Guides: BA 449: Portfolio Management (Goukasian): Investment Analysis

Investment Analysis

Refinitiv Workspace (now named LSEG Data & Analytics)
Financial news, financials, global pricing data and analytics, analyst research reports, bank investment reports and forecasts for publicly-traded companies.
This database is only available to Pepperdine students, faculty, and staff for non-commercial, academic research, and requires registration.

Types of information available from Refinitiv:

In-depth research reports from companies like Morningstar, UBS, Morgan Stanley, J.P. Morgan, Trefis, RBC, Barclay's, etc. Avoid the reports from BuySellsSignal Research and Minkabu.
Environmental Social Governance (ESG) indicators
SWOT Analyses
Supply Chain (referred to as a "Value Chain"
Peer Analysis (available for diversity & inclusion, profitability, fundamental ratios, peer comparison (data like P/E ratios, beta)