Create Historical Averages

> Return to the #89 Newsletter Eikon has an average calculator function that lets you calculate historical averages and volatilities on customized lists of instruments. Access Eikon using the PCs available at the Barcelona (Financial Room) or Madrid Libraries. To access the “calculator” enter the word “Average calculator” or the short code AVRG on the search box or select from the suggested results list. To create your list of instruments, click…

S&P CIQ Alerts

> Return to the #88 Newsletter Interested in keeping abreast of the most important company news and developments? Capital IQ (CIQ) allows you to receive notifications of company news, including Key Developments, Filings & Annual Reports, Activity Logs, Events Calendar, Transcripts, Investment Research and Stock Price Moves. To create a company alert: 1. Sign in CIQ and hover over “My Capital IQ” tab, go to the “Alerts” section, and click on…

ORBIS Geographic Heat Map

> Return to the #87 Newsletter Do you want to see a heat map of where companies in a corporate group are located? Or create a map showing the location of total assets within its corporate group? Use the ORBIS geographic heat map tool to compare a group of companies according to a variable you are interested in and get more insight from the data. Follow these steps to build a geographic…

How to Pull Up the CGSCORE for a Country?

> Return to the #86 Newsletter Go to Eikon and open the Screener App. Once on the Screener app, set the following filters: 1. Set “Universe” to “Public Companies”. 2. Insert the designated filter for “Country of Headquarters” and set it to any country of your choice. 3. Click on the 3-line bar data item tab in the middle of the screen. 4. Once you have the Data Item Library open,…

Uploading Companies to SABI

> Return to the #85 Newsletter You can upload companies based on a list of ID numbers to SABI in order to retrieve data from a set of previously defined companies. To load companies from an external file based on company ID numbers, you must first prepare the external file to be uploaded, which can either be a text file or a spreadsheet. • Uploading data from a text file. 1….