Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. What Are Your Financial Data Needs In Your Business School? Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Copyright © 2016 by S&P Global Market Intelligence. All rights reserved. Howard Bernheim, CFA, CPA Director, Client Development, Academic Division S&P Global Market Intelligence August 2016

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Most Research Oriented Academic Institutions Have Two Types Of Business School Users/Constituencies On Campus Faculty/PhD candidate researchers –Often need the longest time series and largest sample of current and historical firms closely linked to content from various data providers for new seamless research possibilities Students –Vast array of content, often with latest data needed 2

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. “What Are The Financial Data Needs/Priorities Of Your Business School?” Where is your business school now on these priorities? Catalysts such as… –Are you working on attaining/retaining AACSB accreditation? –Recruiting new faculty members? –Enhancing research resources/capabilities? –New Business School programs/courses? 3

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. What Are Your Faculty Research Needs? Do your business faculty need resources both for research and for teaching? Are your faculty striving to have research published in highly regarded peer reviewed industry journals? 4

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. What Are Your Student Needs? Could more real world data/resources be helpful in your teaching efforts, in student projects/team competitions, job interview preparation and career searches? 5

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. What Factors Does Your University Consider Before Making Financial Data Purchase Decisions? What factors are most important? Price? Product content/quality? Access? Software user friendliness, is it easy to learn and retain? Is your university providing the best of breed resources? 6

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Compustat Database – For Faculty Research Needs One of the widely used research databases along with CRSP, from the University of Chicago Compustat has the longest time series of STANDARDIZED Fundamental Financial Data History for both Current & Historical firms. Including Historical firms that have come and gone is crucial for peer-reviewed academic research, to avoid survivorship bias 7

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Google Scholar/SSRN A search for Compustat on Google Scholar shows over 41,000 results, with similar results on SSRN. To create/replicate prior studies that used Compustat, Compustat is often essential to get a researchers’ works published in a peer reviewed journal 8

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. 41,000 Results On Google Scholar 9

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Compustat Data Delivery To Academic Institutions North America Research Insight/DVD- now with over 34,000 current and historical firms, with data history back to 1979 annually, quarterly and monthly, seven years of Segment data on current firms and Daily Stock price history currently back to early 2005 Through Wharton WRDS – data history back to 1950 annually and back to 1962 quarterly and monthly 10

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Web-Based S&P Global Market Intelligence For Faculty/Student Teaching for Team competitions/homework assignments/job interview preparation/job searches Considered by many to be very user friendly and intuitive Potential access by faculty/key students and staff on/off campus Access available also on shared workstations on campus to accommodate the largest number of students at the lowest price points 11

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Global Public Company Data – Standardized, Detailed and Auditable Fundamental Financial Statement data As Reported Financials also Bank Regulatory and Industry Specific Data Global Segment data Company Products/Services Global Private Company Data (limited financials, where available), including Private Equity Firms and their Private Company holdings, Venture Capital and Hedge Firms Global Transactions Data- M&A/Private Placements Detailed Capital Structure and Fixed Income content, including Credit Default Swaps, Municipal Bonds Global People Content, Bios of Executives and Board of Directors, Compensation for executives at Public Firms Globally, Connections between People Committee Members Some Corporate Governance data Global Ownership Data, with Insider Buying/Selling S&P Global Market Intelligence Content 12

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Global News, Key Developments and Event Calendar Capital IQ Consensus Estimates AND Estimates History (Detailed Estimates- broken out broker by broker is an optional add-on service) Analyst Coverage Credit Health Panel and other Credit Analytics/Probability of Default metrics Alpha Factors Library Lite S.E.C. Filings and other corporate filings/agreements (i.e. employee agreements, debt and equity agreements) globally Delayed Transcripts (word for word text of conference calls held with Corporate Executives and Wall St. Analysts) Commodities and Macroeconomics data/Interest Rate Swaps Business Relationships – Suppliers, Customers, Strategic Alliance Partners Corporate Tree and Subsidiaries S&P Global Market Intelligence Content (continued) 13

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. S&P Global Market Intelligence 14 Capabilities Powerful Screening capabilities on Company, People, Transactions, Equity and Debt Issues Screening and Company Alert Settings Excel Plug In (where S&P Capital IQ opens directly in Excel, which is very helpful for Financial Modeling of Weighted Average Cost of Capital, Discounted Cash Flow and much more…custom report building directly in Excel Portfolio Analytics (very helpful for ongoing analysis of portfolios in Portfolio Management Classes and in a Student Run Fund) Real-Time Stock Prices S&P and our “After Market Research” Third-Party Equity Research Reports Ratings Direct – Credit Market Research Reports Add-On Services

Permission to reprint or distribute any content from this presentation requires the prior written approval of S&P Global Market Intelligence. Not for distribution to the public. Thank You Howard Bernheim, CFA, CPA Director, Client Development, Academic Division T:

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