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Economics: Finance

Organizations and Databases

American Finance Association. Academic organization devoted to the study and promotion of knowledge about financial economics.

Business Source Complete. Premier business and industry database with 1,100 peer-reviewed business publication.

Economist Intelligence Unit (EIU). In-depth, lengthy reports on macroeconomic, financial, and political conditions in over 200 countries.

Factiva. News and information in 22 languages, including The Wall Street Journal, the Financial Times, and Dow Jones and Reuters newswires.

Investopedia.  Good source for background tutorials and crash courses in finance and investment. Tutorials often have pop-ups.

Statista. Provides access to facts on media, business, politics, and other areas. Sources of information include market research reports, trade publications, scientific journals, and government sources. Data may be downloaded into spreadsheets and presentations. Includes substantive industry reports.

Wharton Research Data Services (WRDS)

Wharton Research Data Service (WRDS). Web-based business data service from The Wharton School at the University of Pennsylvania, providing access to financial, economic, and company data.  UC Berkeley has access to: COMPUSTAT, CRSP, NYSE-TAQ, Bureau van Dijk (Amadeus) and others.  Restricted to current UCB Students Staff and Faculty: click on the link to register and a password will be sent by email. Includes:

  • Bank Regulatory. Databases for regulated depository financial institutions with accounting data for bank holding companies, commercial banks, savings banks, and savings and loans institutions.
  • Bureau Van Dyck. Contains fundamentals information on around 21 million public and private companies across Europe for the current ten years. 
  • Compustat.  Fundamental data for companies trading on all major United States exchanges. Most files contain annual data, but there are also quarterly files.Data date back to 1950. Compustat Global contains fundamental data for major companies on international exchanges back to 1990.  ​Executive Compensation has data on compensation for officers of S&P 500 companies from 1992.
  • CRSP. Most comprehensive collection of security price, return, and volume data for the NYSE, AMEX and NASDAQ stock markets. The Stock Database contains daily and monthly prices on all listed NYSE, Amex, and NASDAQ stocks as well as Historical Indices, US Treasury and Inflation Series and Mutual Funds.
  • I/B/E/S. Historical earnings estimate database containing analyst estimates for more than 20 forecast measures, covering both U.S. and international companies.
  • Event Studies and Intraday Data - WRDS Intraday Database contains stock market indicators obtained from NYSE TAQ data. Use the "event study" data sets and special software (Eventus) to upload and analyze your own events.
  • MSCI. Provides in-depth research, ratings and analysis of environmental, social and governance-related business practices to companies worldwide.  
  • Option Metrics. Historical options data used for analyzing market movement before mergers and acquisitions; exploring relationships between option prices and daily stock returns, and investigating possible cases of insider trading.
  • TRACE: OTC Corporate Bond and Agency Debt Bond Transaction Data, including securitized debt.

Key Data Sources

Amadeus.  Pan-European financial database containing information on approximately 20 million companies from 43 countries, including all the EU countries and Eastern Europe. Up to 10 years of detailed information and consolidated statements provided when available. From Bureau Van Dyck

CEIC Global. Database of over 400,000 time series covering a growing list of countries in Asia, Europe, and the Americas. Data items include: National Accounts, Industrial, Sales, Construction-Property,  Domestic and Foreign Trade, Stock Markets, Banking, Inflation, Monetary, Forex, Investment, and more.

Factset.  A comprehensive platform used to analyze financial data from global equity and fixed income markets, and public and private companies. Requires registration, UCB Students Staff and Faculty only.

Global Financial Data. Extremely long runs of historical data on U.S. stock prices and macroeconomic data for the U.S. and foreign countries. Long-term Financial, Interest Rate, United States Daily Stock Market, Global Stock Market, Total Return, Annual Data, and Dow Jones Industrial Average Intraday.

IMF Annual Report on Exchange Agreements and Exchange Restrictions (AREAR) Database.  Tracks exchange and trade arrangements for all 186 IMF member countries, along with territories of member countries, offering a comprehensive description of exchange and trade systems beyond exchange restrictions or exchange controls.

Infogroup United States Historical Business Data. Geo-coded records of millions of US businesses with basic information on each entity, such as contact information, industry, revenues, employees, and other data annually from 1997-2018. Data files are compressed and software such as 7-Zip is required to unzip the archives. ​The following files for using the data can also be accessed from the link above.

  • Layout Files in Excel and PDF formats.
  • Business Data Compilation (PPT) – InfoGroup slidedeck reviewing data collection practices.
  • Assignment of SIC and NAICS codes (PDF)
  • InfoGroup NAICS to SIC conversion (Excel)

Orbis/Mint Global. Contains information on over 200 million companies worldwide, both private and public. Data is standardized for easy cross-border comparisons. Includes companies' financial accounts, credit scores from a number of independent providers, directorships, ownership structures, and details of mergers and acquisitions activity.

Pitchbook. Available to currently enrolled UCB students, faculty, and staff. Create an individual login before using.  Private equity and venture capital transactions and trends. Screen for investments, firms, funds, and portfolio companies.

S&P Capital IQAvailable to currently enrolled UCB students, faculty, and staff. Create an individual login before using; does not require EZProxy.  Public and private company financials and filings, private company information and investment details, M&A, industry surveys, screening and charting.

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