PitchBook in WRDS

Penn researchers have access to PitchBook, a popular private capital markets resource, via its native interface. However, Individual users are subject to download limits of 10 daily/25 monthly rows of company, deal, or fund data, as well as 10 daily/25 monthly rows of people data. For researchers needing more downloads, Wharton Research Data Services, or WRDS, offers PitchBook private equity, venture capital, and additional private placements data.

image of PitchBook landing page on the Wharton Research Data Services (WRDS) platform

PitchBook data available in WRDS covers all aspects of private capital raising, featuring more than 1.6 million deals, 3 million companies including more than 660,000 private companies, 31,000 funds, and 300,000 investors. Deals provide a transaction-level view, fund data focuses on each fund held by an investment firm, and the company and investor data is presented at the business entity level. Though much of the data in PitchBook reflects only the most recent update available, also referred to as “header” data, more comprehensive data begins in the late 1990s/early 2000s, with 1% of historical coverage prior to 1992 increasing to 5% by 2000 and 10% by 2004. WRDS is developing snapshot integration that will begin to create a “history” of PitchBook header data.

Datasets from PitchBook are organized on the WRDS platform as follows: Venture Capital North America, Venture Capital Rest of World, Private Equity North America, Private Equity Rest of World, Other Data North America, and Other Data Rest of World. Within each dataset, the following queries are available: Company, Deal, Fund, and Investor. Company variables include ticker and Central Index Key (CIK) identifiers, industry descriptions and codes, and financing details. Deal variables include dates of deal announcement and completion, amount of capital invested, deal status, percentage of stake acquired, transaction categorization, detailed transaction summary, and valuation measures. If applicable, IPO details are available. CEO biographies and education summaries are also retrieved through a Deal query.

Variables in the Fund query include fund preferences, a breakout table of the fund’s direct investments, and whether the fund received investment capital from a Small Business Investment Company, a privately owned and managed investment fund licensed and regulated by the U.S. Small Business Administration. Investor query variables include investor and summary-level fund details, investment activity, and aspects of investor targets.

In addition to the four primary queries, there are 15 “relation” queries, each focusing on two categories of variables. Researchers interested in a list of a particular company’s competitors will be interested in the Company Competitor Relation query, while those examining deals entered into by certain investors will find the Deal Investor Relation query useful. There are even relation queries for deals and their tranches and deals and their beneficiaries.

From a query page, use the Data Preview tab to view the first ten rows of data for selected variables and conditional statements from the chosen data table. From the Data Preview page, the first 1,000 rows of data can be downloaded directly in xslx, api, or json format. Alternatively, click the Access All Data button on the Data Preview page to open SAS/Studio at WRDS, a web-based version of SAS, to access all data.

PitchBook documentation includes a spec file containing variable definitions, comments, and sample data. The WRDS Overview of Pitchbook page features a visual representation of PitchBook dataset organization, database usage notes, and guidance for linking PitchBook data to other datasets.  

Whether you want to track company growth, explore company financing or deals, or investigate investors, consider using PitchBook in WRDS. Contact Lippincott Library for assistance.

World Tariff Profiles

World Tariff Profiles is an annual publication jointly published by the World Trade Organization (WTO), the International Trade Centre (ITC), and the UN Conference on Trade and Development (UNCTAD). Available in English, French, and Spanish, this publication includes data on tariffs and non-tariff measures imposed by WTO members and other economies worldwide. More than 170 countries and customs territories are represented. Each volume also features a special topic. Recent topics include “Non-Tariff Measures: Estimating Analytical Indicators Using UNCTAD’s Trade Analysis Information Systems (TRAINS)” (2021), “Market Access for Medical Goods and COVID-19 Medical Supplies” (2020), and “Aligning Trade and Tariff Policies with Sustainable Development” (2019).

Each profile includes tariffs imposed by each economy on its imports, plus analysis of market access conditions faced by the economy regarding its major markets for exports. Tables are standardized, simplifying comparisons between countries/customs territories or between sectors. This standardization also enables comparison between bound and applied tariffs for WTO members.

World Tariff Profiles includes five main sections:

Summary Tables – summary tariff and trade statistics for all countries and territories for all products, plus a breakdown into agricultural and non-agricultural products. When applicable, calculations are based on a pre-aggregation to Harmonized System (HS) six-digit subheadings, resulting in standardization across countries and territories, increasing compatibility of comparisons across countries/territories.

All Products summary table snippet-  left side of table
All Products summary snippet - right side of table

Imports and Exports Profile summary table snippet-  left side of table
Imports and Exports Profile summary table snippet - right side of table

Country/Territory Tariff Profiles – a page devoted to each country/territory, with statistics disaggregated by sector and duty range. In addition, this section includes information about market access conditions the country/territory faces in major export markets.

Country Tariff Profile for Democratic Republic of the Congo

Non-Tariff Measures – statistics on select policy measures that have become increasingly important in international trade

Non-Tariff Measures table snippet- left side of table
Non-Tariff Measures table snippet- right side of table

Special Topic – unique to each edition; includes relevant statistics and analysis. Here is a table from the 2021 Special Topic document regarding non-tariff measures (NTMs):

Sample table from 2021 Special Topic regarding Non-Tariff Measures

Annexes – data sources and frequently asked questions

Data availability table snippet from Annex section
Sample of Frequently Asked Questions in Annex section

Access World Tariff Profiles from 2013 to present in the WTO iLibrary through the Franklin catalog.

Detailed, customizable tariff data can be viewed and downloaded from the WTO iLibrary and WTO website.

For additional assistance with tariff research, please contact a Lippincott Librarian.

Untangling the (Supply) Chains: Part 2

Untangling the (Supply) Chains: Part 1” covered popular databases for supply chain information. In Part 2, we highlight resources containing reports useful for supply chain research.

IBISWorld

The IBISWorld database is a popular resource for U.S., China, and global industry reports. Each Industry and Specialized Industry report on the IBISWorld platform includes a visual, interactive supply chain – click a buyer or supplier hyperlink on the supply chain to access a report for that industry.

Supply chain visual from IBISWorld's Solar Power in the U.S. report

The Products & Markets section of the report delves deeper into the industry supply chain, focusing on products and services, demand determinants, major markets, and international trade.

ProcurementIQ

Also from IBISWorld, ProcurementIQ features U.S.-focused procurement research reports covering more than 1,000 indirect products and services, designed to help business professionals make purchasing decisions. Coverage ranges from apparel and personal care products to travel, food, lodging, and entertainment services. Use these reports to evaluate the supply market, identify suppliers, and assess supply chain risk.

ProcurementIQ Telehealth Services report's Supply Chain & Vendors menu

EMIS

EMIS features country and global industry and market research reports, many of which include supply chain analysis. For example, a recent report on the global hand sanitizer market from provider Arizton includes an overview, detailed analysis, disruptions, and risk to the supply chain as well as discussion about ingredient suppliers, accompanied by visuals:

Raw material supply overview from Arizton's global hand sanitizer market research report
Supply chain analysis visual from Arizton's global hand sanitizer market research report

Fitch Solutions

Presented on the FitchConnect platform, this database contains country risk and industry research, Fitch Ratings data and research, fundamental data and analytics, and more. Included are Fitch Ratings articles focused on supply chains in various sectors, Country Operational Risk reports analyzing national and industry supply chain conditions, and special reports.

screenshot of sample headline from Fitch Ratings report regarding supply chain
screenshot of Fitch Solutions November 2020 Special Report titled "The Future of Supply Chains: Regionalisation, Not Globalisation"

Having access to supply chain data and reports makes it easy to become a supply chain expert, but Lippincott Librarians are also available to help whenever needed!

    

Untangling the (Supply) Chains: Part 1

From a business perspective, the global pandemic has exposed shortcomings in supply chains within and across industries throughout the world. Supply chain research reveals gaps that equate to opportunities for interested businesses. Lippincott Library offers several resources for supply chain research, each with unique features.

Capital IQ

Remotely accessible to full-time MBA students through the MBA Career Management portal and to all others through Penn Libraries, Capital IQ features current and historical business customer and supplier information for companies and their subsidiaries. Details include customer/supplier name, relationship type, primary industry, and link to the information source.

  • Search by company name to retrieve a Company Profile
  • In the left-side menu, navigate to Business Relationships and select Customers or Suppliers

Here is a partial list of Tesla’s Recently Disclosed Suppliers from Capital IQ:

Capital IQ screenshot of Tesla's Recently Disclosed Suppliers

FactSet

Visit Lippincott Library to access FactSet, a powerful financial and economic database that includes current supply chain information provided by Revere. Covering more than 150,000 relationships, this data provides insight into company supply chains, key customers, suppliers, competitors, and strategic partners. Annual review based on SEC filings keeps this information updated.

FactSet Revere Supply Chain Relationships data is also available on the Wharton Research Data Services (WRDS) platform. This data covers more than 25,000 publicly traded companies around the world and select subsidiaries, representing more than 144,000 business relationships, with historical data back to 2003.

Panjiva

Panjiva is a global supply chain intelligence database containing eight million companies and more than one billion shipment records, with more than 200 countries represented. Included transactional and macro data cover 35% and 95% of global trade flows, respectively. Information is sourced from bill of lading shipment records from U.S Customs and Border Protection, credit information providers, compliance organizations, trade associations, and more. Current and historical information is available.

Search for a company or product name and filter to buyers, suppliers, or shipments, or search product trends. Buyer and Supplier profiles feature top products, countries, shipment records, trading partners, ports and carriers, where applicable, and an Activity Feed featuring new supply chain activity. Corporate hierarchy and contact information are also provided.

To create a Trend report, select a country/region, trade direction (import or export), and a product’s Harmonized System (HS) code.

Panjiva Trends Report header: HS Code 9560.70.40.00
Panjiva Trends Report: Top Global Suppliers for HS Code 9560.70.40.00

Use the Macro tool to analyze trade flows of products between countries. Panjiva Macro data is sourced from UN Comtrade, which obtains the data from each country’s government.

Bloomberg

Bloomberg makes it possible to analyze current and historical supply chain relationships for approximately 23,000 public companies and 96,000 private companies worldwide, representing 900,000 global supply chain relationships. 

Data come from public sources including company reports, conference call transcripts, and regulatory filings, as well as customers and suppliers. This bi-directional data and estimates from industry analysts quantify company exposures from both production and demand sides of the supply chain. The resulting 200,000 quantified supplier-customer relationships include both revenue and cost percentages and links to company filings.

Use the function SPLC to access and analyze supply chain data on the Bloomberg Terminal. Below is an analysis of absolute projected sales growth for companies in Ford Motor Company’s supply chain:

screenshot of Bloomberg's supply chain analysis of Ford Motor Company reflecting absolute projected sales growth percentages

For additional recommendations, refer to our Business FAQ “Where can I find information on a company’s supply chain management?” or contact a Lippincott Librarian.

Stay tuned for Part 2 of this post highlighting reports useful for supply chain research.

Factiva Suggested Reading Enhances Your Industry Research

Factiva from Dow Jones is an international news database containing more than 30,000 sources from 200 countries, in nearly 30 languages. With a focus on current events and business issues featuring local and global perspectives, Factiva includes content from newspapers, newswires, industry publications, websites, company reports, and other publications. This makes Factiva an ideal resource for researchers seeking current information on companies, industries, and financial markets.

Suggested Reading feeds are a Factiva feature designed to streamline industry research by providing quick insight into the current state of an industry. These feeds include top articles published about more than 30 industries, as determined by an automatic filtering process monitored by Dow Jones Factiva editorial staff. Each weekly feed features an average of 25 to 30 articles from Factiva sources including news, commentary, analysis, overviews, profiles, and trend stories.

To access Suggested Reading within Factiva, click the the gear icon at the top right side of the screen and click the Suggested Reading link under Lists:

Gear icon - Settings/Tools/Support- on Factiva platform
Suggested Reading link in Lists menu on Factiva platform

Select from the following for each industry:

Partial list of industries available from the Suggested Reading Link, illustrating the "Show Latest," "Search," and RSS Feed hyperlinks

Show Latest: view a popup window containing the latest news headlines for the industry, with the ability to click through to the full article or view more content

Search: access Factiva’s Search Builder tool, with Subject scoped to English-language Suggested Reading content for the industry within the last three months, with the ability to add and change filters to refine search results

partial image of Factiva's Search Builder interface

RSS icon: access an RSS feed for articles accessible through an RSS reader when logged in to Factiva

For quick access to the latest industry news, use Factiva’s Suggested Reading feeds and contact Lippincott Library for additional recommendations.

At What Cost? Databases with Product Prices

image of price tag

Product prices are considered numerical gold by researchers and budding entrepreneurs. Typically proprietary, this data often comes at a high cost, an irony not lost on those who seek it. Fortunately, Lippincott Library provides access to several databases that contain product prices:

Mintel Global New Products Database (GNPD)

The Mintel Global New Products Database (GNPD) is a resource for researching the consumer packaged goods (CPG) marketplace. GNPD focuses on new products in the food, drink, beauty and personal care, home care, health and hygiene, and pet markets in 86 countries. In addition to new products, GNPD includes relaunched, reformulated, and repackaged products and new varieties or extended ranges of existing products.

To access GNPD from the Mintel platform, navigate to the Analytics menu at the top of the page and scroll over Products. From there, perform a basic keyword search or access the Advanced Search tool.

Product records provide Company & Source Details including manufacturer/distributor and name of retail store where the product was purchased, as well as Product Details including product description and positioning claims, package size, and product price at purchase location:

Mintel Global New Products Database sample cereal product record with product price outlined

Passport

This market information database covers consumer products and services on a global level. Prices are available for some products, such as Breakfast Cereals in USA:

Passport database price statistics for Breakfast Cereals in USA

Statista

Statista repackages third-party statistics from both publicly available and commercial sources, covering a variety of industries throughout the world. To locate available price statistics for a particular product, search for the product keyword followed by the word price (e.g. juice price). On the search results page, use the left side menu to filter results as desired, such as by geography.

For example, a keyword search for juice price with Countries & Territories limited to United States includes the following Beverage Digest chart depicting retail prices of juices and juice drinks in the United States from 2012 to 2019 in U.S. dollars per case:

Statista chart from Beverage Digest depicting retail price of juices and juice drinks in the United States from 2012 to 2019 (in U.S. dollars per case)

Statista’s charts and graphs include source information, making it easy to locate additional or updated price statistics from publicly available sources. For example, on the following chart depicting the average monthly retail price of orange juice in the United States from 2016 to 2020, the Sources field indicates that the U.S. Department of Agriculture is a source of this data, and the Source link is provided.

Statista graph for Average monthly retail price of orange juice in the United States from 2016 to 2020 (in U.S. dollars per 16 ounces), with U.S. Department of Agriculture Source link URL outlined

Clicking the source URL directs to a page on the USDA website featuring U.S. monthly average retail prices for fresh and processed fruits, including orange juice:

United States Department of Agriculture Economic Research Service's graph and statistics depicting U.S. monthly average retail prices for orange juice

ProcurementIQ

Designed to help purchasing and procurement managers make informed purchasing decisions, ProcurementIQ contains reports covering more than 1,000 indirect products and services in the United States. While reports target a commercial or industrial audience, some include residential focus. Search for a product by name (e.g. smoke detectors) to retrieve a report that includes a Price Environment section featuring a price summary, fundamentals, drivers, trends, forecasts, and more:

Price Environment visualization from ProcurementIQ report for smoke detectors

GlobalData Medical

GlobalData Medical focuses on the medical device, equipment, and supply industries throughout the world.

From the main menu, select Tools, then in the Medtrics Analysis Tool section, select the desired medical device product to access historical and forecasted Average Selling Prices for specific categories of medical device products across market segments and geographic areas. For example, this chart depicts Average Selling Prices for Laparoscopes in the General Surgery market across multiple countries from 2020 forecasted through 2023:

GlobalData Medical database's Market Average Selling Price for Laparoscopes in the General Surgery market in several countries for the years 2020 through 2023

CEIC

CEIC is a resource for global macroeconomic data. To access product price statistics from the CEIC landing page, open the Indicator menu and do a keyword search for price. Consumer or retail price statistics are available for a variety of products for countries throughout the world.

The CEIC chart below reflects recent retail prices of white granulated sugar in China:

CEIC chart reflecting recent retail prices of white granulated sugar in China

The data can also be viewed and downloaded as a table:

CEIC table reflecting recent retail prices of white granulated sugar in China

When your research calls for product prices, start by exploring the databases above and contact a Lippincott Librarian for additional assistance.

Have Questions? We Have Answers! Lippincott’s Business FAQ

Magnifying glass enlarging the words "Frequently Asked Questions"

Looking for information on the medical device industry? Wondering where to find company financial ratios? Want to find the latest issue of Forbes or The Wall Street Journal? Look no further than Lippincott Library’s Business FAQ for answers to these and many other business research questions.

Accessible from the Lippincott Library home page and the search box on the Penn Libraries home page, the Business FAQ is the perfect starting point for many business research needs. This self-help resource currently includes more than 300 (and counting) questions and answers covering various aspects of business research and more.

Simply type a concept (keyword, phrase in quotes, or combination of words) into the Business FAQ search box on the Lippincott Library home page, click the Ask button, and a list of relevant questions appears. Select the question that fits your needs.

Business FAQ keyword search for bond

Answers feature hyperlinked resources with content overviews, access instructions, and details about why the resource would be more appropriate for a specific research need.

Business FAQ answer to the question "How do I find data on total returns for stocks, bonds, and indexes?"

Business FAQ questions and answers are maintained by Lippincott Librarians based on experience responding to questions from Wharton students and faculty.

If your question is not included in the Business FAQ, the system provides an option to “Submit Your Question” for addition to the FAQ repository:

Business FAQ Submit Your Question button

Fun facts about Lippincott’s Business FAQ:

The most popular question is “How do I find analyst reports (investment bank research)?” followed by “Where can I screen for companies by IPO date, and how do I find the IPO date of a specific company?” and “Where can I find credit and bond ratings for a particular company?

The Business FAQ includes resource access questions such as “How can I access Bloomberg?” and “Why am I having difficulty using Thomson ONE?

Answers often include both subscription and publicly available resources. For example, see answers to “How do I find data on consumer demographics and buying behavior?” and “Where can I find economic, industry, and country forecasts worldwide?

There are even FAQs intended for specific audiences. For example, “How may I use the library’s resources for classes or projects that involve working with an external client?” and “As an alumnus, which online business resources am I able to access when I visit the library?

Original software for the Business FAQ was created and maintained by the Penn Libraries Information Technology and Digital Design Department. Penn shared that software with other academic libraries that were members of the Business FAQ Consortium. Over the years, software platforms changed and now each academic library maintains its own Business FAQ repository.  

Next time you have a business research question, consult Lippincott’s Business FAQ for the answer!

Unpacking Consumer Packaged Goods with Mintel’s Global New Products Database

The Mintel Global New Products Database (GNPD) is a new Lippincott Library resource for researching the consumer packaged goods (CPG) marketplace. GNPD focuses on new products in the food, drink, beauty and personal care, home care, health and hygiene, and pet markets in 86 countries. Mintel has been monitoring products since the 1990s and adds more than 30,000 product launches to GNPD each month. In addition to new products, GNPD includes relaunched, reformulated, and repackaged products and new varieties or extended ranges of existing products. Helpful tip: if a product is purchased by another company, Mintel categorizes this as a “relaunch” and creates a separate GNPD record reflecting the new company’s ownership.

Mintel users may have encountered GNPD content during general searches on the Mintel platform. GNPD data and information appears in Mintel Country and Global reports, under Content Type: Innovative Products, and when using the Product Features filter. Now, users also have the option to search within GNPD exclusively.

To access GNPD from the Mintel platform, navigate to the Analytics menu at the top of the page and scroll over Products. From there, you can perform a basic keyword search, access the Advanced Search tool, research ingredients, and explore CPG trends.

Mintel Global New Products Database landing page

Basic keyword searching provides quick access to new products. Every field in GNPD is keyword-searchable. Search suggestions allow you to drill down by product name, company name, flavor, fragrance, ingredients, and more.

Mintel GNPD search suggestions for  keyword search for "ice cream"

Use the filters on the search results page to focus results on region, product claim, ingredients, company, and more. The “Refine search” free text box allows for keyword searching within results.

Mintel Global New Products Database search results page for "ice cream"

Advanced Search allows you to limit a search by multiple filters, many at a detailed level, enabling a refined list of results:

Mintel Global New Products Database Advanced Search page

The example below reflects an Advanced Search for the key phrase “ice cream” in the product description, limiting to products containing the ingredient almond milk, and limiting geography to Latin America:

Mintel Global New Products Database Advanced Search for "ice cream" with results limited to those containing the ingredient almond milk and within the geography Latin America

Results can be sorted in several ways, including by geographic Market:

Mintel Global New Products Database search results page with option to sort results by Market outlined

Drilling into a product record yields Product Details including package size, product positioning claims, as well as Company & Source Details including manufacturer, retail store where the product was purchased, and the product price:

Mintel Global New Products Database product record reflecting information on Product Details tab
Mintel Global New Products Database product record reflecting information on Company and Source Details tab

Product records also include nutrition facts, packaging information, product variants (when available), and links to GNPD records for similar products:

Mintel Global New Products Database product record reflecting nutrition facts and packaging information
Mintel Global New Products Database product record reflecting product variants and links to Global New Products Database records for similar products

The Advanced Search function is also accessible from the basic search results page by clicking the “Edit with advanced search” link.

Product records can be downloaded into Microsoft Word, Excel/CSV, PowerPoint, or HTML. Customizable templates are available for Excel and CSV downloads. Product images can be downloaded as JPG files.

GNPD search results can be visualized, charted, and tabulated for trend analysis. Search results may also be shared through a direct link. To save GNPD searches, create a free Mintel personal profile using your Wharton or Penn email address. From a search results page, click “Save search,” name the search, and save it. You can also create email alerts for new products meeting your search criteria.

The GNPD Hopper is similar to the basket feature in Mintel reports. From a search results page, click “Add to Hopper,” then “Create new Hopper.” Name the Hopper, add records to it, and save it. You can also add Hopper comments and share Hoppers. Saved Searches and saved Hoppers are accessible from the Products page under the Analytics menu.

This is merely a brief highlight of how GNPD can streamline research in the CPG sector. To learn more about GNPD’s many tools and features, the Help & Training section accessible from the top right side of the Mintel database includes a Glossary, User Guide, and forthcoming training videos covering basic and advanced searching within GNPD.

This video from Mintel demonstrates popular GNPD features mentioned above:

For additional assistance with Mintel GNPD, please contact a Lippincott Librarian.

GNPD covers June 1996 to present. For CPG data and information prior to 1996, search GNPD’s PDF Archive, which dates back to 1973.

Hidden Gem: Lippincott Library’s Document Delivery Service

Diamond

Have you found yourself in a maze of confusion while trying to track down an article or book chapter? You are not alone! Fortunately, Wharton faculty, staff, PhD, MBA, and undergraduate students can avoid this frustration by taking advantage of Lippincott Library’s Document Delivery service. If reducing research time and effort sounds appealing, read on to learn more.

Whether you need an article or a chapter from a book, Lippincott’s Document Delivery staff will track down the item and get it to you.

Here are common questions and answers about Document Delivery:

How does Document Delivery obtain the material I request?

We locate the PDF within one of our hundreds of subscription databases or make a scan from a print item in the Penn Libraries’ collections.

What if I need an article or book chapter that is not in Penn Libraries’ collections?

Open book with reading glasses on top

Not a problem! We will request the article or chapter from one of our many partner libraries around the world. You will receive a link to the PDF directly in your email inbox. 

What else should I know about the Document Delivery service?

There may be limits to the amount we can scan from a single book or journal issue based on U.S. copyright laws, including Fair Use.

How do I use Document Delivery?

Email the full citation of the article or book chapter to docdel@wharton.upenn.edu and we will get to work!  Expect to receive PDFs from our subscription databases or scans from items within Penn’s collection within 24 hours. (Note: Document Delivery is staffed Monday through Friday)