Research Guides: Finance: Getting Started

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This guide is designed for new researchers who need to find articles, sources, and get started with research in topics related to business and finance.

Getting Started

Start with:

Business Source Premier
Find business articles from journals and magazines in marketing, management, information technology, operations, human resources, accounting, finance and economics dating back to 1965.
Mergent Online (Business)
Profiles of public corporations around the world that includes summaries, company histories, property, financials, subsdiaries, joint ventures, long term, press release and historical annual reports.
Orbis (Company Research)
Orbis delivers information on over 170 million public and private companies across the globe. The information includes: financial strength metrics and projected financials, associated news and independent research, extensive corporate ownership structures and beneficial ownership, original filed documents, individuals associated with companies, global M&A deals and rumors.
Bizminer
Find industry financial analysis benchmarks of business and industry market trends, including market analysis reports at the national and local levels down to the zip code.
PitchBook
Use PitchBook to search thousands of private equity and venture capital deals by hundreds of criteria. Establish benchmarks, find real time data on deals, identify and analyze comparables, and search investor details.

Each user must create a personal account while on campus using their valid @umn.edu e-mail address. Individual accounts must be reset every year on June 30th. Detailed instructions on how to create a personal account are available at:

https://docs.google.com/document/d/1bVUTN3pg0-aspINDAiFqQXyQEi9al5-_EqRaekqPneM/edit?usp=sharing

Walk in users please contact busref@umn.edu ahead of your visit to arrange for login access. Walk-in Guest Users login in at: https://www.pitchbook.com
**During the COVID-19 time of Libraries closure, guest access cannot be facilitated**

Downloads set at 10/day and 25/month per user; resets monthly. All data and content available in PitchBook except Morningstar equity research

Faculty requiring larger data downloads may contact the library for assistance. Forward Pitchbook faculty download requests busref@umn.edu.

Then try any of the following:

Factiva
Search millions of newspapers, business magazines, and newswires with international and foreign language coverage with all editions of the Wall Street Journal. Financial information for publicly traded companies, stocks, funds, currencies, and common market indexes. Limited to 7 simultaneous users.
Wall Street Journal (WSJ.COM)
Access to the articles, photographs, charts, podcasts, videos and other premium content available on the WSJ.COM website back to the 2010.

Access available only for University of Minnesota Twin Cities students, faculty, and staff. No guest access available. Each user must set up a personal account to save articles, create alerts, download apps, and use other features. Once a personal account is created, you can access WSJ.COM from anywhere. You must, however, log in through https://wsj.com/umntc at least once every 90 days to keep your account active.
S&P Capital IQ
Standard & Poor's Capital IQ is a resource for financial data, analytics, and research. The web-based platform combines deep information on public and private companies, markets, and people worldwide with robust tools for analysis, idea generation, and workflow management.

An Excel plugin feature provides powerful analytic capability.
UMN affiliated users will create an individual account through a self-registration process. Follow the steps after selecting from the link above. To use the Excel plug-in feature, please log in to the Virtual Private Network (VPN). Information on VPN is available at Virtual Private Network (VPN).
Faculty who wish to use this tool for a class may request a batch class registration. Please contact Mary Schoenborn (hawki003@umn.edu) to request this access.

Also check out:

Bloomberg Professional
News and analytics for over 129 countries and 250 exchanges for the financial services industry. Offerings include 24-hour historical and 15-minute delayed securities pricing, news, data, and analysis on companies, markets and economies. Its market coverage includes: Governments, Preferred, Corporate's, Mortgages, Money Markets, Municipals, Equities, Commodities, Indices, Currency & Derivatives. Also included is Bloomberg Government.
**Remote access to Bloomberg Professional is available for UMN students, faculty, & staff and must be scheduled in advance. To create an individual Bloomberg account for access, please contact busref@umn.edu**

Bloomberg Market Concepts is a 10-hour, self-paced e-learning certification program available to any student and is completed using the Bloomberg workstation in Wilson Library. See the link below for more details.

Bloomberg Professional is accessible via a stand alone terminal on the first floor in the Wilson Library. Review
Using Bloomberg Professional in Wilson Library for detailed information. Direct specific questions to the Libraries business specialists: busref@umn.edu.
Key Business Ratios
Database covering the critical areas of business performance --solvency, efficiency and profitability to help you to assess how a business is doing compared to an industry or a competitor.
Investext (Mergent Online)
Includes investment research reports on companies and industries, prepared by analysts at investment banks, brokerage houses, and consulting firms worldwide.
CANCELLED as of June 1, 2021. Alternate sources for investment research include S&P CapIQ (https://libguides.umn.edu/48165088) and Mergent Online (https://libguides.umn.edu/2288).
Web of Science
A comprehensive interdisciplinary collection of journal article citations. Subjects generally covered are within science and technology, arts and humanities, and social sciences.

Last Updated: Jul 29, 2021 2:37 PM

Resources for: Finance