Finance and Investment

Investext from Mergent is a database of research reports by brokerage firms and analysts. The resource provides access to research reports on 42,000 global companies and 125 industries. Reports are embargoed for 14 days after publication.

Broad spectrum of industry, company and investment analysis including S&P Industry Surveys, Stock Reports (S&P Equity Research), and “Markets” tab with drill downs to industry and sub-industry key ratios, benchmarks, constituents, etc. Company data covers a global universe of over 3 million private and public companies. Print equivalents include Standard & Poor's: 'Stock Reports,' 'Company Profiles,' 'Bond Guide,' 'Corporation Records,' 'Mutual Fund Reports,' 'Security Dealers of North America,' 'Register of Corporations, Directors & Executives,' 'Industry Surveys,' and 'The Outlook.'

also known as MORNINGSTAR INVESTMENT RESEARCH CENTER
Covers stocks, mutual funds (open-end), and exchange traded funds (closed-end). Database can be searched by name, security, or fund or stock screeners. Additional features include analyst reports for stocks and funds and Portfolio X-Ray to review allocations across many different funds.

This tool allows users to screen for over 1,200 U.S. stocks based on company name, CUSIP, industry, analyst recommendations, and BETA. It includes price data, ten years of annual statements, SEC filings, and industry reports. While less sophisticated than other Financial Reports, it is very easy to use and provides unique content like Ford Equity Research Reports, Moody’s Bond Reports, ratings, and Corporate Bond Yield Averages. Data is presented in PDF and has limited downloading capabilities.

also known as MORNINGSTAR INVESTMENT RESEARCH CENTER
Covers stocks, mutual funds (open-end), and exchange traded funds (closed-end). Database can be searched by name, security, or fund or stock screeners. Additional features include analyst reports for stocks and funds and Portfolio X-Ray to review allocations across many different funds.