Financial Technology Joseph D. Holland Weston McCurry

Agenda University ResourcesWeb Resources Bloomberg FactSet UNC E-Research o Factiva o IBISWorld o LexisNexis o Morningstar o S&P NetAdvantage o Zephyr Dealipedia EDGAR Intelius Pitchbook Yahoo! Finance

University Resources Joseph D. Holland

Bloomberg Financial News & Data Real-time financial news, market data, economic calendars, and analysis Streaming audio, video, and other media pertaining to the markets Database of people biographies, company descriptions, SEC filings, etc. Financial data tools and analysis, charting, and historical look-up ability Integration with Excel through Bloomberg API

FactSet Financial Research Models and Presentations o Integration of real-time, refreshable data into Excel models Company Analytics o Monitor global public and private companies, industries, and events Deal Analytics o Insight into global deal market Idea Screening o Find deals and IPOs

UNC E-Research Aggregated Web Tools Resource managed and operated by UNC Libraries As a UNC student, full access to: o Subscription-based websites o Subscription-based newspapers o Subscription-based periodicals o Dissertations

Factiva Business Information & Research Web: factiva.com Aggregated content from both licensed and free sources Ability to search content with over 50 years depth Access to over 28,000 sources including: o Newspapers o Journals o Magazines o Television and radio transcripts o Photos Content from 200 countries and over 600 continuously updated newswires UNC E-Research

IBISWorld Industry Reports Web: ibisworld.com Independent industry and company research 700 different market segments May be used for: o Understanding market size o Determining competitors o Drafting business plans o Constructing pitch books o Benchmarking o Forecasts o Business valuations o Litigation support o Due diligence UNC E-Research

LexisNexis Academic & Statistical Insight Web: lexisnexis.com Ability to search news (1980 – present) Access to US and state legal cases Information on over 43 million companies Variable country socioeconomic profiles and news Ability to research people, SEC filings, and Law Reviews Statistical data sets from: o Federal agencies o States o Business organizations o Research institutions o International organizations UNC E-Research

Morningstar Investment Research Web: morningstar.com Comprehensive research center with data on over 350,000 investment offerings Ability to screen for: o Stocks o Funds o ETFs Independent ratings on various investment vehicles UNC E-Research

S&P NetAdvantage Business and Investment Information Web: netadvantage.standardandpoors.com Comprehensive S&P independent research Data and commentary on stocks, bonds, funds, and industries Powerful searching and screening tools o Facilitates strategic planning, due diligence, and M&A activities Private company information o Hard-to-find data on over 85,000 private companies NAICS code search o Ability to identify potential clients and strategic partners Biographies of thousands of corporate executives and directors UNC E-Research

Zephyr M&A Data Web: zephyr2.bvdep.com Comprehensive M&A data with integrated detailed company information Bespoke editorial M&A news Exclusive monthly M&A reports Customizable interface to monitor key data Updated hourly Ability to: o Set intelligent alerts o Create sophisticated league tables o Search by hundreds of criteria – including multiples o Perform detailed analysis on a set of deals UNC E-Research

Web Resources Weston McCurry

Dealipedia Deal Activity Web: dealipedia.com Continuously updated aggregated index of over 39,000 business transactions including: o M&A Activity o Investment Activity o IPO Activity Deals may be sorted by date or market sector Ability to add new deals or view charted deal activity

EDGAR SEC Filings Web: sec.gov/edgar.shtml EDGAR: Electronic Data-Gathering, Analysis, and Retrieval Free online database of SEC filings operated by the SEC

Intelius People Search Web: intelius.com Extensive people search engine Services include: o Background checks o Identity theft protection o Reverse phone lookup Reports include: o Phone numbers o Address history o Ages o Birthdates o Household members o Home value o Income

Pitchbook Private Equity Data Web: pitchbook.com Accurate and comprehensive data on the private equity industry Services include: o Data o News o Analysis Ability to: o Search over 37,000 private equity backed transactions o Analyze private and public company comparables o Access detailed performance and returns data on thousands of private funds

Yahoo! Finance Financial Information Web: finance.yahoo.com Information include: o Stock quotes o Stock exchange rates o Corporate press releases o Financial reports o Message boards Can be used to gauge hype o Market statistics o Market and industry news o Market events and economic calendar