Arthur M. Blank School
The Blank School engages Babson community members and leads research to create entrepreneurial leaders.
Cutler Center student assistants are trained on key financial and library research resources, including Bloomberg, CapitalIQ, and FactSet. Below is a sampling of analytical tool tutorials created by the student assistants to help with research and homework assignments for students at Babson College.
Created by Joyce Wang '23, this guide is a valuable resource for first-year and sophomore students who are interested in learning more about finance at Babson College. Learn how you can take advantage of the many opportunities to get involved, access tutorials on the various analytical tools available in the Cutler Center to enhance your learning, and explore helpful tips and resources for applying and interviewing for internships and job opportunities.
Step-by-step instruction on using the Bloomberg excel plug-in spreadsheet builder to pull data.
PDF » Downloading Data Using Excel Plug In
All Babson students can access and work through the Bloomberg Market Concepts (BMC) certification program, which is a 8-10 hour self-paced e-learning course that provides an interactive introduction to the financial markets. This quick tutorial walks through the steps on how you can access and set up a BMC account on the terminal in the finance lab.
This video walks through ten Bloomberg functions to help with company and market research. Functions covered include: DES, FA, EQRV, CF, ANR, BRC, CN, DSCO, TOP, and BI.
Instruction on using the automated DCF template from the excel template library (XLTP function) in Bloomberg in your idea generation process.
This video provides an overview of the equity screening process for identifying opportunities in the Energy/Materials space for the Babson College Fund portfolio, using the EQS function in Bloomberg.
This hands-on session provides an opportunity to create a Bloomberg account and help navigate the Bloomberg terminal. Learn about how to become Bloomberg-savvy through the Bloomberg Market Concepts (BMC) certification program. Tav and Gabriel also explore some key Bloomberg functionality that is helpful in coursework.
In this hands-on practice, students use the Bloomberg terminal to fill in inputs for an incomplete discounted cash flow model. Calliope and Aditya provide an introduction to key terminal functions to get started then ask students to spend some time individually finding key inputs with one-on-one support. Then, they walk through the example, reviewing inputs, and answering questions.
Excel » Bloomberg Practice Template
This video shows students how to find elements of the weighted average cost of capital (WACC) using Bloomberg. It starts off with a brief introduction to Bloomberg and how to access it. Students are then introduced to the WACC function. For the remainder of the video, students can learn how to find the cost of debt, cost of equity, weight of debt, weight of equity, and tax rate using Bloomberg functions.
This tutorial explores how to navigate and use the basic functions of S&P Global’s Capital IQ and addresses the key information needed for building a financial model.
PDF » Basic Functionality and Navigation
This tutorial helps students navigate and perform a relative valuation analysis in Capital IQ. Relative valuation (otherwise known as comparable analysis, compco, or peer valuation) is a form of equity valuation that looks at a company's competitors’ stock prices to determine the implied stock price of the target company.
PDF » Comps in CapIQ
Microsoft Excel is one of the most widely used business applications. This tutorial will walk students through basic Excel functionality, exploring keyboard shortcuts, conditional formatting, lookup functions, common finance formulas, and sensitivity analysis.
Learn how to build, customize and format graphs using the FactSet active graph function in excel.
PDF » Building Graphs
Learn how to navigate FactSet, including an overview of how to get started on the universal screening, company/security, and charting tabs.
To kick off our Finance Lab 101 series, Cutler Center Managing Director Patrick Gregory, CFA, provides an overview of the Cutler Center finance lab, highlighting the tools and resources available to students, and walks through how tools like FactSet are used to manage the Babson College Fund portfolio.
This hands-on session is focused on learning the basics of screening in FactSet, featuring an overview of the screening function, a discussion of the importance of screening, and step-by-step instructions for building a screen.
Learn how to navigate the universal screening tool in FactSet to identify a pool of securities with desired characteristics out of a chosen universe.
This tutorial provides an introduction to technical analysis, exploring how to read candlestick charts, common patterns that traders look for, and some of the common technical indicators.
PDF » Introduction to Technical Analysis
There are countless behavioral biases that impact a person’s decision making and thus their investing. This guide will provide an overview of some of the more common biases and suggest some steps to minimize their impact.
PDF » Behavioral Biases in Investing
This video will provide an overview of the environmental, social, and governance (ESG) resources at Babson, how students can get involved with ESG integration on campus, and where you can learn more about ESG. It also walks through the MSCI ESG Manager database, which is one of the major sustainability research databases, for company-specific ESG information.
PDF » ESG Resources Guide
Morningstar offers public, corporate, and academic libraries real-time access to comprehensive data and independent analysis on thousands of investments, spanning mutual funds, stocks, exchange-traded funds, and closed-end funds. This tutorial will walk through how to get started, screening, and explore market research.
This step by step guide shows students how to access and utilize some of the key features of Pitchbook, a database that provides data, research and technology covering private capital markets, including venture capital, private equity and M&A transactions.
PDF » Beginners Guide to Getting Started
This tutorial will help students, both beginner and advanced traders, use the Rotman Trading Software, specifically for the LT4 case, which is the case used in the annual Babson Trading Competition and is the first evaluation included in the Financial Trading Strategies course.
PDF » LT4 Case Tutorial