Staff Induction

Datastream time series request for equities and economics — Today we are connecting to Datastream and launching the Navigator to search for companies and macroeconomic time series data. Previous session, accessing or installing Datastream via Eikon Types of request Time Series, for items with a regular period. Static, for items which seldom change. You cannot mix static datatypes in a time series…

First look at Refinitiv Datastream via Eikon, how to access — Today we will go from the very beginning with Datastream for Person A and Person Z. They have both taught some Datastream several years ago but not used it much (or at all) since. Previous content The following links are for reference only. I’m not expecting you to read through them now…

Cross-referencing BoardEx tables with Excel — This week, we continued to explore the BoardEx challenge: Tell me something interesting about UK directors using data from more than one BoardEx table Person Z demonstrated their working. Get all individual employment profiles (UK). In Excel, filter and select three directors of interest. Copy and paste the three DirectorID…

Analysis of one BoardEx table, starting to cross reference — This week, we reviewed the BoardEx homework challenge: Find the UK’s highest paid CEO in the last five years The question may not be well defined yet. You may have some scope to adjust it depending on what the database offers. We are using a fictional example which will help…

Recap of company boards of directors with BoardEx — This week, Person A is taking what they learned last week (BoardEx) and teaching it to Person Z. Person A used the same teaching materials from WRDS Classroom. The group discussed the reasons for studying BoardEx and some questions which students may be answering. Challenge We set ourselves a challenge to find the UK’s highest paid CEO in the last five years.

Starting to analyse company boards of directors with BoardEx — We had Person A only this week. Review of recent activities We co-delivered our new Bloomberg AIM market workshop. We had to make changes on the day due to storms and remote working but it still went well. Person A found the web version of Bloomberg interface challenging but workable. Returning back to Bloomberg…

Bloomberg and the Alternative Investment Market (AIM) — Recap Busy last two months with many enquiries. Homework activities still outstanding (for Person A and for Person Z). This time We have received a training request covering the AIM investment market using Bloomberg. This is something the service has covered before but not these people. We looked at what AIM is (briefly)…

Recap of last semester, plan personal framework — A part of this series looks at reintroducing Person Z into the business data team, an experienced librarian who had a brief break from working with financial databases. Recap Discussed recent workshops which have been delivered in their absence. Covered Bloomberg, WRDS and Eikon as areas of interest. This time Explained recent developments in subjects of study for accounting and finance, for example, the impact of social media on investment.

Bloomberg and WRDS Eventus for studying acquisitions events — Note: This series continues on from previous experimental work. This series looks at introducing Person A into our business data team, an experienced librarian who is new to specialist financial databases. Since last time Person A began taking the BMC certification course. Person A successfully delivered the undergraduate WRDS workshop.