Deal Sourcing

> Return to the #98 Newsletter Pitchbook allows you to quickly build a list of targeted companies that are a strong strategic fit for your investment preferences. Go to Pitchbook (click on Log in and then click on Login with SSO – use your IESE email). In the “Screeners” section click on “Companies & Deals” for valuation and multiples data, or click on “Investors & Funds” to find out who has…

How do I Screen ESG Funds?

> Return to the #97 Newsletter Refinitiv uses several attributes to flag funds as ESG (Environmental, Social, and Governance). 1. Go to Refinitiv Workspace (For desktop application or web access please email library@iese.edu) 2. To screen ESG funds: Enter FSCREEN in the main search field and select Fund Screener. 3. Expand the SCREEN option on the left panel then select the Criteria Manager icon in the Add Criteria box. 4. Scroll…

How to Compare Trends in Consumer Behavior

> Return to the #96 Newsletter Statista’s Global Consumer Survey (GCS) offers comprehensive data on consumers and markets worldwide. Covering both the offline and the online world, GCS offers a global perspective on consumption and media users. The survey provides data about different industries and topics which can be combined in cross tabs and individual target groups, using a DIY-analysis tool that allows users to search according to their requirements. Contents…

Factiva Expert Searches

> Return to the #95 Newsletter Looking for news on topics or subjects that are hard to find? Factiva can help you with its “Factiva Expert Searches” tool (FES). The tool consists of pre-defined search strings created by Factiva search experts to find implicit topics and subjects that are often difficult for many users to write searches on their own. The categories include Competitive Intelligence, Energy (Sustainable), ESG/ Investment Stewardship, News…

Discover Value Chains Info

> Return to the #94 Newsletter Use the Refinitiv Workspace Value Chain app to evaluate risks in a company’s supply chain and its business impact on a portfolio or investment idea, identify consolidation opportunities and find competitive intelligence about a company’s peers. To access it, go to Refinitiv Workspace and type VCHAINS after a company code (e.g. BA VCHAINS). • The Confidence Score displays the level of certainty of the relationship…