Training

Investment Banking (Corporate Finance)

Corporate Finance and Advisory

Playlist

This module includes the following topics:

  • Refinitiv Eikon Quick Start (02:50)
  • About the Refinitiv Eikon Toolbar (01:59)
  • Explore the Refinitiv Eikon Menu (02:22)
  • Using the Search Box to Find Tools and Data (03:51)
  • Managing your Workspace (03:13)
  • Linking Apps (01:00)
  • Getting Help and Support (02:20)
Playlist

This module shows you how to save news stories, research documents, filings and events to My Briefcase (BRIEF), and access them anytime anywhere. (4:11)

Playlist

This module includes the following topics:

  • About Datastream Charting (02:12)
  • Working with Datastream Chart Studio (DSCHART) (02:25)
  • Exploring Chart Studio (02:19)
  • Apply Datatypes, Currencies and Functions (03:08)
  • Changing Chart Settings and Line Styles (02:00)
(03:14)

In this video discover how Watchlist Pulse (PULSE) brings together Refinitiv proprietary content and analytics to make it easier for you to identify what will have an impact on your coverage list today. Total Running Time: 3:43

(02:57)

Learn how to monitor instruments within a Portfolio or List, and automate repetitive tasks. To save time and increase productivity you can choose from a library of preset routines or build your own with customized navigation.

(2:00)

Learn how to use the Refinitiv Eikon Project tracking tool to enable accurate evaluation and management of After Market Research Reports usage within the product.

(03:50)

Learn how to use the Advanced Research Search app to find the research you need using a host of search parameters. In addition, discover how to save and share your searches, print and share with your colleagues. 

Playlist

The Industry App lets you explore industries and sectors and can provide a wealth of valuable information, from Performance Data to News and key Metrics. Watch this video to learn more.

(02:25)

See how to quickly create presentation ready summaries of public information on a company.

(04:30)

Learn how Deals Business Intelligence can help you manage and grow your business with this dynamic analysis tool that brings greater insight and flexibility to your management reporting process.

(03:23)

With the Search and Discover App in Refinitiv Eikon you can Increase your research productivity with one click search across multiple financial unstructured content sets

(05:21)

The Corporate Governance Intelligence Tools in Refinitiv Eikon analyzes the entire activist story from formal proxy fights, to company-specific defense tactics used to defend against hostile takeovers and dissident shareholder activity.

Playlist

Refinitiv Eikon provides the most complete view of Estimates data, incorporating the industry leading depth and breadth of IBES Estimates Content. Watch this video to learn how to keep up to date with current Analyst Estimates, Target Prices and Recommendations.

(02:30)

Learn how with Refinitiv Eikon you can gain insight over 19,000 companies via an in-depth view of their relationships with customers and suppliers and associated risks and opportunities. 

(02:52)

In this video, learn how the Private Equity Tools in Refinitiv Eikon allow you to screen on private equity/venture capital investments and build reports with our world class private equity content. 

(03:24)

In this video discover how Refinitiv Healthcare Intelligence leverages our world class Cortellis content allowing you to increase productivity as well as improve efficiency, accessibility and accuracy of your research. Learn how to access both financial data available in Refinitiv Eikon alongside our robust Cortellis data, leading to more impactful investment decisions.

(3:00)

Learn how quickly and easily you can create Refinitiv industry-standard League Table rankings with the league table app in Refinitiv Eikon.

Playlist

This module includes the following topics:

  • Introduction (1:17)
  • Opening a Workspace (2:12)
  • The News Monitor App (4:03)
  • The Sidebar App (1:48)
  • The Charting App (3:14)
  • Exploring the Company Views (5:05)
  • Using the Industry App (3:08)
  • Refinitiv Eikon Answers (1:28)
  • Collaboration Tools (1:28)
  • Creating Alerts (1:53)
(02:42)

In this video, learn how Refinitiv Eikon is the intelligent and simple solution to help today’s sell-side research professionals identify new ideas and opportunities and stand out from your peers. Total running time: 2:42

(02:32)

Explore the benchmark calculator an intuitive online analytical tool designed for the analysis of private equity performance.

(02:36)

Find out how Refinitiv Eikon makes it easy to identify new opportunities, benchmark performance and gain deep understanding of markets, industries, companies and events. Key features for both Corporate and Investment Banking clients are highlighted in this video.

Playlist

This course covers the following topics:

  • Benefits of Refinitiv Research Collection (1:28)
  • Accessing Company Research (3:09)
  • Advanced Research Search (2:43)
(03:14)

In this video discover how Watchlist Pulse (PULSE) brings together Refinitiv proprietary content and analytics to make it easier for you to identify what will have an impact on your coverage list today. Total Running Time: 3:43

Playlist

This module shows you how to save news stories, research documents, filings and events to My Briefcase (BRIEF), and access them anytime anywhere.