ICT role in 21st century education and it's challenges.
BIF presentation eresources 2013-14
1. Business & Financial Information Resources
for Banking & International Finance Students
Samantha Halford
Subject Librarian, Cass Undergraduates
samantha.halford.1@city.ac.uk
020 7040 4151
www.city.ac.uk/library
2. www.city.ac.uk/library
Online: most databases are available for you use
at home as well as on campus.
However, some can only be accessed on
particular computers in the libraries.
• Find the link using the library catalogue:
http://www.city.ac.uk/library
• To identify which database to use:
http://libguides.city.ac.uk
Other username and passwords available on Moodle or
from the Library service desk.
How do I access databases?
3. www.city.ac.uk/library
Key Business Information Databases
Only available on specific PCs:
• Bloomberg
• Datastream
• Eikon
• Other very specialist databases at Bunhill Row:
see Cass Library Services pages for details.
Available online anywhere:
• Fame
• Orbis
• Bankscope
• Zephyr
• PI Navigator (used to be called Perfect Filings)
Thomson One
Slightly different: Thomson One is
available on-campus, and Thomson
One Banker can be used from off-
campus using a separate username
and password.
4. www.city.ac.uk/library
What we’ll look at today:
• General searching using CityLibrarySearch
• Key general databases for business
• Bloomberg
• Thomson One
• Datastream
• Eikon
• Bureau Van Dijk: Bankscope, Fame, Orbis, Zephyr
• Newspapers
• PI Navigator
• SDC Platinum
Don’t worry, we
will have a break!
5. General Starting Point: CityLibrarySearch
www.city.ac.uk/library
Use the search box on the Library website:
look for subject words or company names.
CityLibrarySearch will search across our books,
articles and reports for you.
Use the facets on the left-hand side to narrow
your search: ‘Full Text Online’ gives you just
things you can read over the internet.
6. www.city.ac.uk/library
Key General Databases
Business Source Complete
Use for articles, market research, company, industry and country profiles, case studies,
trade magazines, peer reviewed research, Harvard Business Review, images.
ProQuest
New database: peer-reviewed articles, newspapers, data, reports, trade journals... All
sorts of stuff, not just business-specific. Wide-ranging and useful.
Science Direct
Huge database focused on academic, peer-reviewed articles. Also contains
There’s loads more resources available: see the
Eresources section of the Banking and
International Finance Subject Guide.
7. www.city.ac.uk/library
Getting Started Video
Overview – videos online.
News – includes company announcements.
M&A
Financial Information including stock prices
Exporting Charts
Subject Guides help for Bloomberg, including student guide.
Bloomberg Excel Add-in
Allows you to import data directly into Excel when you’re logged into Bloomberg.
See p.16 of the Bloomberg Student Guide for more information.
Bloomberg Training with Samantha
Currently booked up but more sessions will be released: keep an eye on your emails.
Bloomberg
7 computers in the
Financial Resources Suite:
more at Bunhill Row!
8. www.city.ac.uk/library
On Campus – ThomsonOne (see Moodle for on campus link)
Off campus – Thomson One Banker (see Moodle for password)
!!!ONLY WORKS ON INTERNET EXPLORER!!!
• M&As with some criteria
• Issuing equity
• Broker reports
• Ownership
• Creating own your peer group for comparisons
Thomson One
9. www.city.ac.uk/library
Datastream (Thomson Reuters)
• Company Accounts
• Stock prices
• Snapshots
• Time series
• Datastream Help and Guides
(Register with your city.ac.uk email address)
2 computers in the Financial
Resources Suite, more in the
Thomson Reuters Room at
Bunhill Row.
10. www.city.ac.uk/library
• Similar content to Datastream, but has much more in it.
• Eventually Eikon will replace other Thomson Reuters
products; quite new at the moment.
• Thomson Reuters Eikon training
• Introduction Video
Eikon (Thomson Reuters)
2 PCs in Financial Resources
Suite, more in Thomson
Reuters Room at Bunhill Row
11. www.city.ac.uk/library
Bureau Van Dijk Products
Bankscope – international, company information specifically about banks,
including comparisons
Zephyr – information on deals: Mergers & Acquisitions, IPOs, private equity
and venture capital deals
Fame – UK companies (public and private)
Orbis – Worldwide companies
12. www.city.ac.uk/library
Newspapers Online
Nexis – includes company and industry information as well as articles.
Factiva – international newspapers, trade magazines.
FT.com subscription for all students – use the special sign up link on Moodle
and your city.ac.uk email. You can download the phone and tablet apps too.
FT.com will be in the library between 11:00 and 13:00 on
Wednesday 16th October 2013 to demonstrate apps.
13. www.city.ac.uk/library
PI Navigator
• Company Information from original documents.
• International.
• Annual Report and Accounts & Interims, Circulars (IPOs, M&A
documents, etc.), RIS (regulatory & non-regulatory news), SEC Filings and
Bond prospectuses.
• Needs separate username, password and “cost code” but you can use it
off-campus - see Moodle.
15. www.city.ac.uk/library
Help In Person:
Library desks on the 2nd and 5th Floor, and at Cass.
Contact Samantha: samantha.halford.1@city.ac.uk
or 020 7040 4151.
General enquiries email for Cass: cklib@city.ac.uk.
Enquiries phone number: 0207 040 8191.
Help Online:
Library Website: http://www.city.ac.uk/library/
Subject Guide: http://libguides.city.ac.uk/banking
Any Questions? Ask now, or…
Hinweis der Redaktion
On campus, ip recognition so you don’t need to log in. Off campus there’s a separate username and password.Default screen is the company overview for Microsoft, so you’ll usually see that when you start.Example: M&A – screening & analysis (bottom of screen) > Deals & League Tables > M&ACan search with any criteria listed, but for e.g. to find deals for a particular industry try ‘quick search’:Set the date range.Click the search symbol next to the Industry search box and go to Finance and then Banks, for e.g. Add any other criteria you want, then click ‘show results’.You can print or export the information at the topOr view by clicking symbols in first columns. Example: Issuing equity - screening & analysis > Deals & League Tables > Equity Quick search << you can do this in the same way as above, just show them the screen by going through the menues to ‘Equity’. Example: how to find Broker Reports – Login to Thomson OneSearch for Google in the drop down menu at the topClick on Research in the menu on the leftClick on Company ResearchReports will loadFrom the top menu select Remove Non-Broker Research to see only Broker Reports. You can also search for other information such as Broker Name or key words. Click search. Click on the report you want to view.To view the entire report click select All Reports on the Table of Contents (you can select individual parts of the report)Click View to view the report. It comes as a pop-up so you will probably have to select ‘allow pop ups from this site’ within the brower to see it – repeat this process if it defaults back to Microsoft once you’ve done this. Ownership https://vimeo.com/album/2100951/video/47159705Company Views > Share Ownership > << will give you an overview, and you can drill down from there.Creating Own Peer Group (using the company option below)Try this for any company or industry you are interested in.Look up Vodafone first: Company views >> fundamentals >> comparablesTo select peers, click the little drop-down expand icon in the top right of the screen to access the Peers area and select a tab:By Criteria (the default)By CompanyTo select peers by criteria – such as if you’re looking for all companies in a particular industry, use the Industry, Location, Financial and # of Peers drop-downs.To select peers by company, click the company tab, then enter company tickers in the Ticker box, separated by commas.Click OK – Don’t click the little magnifying glass, that’s so you can search for the company ticker if you don’t know it. To format your report, click the Expand icon to access the Display area, and use the Currency, Scale, and Template drop-downs.Note: Templates allow you to provide a more relevant comparison for non-industrial peer groups.Click OK.Select one of the following tabs to display your results:Market Data & Price Multiples (thedefault)EV (Enterprise Value) Multiples & CreditRatiosKey Financials &EffectivenessNote: All of the calculation-derived reportcolumns provide definitions. Click the Definition icon in the columnheader for a pop-up definition.
Log in to BankscopeLook for HSBCGo to News and Deals > Mergers and AcquisitionsClick on the Z in the results to view in Zephyr (Although this didn’t work just now ...)ZephyrCan search by companyOr use linkOrbis (biggest) and Fame – company info, show M&A as above in Bankscope, talk through menu on left
