Research Librarian
Charles Wu
Contact:
One UTSA Circle
University of Texas at San Antonio
San Antonio, TX 78249-0671
University of Texas at San Antonio
San Antonio, TX 78249-0671
(210)-458-4895
Website
UTSA Subscription Databases (containing Bond Data or Information)
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Bloomberg
Capital IQ
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Capital IQ This link opens in a new windowData on U.S. and international public and private companies, M&A deals, executives and boards worldwide; news, investment research, and more. Includes powerful screening tools, chart builders, and Office Plug-In modeling tool.
Access to Capital IQ is for current faculty, staff, and students only and requires approval by Capital IQ. To request a new Capital IQ account:
1. Click on the Capital IQ database link above; login with abc123 and passphrase; complete DUO authentication.
2. Click on New User in the top right header and enter your utsa.edu email.
3. Check your email box for confirmation and finish the sign-up. Your login credentials will be provided via email from Capital IQ.
Once your Capital IQ account is created, for future access you will need to use the proxied link to Capital IQ above on the library database page, and then your personal Capital IQ credentials to log in.
To download Office Plug-in, go to My Capital IQ tab > My Profile > Downloads. See this guide for more information. You may also complete Capital IQ training at S&P Market Intelligence Academic Resource Center.
Capital IQ: steps to access and screen bond data/info:
- Start Capital IQ >
- Select “Screening” tab / menu
- Select and click “Fixed income” from the pull-down Screening menu
- Now you can see a number of boxes entitled as below in which there are more items listed for selecting and screening (users can combine those items for screening and searching):
- Credit Ratings
- Credit Indicators
- Financial Information
- Fix Income Securities
- Corporate Actions
- Takeover Defenses
- Company Ownership
- Holdings / Investments
- M&A Details
- Buyback Details
- Public Offering Details
- Bankruptcy Details
Mergent Online
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Mergent Online This link opens in a new windowProvides a comprehensive suite of business and financial information, including financial data on 15,000 NYSE, AMEX, and NASDAQ companies, with current and historical annual reports and SEC filings since 1993 through EDGAR Search, as well as financial data on 20,000 active and inactive international companies in over 100 countries; institutional holding and insider trading data with current records of company stock purchases and sales; 15 years of standardized quarterly and annual income statements from 35,000 companies in over 100 countries; thirty years of equity pricing data; independent equity research on 4,000 publicly-traded North American companies with buy, hold, and sell recommendations; and biographical, salary/compensation, and insider stock trading data on over 200,000 executives in U.S. corporations.
- Start Mergent Online
- Select Bond Search tab (5th tab on the main page)
- Now you should be in the page of Bond Viewer (please refer to a screenshot below)
- Start searching in the page of Bond Viewer by putting the info you know into the fields under sections of Identifier and Date Ranges as below:
- Fields under Identifier Section
- Issuer Name
- Issue Name
- Ticker
- Mergent ID
- CUSIP
- ISIN
- Industry Code
- Fields Under Date Ranges Section
- Offering Date Range (mm/dd/yyyy)
- Maturity Date Range (mm/dd/yyyy)
- Next Call Date Range (mm/dd/yyyy)
- Fields under Identifier Section
- The search resulting page would include the following data/info:
- Synopsis
- Ratings
- Covenants
- Coupon Info
- Conv/Exch
- Unit Deal
- Additional Details
- Corporate Actions
- Portrait Info
Bloomberg
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BloombergProvides analysis and quotes for equities and indices; current company, industry, and market news; and economic data for countries around the world.
UTSA faculty, students, and staff can search Bloomberg from one of sixteen workstations. One workstation is located in the 2nd floor Business Information Hub in the John Peace Library building. Fifteen workstations are located in the Financial Studies Lab in the College of Business (currently closed due to COVID-19).
Bloomberg Terminal’s Log-in Requirement:
• Bloomberg is only available on designated workstations at UTSA.
• First-time users: in order to obtain your Bloomberg login credentials, please log into a Bloomberg workstation with your UTSA abc123 and register with the Bloomberg system using your UTSA email.
Access Bond Data and Info from Bloomberg
- Access a Bloomberg terminal (in Financial Lab at UTSA College of Business or JPL 2nd floor)
- Assuming what you need is data on corporate bonds
- Hit the yellow CORP key
- Then hit <GO>
- Type company ticker (e.g. MSFT for Microsoft Corp.)
- Now you should get a list of bonds issued by the company
- For more detailed using other commands within Bloomberg terminal, see this link https://www.scranton.edu/academics/ksom/alperin/Fixed%20Income.pdf, esp. page 4 of that pdf.
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