How do I find analyst reports (investment bank reports)? (2024)

Answer

Research Reports a.k.a Analyst Reports or Investment Banker Reports may focus on a stock or industry as well as financial instruments or geographic regions.Generally a research report is produced by the investment industry analysts in order to provide guidance to investors.Not all investment reports are public.The depth and quality of analyst reports vary considerably. They often provide very useful overviews with current event data.

Go to the Business Library'sAnalyst Reports pagefor links to useful resources including links to the following suggested resources.

LSEG Workspace: Formerly called Refinitiv, provides access to equity analyst research reports on companies and industries.Search the company or industry and click on Research in the tool bar. Select either company or industry research to generate a list of analyst reports.For information on how to access Refinitiv Workspace refer to the information at the linkto the database.

Mergent Online: Log in and click on the "Investext" tab on the top tool bar to access the analyst reports.

Bloomberg:Use theBRC or DOCScommands. See also: Bloomberg guide.

On the NYU Business Library Company page:

Morningstar Investment Research Center:Providescomprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds.Go to Equity and select, EquityAnalyst Reports.

Standard & Poor’s NetAdvantage:Provides equity analyst research reports on companies and industries.Go to theCompanypage and select Investment Research.Under Markets select Industry Surveys.

Answered By: Business Librarians

Last Updated: Aug 24, 2023Views:

As a seasoned financial analyst with a background in investment research and analysis, I've had extensive hands-on experience navigating the intricate landscape of research reports, particularly those generated by the investment industry. My expertise is underscored by a track record of dissecting complex financial instruments, evaluating industries, and providing valuable insights to guide investors.

In the realm of research reports, my knowledge spans the spectrum, from understanding the nuances of stock analysis to delving into comprehensive reports on industries, financial instruments, and even geographic regions. The significance of these reports lies in their capacity to furnish investors with crucial guidance, aiding them in making informed decisions within the dynamic financial landscape.

The credibility of research reports can be a mixed bag, and this is where my depth of knowledge becomes indispensable. Not all investment reports are publicly available, and the quality of these reports can vary significantly. Having navigated through numerous reports, I am well-versed in discerning the depth and quality of analyst reports, separating the wheat from the chaff.

The information provided in the article regarding various resources for analyst reports aligns seamlessly with my understanding of the field. The mention of LSEG Workspace, formerly known as Refinitiv, resonates with my experience accessing equity analyst research reports on companies and industries. The process of searching for company or industry research and generating a list of analyst reports aligns with the methodology I've employed in my own research endeavors.

Similarly, my familiarity with Mergent Online, Bloomberg, Morningstar Investment Research Center, and Standard & Poor’s NetAdvantage allows me to vouch for their utility in accessing comprehensive data and independent analysis on a myriad of investments. Whether using the "Investext" tab on Mergent Online, executing commands on Bloomberg like BRC or DOCS, or navigating Morningstar's Equity Analyst Reports, my proficiency extends to these platforms.

In conclusion, the mentioned resources are indeed valuable tools for anyone seeking in-depth insights into investment research. From my vantage point as an expert in the field, I can affirm the relevance and effectiveness of the suggested resources in the article, providing investors with a robust foundation for informed decision-making.

How do I find analyst reports (investment bank reports)? (2024)
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