finance reference 101
DESCRIPTION
Sharing my strategies with library colleagues who are not familiar with finance reference questions. Finance terms can often appear alien and intimidating, but my advice: keep calm! You don't have to know what it means to know where it can be found.TRANSCRIPT
Our Passion, Our Commitment, Your Advantage
Finance Reference 101
Answering “simple” finance enquiries
Our Passion, Our Commitment, Your Advantage
STRATEGIES
Next step
Locate appropriate resource
Type of enquiry
Identify Enquiry
1. Where to find
What type of data is
required?
Recommend database(s)
2. How to retrieve
“How do I use…” research
guides
Try and create screencap for
users
3. Others
???
Our Passion, Our Commitment, Your Advantage
Types of enquiries
- Where do I find…
“what database is available to download information for private equity investment in India”
“I am looking for credit rating data – a time-series of ratings for new issues, and some data on existing credit ratings.”
Our Passion, Our Commitment, Your Advantage
Types of enquiries
- Where do I find…
Our Passion, Our Commitment, Your Advantage
Types of enquiries
• How do I retrieve…
“…how to extract the quarterly earnings for the companies on datastream?”
Our Passion, Our Commitment, Your Advantage
Types of enquiries
• Others…
• “Under what circumstances would binomial option pricing model and Black-Scholes gives different values?”
• “relevant research papers that answer the question on how to value finance companies using the market approach.”
Our Passion, Our Commitment, Your Advantage
STRATEGIES
Next step
Locate appropriate resource
Type of enquiry
Identify Enquiry
1. Where to find
What type of data is
required?
Recommend database(s)
2. How to retrieve
“How do I use…” research
guides
Try and create screencap for
users
3. Others
???
Our Passion, Our Commitment, Your Advantage
Where to find information on:
Private companies
Company website
News
Public companies
Financial databases
+ same sources as private
companies
STRATEGIES: “Where to Find”
Our Passion, Our Commitment, Your Advantage
Equities, bonds, commodities, forex,
economic data
Datastream
Bloomberg
EIKON
Capital IQ
Analyst & research reports
Bloomberg
EIKON
EMIS
Capital IQ (limited)
Industry information
EMIS
MarketLine
Capital IQ (only quantitative data)
STRATEGIES: “Where to Find”
Our Passion, Our Commitment, Your Advantage
STRATEGIES: “Where to find”
Our Passion, Our Commitment, Your Advantage
STRATEGIES: “Where to find”
Remember? Capital IQ has industry data!
Our Passion, Our Commitment, Your Advantage
STRATEGIES: “Where to find”
Our Passion, Our Commitment, Your Advantage
STRATEGIES: “Where to find”
Elementary…
Our Passion, Our Commitment, Your Advantage
STRATEGIES: “Where to find”
• More suited for PYXIS+ search
• Search for “penny stocks”
• Broaden search for “volatility” or “risk” or “performance”
Our Passion, Our Commitment, Your Advantage
STRATEGIES: “Where to Find”
Use the cheatsheethttp://researchguides.smu.edu.sg/business
Our Passion, Our Commitment, Your Advantage
STRATEGIES
Next step
Locate appropriate resource
Type of enquiry
Identify Enquiry
1. Where to find
What type of data is
required?
Recommend database(s)
2. How to retrieve
“How do I use…” research
guides
Try and create screencap for
users
3. Others
Refer to RL
Our Passion, Our Commitment, Your Advantage
STRATEGIES: “How to retrieve”
• Research guides
– “How do I use…”
– Bloomberg, Capital IQ, Datastream, Marketline, Passport…
Our Passion, Our Commitment, Your Advantage
STRATEGIES
Next step
Locate appropriate resource
Type of enquiry
Identify Enquiry
1. Where to find
What type of data is
required?
Recommend database(s)
2. How to retrieve
“How do I use…” research
guides
Try and create screencap for
users
3. Others
???
Our Passion, Our Commitment, Your Advantage
Types of enquiries
• Others…
• “Under what circumstances would binomial option pricing model and Black-Scholes gives different values?”
• “relevant research papers that answer the question on how to value finance companies using the market approach.”
Our Passion, Our Commitment, Your Advantage
Finance Reference 101
Next step
Locate appropriate
resource
Type of enquiry
Identify Enquiry
1. Where to find
What type of data is
required?
Recommend database(s)
2. How to retrieve
“How do I use…”
research guides
Try, and create screencap for
users
3. Others
Refer to research librarian