New Database for Analyst Reports: Investext – UST Libraries Blog
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Charles J. Keffer Library, New Materials, News & Events, O'Shaughnessy-Frey Library

New Database for Analyst Reports: Investext

After a successful trial, I am happy to announce that we have subscribed to the Investext database. Investext provides the full text of investment analyst reports from major investment banking firms, as well as company and industry reports from major business information providers. Analyst reports are used in the real world to inform security buyers’ purchasing decisions, and in educational settings, in accounting and finance classes to help inform company and industry financial research projects.

 

Investext is provided as an add-on to our existing Mergent Online subscription. There are a couple of ways to access the content. The first way is through a regular company record. To see this, open Mergent Online, then search for and open a company record. Within the record, got to Reports, then select Broker Research Reports.
Investext reports via company record
The second way to find the Investext content within Mergent Online is to login to the database, and look for the Investext tab at the far right side.
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Once in the database, pick a date range, and then use one or more criteria to search. Possible criteria include company name/ticker, country, keyword, industry, report style (company, industry, ESG report, etc.), contributor (i.e. brokerage house), among others. Pick one or more items in the Search Criteria section, hit the Submit button, then hit the View link to display your search results.

Investext search criteria

Examples:
  • I searched for “best buy” in company name for the last 90 days, and got a list of 129 results, including analyst reports, company, and industry reports.
  • I used the Industry criteria and used the included lookup list to select Consumer Cyclicals>Specialty Retailers>Computer & Electronics Retailers, also for the last 90 days. I found 1716 results.
For best results, combine multiple criteria to tune the results to a manageable number. Reports are provided in PDF format.
The vendor turned on our access early so that it can still be of use in financial/investment analysis projects here as we wrap up fall semester. Please take the database for a spin and send me any questions.

 

John Heintz, Business & Data Services Librarian, jpheintz@stthomas.edu, 651-962-4646.
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