Refinitiv for Finance Professionals

Refinitiv is a powerful tool for finance professionals, offering a suite of products and solutions that help them make informed decisions. Its flagship product, Refinitiv Eikon, provides real-time and historical data on financial markets, including news, analytics, and market data.

Refinitiv Eikon is used by over 40,000 institutions worldwide, including banks, brokerages, and asset managers. This widespread adoption is a testament to the platform's ability to meet the needs of finance professionals.

One of the key features of Refinitiv Eikon is its ability to provide real-time data on financial markets. This includes news, analytics, and market data, all of which are sourced from over 300 global exchanges and marketplaces.

Expand your knowledge: Lseg Refinitiv Acquisition

Refinitiv is a financial data and analytics company that was formed from the Financial & Risk (F&R) unit of Thomson Reuters.

The company has a rich history, with its predecessors including Thomson Financial, and was sold to private equity firm Blackstone Group LP in 2018 for $20 billion.

Refinitiv runs more than 130 fintech data, analytics, trading, and risk assessment tools, including World-Check, a risk intelligence database for financial crime legislation compliance.

These tools create 32,000 risk intelligence records every month from internal and third-party sources.

Refinitiv acquired Advisor software in July 2020 and Red Flag Group in October 2020, expanding its offerings and capabilities.

The company provides a database featuring more than a million mergers and acquisitions (M&A) deals spanning over 40 years, covering corporate finance transactions and investment banking league tables across equity markets, debt, loans, bonds, project finance, initial public offerings (IPOs), joint ventures, repurchases, private equity and municipal bonds.

Refinitiv is also the provider of World-Check, a database of Politically Exposed Persons (PEPs) and heightened risk individuals and organizations.

Related reading: World-Check

Accessing Refinitiv is a bit more involved than just logging in, but don't worry, I've got you covered. You'll need to register for an individual account with your Vanderbilt mail address and login with your own username and password.

To start, you'll need to identify as a student when registering. This is crucial, as it will ensure you get access to the right features. Next, select the add-on AMR (After Market Research) to get access to analyst reports and investment bank reports.

You'll receive a welcome email from [email protected] with a link to download the desktop application. Installing the desktop application will also give you access to the Refinitiv Workspace add-in for Excel. Alternatively, you can use Refinitiv Workspace via the web.

Refinitiv Workspace offers two main access options: the desktop application and web access. Here are the details:

Keep in mind that access to Refinitiv Workspace is allocated on a need basis due to limited licenses. If you no longer need a license, it will be removed and reallocated to someone else.

Refinitiv offers a range of training videos to help you get started with Refinitiv Workspace. These videos provide an introduction to Refinitiv Workspace and cover how to navigate and screen for M&A, Equity, Bond, and Loan deals.

A unique perspective: Refinitiv an Lseg Business

You can start with the "Refinitiv Workspace for Students" video, which showcases the step change in workflow, functionality, and performance that Refinitiv Workspace offers.

To get the most out of Refinitiv Workspace, you can install it on your desktop and access it on the web. The "Installing Refinitiv Workspace & Web Access" video guides you through this process.

Refinitiv Workspace has a user-friendly interface, and the "Refinitiv Workspace - Basic Navigation" video will help you get familiar with it quickly.

If you're struggling to find what you need in Refinitiv Workspace, don't worry! The "Searching in Refinitiv Workspace" video shows you how to get more out of the search capabilities.

Refinitiv Workspace also offers a feature called Layouts, which allows you to customize your workspace. The "Working with Layouts in Refinitiv Workspace" video explains how to use this feature when accessed in the Web environment.

Additionally, Refinitiv Workspace has a Settings section where you can customize your experience. The "Settings in Refinitiv Workspace" video covers this in more detail.

If you're using Refinitiv Excel Add-in, you can use the Formula Builder to retrieve real-time, fundamental, and historical data into Excel. The "Using the Formula Builder in the Refinitiv Excel Add-in" video shows you how to do this.

Here are some key training resources to get you started: