of the management team
Investment bank league tables
Suggested Resources
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. There are four Bloomberg terminals in the Stamps Reading Room (two restricted to HBS affiliates only) and three Bloomberg terminals in the Exchange. Individual account required.
Capital IQ
Data on public and private companies, investment firms, capital transactions, and people. Provides sophisticated retrieval and personalization tools to create numerous reports.
LSEG Workspace
Company Overview page contains financials, filings, ownership profiles, events, and most importantly, analyst reports. Individual account required.
Tegus
A searchable database of thousands of transcripts of conversations between buy-side investors and industry experts to provide industry and company context on public and private companies, as well as financial models and corporate filings. Individual account required - can take a week to get an account set up, so register ASAP if you think you may need access.
FactSet
A comprehensive platform used to analyze financial data from global equity and fixed income markets, and public and private companies. Financial modeling instructions available in Knowledge Base. Individual account required. Please see the database page for instructions on signing up for an account.
Morningstar Direct
Multi-currency research platform that provides performance and holdings analysis of investments. Morningstar Direct includes data on closed-end funds, equity ownership, exchange-traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans.
Pitchbook
Information on companies, deals, funds, investors, and service providers across the private investment lifecycle. Morningstar equity research and cash flow models available within the 'Research Center' module.
Preqin
Includes information not only on private equity and venture capital, but also data on hedge funds, infrastructure, and real estate.
WRDS
WRDS is a warehouse of financial, accounting, banking, economics, management, marketing, and public policy databases accessible through a single Web-based interface.
Industry
Good for finding...
Research reports
Geographically focused trends and data
Suggested Resources
ABI/ProQuest
Business Monitor International Industry Reports - Click "Browse" and in the "Industry and Market Reports" section select BMI Industry Reports.
IBISWorld
IBISWorld is a database that provides research reports on industries in the United States, the United Kingdom, Australia, and China. Industry risk reports are available.
S&P Capital IQ Pro
News, data, and analysis covering a selection of industries, with strong coverage on financials, energy, materials (including metals and mining), insurance, Tech, Media and Telecom (TMT) and more.
S&P NetAdvantage
The Industry Surveys cover industry trends, forecasts, major players and market share data, key ratios, and statistics. Click on the "Industries" tab on the top menu bar. Index on the left has links to Industry Surveys (U.S.) and Global Industry Surveys. Industry profiles contain section on "How to Analyze an Industry".
Market Research
Good for finding...
Consumer-focused research
Geographic trends and data
Suggested Resources
BCC Research
Reports on major economic, scientific, and technological developments in industrial, pharmaceutical, and high technology.
EMARKETER
Research and analysis focusing on technology-related reports covering the following subject areas: apps and platforms, online marketing, digital media, Internet of Things (IoT), payments, fintech.
Frost & Sullivan
Reports covering technology and market trends in various technology, energy, and manufacturing-related fields.
Gartner
Offers information technology-related research, news, analysis, and trends.
Mintel Reports
Consumer market studies by Mintel analysts.
Passport
Market research reports about various consumer products and industries worldwide from Euromonitor International.
Technavio
Reports on a variety of global industries including technology, healthcare, retail, energy, aerospace, consumer goods and automotive.
Financial Modeling
Good for finding...
Interactive financial modeling tools and guides
Suggested Resources
Tegus
Financial models and company benchmarking data
Mosaic
Build leveraged buyout and discounted cash flows models, dynamically incorporate special transaction situations
Practical Financial Modelling: A Guide to Current Practice (Book available at Harvard Library)
News
Good for finding...
Recent company or industry trends
Biographical information on key players in the company
Corporate Strategy information
Suggested Resources
Financial Times (individual subscription available)
Wall Street Journal (individual subscription available)
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