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

Investment Analysis

Refinitiv Workspace This link opens in a new window
Refinitiv Workspace is a library database that provides financial news, financials, global pricing data and analytics, analyst research reports, and more, including investment reports from prominent banks. These reports provide in-depth analysis and forecasts for publicly-traded companies.

This database is available to Pepperdine students, faculty, and staff only for non-commercial, academic research, and access requires prior registration. For registration instructions, please visit this guide.
Refinitiv Workspace Registration This link opens in a new window
Refinitiv Workspace for Students is available to Pepperdine students, faculty, and staff only for non-commercial, academic research .

For registration instructions, please visit this guide.

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)