Electronic resources A-Z List

Database of statistical and financial analyses, detailed financial statements in accordance with the IV EEC Directive, information on stakeholding and management for around 280,000 Italian companies.

The additional module of the Optical Financial Statements is also available, containing the original digitalized financial statements of the companies - including the descriptive notes, minutes of the shareholders' meeting, management report, report on corporate governance and ownership structures, report on remuneration, report of the auditing company - in a 10-year historical series, both for the consolidated financial statements and for the non-consolidated financial statements.

The add-on module on companies with "bankrupt" legal status is available.

To login see the guide How to access Bureau van Dijk databases.

The database contains information on over 43,000 public and private banks from around the world. The data (with a time series up to 7 years) is available in various formats including:

• Global Standard Format with 57 internationally standardized balance sheet items
• Global Detailed Format with over 650 internationally standardized variables
• National "as filed" Format, also in original language, with over 3,000 items
• 38 pre-calculated balance sheet ratios

Among the various modules that can be consulted there are:

• Ownership Manager and exponents (Contacts)
• Original Documents in pdf, which can also be reached by clicking on the individual financial indicators within the source
• News reports
• Factiva Dow Jones

To login see the guide How to access Bureau van Dijk databases.

The platform allows for the analysis and real-time monitoring of financial markets, as well as the ability to execute orders transmitted on electronic networks.

Financial and economic information for research and chronological analysis, even at high frequency (intraday data), on ordinary shares, market indices, bonds, credit ratings, company balance sheets, interest and exchange rates, macroeconomic data, futures and options, warrants, commodities, Bond Indices and CDS, ESG. The platform also allows you to analyze and monitor financial markets in real time.

A guide to basic functions by prof. Borri is available for students. Bloomberg Market Concepts (BMC) certification can be obtained on Bloomberg terminals in Luiss seats by attending an online course of 10 hours approximately (more information on BMC). Headphones are required to follow the course.

At last, on the Bloomberg terminals it is possible to register and participate in the thematic webinars available on the platform:

• Getting started on the Bloomberg Terminal
• Bloomberg for students

Bloomberg Professional is accessible on-campus only.

See the guide How to access Bloomberg Professional.

BoardEx provides information and data relating to board members of most publicly traded companies in North America, the UK and Europe, and includes data on directors, senior executives and employees whose remuneration is disclosed in financial statements (disclosed earners).

It provides profiles of corporate executives (including certain demographics, education and career, compensation, board and committee members, etc.), as well as links between them and between companies.

Use BoardEx data for example to analyze connections between boards, their composition, data on remuneration and networks. The following datasets are available for each region:

• 01_Board Summary (summary of the composition of the Board by year, including salaries, committees, ratios, totals)
• 02_Committee Details (for each year and committee, members, their roles and status)
• 03_Company Announcements
• 04_Company Details (information on headquarters and contacts, capitalization, turnover, auditors and banks)
• 05_Company Network_mapped (for each company as it is related, through individuals, to other companies)
• 06_Compensation - 1999-Current
• 07_Director Network_mapped (for each director as it is in relation, through other companies, to other individuals)
• 08_Director Profile - Various (characteristics, personal data, education, positions on and off the boards, other activities)
• 09_Org Analysis Averages (summary per year with statistical data relating to the board, average salaries, characteristics of the company)
• 10_SMDEs Company Announcements
• 11_SMDEs Compensation - 1999-Current
• 12_SMDEs Network_mapped (for Senior Man agers and, where available, disclosed earners, how they relate, through other companies, to other individuals)
• 13_SMDEs Org Summary
• 14_SMDEs Profile - Various (for Senior Managers and, where available, disclosed earners, characteristics, personal data, education, positions within and off the boards, other activities).

The regions covered by the subscription are North America, Europe and the United Kingdom. The datasets are available in Excel, stored on a secure server of the University.

Historical series (financial and macro data) and financial data on common stocks, market indices, bonds, interest and exchange rates, macroeconomic data, Futures and Options, Warrants, Commodities, Bond Indices and CDS.

It also contains IBES estimates, Worldscope balance sheet data and ASSET4 Environmental, Social & Corporate Governance (ESG) data. Access to the data is through the Excel add-in.

At the terminals of the Library's Economics Room (library01@luiss.it user) users can also access the following J.P. Morgan Indices: EMBI (Emerging Market Bond Index), GBI (Government Bond Index), GBI-EM (Government Bond Index-Emerging Markets).

Datastream Charting is the graphical analysis tool which is integrated in Excel to download a wide range of graphs on the above contents (also for current affairs and News) and / or to create customizable graphs and transfer them to Power Point, Word, Excel. The Datastream series are also integrated on the Refinitiv Workspace platform.

Webinars and specific trainings are available on Refinitiv Academy. More information on the contents and how to use: LSEG Refinitiv web page and video tutorial.

For the free LSEG Certification program visit the page LSEG certification program.

See the guide How to access LSEG Workspace and Datastream.

Dealroom is one of the most comprehensive global provider of data and intelligence on startups and tech ecosystems. Dealroom team works with many of the world's most prominent investors, entrepreneurs, and government organizations to provide transparency, analysis, and insights on venture capital activity.

Global data coverage includes:

• 3M+ companies globally
• 2.1M+ startups and 640K+ rounds
• 150K+ investors and 605K+ people
• 100+ data points on each company

Dealroom collects data combining machine learning and data engineering with robust verification processes and a strong network of ecosystems. Real-time data and predictive technology are used with powerful algorithms. More info about how Dealroom collects data are available here.

A new section dedicated to sectors, especially emerging ones, is available with an extremely detailed taxonomy.

Multiples: Comparisons can be made between key financial metrics from similar companies, such as EV/Revenue, EV/EBITDA, and a more comprehensive set of valuation multiples, which can be analyzed by geography or verticals.

Definitions, Features, and other relevant information on Dealroom are available on their Knowledge Base.

Online information service in the economic and financial fields created by Factiva, a company of the Dow Jones & Reuters group.

The platform provides through a single interface more than 25,000 information sources from 159 countries and in 22 languages. Major newspapers available include: The Economist, The Wall Street Journal, The New York Times, Washington Post, The Globe and Mail, Financial Times, Les Echos, South China Morning Post, Australian Financial Review, Sydney Morning Herald, Straits Times , Yomiuri Shimbun, Frankfurter Allgemeine Zeitung, The Irish Times.

Among the sources in Italian there are ANSA, Corriere della Sera, La Stampa, La Repubblica, Italia Oggi and Il Sole 24 Ore (from 2001 to 2007).

Note: the massive extraction of the contents (text mining) is not allowed by the subscribed license.

The e-Library of the International Monetary Fund provides access to the publications (periodicals, books, working papers and studies) produced by the IMF, as well as to the statistics and economics data platform (http://data.imf.org).

The topics covered by the IMF are in particular: macroeconomic data, globalization, development, trade, demographic analysis, emerging markets, poverty reduction.

The publications are available for download in several digital formats: PDF, ePUB, XML and Mobi.

The main e-Journals available are: World Economic Outlook, Global Financial Stability Report, Fiscal Monitor, Regional Economic Outlook reports, Research Bulletin, IMF Survey, IMF Staff Papers, Annual Report on Exchange Arrangements and Exchange Restrictions.

The main statistical databases available are:

• International Financial Statistics (IFS): 32,000 time series relating to over 200 countries regarding Exchange Rates and Exchange Rate Arrangements, Fund Accounts, Government Finance, Interest Rates, International Liquidity, International Transactions, Monetary Statistics, National Accounts and Population, Prices, Production, and Labor. The data are also available in the IFS Yearbook.
• Direction of Trade Statistics (DOTS): provides data relating to export and import, especially: Composition of country, world, and area pages, Consistency between partner country data, Currency, Estimation procedures. The data is also available in the DOTS Yearbook.
• Balance of Payments Statistics (BOPS): reports the aggregate and detailed time series for the balance of payments and international investments of countries. The data is also available in the BOPS Yearbook.
• Government Finance Statistics (GFS): contains statistical data on the financial operations of the governments of 156 countries. The data is also available within the GFS Yearbook.

LSEG (former Refinitiv) Workspace for students provides access to financial data (real time and intraday) on ordinary shares, market indices, bonds (corporate and government), bond indices and CDS credit default swaps, interest rates and foreign exchange, macroeconomic data, Derivatives: Futures and Options, Warrants, Commodities, Bond Indices and CDS. The data download (historical series and real time) can also be done through the Excel add-in.

It also contains data on unlisted companies, forecast and consensus data (estimates from Ibes) as well as details of the estimates of individual brokers (target price and recommendations), balance sheet data (standardized, from Worldscope source) and as reported by Companies, ASSET4Environmental, Social & Corporate Governance (ESG) data. It gives access to:

• Portfolio analysis tools
• data on M&A (M&A Merger and Acquisition, ECM Equity Capital Market, DCM Debt Capital Market, Loans Syndication)
• data on business administration composition corporate structures (Holding and subsidiaries)
• data on shareholder composition (Ownership and Shareholders)
• Reuters news and other news sources

Webinars, training and specific guides for the use of the database are available on Refinitiv Academy. 

For the free LSEG Certification program visit the page LSEG certification program.

More information on the contents and how to use: LSEG web page and video tutorial.

It also integrates some of the data available in Datastream and ThomsonOne.

At the terminals of the Library's Economics Room (library01@luiss.it user) users can also access the following J.P. Morgan: EMBI (Emerging Market Bond Index), GBI (Government Bond Index), GBI-EM (Government Bond Index-Emerging Markets).

See the guide How to access LSEG Workspace and Datastream.

MarketLine provides a large amount of information in economics and finance:

• 8.600 Industry profiles (data and market analysis);
• 100.000 Company profiles;
• Cities profiles;
• Country profiles;
• Case Studies;
• Company News and informative records on M&A (Financial Deals).

Through the platform it also available the access to specific databases and analysis tools:

• Country Statistics (macroeconomic and demographic indicators for over 200 countries, historical and forecast);
• City Statistics (historical and forecast data for social and macroeconomic indicators relating to over 1,950 cities in the world);
• Company Prospector (analysis of companies and construction of lists of potential partners, customers or investment targets in the sectors and countries of interest);
• Market Data Analytics (market analysis relating to approximately 50 countries and over 30 market sectors; allows you to view and download historical and forecast data since 2000 on: Market Value, Market Volumes, Company Shares, Brand Shares, Distribution);
• Value & Supply Chain Analysis (comprehensive analysis to evaluate market size, forecasts, trends, leading companies, the distribution chain and its interaction with other markets or sectors);
• Industry Statistics Database (built-in interactive charts to quickly understand market growth trends, compare metrics across geographies, and evaluate along with macro data series such as GDP and population). The database is integrated in the Industry Data Work Folders module which allows a comparison between the various international markets and export raw data to Excel to be able to process them using statistical software;
• Influencers Database (profiling of leaders and key success factors of a number of emerging technologies in the fields of macroeconomics, geopolitics, sustainability, demographics, artificial intelligence, BlockChain and well-being).

News and information about Case Studies and Reports: http://www.marketline.com/blog/.

Free training webinar: https://www.globaldata.com/industries-we-cover/professional-services/customer-success-training-calendar/.

Download the how-to guide using the Luiss credentials.

Datasets provided by MSCI relating to ESG (Environmental, Social and Governance) indicators since 2007. They cover approximately 8,500 companies worldwide (14,000 total issuers, including subsidiaries). For each there are key metrics covering the board of directors, compensation, ownership and control, accounting.

The datasets are available in Excel format, stored on a server of the University.

More information: https://www.msci.com/our-solutions/esg-investing/esg-ratings.

Digital library of the OECD (Organization for Economic Co-operation and Development).

The Library provides access to the complete collection, which includes:

• periodical publications: complete full text of journals (Journals, Statistical Periodicals, Reference Works) and Working Papers, in addition to the 2 At a glance publications "OECD factbook" and "STI Scoreboard";
• monographs: all books and reports published by the OECD;
• statistics: statistical data can be downloaded as interactive datasets in csv or xls. The data concern the main economic and social indicators for OECD member countries but many indicators are also retrievable for important countries that are not part of the Organization. An alternative access to this data is the OECD.Stat.

The database links global patent data to the companies and groups that hold them:

• Patent filing entities (currently 140 million) are linked to a global database of over 420 million companies. This allows an in-depth view of the entire patent portfolios of a company or an entire corporate group.
• The historical data allow to trace the owners of all valid patents and to analyze all the transactions and changes of ownership concerning each specific patent and to evaluate any anomalies.
• M&A information for monitoring patents that have been sold as intangible assets in an M&A deal, or seeing when a patent or patent portfolio is sold independently.
• A proprietary analysis algorithm provides an economic market evaluation of active patents, both quantitative and qualitative, also tracing their temporal variations.
• Standard Essential Patents (SEPs) to identify technology standards and innovation across portfolios and corporate groups.

The database consists of three different integrated modules:

• PATENTS Archive: database of over 140 million patents linked to a corporate database.
• Intellectual Patents Value (IPV): scoring index to assess the "propensity for innovation", calculated through the proprietary Bureau van Dijk algorithm on the basis of patent activity. The index combines over 25 indicators (including number of citations, geographical coverage of the corporate patent portfolio and legal status) for the evaluation of technical innovation, legal protection of the patent portfolio, geographical coverage, competitiveness with respect to competing companies, expenditure on research and development, the distribution of value among the various patents, the value of the portfolio over time and its relevance for the company's activities.
• Single patent evaluation: access to the estimate of the economic value of the single patent with historical data from 2014. Indication of the range for maximum and minimum value, evaluation based on technical evaluation, geographical coverage by filing authority, market attractiveness and legal protection.

To login see the guide How to access Bureau van Dijk databases.

The database contains information on M&A, IPO, Private Equity and Venture Capital operations and related rumors from around the world, with historical series and without limits for the deal size.

Orbis M&A is constantly updated and provides direct links to the financial statements of the companies involved in the deals.

The resource allows you to:

• view the overview of the companies involved in the deal (personal information, type of activity, identification codes, main financial data);
• access the financial statements of the individual companies involved thanks to the connection with the other Bureau van Dijk databases (Aida, Bankscope, Orbis) subscribed by the Luiss Library;
• fulfill searches by company name, identification codes, type of deal (acquisition, merger, demerger, IPO, joint venture, etc.), geographical area, business sector, rumors, multiples, etc .;
• fulfill research on companies that have divested;
• obtain all information on company or bank deals in historical series;
• obtain information on the deal, indicating the target company, acquiror and vendor;
• sort the deals by date (ascending/descending), by value (ascending/descending) or by status (rumors/completed);
• obtain financial information of the target company before the deal: turnover, EBITDA, EBIT, profit before/after taxes, total assets, shareholders' equity, shareholder funds and market capitalization;
• obtain data on multiples: Deal Value/EBITDA, Deal Value/Total Asset, Deal Value/Turnover, etc .;
• obtain data on deal value, deal equity value, deal enterprise value, modeled enterprise value and total target value;
• obtain information on Stock Price by target, acquiror and vendor before and after the closing of the deal.

To login see the guide How to access Bureau van Dijk databases.

At the end of 2022 Orbis M&A has replaced Zephyr.

Orbis is the data resource on private companies for financial analysis relating to approximately 180 million entities, individuals, banks and insurance companies from all over the world (the Library subscribes to the All Companies version which is the largest).

For each company Orbis contains:

• financial information in historical series up to 10 years;
• information on groups and relationships between companies (shareholding and shareholdings up to the tenth level);
• historical shareholder data;
• complete company details (name, address, telephone number, e-mail, business description, year of incorporation, number of employees);
• information on corporate ownership (position currently held, positions held in the past, relationship analysis up to the third level).

Main features of the platform:

• searching for companies by name, tax code, business sector, geographical area, number of employees, balance sheet items, economic-financial indicators, status and legal form;
• creating lists and samples of companies and carry out customized benchmark analyzes;
• consulting, for each entity, complete reports with company details, headquarters, economic-financial data, information on ownership;
• exporting all available information in various formats (Excel, Word, etc.) elaborate comparisons and calculate sector averages. 

It also includes:

• financial statements in the original pdf version for Italian companies (integration of Aida optical financial statements module);
• share value of listed companies;
• ESG reputational risk ratings and metrics;
• field studies;
• economic news;
• M&A deals and rumors (link to Zephyr)

The database also absorbed the contents of the Osiris database which was deactivated.

To login see the guide How to access Bureau van Dijk databases.

Edited by UN Statistics Division, UN COMTRADE provides detailed statistics on imports and exports of goods and services reported by the statistical authorities of nearly 200 countries/areas since 1962. It is considered to be the most complete database on commerce with ten billions of data.

Premium subscription includes bulk and delivery download from the platform and unlimited API. To generate the API key, once registered for the first time at https://comtradeplus.un.org/, follow instructions on UN Comtrade API Management.

User guide at the page: https://unstats.un.org/wiki/display/comtrade/UN+Comtrade.

Access through a personal registration with Luiss account (@studenti.luiss.it, @luiss.it, @luissbusinessschool.it). From the home page, click on "Login" top right and the on "Sign up now". To register an individual Premium account see the guide How to access UN Comtrade.