Finance

Finance 1

How to get financial data from companies?

Access Orbis, database in order to obtain financial data for international companies. Sabi, if the companies are in Spain or Portugal. Once logged in write down the name of the company in the search box. Then click on the name of the company that appears in the resulting list, to get a standard report of the desired company.

Financial and risk solutions provided by Thomson Reuters Eikon offer information and analysis to the entire financial community also allowing for transactions, connecting communities of investment and of trade with financial and corporate professionals. Please note that, this resource can only be used by attending IE Library in person.

Bloomberg provides financial information services, querying and analysing financial information of the markets in real time basis, examining transactions of purchase and sales of assets within the system. Please note that, this resource can only be used by attending  IE Library in person.

 

Finance 2

How to retrieve financial data from countries such as: exchange rates, monetary data, international liquidity, interest rates, prices, production, labour market, international transactions, public accounts and population?

Get access on current ongoing forecasts of selected countries, exchange rates of their currency vs. us dollar and euro, share's prices, estimated interest rate, etc. from the perspective of  ABI/INFORM Collection source, specifically through its section  Economist Intelligence Unit (EIU) ViewsWireRefer to the tutorial of ABI/INFORM Collection.

The financial data from the IFM (International Monetary Fund) can be consulted in the IFS (International Financial Statistics) database which belongs to Institution.

Entering to I/B/E/S from Thomson Reuters provides detailed and consensus estimates, offering up to 26 forecast measures, including GAAP and EPS pro forma, income / sales, net profit, pre-tax profit objectives and operating profit; prices and recommendations. Use I/B/E/S Academic to find out consensus forecasts in detail from security analysts, including earnings per share, income, cash flow, long-term growth projections and stock's market recommendations.

Finance 3

Are there chances of accessing public financial data such as income, expenses, and taxes on income, profits, capital gains, wages, property, goods and services, etc.?

Certainly, by using GFS (Government Finance Statistics) resource belonging to the International Monetary Fund (IMF).

Whartonwithin the Public Data database offering information on GDP, personal consumption expenses, gross domestic private investment, net exports of goods and services, government consumption expenditures and gross investment, gross domestic product and  personal consumption expenses.

Bloomberg provides financial information services, by querying and analysing financial information of the markets in real time basis, examining transactions of purchase and sales of assets within the system. Please note that in order to use this resource is necessary to be attending IE Library in person.

Finance 4

How to find information about investments, securities and more specifically on options and futures or about management of portfolios and products?

Bloomberg allows managing currency risk, throughout the following options: risk quantification, evaluate risk coverage strategies, compare prices between the one offered by a broker and those offered by markets, improve transactions and manage issue of obligations and risks interest rate risks; management of the supply and supply chain; etc. Please note that this resource can only be used by attending IE Library in person.

Using the resource ABI/INFORM Collection, option Topic Paths supplies with information about investments and securities. If offers documentation on the following sections as well: funds, options and futures, markets and trades, performance measures, portfolio management and products. Refer to the tutorial of ABI/INFORM Collection.

CRSP Mutual Funds Database, shows information about investment funds: summaries, daily return, monthly returns, portfolio holdings, dividend fund, fund portfolio map, front and back charges.

Finance 5

How to get information on corporate finance?

The specific information can be obtained, within the social capital section, in ABI/INFORM Collection resource, and specifically in its Topic Paths option, focused in: capital management (assets, structure, equity, leverage, current and current liabilities, et cetera.); corporate debt (cancellation, financing, debt management and restructuring, mezzanine financing, liquidation, bankruptcy, etc.). Refer to the tutorial of ABI/INFORM Collection.

Bloomberg resource, works a detailed quantitative analysis out, that allows managing exchange-rate risk , through the following options: quantify risk, evaluate risk coverage strategies, compare prices between those offered by a broker and those offered by markets, improve transactions and workflow; manage cash, through: detection of adequate investments, control and analysis of portfolios and transactions; manage obligations issue and interest rate risk; management of supply and supply chain; et cetera. Please note that in order to use this resource is necessary to be attending  IE Library in person.

Finance 6

In quest of information on suitable debt-to-equity ratio, benefit-cost ratio, cash flow, solvency ratio, market value, return on investment (ROI) and return on equity (ROE)?

Log into ABI/INFORM Collection  resource, and select, Topic Paths in order to access this sort of information under the epigraph, financial behaviour, and more specifically, within its sections: financial analysis and profit and loss. Refer to the tutorial of ABI/INFORM Collection.

Wharton in the Public Data database offers information on GDP, personal consumption expenses, gross domestic private investment, net exports of goods and services, government consumption expenditures and gross investment, gross domestic product, personal consumption expenditures, etc.

The ICAC (Instituto de Contabilidad y Auditoría de Cuentas) has competences regarding accounting planning and standardization nationwide, as well as control of audits. Also provides access to national and international regulations and auditing of accounts.

Finance 7

Is there any information on credit management?

Affirmative! Below are some of the topics in this section on which specific documentation can be found: seized assets, bankruptcy reorganization, billing, credit policies and reports, et cetera. The whole of this information can be checked in ABI/INFORM Collection resource, Topic Paths selection. Refer to the tutorial of ABI/INFORM Collection.

In addition to the former, the  Bloomberg resource evaluation tool utilizes quantitative analysis to assess the creditworthiness of commercial counterparties, by using a single credit analysis model which calculates the credit adjustment on individual transactions in order to develop a clear credit strategy. Please note that in order to use this resource is necessary to be attending IE Library in person.

In addition to the former Bloomberg evaluation tool utilizes quantitative analysis to assess the creditworthiness of commercial counterparties, by using a single credit analysis model which calculates the credit adjustment on individual transactions in order to develop a clear credit strategy. Please note that in order to use this resource is necessary to be attending IE Library in person.

Using IFRS (International Financial Reporting Standards) to look for the international standards about accounting activity development.

Finally, accessing IAS Plus, a knowledge repository provided with comprehensive information on international financial reports and the activity of the IASB (International Acoounting Standards Board).

Finance 8

How to get information about risk management?

Accessing ABI/INFORM Collection and selecting its Topic Paths option, to obtain the available documents on: risk evaluation, aversion, exposure, management and risk sharing and, business and credit insurance. Refer to the tutorial of ABI/INFORM Collection.

Using the Bloomberg resource in order to evaluate the creditworthiness of commercial counterparties, use a single credit analysis model which calculates the credit adjustment in single transactions. Please note that in order to use this resource is necessary to be attending IE Library in person.

The financial and risk solutions provided by the Thomson Reuters Eikon resource offers both information and analysis, to the global financial community also allowing for transactions and interconnection to communities of investment and of the trade, with financial and corporate professionals. Please note that in order to use this resource is necessary to be attending IE Library in person.

Finance 9

How to look for information about the Chinese funds market?

Country Reports resource, find stats and country's information, by  Region and  Publisher as well as country risk's and forecast for Chinese business.

The Banker supplies economic and financial intelligence of the financial sector at a global basis and also textual and qualitative information on capital markets; derivatives and structured products, infrastructures and funding of Chinese projects and finances.

Oxford Analytica Country Profiles, specifically in Browse by Location provides market information on Asia and the Pacific areas.

Other available resources worth to try in order to get detailed information are: SWOT Analyses and Economist Intelligence Unit (EIU). 

Inside IAS Plus, in order to read global news on accounting, sustainability reports, agenda and summaries, prior to the meeting of the interpretations Committee of the IFRS - the accounting normalization between countries and the Sharia'a Standards.

Finance 10

How data of the global markets can be obtained?

Through Ft.com - Markets, get access to data extracted from the Rating Agencies (Standard & Poor's (S&P), Moody's, and Fitch Group, etc.), likewise data on stocks, currencies, commodities, commodities and bond interest rates.

Consult Roubini Global Economics resource to build a global vision of markets, forecasts and latest research on commodities or basic products, as well as securities and emerging markets.

The different databases contained in Wharton Research Data Services (WRDS) CRSP provide, for example, historical data on securities, primary listings on the NYSE, including Nasdaq and AMEX; stock market research, economic forecasting, stocks, indexes, treasury, investment funds and real estate; security prices. In addition, CRSP contains Securities, yield and volume security prices for the NYSE Stock Exchange, and Nasdaq and AMEX listed companies.

Another portal to obtain data and market information is Thomson Reuters Eikon. Please note that this resource can only be used by attending IE Library in person.