Research Guides: Financial Market Sectors: PE & Funds

Private Equity Resources

PitchBook This link opens in a new window
Use the left menu to screen by PE & VC companies, deals, investors, funds and more.
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
Search by PE firm name to see funds, investors, executives, and investments. Search by fund name to see investments and partners. Use Screening -- Transactions to find deals by criteria.
Use the Capital IQ Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Duda Family Business Library.
View the Company Investment Data in Capital IQ tutorial for more insights.
FactSet This link opens in a new window
Chose Idea Screening. Next to PE & VC, choose Start this screen. Search for funds, investors, executives, and investments. Save your screens and export data using the green arrow. Search by PE firm to see data by entity.
Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Duda Family Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.
PrivCo This link opens in a new window
Use the Advanced Search to screen for PE deals. Screen by Region/Location, target industry, and deal size.
Frequent users will want to create an academic account using your SMU email address.
Bloomberg
Use <PSCR> to bring up the screening tool.
Available in the Duda Family Business Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.

Fund Resources

Morningstar Direct
Select Global Databases to see hedge funds, money market funds and exchange traded funds (ETFs). Customize spreadsheets by sorting categories or screen for funds or equities by criteria.
Available in the Duda Family Business Library. Allows for 38 simultaneous users. ***NOTE: To access Morningstar Direct, sign in with the username and password found in the Box folder.***
Value Line Research Center This link opens in a new window
Use the Quick Links on the Dashboard tab to access US mutual funds and Exchange Traded Funds (ETFs) listed in the United States and Japan.
NetAdvantage This link opens in a new window
Search for global funds by name to see people, financials and research. Screen for funds using the Equity Screener.
If NetAdvantage asks for a log in, please clear your history, cache and cookies, or use a different browser to access the database.
Bloomberg
Press the M-MKT <F5> key to see global money market funds.
Available in the Duda Family Business Library. Use the Excel Add-In to obtain and organize Bloomberg data in spreadsheets. Information about the Bloomberg Certification program.
FactSet This link opens in a new window
Select Screening from the main menu and choose ETF. Use the pre-built screen templates or create your own.
Use the FactSet Excel add-in for additional data functionality, available from a limited number of dedicated computers in the Duda Family Business Library that don't require an individual account.
View the Finding Financials tutorial for more insights.