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Investing for the Future: EE 0822

Key Library Resources for Financial Research

International Financial Statistics (from the International Monetary Fund)

IFS Online, from the International Monetary Fund, provides approximately 32,000 financial time series covering most countries in the world. The data available for each country includes data on exchange rates, international liquidity, interest rates, prices, production, national accounts and population. In many cases the data extend back to 1948.

Investext (via Thomson Research)

Provides investment, company and industry reports from hundreds of brokers in North America, Europe, Asia/Pacific, Latin America, Africa and the Middle East. All company and industry reports are provided in full page PDF image format.

Mergent Online

Mergent offers the following databases:

  • Company Data Direct/U.S. -- In-depth reports on over 10,000 U.S. companies
  • Company Data Direct/International -- In-depth reports on over 15,000 non-U.S. companies
  • Equity Research Reports
  • FIS Annuals/U.S. -- Over 35,000 U.S. annual report images
  • FIS Annuals/International -- Over 50,000 non-U.S. annual report images
  • EDGAR -- Real-time feeds of SEC documents with archives dating back to 1993
  • FactSheets -- Presentation-quality summary reports
  • Institutional Holdings -- Top holders, purchasers and sellers
  • Insider Trading -- Investing activities of officers and directors
  • Broker Research -- Over 1 million fully graphical research reports from over 700 brokerage firms

Standard and Poor's NetAdvantage

Standard & Poor's NetAdvantage is a comprehensive source of business and investment information, offering on-line access to popular Standard & Poor's research products including:

  • Bond Reports
  • Company Profiles
  • Compustat Excel Analytics and Compustat International Fundamental Reports with five (5) years of
  • extensive data and charts that can be downloaded directly into Excel
  • Corporation Records
  • Fund Reports (more than 14,000 mutual funds are included)
  • Industry Surveys (back to 1998) with Trends and Projections (back to April 1999)
  • Global Industry Surveys (back to 2004)-The Outlook (back to 1996)
  • Register - Executives and Directors
  • Register - Private Companies
  • Register - Public Companies
  • Security Dealers of North America
  • Stock Reports


Subject Specialist

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Adam Shambaugh
Charles Library