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Annual report data
Important databases
- Bloomberg: database of public companies with large timeframes. Use the <FA> function to access financial statements of the companies.
Manual: Annual report data in Bloomberg
- Eikon with Datastream: database of public companies. Eikon terminal with Refinitiv Financials function or Datastream with “Time Series” request.
Manual: Annual report data in Eikon with Datastream
- WRDS (using Compustat data): For American companies, data is available from 1950, for global companies from June 1987. You can access 397 variables for active and inactive American companies.
Manual: Annual report data in WRDS
- Capital IQ & Capital IQ Pro: With Capital IQ, you can get a list of companies using the Screening function. You have access to key financial data for around 250 thousand public companies starting from 1990.
For each company in Capital IQ Pro, you get financial statements with key stats starting from 2014.
Manual: Annual report data in Capital IQ & Capital IQ Pro
- Orbis: provides information for 350 million firms. It collects information for annual reports for about 15 million public and private firms from 2013.
Manual: Annual report data in Orbis
Bonds
Important databases
- Bloomberg: Bloomberg offers access to a diverse range of bonds, including governmental, corporate, and various other types, spanning an extensive historical timeframe.
Manual: Bonds data in Bloomberg - CRSP Treasuries database in WRDS: CRSP encompasses extensive data on US Treasuries, offering the longest possible timeframe, including yields and spreads in monthly time series.
Manual: Bonds data in the CRSP database in WRDS - WRDS Bond Returns: WRDS provides data about the bond returns from 2002 and includes datasets from FISD and TRACE.
Manual: Bonds data in WRDS Bond Returns
CEO & board data
Important databases
- BoardEx in WRDS: Provides historical information about board members of public companies dating back to 1933.
Manual: CEO & board data in BoardEx in WRDS - Capital IQ – Professional in WRDS: Offers information about the current professionals employed in public companies.
Manual: CEO & board data in Capital IQ – Professional in WRDS - Capital IQ & Capital IQ Pro: Provides detailed information about both current professionals and board members in public companies.
Manual: CEO & board data in Capital IQ & Capital IQ Pro
Credit default swaps
Important databases
- Bloomberg: Bloomberg provides coverage of credit default swaps from iTraxx indices across American, EMEA, and Asian markets with additional information inside the terminal.
Manual: Credit default swaps in Bloomberg - Eikon with Datastream: Datastream encompasses various types of credit events from credit default swaps, offering the maximum possible timeframe for exporting data to Excel.
Manual: Credit default swaps in Eikon with Datastream
Credit ratings
Important databases
- Eikon with Datastream: Provides only current ratings for S&P and has historical ratings changes for 2 other providers (Moody’s and Egan Jones).
Manual: Credit ratings in Eikon with Datastream - WRDS (with FISD Current and Historical Bond Ratings: Has data about publicly offered U.S. bonds and is the primary resource for the American bond characteristics from 1984 for some bonds.
Manual: Credit ratings in WRDS (with FISD Current and Historical Bond Ratings) - WRDS (with Compustat – Capital IQ: provides S&P Credit Ratings from November 1978 up to February 2017.
Manual: Credit ratings in WRDS (with Compustat – Capital IQ)
Deals
Important databases
- Bloomberg: Deals can be found using the MA-function, which provides all deals with different statuses from the database of public companies.
Manual: Deals in Bloomberg - Orbis: Deals can be found from the Orbis M&A-database, which provides additional information about the deals for small and middle-sized companies.
Manual: Deals in Orbis
ESG
Important databases
- Bloomberg: ESG data in Bloomberg includes Bloomberg ESG Scores for public companies and ratio related to SFDR, SDG and sustainable debt.
Manual: ESG data in Bloomberg - Capital IQ Pro: Capital IQ Pro gives a summary overview of companies’ ESG scores and some real-time data of the ESG pillars.
Manual: ESG data in Capital IQ Pro - Eikon with Datastream: Eikon with Datastream provides Eikon ESG scores and dashboards with many options for exporting the data.
Manual: ESG data in Eikon with Datastream - Sustainalytics (WRDS): Sustainalytics (WRDS) shows the values for the ratio of different ESG pillars with a historical timeframe beginning from 2018.
Manual: ESG data in Sustainalytics (WRDS) - MSCI ESG KLD (WRDS): MSCI ESG KLD shows sustainability ratios primarily for the social pillar using data from the KLD dataset starting from 1991.
Manual: ESG data in MSCI ESG KLD (WRDS)
Forecasts
Important databases
- Bloomberg
Manual: Forecasts in Bloomberg - Eikon with Datastream
Manual: Forecasts in Eikon with Datastream
Futures
Important databases
- Bloomberg: Futures are primarily available for indexes and public companies, typically up to the year 2020, including expired contracts.
Manual: Futures in Bloomberg - Eikon with Datastream: Futures are available for a wide variety of financial instruments (including commodities), encompassing both active and expired contracts, and covering the maximum possible timeframe.
Manual: Futures in Eikon with Datastream
Indices
Important databases
- Bloomberg: Bloomberg offers comprehensive information on the most crucial global indices, along with an extensive array of variables and ratios for in-depth analysis.
Manual: Indices in Bloomberg - Eikon with Datastream: Eikon with Datastream provides access to a vast collection of industrial financial indices, accompanied by a wide range of exportable variables, easily accessible via Excel.
Manual: Indices in Eikon with Datastream - Capital IQ Pro: Capital IQ Pro offers a comprehensive overview of global indices and provides summaries of key ratios associated with these indices.
Manual: Indices in Capital IQ Pro - WRDS (Compustat – Capital IQ): WRDS provides access to industrial financial indices and facilitates easy exportation to Excel for further analysis.
Manual: Indices in WRDS (Compustat – Capital IQ)
IPOs
Important databases
- Bloomberg: Offers an extensive selection of worldwide IPOs, covering additional shares offerings and changes of ownership, with unlimited export capabilities.
Manual: IPOs in Bloomberg - Eikon with Datastream: Provides a comprehensive range of worldwide IPOs, supplemented with additional key ratios.
Manual: IPOs in Eikon with Datastream - Orbis: Focuses on IPOs for private equity with a narrower geographical coverage.
Manual: IPOs in Orbis - WRDS (Audit Analytics): Provides access to American IPOs spanning the longest available range.
Manual: IPOs in WRDS (Audit Analytics)
Options
Important databases
- Bloomberg: Offers historical data for active options, including current ask and bid prices, along with implied volatility values.
Manual: Options in Bloomberg - Eikon with Datastream: Provides historical data for both active and expired options, offering the flexibility to derive options for all index constituents.
Manual: Options in Eikon with Datastream
Ownership
Important databases
- Bloomberg: Leveraging the HDS and OWN functions enables access to ownership data dating back to 1997, conveniently integrated into an Excel template.
Manual: Ownership in Bloomberg - Capital IQ & Capital IQ Pro: Explore ownership data categorized by countries, investor types, top buyers and sellers, and recent ownership activities.
Manual: Ownership in Capital IQ & Capital IQ Pro - Eikon with Datastream: Obtain a concise summary of top investors along with comprehensive company structure information.
Manual: Ownership in Eikon with Datastream - Orbis: Access a broad spectrum of companies, including historical data and details on previously active entities.
Manual: Ownership in Orbis
Stock prices
Important databases
- Bloomberg
Manual: Stock prices in Bloomberg - Capital IQ & Capital IQ Pro
Manual: Stock prices in Capital IQ & Capital IQ Pro - Eikon with Datastream
Manual: Stock prices in Eikon with Datastream - WRDS (CRSP)
Manual: Stock prices in WRDS (CRSP)