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Bloomberg Professional (http://www.bloomberg.com) To access (available only in MV 295):
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FactSet (http://www.factset.com) FactSet consolidates all the tools you need to monitor global markets, public and private companies, and equity and fixed income portfolios in a single, intuitive interface. With FactSet, you gain powerful analytics tailored to your workflow, the broadest scope of data available, and access to industry-leading client service. Our solutions are designed to fit seamlessly into your workflow, with a wide selection of customizable reports and charts that are relevant to your job function. To access (available only in MV 295):
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| G.X. Clarke & Co. (http://www.gxclarke.com) Institutional Dealer for U.S. government, Federal agency and Mortgage-backed securities. Web-based access to view live prices and markets, as well as access to financial utilities. To access (unlimited access via web):
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Morningstar Direct (http://www.morningstar.com/) Morningstar Direct Available in MV 295 only |
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| Morningstar EnCorr (http://www.morningstar.com//) Developed by Ibbotson Associates, Morningstar® EnCorr® software features advanced asset allocation tools to create, analyze, and implement optimal portfolio strategies. An integrated solution for conducting capital markets research and asset allocation modeling, EnCorr helps build diversified portfolios designed to generate robust returns at varying risk levels along the efficient frontier. The software provides invaluable support to anyone who develops asset allocation strategies including investment consultants, fund of fund managers, and portfolio managers who work with pension, public, or defined benefit plans, as well as endowments or foundations. To access (available in MV 295):
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| SAP (http://www.sap.com/usa/) A comprehensive Enterprise Resource Planning program which ties all the diverse functions of an organization (accounting, finance, management, sales, etc.) into one cohesive database. Allows the user to analyze data for financial planning, sales forecasting and quality control. Students must have assigned accounts to use this resource. Accounts are assigned through their instructors. To access on campus computers (available in MV 295 and Campbell Library):
To install on a personal computer, follow instructions found on http://www.sju.edu/academics/hsb/accounting/sep/star/software.html |
| SPSS (http://www.spss.com/) SPSS is a modular, tightly integrated product for the analytical process—planning, data collecting, data access, data management and preparation, analysis, reporting and deployment. With SPSS, users can generate decision-making information quickly using powerful statistics, and understand and effectively present their results with high-quality tabular and graphical output. To access (available in MV 295):
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TradeStation (http://www.tradestation.com/support) To access (available in MV 295)
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| Wharton Research Data Services (WRDS) (https://wrds.wharton.upenn.edu//) WRDS provides instant access to important databases in the fields of finance, accounting, banking, economics, management, marketing and public policy. It provides universities with the following key benefits:
To access (available in MV 295):
****** WRDS MANUAL****** |
| ZACKS Research Wizard (http://www.zacks.com/research/) (2 copies) Research Wizard is a powerful screening and acktesting tool for investors of all skill levels. Built in screens with proven market-beating results make it easy to get started. Plus, experienced screeners will be amazed by the depth of information and tools at their disposal. To access (available on 2 computers in MV 295):
Manual - Zack's Research Wizard |
Haub School of Business
Department of Finance
Software
unites all of our global investment data with tools for highly customized analysis. Institutions can replace multiple products with one comprehensive software platform that streamlines and improves the quality of the investment research process. Asset managers, investment consultants, and institutional investors who use Morningstar Direct have the resources they need to develop, select, and monitor investments.