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Finance Sources
This guide emphasises market information rather than company or accounts information. It aims to
represent optimal solutions to financial information questions using the most important sources,
not all possible solutions or potential sources. We welcome suggestions for additional material and
better solutions to those proposed. Please email us at: libresearch@london.edu with any queries or
suggestion you may have.
Key to sources
B Bloomberg
DFO Datastream For Office
DSA Datastream Advance
F FAME/AMADEUS/OSIRIS
M Mergent
PA Perfect Analysis
SDC SDC Platinum/Thomson Deals
Note: In the case of Datastream, it is assumed that the simplest platform is preferred: i.e.
Advance for Office over DS Advance, and DS Advance over DS Windows.
Definition of financial and investment terms are provided by Datastream, Bloomberg and
SDC. You can also use the following sites: www.investopedia.com
www.investorwords.com
ALPHABETICAL LIST OF TOPICS
Benchmark bonds
B The command GGR<GO> gives generic or benchmark bonds by country.
DFO Choose BOND INDICES and select Market for country required and Name contains
Benchmark as criteria.
Betas (Current)
B Use the DES<GO> or BETA<GO> with an Equity Ticker to find information on betas. The
figure on DES seems to be a mid- point between the raw and unadjusted betas given on the
BETA page. Note: Bloomberg betas are un-geared.
DFO For a current beta, use the Static request, and the BETA Datatype.
DSA Use Equity and then Company overview.
Betas (Historic)
DS betas are calculated using an formula set out in DS Windows Program 69BETA. This
formula has been converted into a DS Expression with the code 897E for DFO and E175 for
DSA. Different expressions are used because DFO can only cope with user input for one
variable, i.e. the equity.
DFO Use the Time Series Request. Enter the expression 897E in the Datatype box and the
equity code in the series box. The frequency must be monthly.
DSA Use the Comparisons tab to start the process. Select E175 with the expression picker.
Enter (first) the equity index code and (second) the equity code.
Other Use the periodical London Business School Risk Measurement Service for tables of
betas.
Bond ratings (Credit ratings)
B Use the command CRPR<GO> with an Equity ticker for bond ratings
Commodity prices
DFO Choose Time series; select Commodity in the Series look-up, using the find box
and/or by the filters. Specify period and frequency
Company Prospectuses
Other Use Perfect Information/Perfect Filings to obtain prints of filed documents
Dividends
B Data about an equity’s dividends may be obtained by using the command DVD with the
Equity Ticker
DFO There are 11 Datatypes for all aspects of dividends. For dividend yield use DY.
PA Select Security. Choose Report and Configure. Choose dividend items from Results –
Ratios. Add and Update
Events studies
PA Select security. Click on the news tab. To specify the news events you are interested in,
right click on the screen and select CONFIGURE
Other Perfect Information has RNS announcements. Use the lefthand toolbar to pick
individual events and announcements. Factiva has RNS and news items
Inter-bank Rates
B Type LR<GO>
DFO Choose Time series; select the rate you require from the find box and/or by the
filters. Specify period and frequency
Mergers
B Type MA<GO>
SDC Use the M&A Database to identify mergers and acquisitions on a global basis according
to a wide range of criteria.
New Issues
SDC Use the New Issues Database to identify new stocks on a global basis according to a
wide range of criteria.
Rate of return
B To compare a stock’s rate of return with its sector and abroad market average, type the
Equity Ticker COMP <Go>
DFO Choose Time Series. Include the Datatype RI with either the company code or the Index
code to obtain a return index
Recommendations
B Select Use the command ANR<GO> with the company ticker to obtain buy or sell
recommendations.
Other Use the Investext Plus Database to find Analysts’ reports.
Regulatory News Service see RNS announcements
Share Ownership
B Use the command PHDC with a company ticker
DSWINDOWS Use the 130 suite of programs for lists of shareholders and recent changes in
major UK companies
F Select company and view report to view major shareholders
Values of an index
B Find the Index Ticker by using either the HELP function or <Index> and Option 1; issue the
following command; for a Line chart (Index Ticker) <Index> GP <GO>; for a table, replace GP
by HP
DFO Choose TIME SERIES. Insert the code for the index you require. Specify period and
frequency.
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