Research Guides: Finance: Overview

Recommendations for Getting Started

FactSet This link opens in a new window
Find data and analytics on global equity and fixed income markets.
Restricted to only current SMU students, faculty & staff. Database works best with Chrome.
Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.
Bloomberg
Access current and historical data and news for global market sectors.
Restricted to only current SMU students, faculty & staff. Available only in the Business Library on the lower level of Hamon Arts Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.
PitchBook This link opens in a new window
Discover venture capital, private equity and M&A data.
Restricted to only current SMU students, faculty & staff. Mobile not included. Downloads limited to 10 records per day/25 records per month. Record typically defined as a single row of data in a spreadsheet.
Capital IQ This link opens in a new window
Access public and private international companies’ transactions, M&A, and fixed income data.
Restricted to only current SMU students, faculty & staff. Ask a Business Librarian for an individual login. Also available in the Business Library on the lower level of Hamon Arts Library. Use the S&P Capital IQ Excel add-in for additional data functionality. Available from a limited number of dedicated computers.
View the Company Investment Data in Capital IQ tutorial for more insights.
Value Line Research Center This link opens in a new window
Find stock analysis, mutual funds, options, and exchange traded funds (ETFs).

All business databases

Research Help by Topic

Equities
Equity research, screening, filings, and analyst reports.
Financial Market Sectors
Indexes, IPOs, M&A, PE, funds, commodities and bonds resources.
Finance Certifications
Certification resources for CFA, FactSet, Bloomberg and Morningstar Direct.
Ratio Analysis
Company and industry ratios resources.
General Company Research
Private, public, and non-profit company resources
Industries & Markets
Industry reports, analysis, and trends for the finance sector.

Background Information

Understanding Finance by Javier Estrada Whether you are an executive or a student, beginner or expert, this book is designed to explain and illustrate the working essentials of finance with clarity and speed. This desktop companion deliberately combines essential theory with real-world application, using short, focused chapters to help you find what you need and implement it right away.
ISBN: 9780273738022
Publication Date: 2011-05-12

O'Reilly Learning Platform for Higher Education This link opens in a new window
Go to All Topics and select Finance under Business to find e-books on general and specific topics

Finance: Overview

Recommendations for Getting Started

Research Help by Topic

Background Information

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