What is CapIQ? CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P). The platform is widely used in many areas of corporate finance, including investment banking, equity research, asset management, and more. The Capital IQ platform provides research, data, and analysis on private and public companies to help…
Where to Find Public Company Filings and Reports Public company filings are an important source of data and information for financial analysts. Knowing where to find this information is a critical first step in performing financial analysis and financial modeling. This guide will outline the most common sources of public company filings. Company Investor Relations (IR)…
Scholarship Details (U.S.) Apply for CFI’s biannual $500 tuition scholarships. These scholarships are available for US school students enrolled in an Associate, Bachelor, Master, or Doctorate program. Amount: $500 Deadline: March 31, 2022 and November 15, 2022 Level of Study: Associate, Bachelor, Master, or Doctorate Year of Study: All Years Number Available: 2 scholarships per year School of Study:…
What is the MD&A Section of a 10-K? The Management Discussions and Analysis (MD&A) is a section of the annual report or SEC filing 10-K that provides an overview of how the company performed in the prior period, its current financial condition, and management’s future projections and outlook. The Management Discussion and Analysis helps potential…
What are SEC filings? SEC filings are financial statements, periodic reports, and other formal documents that public companies, broker-dealers, and insiders are required to submit to the U.S. Securities and Exchange Commission (SEC). The SEC was created in the 1930s with the aim to curb stock manipulation and fraud that was taking place among companies….
What are Analyst Recommendations? Analyst recommendations are recommendations and advice given by financial analysts and investment researchers to their clients with regards to what assets to invest in and what assets not to invest in. Financial analysts usually conduct extensive research on a specific asset class and also on the overall state of the financial…
What is Algorithmic Trading? Algorithmic trading strategies involve making trading decisions based on pre-set rules that are programmed into a computer. A trader or investor writes code that executes trades on behalf of the trader or investor when certain conditions are met. Examples of Simple Trading Algorithms Short 20 lots of GBP/USD if the GBP/USD…
Working in Credit Risk Today’s lending decisions for retail clients are often made by technology, such as AI. Despite this, there is a huge demand in the finance industry for people with credit risk expertise. Credit analysts responsible for making bank lending (or underwriting) decisions often do so for loan requests from larger, commercial, or…
