Research Resources
Tools that give you an edge — from free to institutional

Investment management rewards preparation, and preparation requires the right tools. This page gives you a clear picture of what is available at every stage — whether you are still considering CBS, just arriving, or an active CSIMA member with full access to our institutional platforms.

Free Resources

These resources are publicly available and cost nothing. They are also where some of the best investment research in the world lives. Start here.

SEC EDGAR
The SEC's full database of public company filings — 10-Ks, 10-Qs, proxies, and more. Free, comprehensive, and the primary source for any serious equity research.
Value Investors Club
A curated collection of investment write-ups from some of the best independent analysts in the world. Excellent for studying pitch structure and idea generation.
SumZero
Buy-side research from professional investors. Free access to a limited number of ideas per month — useful for benchmarking your own work.
Quartr (free tier)
Earnings calls, transcripts, and investor presentations for thousands of public companies. The free tier covers a meaningful portion of the platform.
Graham & Doddsville
CSIMA's own student-run newsletter featuring interviews with leading investors and CBS student stock pitches. Every edition is free in our archive.
Investor Relations Pages
Most public companies publish earnings decks, transcripts, and annual reports directly on their IR sites. Often overlooked, always useful.
CBS Library Resources

Columbia Business School students have access to a powerful suite of institutional platforms through the CBS library and the Columbia University Libraries system. These are available to all enrolled students at no additional cost. Remote access is restricted to current Columbia students, faculty, and staff.

Columbia Business & Economics Guides Columbia University Business & Economics Library Columbia University Business & Economics Full Database
Financial Data & Company Research
Bloomberg Terminal
Available on campus at dedicated terminals. The industry standard for market data, pricing, news, and fixed income analytics.
Capital IQ / S&P Cap IQ Pro
Comprehensive financial data, company profiles, screening tools, and M&A transaction data. Requires an account — widely used across investment banking and buy-side research.
LSEG Workspace
Formerly Refinitiv. News, market data, and financial analysis tools particularly useful for fixed income and macroeconomic research.
CB Insights
Private company data, venture capital intelligence, and technology market maps. Useful for tracking emerging companies and sectors.
Orbis / Bureau van Dijk
Global private company financials and ownership data. Particularly strong for international research and cross-border analysis.
Mergent Market Atlas
Company financials, bond data, and industry information across global markets.
Private Markets & Alternative Data
PitchBook
The leading database for private market data — venture capital, private equity, M&A, and fund performance. Access limited to CBS and Columbia Law students. On-campus only with download limits of 10 rows/day.
Preqin
Institutional-grade data on private equity, hedge funds, real assets, and private debt. Covers fund performance, manager profiles, and LP activity.
Industry & Market Research
IBISWorld
In-depth industry reports covering market size, key players, competitive landscape, and outlook. Useful for building sector context around a pitch.
Business Source Complete
A broad database of business and management journals, trade publications, and academic research. Useful for company and industry background.
ProQuest Direct
Access to a wide range of periodicals, dissertations, and research databases across business and finance.
News & Publications
Financial Times
Full FT access for CBS students. Essential daily reading for anyone serious about markets and investing.
Wall Street Journal
Full WSJ.com access through the library. The primary US financial newspaper.
Factiva
A broad archive of global news sources from Dow Jones. Useful for historical company research and tracking press coverage over time.
The Economist
Full online access through the library. Invaluable for macro context and international market coverage.
Nikkei Asia
Continuously updated coverage of business, markets, technology, and economics across East and Southeast Asia.
CSIMA Member Resources

CSIMA provides active members with access to a suite of institutional research platforms that would otherwise require firm sponsorship to access. These tools are designed to meaningfully accelerate the quality of your research and pitches from day one.

Available to CSIMA Members
The following platforms are included with CSIMA membership. Access instructions are shared with members at the start of each semester via email from the resources team.
  • Canalyst
  • BamSEC
  • Third Bridge
  • Stream
  • Macabacus
  • Quartr (full access)

And more

Access links and onboarding instructions are available to members only.
Member Access Portal — Coming Soon