Answered By: Emilie Codega
Last Updated: Jul 10, 2023     Views: 2272

Resources for Investment Management and Financial Analysis

Below is a collection of resources and instructional videos for company and industry financial analysis, stock pitching, Business Analysis & Valuation Using Financial Statements (BAV), Investment Management and Capital Markets and Projects in Investing courses, as well as the IM Winternship Program. Please do not hesitate to contact Baker Library ( with any questions or to schedule a research consultation.



Research Topics

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Suggested Resources


Company Research

  • Data and background information for stock pitching prep
  • Basic valuation metrics
  • Strength and Weaknesses of the company (SWOT analysis)
  • Lists (screening) and profiles of VCPE firms, investment banks, and investment management firms
  • Key members of the management team
  • Investment bank league tables


Current and historical financial information on individual equities, stock market indices, fixed-income securities, currencies, commodities, and futures for both international and domestic markets. There are two Bloomberg terminals in the Stamps Reading Room and two Bloomberg terminals in the Exchange. Individual account required. Please see the More Info page for account set up information. See also our Fast Answer on Bloomberg and Investment Management. 

Capital IQ
Data on public and private companies, investment firms, capital transactions, and people. Provides sophisticated retrieval and personalization tools to create numerous reports.  Individual account required. Please see the More Info page for account set up information. For a multimedia learning module on Capital IQ check out our Learn with Baker Library Capital IQ Introduction.

Refinitiv Workspace
Company Overview page contains financials, filings, ownership profiles, events, and most importantly, analyst reports. Individual account required. For a multimedia learning module on Refinitiv Workspace check out our Learn with Baker Library Refinitiv Workspace Introduction.

A searchable database of thousands of transcripts of conversations between buy-side investors and industry experts to provide industry and company context on public and private companies. Individual account required. 

A comprehensive platform used to analyze financial data from global equity and fixed income markets, and public and private companies. Financial modeling instructions available in Knowledge Base. Individual account required. Please see More Info page for instructions on signing up for an account.

Morningstar Direct
Multi-currency research platform that provides performance and holdings analysis of investments. Morningstar Direct includes data on closed-end funds, equity ownership, exchange-traded funds, hedge funds, market indexes, money market funds, offshore funds, open-end mutual funds, pensions and life insurance, stocks, and 529 plans.
Access is available in the Financial Databases Room and on the CD-ROM machine in the Stamps Reading Room.

Information on companies, deals, funds, investors, and service providers across the private investment lifecycle. Morningstar equity research and cash flow models available within the 'Research Center' module.

Includes information not only on private equity and venture capital, but also data on hedge funds, infrastructure, and real estate.​

WRDS is a warehouse of financial, accounting, banking, economics, management, marketing, and public policy databases accessible through a single Web-based interface.



  • Research reports
  • Geographically focused trends and data


Business Monitor International Industry Reports - Click "Browse" and in the "Industry and Market Reports" section select BMI Industry Reports.

IBISWorld is a database that provides research reports on industries in the United States, the United Kingdom, Australia, and China. Industry risk reports are available.

Select a country from the list. Using the Industries tab at the top of the page, search for industries. Limiting the search to "Research" will limit the results to recent market, industry and sector reports. Also, a good source for country, company and industry news.

S&P NetAdvantage
The Industry Surveys cover industry trends, forecasts, major players and market share data, key ratios, and statistics. Click on the "Industries" tab on the top menu bar. Index on the left has links to Industry Surveys (U.S.) and Global Industry Surveys.  Industry profiles contain section on "How to Analyze an Industry".


Market Research

  • Consumer-focused research
  • Geographic trends and data

Reports on major economic, scientific, and technological developments in industrial, pharmaceutical, and high technology.

eMarketer/Insider Intelligence
Research and analysis focusing on technology-related reports covering the following subject areas: apps and platforms, online marketing, digital media, Internet of Things (IoT), payments, fintech.

Frost & Sullivan
Reports covering technology and market trends in various technology, energy, and manufacturing-related fields.

Offers information technology-related research, news, analysis, and trends.

Mintel Reports 
Consumer market studies by Mintel analysts.

Market research reports about various consumer products and industries worldwide from Euromonitor International.

Reports on a variety of global industries including technology, healthcare, retail, energy, aerospace, consumer goods and automotive.


Financial Modeling

  • Interactive financial modeling tools and guides


FactSet - Knowledge Base

Canalyst -  Financial models and company benchmarking data 

Mosaic - Build leveraged buyout and discounted cash flows models, dynamically incorporate special transaction situations

Practical Financial Modelling: A Guide to Current Practice




  • Recent company or industry trends
  • Biographical information on key players in the company
  • Corporate Strategy information


S&P Capital IQ Pro


Business Source Complete

Financial Times (individual subscription available) 

Wall Street Journal (individual subscription available)


Baker Library Research Help
  • Determining the best resources for your project
  • Saving you time
Research Consultation Request
(617) 495-6040

Video: Navigating the Baker Library Website

Link to Navigating the Baker Library Website video

Video: Introduction to the FastAnswer and Industry Resources

Video: Using Capital IQ

Video: Finding Analyst Reports on Refinitiv Workspace 

Link to Using Refinitiv Workspace video