Skip to Main Content

BA 449: Portfolio Management (Goukasian)

these will help you find resources for you assignment

Investment Analysis

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)