IESE Library Unclaimed

Access Comprehensive Financial Reports and Historical Data with LSEG Workspace.

Access Extensive Financial, Accounting, and Business Research Data.

Access Hedge Fund Data and Performance Analysis at IESE Library.

Seamlessly integrate S&P Capital IQ Pro data into Microsoft Excel.

Platforms that provide live market prices, news, screening and analytics for trading, portfolio monitoring, and performance analysis.

Services offering long-run company, financial market, and macroeconomic time-series data for backtesting, valuation, and trend analysis.

Databases that aggregate analyst reports, company financials, industry studies and screening workflows to support valuation, competitive analysis, and case research.

Systems for storing, curating, and providing access to research datasets and associated metadata to support reproducibility, discovery, and preservation.

LSEG Workspace

IESE Library provides access to LSEG Workspace, a platform formerly known as Refinitiv Workspace, offering access to Workspace and Datastream data. The platform includes company and industry reports from over 500 investment banks and brokerage firms. Through Datastream, it provides extensive historical financial and economic data for analysis. The library also offers an Excel Add-In to retrieve LSEG Workspace data from Microsoft Excel (Windows).

• Utilize a Centralized Data Hub
  Gain comprehensive access to a variety of data sources crucial for financial research and analytics.
• Fetch Historical Data Easily
  Enables users to obtain extensive historical data, crucial for financial analysis and reporting, with customizable parameters for results.
• Analyze Comprehensive Market Data
  Leverage a rich database of historical financial data for in-depth analysis and research across different markets.
• Integrate With Microsoft Excel
  Enhances data analysis capabilities by embedding Datastream functionality directly into Excel, empowering users with a familiar interface.
• Retrieve In-Depth Industry Insights
  Access a wide array of reports that offer critical insights into various industries, aiding in informed decision-making.
• Integrate Data Directly Into Excel
  Easily download and manipulate data within Excel, streamlining workflows and enhancing productivity.
• Engage in Self-Paced Learning
  Utilize accessible tutorials and help resources designed to enhance user skills and proficiency with the platform.

Wharton Research Data Services (WRDS)

IESE Library provides access to WRDS, a web-based data platform for financial, accounting, and economic research. Access is available to IESE faculty, staff, Ph.D. students, and research assistants, with remote login options and campus access via the WRDS web interface and WRDS Cloud for programming in Python, R, SAS, Stata, MATLAB, and PostgreSQL. Data can be downloaded in multiple formats (.csv, .xlsx, .txt, .dat, .sav, .dta). First-time users must register for an account.

• Register To Access WRDS.
  New users need to complete the registration process to utilize WRDS services.
• Access Data Remotely.
  Allows eligible users to access WRDS from anywhere within the IESE community.
• Analyze Data Using Programming Languages.
  Empowers users to conduct complex analyses using familiar programming tools.
• Download Data In Multiple Formats.
  Users can extract data in various formats suitable for analysis and reporting.
• Utilize Comprehensive Support Resources.
  Guidance and resources for users to navigate the WRDS platform effectively and leverage its capacities.

Bloomberg Terminal

IESE Library provides access to the Bloomberg Terminal in the IESE Barcelona Library Financial Room. Library guidance covers hedge fund screening, performance analysis, and access to Hedge Fund Tables and related data. Users can screen hedge funds, view performance rankings, and search funds using Hedge Fund screening and FSRC, with guidance on exporting data.

• Screen Hedge Funds Effectively
  Apply screening workflows to analyze hedge fund performance and characteristics, tailored to specific user needs.
• View Performance Rankings
  Easily find and assess top-performing hedge funds through comprehensive ranking tables.
• Access Funds Quickly
  Utilize advanced search functions to efficiently locate desired hedge funds using the FSRC tool.
• Export Data Seamlessly
  Facilitate data exports to Excel for further analysis and reporting, enhancing workflow efficiency.

S&P Capital IQ Pro Excel Plug‑In

IESE Library provides the S&P Capital IQ Pro Excel Plug‑In, enabling Capital IQ Pro data to be used directly in Microsoft Excel and other Office applications. It is Windows‑only (not supported on Apple computers), requires campus access, and includes installation steps and ongoing updates guidance.

• Access Data Across Applications
  Integrate Capital IQ Pro’s comprehensive financial data directly into various Microsoft Office applications, enhancing productivity and analysis capabilities.
• Manage Credentials Effectively
  Users must log in using their IESE credentials through SAML while noting that the plug-in is compatible only with Windows systems.
• Facilitate Easy Installation
  Ensure a smooth setup process and maintain access to the latest features by regularly updating the plug-in.
• Obtain User Guidance
  Access detailed documentation and FAQs to assist users in efficiently utilizing the plug-in and resolving potential issues.