Database type/name |
Description |
Location |
Acquired by |
Data platform |
Wharton Research Data Service (WRDS) |
Platform allowing for easy extraction and download of data from a variety of databases |
Web access (Account request: http://wrds.wharton.upenn.edu) |
School of Business Dean’s Office |
|
Hedge funds, mutual funds, and other institutional investors |
CISDM Hedge Funds |
Monthly returns and other characteristics of hedge funds, since 1995 |
V:\DATA and RESEARCH incl. CIIM/Hedge Fund Data from CISDM 2007\ and WRDS |
CIIM |
TASS |
Monthly hedge fund characteristics and returns,since 1913 |
V:\Common Area\CIIM, DATA, and RESEARCH\Hedge Fund Data from TASS \ and online at http:www.hedgeworld.com (see Prof. David Smith) |
CIIM |
CRSP Mutual Funds |
Daily mutual fund returns and other characteristics, since 1982 |
WRDS (Account request: http://wrds.wharton.upenn.edu) |
CIIM |
Morningstar Principia |
Monthly performance and annually reported characteristics of U.S. mutual funds, since 1992 |
V:\CIIM, DATA and RESEARCH\ Mutual Fund Data from Morningstar \ |
CIIM |
| Thomson-Reuters Mutual Fund Holdings (CDA-Spectrum) |
Mutual fund security holdings from 1980-2009, reported quarterly |
WRDS (Account request: http://wrds.wharton.upenn.edu) |
School of Business Dean's Office |
TrimTabs |
Daily mutual fund returns and flows, 1998-2004/02 |
V:\Finance\TrimTabs |
Prof. Bill Ding |
PSN |
Monthly returns and other characteristics of privately managed institutional portfolios, since 1975 |
V:\CIIM, DATA, and RESEARCH\PSN from Informa\ and online (see Prof. David Smith) |
CIIM |
|
Financial statements, stock returns, company and industry analysis, and other info (U.S. & international) for stock and bond investors |
CRSP |
Daily stock prices, returns, and trading volume, sicne 1926 |
WRDS (Account request: http://wrds.wharton.upenn.edu) |
Library |
| Datastream International |
International financial and economic data |
Library IMC, and accessible through dedicated terminal; single site license |
Library |
| IBES |
Individual analyst forecasts of quarterly and annual earnings |
V:\ drive (Acclaw\tam) |
Accounting Department |
Investext Plus |
Company financials, analyst reports, industry analyses |
Library IMC
Accessible online |
Library |
| Lexis/Nexis Academic |
Company financials, SEC filings, press reports |
Library IMC
Accessible online |
Library |
| Mergent Online |
Comprehensive background and financial information for 35,000 US and foreign firms, from Moody’s and SEC filings. |
Library IMC
Accessible online |
Library |
| Compustat |
Quarterly (annual) financial statement information for over 20,000 live and defunct U.S. companies, since 1962 (1950) |
WRDS (Account request: http://wrds.wharton.upenn.edu) |
Library and School of Business Dean’s Office |
| VentureXpert |
Venture capital and private equity funds, managers, and performance. |
http://vx.thompsonib.com/NASApp/VxComponent/VXMain.jsp |
School of Business Dean's Office and CIIM |
| S&P Net Advantage |
Information on US companies, securities, bonds and mutual funds, as well as the full text of S&P Industry Surveys |
Library IMC
Accessible online |
Library |
| Thomson Research |
Financials for 25,000 US and International firms, downloadable and full-text searchable. |
Library IMC
Accessible online |
Library |
| |
|
|
|
Methodological |
Eventus |
Software for running event studies and extracting stock returns data from CRSP |
WRDS (Account request: http://wrds.wharton.upenn.edu) |
School of Buisness Dean's Office |
