FINA 4310 - AIM: Home

Applied Investment Management
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About this guide

This guide was written for Dr. David Krause's FINA 4310 course, and the AIM program.

Below is complete list of databases relevant to finance.  But there's a list of Starting point databases too ... 

Off campus access methods (authentication)

  • Library Login:  This method (a proxy server) is quick and easy, and requires no setup.  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 here. Once there, 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 (; you can email and ask for "the VPN registration invitation email"); or via Office365.
    3. Download the Duo Mobile app onto your cell phone. Make sure you allow push notifications for it.
    4. Download the GlobalProtect app onto your computer.

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.

Research guides

Here are library research guides to use:

Mac users and Thomson One

Thomson One (T1) will only work on a Mac if you have:

  • A partitioned hard drive, and can run Windows as well as IOS.
  • The VPN installed and running.
  • Internet Explorer, OR ...
  • Chrome or Firefox with an IE simulation extension

For students with Macs without a partitioned hard drive and no access to a PC on which they can install the VPN, I will help by sending you sell-side reports from the Research module of T1 (also called Investext), any market research reports relevant to your pitch companies (again, in the T1 Research module), financials. 

Here's what I will need from you:

  1. An email (my address is in the left-margin) with details on your company, and what types of T1 content you need.  For example, you might write that you need company XYZ's sell-side reports, and current MarketLine industry reports.  
  2. A couple of proposed times that you can be available, so that if I have follow-up questions for you, we can negotiate what I send to you.  This may entail being online for a period.  There have been some problems with email as a delivery medium because some of the files are large. I have found that I can send documents to students through the library's chat service, but that requires that we are both online at the same time.

Let's work together on this?!

See below if you're curious about why there are browser/operating system limitations for this database.

Starting point databases

Why Thomson One has browser/OS limitations

Basically, it's a combination of factors related to ownership changes and executive short-sightedness.  Here's some explanation and history for those who may be interested!

First, some recent history of the corporate ownership of the database Thomson One:  

  • 2000:  Thomson Financial acquires the database, then called Primark Global Access.
  • 2008:  Thomson Financial merged with Reuters.
  • 2010:  Thomson launches new interface called Eikon.
  • 2018:  Thomson Reuters spun off its financial information division; the spin-off became Refinitiv.
  • 2019:  Refinitiv was acquired by the London Stock Exchange.

Now the history and issues that lead to the current browser issues.  

Thomson One (T1) was first developed to work with the Windows operating system and the browser Internet Explorer because at the time those were the predominant tools in corporate settings (I don't have a date for this).  In 2010, Thomson Reuters launched a new interface called Eikon that they intended to replace Thomson One.  But Eikon was designed only with corporate clients in mind, and it made no provisions for academic accounts. After considerable complaint and lobbying from academic librarians, they realized that they would lose academic accounts unless they retained the older Thomson One interface until Eikon could be adapted for academic use.  In 2014 they upgraded the T1 interface from T1 Banker to, but thereafter they made few if any efforts to update the older T1 interface.

Serious efforts to adapt Eikon for academic accounts only began when Refinitiv took over the database.  These efforts were of course disrupted by the acquisition by the London Stock Exchange, but they are continuing.  I am cautiously hopeful that it really will happen this time.