This tool helps users Search for, Extract and Normalize content from SEC EDGAR filings. It has a custom developed search engine with 9 search operators and more than 35 ways to filter documents, and offers extraction tools that help users extract search context and specific tables from those filings.

• Available to HCOB Faculty and PhD students

Registration

• AcademicEDGAR+ is hosted in the cloud.
• To register for an account, click on the access link then use your Auburn e-mail address.
• After you register, you'll receive instructions on how to access the data.

Accounting and Oversight datasets focus on Critical Audit Matters and PCAOB Reports, and include an Accounting Quality Risk Matrix.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Audit and Compliance datasets cover all SEC registrants. Data include auditor changes, auditor engagements, audit fees, audit opinions, benefit plan opinions, D&O changes, disclosure controls, internal controls, late filers, and restatements.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Corporate and Legal is an integrated collection of databases focusing on actions, disclosures, and correspondence by companies, advisors, regulators, and investors

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

The Bank Regulatory Database provides accounting data for bank holding companies, commercial banks, savings banks, and savings and loans institutions.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Auburn University has a partnership with the Investing in Education (formerly Barron's in Education) program from Dow Jones. This financial program, gifted by Auburn University alumnus Robert F. Runkle, Financial Advisor of The Runkle Group at Morgan Stanley,includes full access to Barron's & MarketWatch financial websites.

• Available to Faculty and Students

Registration and Access

The Weekly Review is a resource for faculty to use in the classroom at your discretion and helps connect real-world business coverage with student learning. This resource is emailed to all participating faculty members each Wednesday and is curated with specific topics, summaries, classroom applications, and prepared questions

• Available to Faculty and Students

Follow the access link to subscribe

This is a new resource that gives faculty the ability to create & assign reading lists based on Barron's / MarketWatch content by searching disciplines and keywords.

• Available to Faculty and Students

Registration and Access

Bloomberg Terminals provide access to real-time global financial data and news feeds

• Available to Faculty and Students

Available in Lowder 011 and 013

BoardEx is a business intelligence service used as a new business development tool and as a source for academic research concerning corporate governance and boardroom processes. BoardEx holds in?depth profiles of over 770,000 of the world's business leaders and its proprietary software shows the relationships between and among these individuals. Data include educational background, prior employment, and connections of directors and executives.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

BankScope contains information on over 32,000 banks, public and private. Each bank report contains a detailed consolidated and/or unconsolidated balance sheet, an income statement plus interim reports. Financial data is available for up to 16 years. The data include detailed financial statements, interim data, ratings and rating reports, country risk and country finance reports, stock data for listed banks, directors and contacts, original filings/images including annual and interim reports, detailed bank structures, economic country profiles and outlooks, business and related news, M&A deals and rumors, and Fitch Bank Credit Model for 11,000 banks.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

CalcBench provides access to detailed financial data extracted from the footnotes of SEC filings. Utilizing advanced technologies like machine learning and natural language processing, it standardizes and streamlines this data, transforming it into a format that is easily searchable and analyzable. This empowers researchers, analysts, and investors with the ability to conduct in-depth financial analysis, trend identification, and risk assessment.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Capital IQ Transcripts provides historical conference call transcripts for thousands of public companies around the world. In addition to earnings calls, it also includes transcripts from other types of calls such as shareholder/analyst calls, M&A calls, and company conference presentations.

• Available to HCOB Faculty and PhD Students

WRDS: Registration and Access

The Cboe Open-Close Volume Summary provides volume summaries specifically for option trading activity on the C1 Cboe exchange. Data is categorized by origin, buying/selling, and opening/closing positions, available in both 10-minute intervals and end-of-day summaries.

• Available to HCOB Faculty and PhD students

• Find on the R: drive which is automatically mapped on most Harbert computers. Please contact ITS for assistance.

Compustat provides more than 500 company level fundamentals, including items such as Income Statements, Balance Sheets, and Flow of Funds. It also offers an even larger number of supplemental data items for more than 47,000 active and 37,000 inactive companies.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Granular regulatory financial data for 16,000+ operating and 29,000+ global historical holding companies, banks, and credit unions

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

People Intelligence covers over 4.5 million professionals and over 2.4 million people including private and public company executives, board members, and investment professionals, globally. Each professional in the Capital IQ database has a distinct profile which can include contact details, biography, education, job functions and titles, board memberships, compensation, insider activity, and options holdings.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Standard and Poors' Execucomp provides executive compensation data collected directly from each company's annual proxy (DEF14A SEC form). Detailed information on salary, bonus, options and stock awards, non?equity incentive plans, pensions and other compensation items are available.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Information for over 23,000 North American companies since 1976

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

CRSP maintains the most comprehensive collection of security price, return, and volume data for the NYSE, AMEX and NASDAQ stock markets. The CRSP U.S. Stock Database contains end?of?day and month?end prices on all listed NYSE, Amex, and NASDAQ common stocks along with basic market indices, and includes the most comprehensive distribution information available, with the most accurate total return calculations.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

The CRSP/Compustat Merged database (CCM) provides CRSP and Compustat subscribers with a convenient way to link CRSP market and corporate action data with Compustat fundamental data.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Created in collaboration with the Richard S. Ziman Center for Real Estate at the UCLA Anderson School of Management, this is a specialized database focusing on Real Estate Investment Trusts (REIT) and REIT indexes, containing nearly 650 REIT securities of which more than 200 are actively trading. The database provides firm-specific information, indexes, and summary statistics.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

FactSet provides access to real time financial data and analysis tools.

• Available to Faculty and Students

Access (prior registration required)

• Register for access at https://advantage.factset.com/academic_idrequest
• Registration may take up to 3 days.
• Be sure to use your Auburn provided username@auburn.edu email address and not an alias when signing up.

The Freightwaves SONAR dataset is a comprehensive resource for faculty engaged in transportation and logistics research, providing an expansive array of data covering national and regional transportation statistics, freight pricing, and supply chain metrics. This dataset integrates real-time and historical freight market data, offering insights into market trends, economic indicators, and forecasting tools. The robust dataset is designed to support academic research in understanding and analyzing market dynamics, transportation economics, and supply chain efficiency. With its extensive data coverage and deep analytical tools, the SONAR dataset serves as a valuable asset for faculty seeking data-driven insights into the freight and logistics sectors.

• Available to Faculty

📧Contact ITS for access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Data on company directors including ethnicity, independence, committee membership, and more for the S&P 1500.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Thorough executive pay data and goal metrics for S&P 1500 & top 400 Europe companies.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

S&P 1500 shareholder proposals that were on the ballot, filed, withdrawn (usually due to engagement), or omitted.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

This service is an investment analysis platform built specifically around the workflows of asset managers and financial advisors to help position and market products, construct portfolios, analyze investments, and connect with investors. Global data include historical portfolio holdings, equities, separate accounts, hedge funds, ETFs, indexes, real?time pricing, and more. Morningstar Direct is powered by full access to one of the industry's most comprehensive investment databases, covering hundreds of thousands of investments worldwide, as well as institutional research from Morningstar analysts.

• Available to Faculty and Students

📧Contact ITS for access

Through a relationship with NielsenIQ, the Kilts Center at the University of Chicago Booth School of Business provides multiple consumer datasets to academic researchers around the world. The availability of these rich data provides academic researchers from a range of disciplines new opportunities to explore the dynamics of purchasing behavior across the United States. The size, scope, breadth, and longitudinal time frame of these data make them unique. They cover a wide range of products, categories, retail channels, stores, and geographic markets in the United States.

• Available to HCOB Faculty and PhD Students

📧Contact ITS for access

Covers over 600 optionable securities (equities and indices), from all major Asia-Pacific exchanges, including Hong Kong, Japan, Taiwan, Korea, and Australia. The earliest historical data begins in January 2004. The data includes daily option pricing information (settlement prices), our own dividend projections, and all historical distributions and corporate actions, such as splits, mergers, and name changes.

• Available to HCOB Faculty and PhD students

• Find on the R: drive which is automatically mapped on most Harbert computers. Please contact ITS for assistance.

Covers over 900 optionable securities (equities and indices), from all major European exchanges, including the UK, France, Germany, Switzerland, Netherlands, Sweden, Belgium, Spain, and Italy. Historical data and daily updates are available for most securities since January 2002. The data includes daily option pricing information (settlement prices) and all historical distributions and corporate actions, such as splits, mergers, and name changes.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

This is an add-on product for IvyDB US that contains daily data on detailed option trading volume. Trades in the IvyDB US dataset are assigned as either buyer-initiated or seller-initiated based on the trade price and the bid-ask quote at the time of the trade. The total assigned daily volume is aggregated and updated nightly

• Available to HCOB Faculty and PhD students

📧Contact ITS for access

IvyDB contains a complete historical record of end-of-day data on all US exchange-traded equity and index options (including options on ETFs and ADRs) from January 1996 onward. The data includes both daily option pricing information (symbol, date, closing bid and ask quote, volume, and open interest) as well as high, low, and closing prices for the underlying equity or index. IvyDB also provides all interest rate, dividend, and corporate action information for each security, so you can correlate your own option pricing models with calculations.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Panjiva is a leading intelligence platform that provides data-driven insights for the global trade community. It uses advanced machine-learning technologies to bring transparency to global trade, covering 95% of global trade flows. Panjiva helps researchers identify and evaluate businesses, analyze trade lanes, and assess supply chain risks. Its dynamic data visualizations and comprehensive trade data make it an invaluable resource for researchers studying global trade patterns and trends.

• Available to Faculty

📧Contact ITS for access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

The Reshoring Initiative is a non-profit organization dedicated to bringing manufacturing jobs back to the United States. The Harbert College of Business has secured limited access to the research data from the Reshoring Initiative. Faculty members may be granted access to this data on a case-by-case basis, subject to the vendor's approval.

• Available to Faculty

📧Contact ITS for access

This database aggregates workforce data on individual employees, including their work history, education, and skills. This dataset includes four files: individual user data, position data (full work history), education data (full education history), and skills data. Additionally, it features models and enrichments such as company mapping, role and skill taxonomy classifications, seniority, salary, gender, and ethnicity.

• Available to HCOB Faculty

📧Contact ITS for access

• This dataset requires an additional fee

Combines real-time news, in-depth data and expert real estate research on companies around the world. Access detailed news, pricing, financial and property data through SNL’s robust Web- and Excel-based platforms.

• Available to HCOB Faculty and PhD Students

📧Contact ITS for access

DealScan provides historical information on the terms and conditions of deals in the global commercial loan market. DealScan also provides access to Thomson Reuters Loan Pricing Corporation (LPC's) database which is the premier global provider of information on the syndicated loan and high yield bond markets. The dataset provides detailed terms and conditions on over 200,000 loan transactions, which finance M&A activity, working capital needs, and other general corporate purposes for loan participants worldwide.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Best of Breed Global Database on Earnings Estimates covering over 5800+ U.S. Companies, 12,400 International Companies, unrivaled history dating back to 1976. This is the database used by every financial professional for Earnings Data. IBES was created over 30 years ago to provide both summary and individual analyst forecasts of company earnings, cash flows, and other important financial items, as well as buy-sell-hold recommendations. Today, many academic projects focus on the applications and effects of earnings expectations data, with increasing attention being paid to other forecast measures, such as revenue, price targets and cash flow. The importance of research in this dynamic field is confirmed by the current roster of 1700 academics from 450 universities in 32 countries, who rely on Thomson Reuters data and services to validate their unique investment theories and observations.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Designed to capture all U.S. insider activity as reported on Forms 3, 4, 5, and 144 in line-by-line detail. In addition, a unique cleansing process is used by Thomson Reuters that adds value by making systematic interpretations on the accuracy of as-reported data and inserts cleansed fields for comparison. A cleanse code is also included to denote the overall level of confidence in each record. Additionally, the Insider Filing Data Feed includes performance calculations revealing which insiders' prior trades have been most predictive of subsequent stock returns.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Access Institutional Common Stock Holdings and Transactions, as reported on Form 13F filed with the SEC by institutional managers with $100 million or more in Assets Under Management.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

Thomson?Reuters Mutual Fund Holdings database provides security holding information for all registered mutual funds that report their holdings with the SEC, plus 3,000 global funds. Reported securities include all NYSE/AMEX/NASDAQ, Toronto, and Montreal common stocks.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

SDC Mergers & Acquisitions is the industry standard source of investment banking transaction terms and conditions, covering two million M&A, bond and equity deals dating to the late 1970s. Comprehensively curated from thousands of primary and secondary sources, SDC deals content features over 190 data points to power advanced analysis of deal structures, market trends, and participant relationships in a fully normalized database. Data include outright acquisitions, stake purchases, joint ventures and repurchases.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

A WRDS tool to aggregate Thompson Reuters institutional ownership data at the security level. This tool uses Thomson Reuters s34 data.

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access

• Available to HCOB Faculty and PhD students

WRDS: Registration and Access