JP Morgan Research from ProQuest

J.P. MORGAN RESEARCH

Available April 2014

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The Problem

Investment analyst reports are a highly valued source of company, product, and industry information and are not readily available to the academic market.

Business students need them for:

• Frequent assignments requiring company and industry information

• Consulting assignments• Courses on research and analysis• Student investment clubs or

courses• Detailed research into companies

to prepare for job interviews

Business faculty need them for:

• Research• Teaching

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The Solution: J.P. Morgan Research

“Institutional Investor ranks J.P. Morgan #1 in U.S. Equity Research, All-America Sales and All-America Equity Trading” (Oct. 2013)

“J.P. Morgan's Michael Weinstein merits induction into the All-America Research Team Hall of Fame” (Oct. 2013)

Award winning analysis on a platform designed for academic users

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J.P. Morgan Research

• Equities and economics reports from an award winning research organization with 800 expert research analysts worldwide

• Derived from Morgan Markets, J.P. Morgan’s exclusive information for key clients and investors

• Feed customized for the academic market

At launch in April, will contain:• 50k+ reports across 3k companies,

200 industries in 50 countries • From 2011-current• Daily loads of 50-200 reports • 7-day embargo

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J.P. Morgan Research – Global Companies

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Multiple Industries, including:– Information Technology– Consumer Industries– Industrials/Capital Goods– Materials– Technology Hardware & Equipment– Healthcare– Real Estate– Banks– Energy– Pharmaceuticals and Biotech– Metals & Mining– Transportation

J.P. Morgan Research – Coverage

50 Countries including:– U.S.A.– U.K.– Japan– India– Germany– France– South Korea– Taiwan– Brazil– Netherlands– Hong Kong– Canada– Switzerland

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• All business students need access to current, trustworthy information about companies and industries

• With J.P. Morgan Research they can find out:– what financial experts and professional researchers know about

companies and industries – what they forecast is going to happen with them

Sample Courses Requiring Use or Creation of Analyst Reports

Sample Courses• Practical Topics in Investment Management (Berkeley)• General Business Administration – Strategic Analysis Framework (U. Alabama)• Applied Portfolio Management (U. Kansas)• Introduction to Financial Statement Analysis (U. Washington)• Finance Capstone (New England College of Business)• Sustainable Finance (Columbia)• Asset Management Practicum (Northwestern U.)• Introduction to Healthcare Financial Management (UCLA)• Security Analysis & Investment Valuation (U. Connecticut)• Applied Equity Valuation (U. Iowa)

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Curricula Examples

Students research companies and make a “stock” pitch

Student Analyst Reports – learn by example

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• Reports provide detailed company and industry information to support needs beyond Finance research– Sales results/units shipped– Competitive comparisons– Market share– Suppliers– Product information– Management actions– Economic influences– Regulatory influences

– Research potential employers to prep for job interviews

• Recent company initiatives• Company strategy• Growth or downsizing plans

Not Just for Finance

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Faculty Uses of J.P. Morgan ResearchSupports faculty research published in:

• Finance• Accounting• Banking• Management & Governance• Business ethics• Organizational Behavior• Operations• Economics

Topics such as:

• Accounting policies• Corporate reputation• Disclosure• Earnings forecasting• Equity beta• Intellectual capital• Markets• Price/Earnings (P/E) ratios• Profitability• Stock prices and valuation

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J.P. Morgan Research – Two Content Types

1. Equities Research Reports– Equity strategy

• Stock recommendations• Top markets/regions• Regional strategies• Emerging market dashboards• Earnings previews

– Company reports– Industry reports– Daily news and events

• Best movers and performers • Market conditions

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J.P. Morgan Research – Two Content Types

2. Economics Research Reports– Indicators and conditions affecting global

markets and the companies within them• Industrial production• Inflation• Growth• GDP• Consumer prices• Central banks• Government actions

– Provide context for the equities reports

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J.P. Morgan Research – Interface

• Fully integrated with all of your ProQuest news, business, etc. on one Platform with familiar user and administrator functionality

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Customized Advanced Search

Advanced search fields and look ups available for the power user

Teach students concepts and search fields they may use in their professional careers, i.e. • Security ID (Bloomberg, CUSIP,

Sedol, RIK, SIN)• Security rating (negative, neutral,

positive)• Security actions (increase,

decrease, drop)

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J.P. Morgan Research – the Disclaimer!

• J.P. Morgan research is provided to academic institutions for research purposes only

• Making investment decisions on the information is at the risk of the end user!

• For compliance purposes all users must accept a Research Access Agreement before they can view PDFs– Language was vetted with librarians

• Because this resource is intended for use for academic research only, walk-in and remote use by Alumni is not permitted.

• Interlibrary Loan (ILL) is also not permitted.

THANK YOU