Financial Research Resources

The Lally School of Management provides students and faculty with access to industry-leading financial data platforms and research tools. These resources support academic coursework, research projects, and professional development in finance, business analytics, and quantitative analysis. 

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Bloomberg Terminal Lab

The gold standard for financial professionals, offering real-time market data, news, analytics, and trading tools. Lally students have access to 12 Bloomberg Terminals located on the 5th floor, with full access including API capabilities. 

How to Access: The Lally community has access, but campus-wide access is available upon request. Please email clarkb2@rpi.edu with your name, RIN, and major. 

Contact: Brian Clark (clarkb2@rpi.edu

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S&P Capital IQ

Provides comprehensive financial data, research, and analytics on companies, markets, and industries worldwide. This platform is essential for financial modeling, market research, and investment analysis. 

How to Access: Visit capitaliq.spglobal.com and register for your account using your RPI email address. 

Availability: Campus-wide 

Contact: Brian Clark (clarkb2@rpi.edu

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FactSet

Delivers integrated financial information, analytical applications, and portfolio management tools used by investment professionals globally. The platform supports equity research, risk analysis, and quantitative analytics. 

How to Access: Register for a web-based account at FactSet Academic Support.  

You can also download the FactSet app for your phone or tablet at my.apps.factset.com once you have registered your account. 

Availability: Campus-wide 

Contact: Brian Clark (clarkb2@rpi.edu

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Wharton Research Data Services (WRDS)

The premier business intelligence, data analytics, and research platform that provides access to multiple databases used in finance and business research. The platform includes both free databases and paid subscriptions accessible to the RPI community. 

How to Access: Register at wrds-www.wharton.upenn.edu using your RPI email.  

You will need to set up dual factor authentication using the same DuoMobile app used for RPI systems. 

Availability: Campus-wide 

Contact: Brian Clark (clarkb2@rpi.edu

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Databases Available Through WRDS

Compustat North America - Comprehensive financial, statistical, and market information on active and inactive publicly traded companies. 

ExecuComp - Executive compensation data for senior executives at publicly traded companies. 

CRSP (Center for Research in Security Prices) - Comprehensive stock market data including returns, prices, and volume for NYSE, AMEX, and NASDAQ securities. 

BoardEx - Relationship capital and intelligence on corporate boards, executives, and professional networks. 

MarketPsych - Sentiment and thematic scores for 57 agricultural commodities and 55 energy and materials commodities, including Agricultural Commodities Sentiment and Energy Commodities Sentiment. 

Support 

For questions about accessing any of these financial research resources, please contact: 

Jackie McPhillips Balcerak 
Email: mcphij@rpi.edu 

FAQs

Yes! Just email Brian Clark (clarkb2@rpi.edu) for access.

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