Management Library

In addition to subscriptions to the Wall Street Journal, Financial Times and Investor’s Business Daily, the library has many journals that relate to financial markets and investing such as:

• Barron’s (finance),
• Blue Chip Financial Forecasts (interest rates),
• The Deal (M&A),
• Euromoney (International finance and capital markets),
• Institutional Investor (international finance),
• Investment Dealers’ Digest (capital markets) and
• Risk (financial risk management.)

Many are available in both print and electronically. Ask to see how to access these journals.

The library owns several books that explain the fundamental information that a new investor should understand, as well as the intricacies of specific investment tools. How Wall Street Works (or online) and The Standard & Poor's Guide for the New Investor are two examples. They cover the basics (e.g. What are stocks? What are mutual funds?) as well as how to find a good broker, how to analyze stocks, and how to succeed in online trading. Introduction to Equity Markets  is another example of a basic investing guide.

Additional titles for basic financial market research include:

• Derivatives: An Introduction
• How Mutual Funds Work
• How the Bond Market Works
• How the Stock Market Works
• An Introduction to Bond Markets
• An Introduction to Capital Markets
• Understanding Swaps
• If you want to learn the basics online, many stock or investment-oriented sites provide guides for the new investor. The level of previous knowledge assumed differs across services. Sites like TheStreet.com, Investopedia and Yahoo! Finance, provide some of the most basic and comprehensive guides to investing.

Datastream has good coverage of historical spot commodity prices worldwide, as well as some futures and options data (including expired options for 1-3 years).

Bloomberg has a wide variety of data available for the commodity markets, including current market monitors historical data.

The CRB Commodity Yearbook  is produced by the Commodity Research Bureau and provides an overview (including prices) of a wide range of commodities.

If you are looking for historical currency exchange rates, or rates against currencies other than the dollar in downloadable format, Datastream is the most user friendly library service. It provides historical cross rates and downloads in Excel format.

In Bloomberg, the Currency Market Monitor (BBC) is a good place to start searching for exchange rate data. In addition, the FXC shortcut will allow you to monitor 10 key cross-country rates.

Thomson One Banker has a Currencies area that will allow you to view currency exchange rate data, both current and historical.

Wharton Research Data Services (WRDS) contains the CRSP Mutual Funds Annual, which covers more than 27,000 mutual funds, with data beginning in 1961.

The SEC web site has a searchable interface for mutual fund data.

Bloomberg provides mutual fund information, including Mutual Fund Performance (MF) and Mutual Fund Rankings (WMF). Additionally, it is an excellent source for hedge fund data. Start with their Hedge Fund Home Page (HFND) and get more information from their hedge fund rankings (WHF) and news (HEDN). Bloomberg is available only on campus at designated terminals. If you are off-campus, you can find some Bloomberg data on funds from their website.

The Lipper HedgeWorld Annual Guide contains individual fund performance data, as well as overview chapters concerning trends in hedge fund investing.

Johnson School students can use Bigdough to screen for fund companies and traders (Available only to Johnson School students.)

Bloomberg is a good place to start when looking for data for fixed income securities. Use either the CORP or GOVT shortcut key for corporate or government securities research. Bond Market News (TOP BOND) or World Bond Monitor (WB) provides comprehensive news and data for the global bond market.

Wharton Research Data Services (WRDS) provides access to CRSP (Center for Research in Security Prices) data. Part of the CRSP package is the U.S. Government Bond File, which contains data for approximately 3,100 marketable U.S. Government Securities.

Extensive bond information is availalble from Thomson One Banker, including more than 260,000 global transactions since 1970. Click the Deals tab and then follow the links for the desired bond category.

Datastream provides time series data for a wide range of global fixed income securities.

Yahoo! Finance provides a great deal of free information for fixed income securities. Their Bond Screener will allow you to screen for bonds based on type, maturity range, rating, and more.

Bloomberg’s World Equity Indices (WEI) provides data on all of the major global indices as well as many smaller exchanges and sector indices.

For more complete time series information, Datastream contains historical data for many global indices, in an easily downloadable format.

Thomson One Banker provides an easy format for finding and downloading historical prices for most of the major global indices. Just look for the Indices tab at the top of the screen.

The web sites of some indices and exchanges will list current and historical constituents.

Using Mergent Online, you can quickly produce a list of constituents for most of the major global indices. After the list is generated, you can create a report that will allow you to compare the companies using selected variables.

The Indices area of Thomson One Banker will generate constituent lists for global indices and will include current pricing data and weighting percentages. You can also change the date to see the constituents on a date in the past.