As of July 1st, Bloomberg is available on campus, as it was prior to Covid 19. It is no longer available remotely. You can access Bloomberg at the physical terminals located in Lippincott Library or in Huntsman Hall.
For those working away from campus, there are alternative resources available remotely, such as Refinitiv Workspace and S&P Capital IQ, which may provide similar information.
Refinitiv Workspace, which covers financial market information, is a web-based application. While on the go, researchers can access the information they need, like stock and equity prices. For example, to find fixed income data, select Markets and then choose Fixed Income. You can then drill into areas like bonds, loans and credit default swaps.
S&P Capital IQ also provides financial market information. Type in a company name to get started. Use the filters on the left to find information such as balance sheet data, investments, and relationships to suppliers and customers. You can also screen for companies by using the screening tool. Refinitiv has a similar function.
For more information about any of these resources, please contact Lippincott Library for assistance.
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.
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:
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 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.
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 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:
The second installment of Research Spotlight, a Datapoints series focusing on research emerging from Wharton that has made use of library resources, highlights a paper co-authored by Wharton faculty member Robert E. Verrecchia. “Foreign competition for shares and the pricing of information asymmetry: Evidence from equity market liberalization” was published in the Journal of Accounting and Economics 67.
By using the equity market liberalization of several emerging market countries within a ten-year period, this study examines how the degree of competition for a firm’s shares affects the pricing of information asymmetry. Among other resources, the authors used Bloomberg and Datastream to obtain accounting variables as part of their analysis, as well as additional macroeconomic data from Datastream. Bloomberg is the definitive source of information for security pricing, indicative and fundamental data, customized analytics and business news. And, as noted in an earlier post, Datastream is a historical financial database that covers equities, bonds, commodities, exchange rates, company fundamentals and more.
Hello, Wharton students! Welcome to Lippincott Library and a new academic year. Find us online, chat with us during the day, email us after hours, call us at 215-898-5924 or head up to the second floor of Van Pelt-Dietrich Library and say hello! We’re here to support your research and academic needs. We offer a number of library services to do that.
RESEARCH TO GO. Have a question between classes?Visit us in Huntsman Hall! We hold office hours every Monday through Thursday 12:30 – 1:30 in JMHH 251. Drop in and get quick answers for your job search or research questions.
Our Business FAQ is your 24/7 librarian. Search by keyword or concept to find resources on topics such as market research, company financials, analyst reports and more.
DOCUMENT DELIVERY. Available to undergraduate students, MBAs, PhD candidates and Wharton faculty. Email firstname.lastname@example.org to request articles and book chapters. Include the full citation for the fastest reply.
BUSINESS NEWS. Put away your wallet! Lippincott Library subscribes to major newspapers like the Wall Street Journal, the Financial Times, the New York Times, and many other business periodicals such as the Harvard Business Review and The Economist. You can read them in print in the library or online through several of our databases. You also now have access to WSJ Pro through Factiva. To limit your results to articles from WSJ Pro, click “Search” and then click “Source” below the “Free Text Search” box. Type WSJ Pro in the “Source” search bar and select any WSJ Pro sections of interest.
GROUP STUDY ROOMS. Have a team project or group presentation? Reserve a room for your meeting. We have smaller study rooms for 4-5 people and two larger rooms that accommodate 10-12 people.
YABLON FINANCIAL RESOURCES LAB. Your one-stop-shop for access to Bloomberg and Capital IQ. Yablon is open to Wharton students only whenever Lippincott Library is open, and our librarians are happy to help you with these resources.
WORKSHOPS. On Wednesdays we talk about Bloomberg. Each week we offer Bloomberg training from 3:30 – 4:30 in Yablon Financial Resources Lab. It’s hands-on so be sure to come a few minutes early to create your own Bloomberg account. Register for this and other business workshops here.
TEXT BOOKS.We have library copies of textbooks for many Wharton courses on reserve at the Lippincott Services Desk. Most textbooks can be checked out for three hours and used in the library. Check if we have your textbook in Franklin’s Course Reserves catalog.
DATAPOINTS is Lippincott Library’s blog. Follow us for tips and tricks about library databases, new resources we’ve added to our collection, and more. And follow us on Twitter @LippincottLib for business news, library workshops, and more.
In addition to the basic FX functions reviewed in our post on Bloomberg FX functions, Bloomberg also offers its robust charting features for FX functions. These functions are great if you would like a more visual representation of the FX data than the tables provided in the basic functions. Below, we have detailed five different charting functions that are particularly useful for generating charts for FX functions.
Most charting screens are divided into three areas – the control area at the top, the side panel, and the chart itself. The control area and side panel allow you to edit the chart information and add items to the display, such as news events or other additional studies or scenarios.
The GP function produces a line chart that is excellent for visualizing trends for a specific currency pair over time. The default view is one year for the selected currency pair (ex: EURUSD [CURNCY] GP [GO]) If you just type in [CURNCY] GP [GO] the system will automatically default to the last currency pair you were looking at in any currency function.
The line graph displays trading information, as well as an adjustable line chart showing you the historical price information at a glance. The default display is one year of last price information, but you can also choose to display information for the last day or month, year-to-date, along with several other pre-selected options or a custom range. You can also display ask price, bid price, or inverse market price as opposed to the last price. Graphs and their accompanying data cannot be exported to Excel, but can be exported as an image or vector by clicking on Actions. Also, under actions, can view pricing info as a chart. You can also overlay additional currencies by clicking on “Security/Study”, or mark specific events, such as major news affecting one of the countries or regions, by clicking on “Event.” Custom charts can also be saved for future use.
GIP – Line chart for intraday pricing
GIP is another line chart that provides the ability to visualize trends for a currency, specifically for viewing intraday pricing over time. Where the GP only lets you see the last price (or ask price, bid price, etc.) by day, the GIP function let’s you view a currency’s intraday pricing over time up for up to 240 days in the past for a time series alanaysis that allows you to examine security performance.
GPC – Candle Chart
GPC displays the candle chart view of the GP (line chart for pricing) function. You can use this to examine trends in intraday pricing over longer periods of time than you can in the regular GP function. This function can be accessed by typing GPC [GO] or select “candle” from the control area in the regular GP function.
GPO -Bar Chart
GPO is a bar chart that, similar to the candle chart, allows you to examine trends in intraday pricing over longer periods of time. This function can be accessed by typing GPO [GO] or select “bar” from the control area in the regular GP function.
If you are interested in foreign exchange rates or other information on world currencies, Bloomberg is an excellent resource for that data. In this blog post, we will go over some of the basic FX functions that are available in Bloomberg.
To get started, hit the yellow [CURNCY] market sector key, and then hit the green [GO] key. This will display a menu of the main currency functions, giving you an overview of some of the options available to you when you are looking for currency and FX data.
One of the main FX functions is FXIP, the FX information portal.
If you type in FXIP [GO], you will be taken to the FX markets overview screen. FXIP gives you a detailed overview of FX information, enabling you to get a quick snapshot of pricing information for various currency baskets. This is a great starting point for FX overview information before navigating to different screens for more detailed information, some of which are detailed below. The default currency for the FXIP screen is USD, but you are able to change that by typing in a different base currency at the amber box near the top of the screen. You can click on the different gray tabs for additional market overview information.
Many students and potential employees like certifications for Bloomberg or Thomson One. This demonstrates that the student has an understanding of how to use these expensive programs before coming on board. The learning curve for using these products on the job is greatly reduced.
Bloomberg, available at Lippincott Library or Huntman Hall, currently offers two certificates.
Bloomberg Market Concepts (BMC) is a self- paced, 8 hour introduction to finance using 70 Bloomberg terminal functions. This provides a good foundation for undergraduates or people new to finance. It covers four topics: Economic Indicators, Currencies, Fixed Income and Equities. The format is interactive video sessions. There is no cost for this certificate if you use the Library Bloomberg terminals. You can sign up for a web-based session at a discounted price of $149.00.
BESS is also self-paced and is recommended for individuals with more experience in Finance and Bloomberg. Again, there is no cost when using the Library Bloomberg terminals. Sessions are based on written materials.
Once in Bloomberg, just type BMC<GO> or BESS<GO> to get started.
Both classes require that you take quizzes in order to get the certificate.
Thomson One Investment Bank also offers a certificate program. Click here for general information. Once you have viewed the materials for the modules, request a token to take the exam. The exam comprises 30 questions. You have 60 minutes to complete the test. If you don’t pass the first time, you are allowed to take the test a second time. It is encouraged that you use Thomson One while taking the test. This is free to students at Universities which subscribe to Thomson.
Remember that Thomson One only works with IE. Please refer to these postings for further information.
Job seekers are often interested in identifying companies that employ alumni from their schools. Here are brief descriptions of four databases that uncover alumni-company links. The databases report on different although overlapping populations, and vary in the number and type of screening variables they provide. The biographical information given typically includes contact data, employment history, and, if publicly available, compensation. Continue reading →
In June 2014, the price of oil began to fall from its high of $115 a barrel. The value of the Russian Ruble, as well as the currencies of all major petroleum exporting countries began to drop along with the price of oil. Bloomberg has several correlation modules that allow us to examine the link between market variables. For example, we can quickly explore the relationship between exchange rates and oil prices using Bloomberg’s HRA program.
To plot the Russian Ruble / US Dollar exchange rate against the price of oil in Bloomberg, type: HRA <GO>