Financial
Technology
Joseph D. Holland
Weston McCurry
Agenda
University Resources
• Bloomberg
• FactSet
• UNC E-Research
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Factiva
IBISWorld
LexisNexis
Morningstar
S&P NetAdvantage
Zephyr
Web Resources
• Dealipedia
• EDGAR
• Intelius
• Pitchbook
• Yahoo! Finance
University Resources
Joseph D. Holland
Bloomberg
Financial News & Data
• Real-time financial news,
market data, economic
calendars, and analysis
• Streaming audio, video,
and other media
pertaining to the markets
• Database of people
biographies, company
descriptions, SEC filings,
etc.
• Financial data tools and
analysis, charting, and
historical look-up ability
• Integration with Excel
through Bloomberg API
FactSet
Financial Research
• Models and
Presentations
o Integration of real-time,
refreshable data into Excel
models
• Company Analytics
o Monitor global public and
private companies, industries,
and events
• Deal Analytics
o Insight into global deal market
• Idea Screening
o Find deals and IPOs
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http://www.youtube.com/watch?v=rTzFkjvUUzg
UNC E-Research
Aggregated Web Tools
• Resource managed and operated by UNC
Libraries
• As a UNC student, full access to:
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Subscription-based websites
Subscription-based newspapers
Subscription-based periodicals
Dissertations
UNC E-Research
Factiva
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Business Information & Research
Web: factiva.com
Aggregated content from both licensed and
free sources
Ability to search content with over 50 years
depth
Access to over 28,000 sources including:
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Newspapers
Journals
Magazines
Television and radio transcripts
Photos
• Content from 200 countries and over 600
continuously updated newswires
IBISWorld
UNC E-Research
Industry Reports
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Web: ibisworld.com
Independent industry and company research
700 different market segments
May be used for:
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Understanding market size
Determining competitors
Drafting business plans
Constructing pitch books
Benchmarking
Forecasts
Business valuations
Litigation support
Due diligence
LexisNexis
UNC E-Research
Academic & Statistical Insight
Web: lexisnexis.com
Ability to search news (1980 – present)
Access to US and state legal cases
Information on over 43 million companies
Variable country socioeconomic profiles and
news
• Ability to research people, SEC filings, and Law
Reviews
• Statistical data sets from:
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Federal agencies
States
Business organizations
Research institutions
International organizations
Morningstar
UNC E-Research
Investment Research
• Web: morningstar.com
• Comprehensive research center with data on
over 350,000 investment offerings
• Ability to screen for:
o Stocks
o Funds
o ETFs
• Independent ratings on various investment
vehicles
UNC E-Research
S&P NetAdvantage
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Business and Investment Information
Web: netadvantage.standardandpoors.com
Comprehensive S&P independent research
Data and commentary on stocks, bonds,
funds, and industries
Powerful searching and screening tools
o Facilitates strategic planning, due diligence, and M&A activities
• Private company information
o Hard-to-find data on over 85,000 private companies
• NAICS code search
o Ability to identify potential clients and strategic partners
• Biographies of thousands of corporate
executives and directors
UNC E-Research
Zephyr
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M&A Data
Web: zephyr2.bvdep.com
Comprehensive M&A data with integrated
detailed company information
Bespoke editorial M&A news
Exclusive monthly M&A reports
Customizable interface to monitor key data
Updated hourly
Ability to:
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Set intelligent alerts
Create sophisticated league tables
Search by hundreds of criteria – including multiples
Perform detailed analysis on a set of deals
Web Resources
Weston McCurry
Dealipedia
Deal Activity
• Web: dealipedia.com
• Continuously updated aggregated index of over
39,000 business transactions including:
o M&A Activity
o Investment Activity
o IPO Activity
• Deals may be sorted by date or market sector
• Ability to add new deals or view charted deal
activity
EDGAR
SEC Filings
• Web:
sec.gov/edgar.shtml
• EDGAR: Electronic
Data-Gathering,
Analysis, and Retrieval
• Free online database
of SEC filings operated
by the SEC
Intelius
People Search
• Web: intelius.com
• Extensive people search engine
• Services include:
o Background checks
o Identity theft protection
o Reverse phone lookup
• Reports include:
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Phone numbers
Address history
Ages
Birthdates
Household members
Home value
Income
Pitchbook
Private Equity Data
• Web: pitchbook.com
• Accurate and comprehensive data on the private
equity industry
• Services include:
o Data
o News
o Analysis
• Ability to:
o Search over 37,000 private equity backed transactions
o Analyze private and public company comparables
o Access detailed performance and returns data on thousands of private
funds
Yahoo! Finance
Financial Information
• Web: finance.yahoo.com
• Information include:
Stock quotes
Stock exchange rates
Corporate press releases
Financial reports
Message boards
• Can be used to gauge hype
o Market statistics
o Market and industry news
o Market events and economic calendar
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