Refinitiv - Company & Entity Data
Available Databases
Institutional Brokers Estimate System (IBES). These databases are available as part of the University's subscription to Refinitiv's services. See next section for access instructions.
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IBES - Earning Estimates
Earning Estimates
Database Content
- 5800+ US companies
- 12,400 international companies
- Historical data dating back to 1976
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IBES - Guidance
Guidance
Database Content
Provides everything surrounding the time guidance (any forward-looking statement made by a company around its future financial performance) is issued:
- Timestamp
- Guidance value
- What the mean was at that moment
Allows you to directly compare analyst and management expectations on company performance
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Institutional (13f) Holdings - s34
Institutional (13f) Holdings - s34
Database Content
Access Institutional Common Stock Holdings and Transactions
- As reported on Form 13F filed with the SE
- By institutional managers
- With $100 million+ in Assets Under Management
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Insiders Data
Insiders Data
Database Content
Capture all U.S. insider activity:
- As reported on Forms 3, 4, 5, and 144 in line-by-line detail
- A unique cleansing process is used by Refinitiv that adds value by making systematic interpretations on the accuracy of as-reported data and inserts "cleansed" fields for comparison
How to Access?
FBE & MBS Academic Staff and PhD Students
FBE Honours and Masters students
PHYSICAL ACCESS
Booking required: FBE Research Databases Facility Computer Booking System
- Access WRDS via a Day Pass in the FBE Research Databases Facility
- Location - Upper Ground South Floor, Giblin Eunson Library
How to request a Day Pass?
- Login to the General PCs with your Unimelb details
- Click on the WRDS shortcut icon
Support Resources
For 'Earning Estimates' & 'Guidance' IBES Databases:
1. Login to WRDS
2. Click on IBES
3. Click on:
- Manuals & Overviews
- Knowledge Base
For 'Institutional (13f) Holdings - s34' & 'Insiders Data' Databases:
1. Login to WRDS
2. Click on Thomson/Refinitiv
3. Click on:
- Manuals & Overviews
- Knowledge Base