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Financial Technology

Financial Technology. Joseph D. Holland Weston McCurry. Agenda. University Resources. Web Resources. Bloomberg FactSet UNC E-Research Factiva IBISWorld LexisNexis Morningstar S&P NetAdvantage Zephyr. Dealipedia EDGAR Intelius Pitchbook Yahoo! Finance. University Resources.

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Financial Technology

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  1. Financial Technology Joseph D. Holland Weston McCurry

  2. Agenda University Resources Web Resources Bloomberg FactSet UNC E-Research Factiva IBISWorld LexisNexis Morningstar S&P NetAdvantage Zephyr Dealipedia EDGAR Intelius Pitchbook Yahoo! Finance

  3. University Resources Joseph D. Holland

  4. BloombergFinancial 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

  5. FactSetFinancial Research • Models and Presentations • Integration of real-time, refreshable data into Excel models • Company Analytics • Monitor global public and private companies, industries, and events • Deal Analytics • Insight into global deal market • Idea Screening • Find deals and IPOs • http://www.youtube.com/watch?v=rTzFkjvUUzg

  6. UNC E-ResearchAggregated Web Tools • Resource managed and operated by UNC Libraries • As a UNC student, full access to: • Subscription-based websites • Subscription-based newspapers • Subscription-based periodicals • Dissertations

  7. FactivaBusiness 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: • Newspapers • Journals • Magazines • Television and radio transcripts • Photos • Content from 200 countries and over 600 continuously updated newswires UNC E-Research

  8. IBISWorldIndustry Reports • Web: ibisworld.com • Independent industry and company research • 700 different market segments • May be used for: • Understanding market size • Determining competitors • Drafting business plans • Constructing pitch books • Benchmarking • Forecasts • Business valuations • Litigation support • Due diligence UNC E-Research

  9. LexisNexisAcademic & 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: • Federal agencies • States • Business organizations • Research institutions • International organizations UNC E-Research

  10. MorningstarInvestment Research • Web: morningstar.com • Comprehensive research center with data on over 350,000 investment offerings • Ability to screen for: • Stocks • Funds • ETFs • Independent ratings on various investment vehicles UNC E-Research

  11. S&P NetAdvantageBusiness 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 • Facilitates strategic planning, due diligence, and M&A activities • Private company information • Hard-to-find data on over 85,000 private companies • NAICS code search • Ability to identify potential clients and strategic partners • Biographies of thousands of corporate executives and directors UNC E-Research

  12. ZephyrM&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: • Set intelligent alerts • Create sophisticated league tables • Search by hundreds of criteria – including multiples • Perform detailed analysis on a set of deals UNC E-Research

  13. Web Resources Weston McCurry

  14. DealipediaDeal Activity • Web: dealipedia.com • Continuously updated aggregated index of over 39,000 business transactions including: • M&A Activity • Investment Activity • IPO Activity • Deals may be sorted by date or market sector • Ability to add new deals or view charted deal activity

  15. EDGARSEC Filings • Web: sec.gov/edgar.shtml • EDGAR: Electronic Data-Gathering, Analysis, and Retrieval • Free online database of SEC filings operated by the SEC

  16. InteliusPeople Search • Web: intelius.com • Extensive people search engine • Services include: • Background checks • Identity theft protection • Reverse phone lookup • Reports include: • Phone numbers • Address history • Ages • Birthdates • Household members • Home value • Income

  17. PitchbookPrivate Equity Data • Web: pitchbook.com • Accurate and comprehensive data on the private equity industry • Services include: • Data • News • Analysis • Ability to: • Search over 37,000 private equity backed transactions • Analyze private and public company comparables • Access detailed performance and returns data on thousands of private funds

  18. Yahoo! FinanceFinancial 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 • Market statistics • Market and industry news • Market events and economic calendar

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