FINA 5801 - Investment Banking: Home

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About this guide

This guide was written for Jeff Germanotta's spring 2021 course, Investment Banking (FINA 4801-5801).

How to use the guide:

Use the guide table of contents in the left margin to get to pages with instructions for the sections of your project.

Below are:

Off-campus access to resources information: You must use the VPN for some of the resources!
A resources list: Here is the list of the databases/resources referred to throughout the guide.

Off campus access methods (authentication)

Library Login: This method (a proxy server) is quick and easy, and requires no setup. Just login before clicking on library links to databases. But a few databases will not work with it, and it is less reliable when there is heavy internet traffic or a slow connection.
VPN (virtual private network): The VPN requires you to download an app onto both your cell phone and your computer. It is much more reliable during times of heavy internet traffic, and is well worth the necessary setup time. Outline of the steps required for the VPN:
1. Find detailed VPN instructions from ITS here. Click on "How do I start using GlobalProtect VPN and Duo?"
2. Register for Duo Mobile. Two ways to do that: via an email from ITS (helpdesk@marquette.edu; you can email and ask for "the VPN registration invitation email"); or if off-campus, via Office365.
3. Download the Duo Mobile app onto your cell phone. Allow push notifications for it.
4. Download the GlobalProtect app onto your computer.
5. Complete GlobalProtect setup on your computer. (See step 3 instructions under "How do I start Using GlobalProtect VPN and Duo?")

Information about using the VPN or library login
You must use one or the other in order to access library databases from off-campus. A few databases only work with the VPN.

Although the detailed instructions page refers you to Information Technology Services for help, at the Raynor Information Desk we can also help with some parts of the process. Give us a call at (414) 288-7556.

Resource List

Below is a simple list of the resources you can use -- no instructions here, just a list! See the following sections/pages for notes and recommendations for specific projects ... That said, they are organized by type of resource, and in general, I recommend starting with the first one in each section.

Articles and News:

ABI/Inform Collection from ProQuest This link opens in a new window
- This link opens in a new window
Provides in-depth coverage of business conditions, trends, corporate strategies & tactics, management techniques, competitive and product information, plus a variety of other topics. Full text provided for 7,000+ publications. Mostly 1971 to present.
Includes: ABI/Inform Dateline, ABI/Inform Global, and ABI/Inform Trade & Industry.
Gale Business Insights from Gale This link opens in a new window
Formerly: Business Insights: Essentials
Searches business journals and magazines, industry reports and encyclopedia articles focusing on company and business information. Indexing 1980-present. Full-text mostly 1990-present.
Formerly: Business Company Resource Center.

Company financials:

Refinitiv Workspace from LSEG This link opens in a new window
Individual account registration required. More information on linked page.
Chrome and Safari are the recommended browsers. Intro training videos available here.
For public companies provides: financial data; annual & other reports/filings; analyst & market research reports; M&A, new issues & syndicated loans data. Coverage: ~12,000 US companies & ~41,000 non-US companies.
Download limit of 150 pages / 24-hour period for After Market Research module (aka AMR or Investext).
Formerly called Thomson ONE.
Mergent Online from Mergent This link opens in a new window
Provides information and data on U.S. and international companies, including annual reports and SEC filings, institutional holdings, FactSheets, Supply Chain reports, etc.
Supply Chain reports cover US public companies primarily in the tech, biotech, and financial sectors. They include information on competitors (by product), customers, market structure, and more. The information is drawn from SEC filings, trade articles, and more. Formerly called Horizon Reports.

EDGAR
From the SEC. Freely accessible to all, but with an interface that is less sophisticated than those developed by some of the commercial vendors.

Industry profiles:

For these two resources, the order is alphabetical because they are both important to use!

IBISWorld from IBISWorld This link opens in a new window
Collection of industry market research. Modules available: US Industry Reports (organized by NAICS codes), US Industry iExpert Summaries, and US Business Environment Profiles.
Keyword searching doesn't always work well; try browsing the NAICS menu tree also.
IDC This link opens in a new window
Chrome users - may see issues if already logged into Office 365/eMarq in Chrome.
Log out of Office 365 first or use a different browser.
IDC publishes market research reports and data for these tech sectors: big data/analytics, cloud computing, consumer tech, infrastructure software, Internet of Things (IoT), mobility, networking, security, semiconductors, social business, storage, telecommunications and more. Coverage is global; reports are accessible usually for 18-24 months only. Datasets and Pivot Tables are not included in subscription. Video demo available.
First time users must complete a User Details registration form; your own name will then appear in the upper right corner. The Logout link can be found in the menu under your name.
Getting to the Advanced search: click into the search box in the upper right corner. It will expand, and the link to the Advanced Search is below the textbox.
Vertical sectors covered include: energy, finance, government, health, manufacturing (including supply chain), and retail. (IDC = International Data Corporation.)