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SDC Platinum via Refinitiv Workspace

Special Note: SDC Platinum is now a module that can be added to a Refinitv Workspace account. Please contact David Ernsthausen (david_ernsthausen@kenan-flagler.unc.edu) to have the module to your account. If you do not have a Refinitiv Workspace account you can request one here https://guides.lib.unc.edu/go65062420. Then email David with your request for SDC access.

SDC Platinum is a collection of databases from Refinitiv including:

Global New Issues: information on new issues of stock by public companies as well as information on Initial Public Offerings by previously private companies. For U.S. and non U.S. companies.

Mergers & Acquisitions: Joint Ventures and Repurchases: information on U.S and Non U.S. deals.

Municipal Bonds: information on bonds issued by states, cities, towns, and other subnational issuers both in the United States and internationally.

Corporate Governance: information on Poison Pills and Shareholder Activism U.S. companies may have faced.

Private Equity: venture capital and private equity funding information at the firm, fund and portfolio company level. Including exits, fundraising and investments.

Corporate Restructuring: Full details on U.S bankruptcies from 1988 to the present and limited information on Bankruptcies from 1980 to 1990. Also information on Exchange offers for U.S. companies. This data is currently being converted to the new platform. The vendor expects it to be available in Fall 2023.

The Business Journals (Kenan-Flagler only)

Sponsored by Career & Leadership for MBA & Alumni, with support from both UBP and MAC Career Services, we are pleased to offer this free resource to all UNC Kenan-Flagler students, faculty, staff, and alumni.

Our subscription delivers full digital access to all 46 regional Business Journals including Raleigh/Durham, Charlotte, Austin, Silicon Valley and 42 more. The 46 regional Business Journal typically provide daily business news across 20 industries. 40 of the regional journals also have Weekly Editions for more news. 40 of the regional journals have “Books of Lists” highlighting the top companies in each market and much more!

Refinitiv Workspace (Replaces Thomson One)

Refinitiv Workspace is a resource for information on publicly traded US and international companies. Available information typically includes summary financial data with links to company filings, key ratios actual and forward estimates, stock pricing data, key corporate events, officers and directors, analyst rating, and analyst reports (formerly Investext).

While Investext, now Aftermarket Reports, no longer exists as an independent database it is a module of the Refinitiv Workspace database. Aftermarket Reports contains the full-text, including tables, charts and other graphics, of industry and company reports written by analysts from more than 700 of the world’s investment banks. There are currently more than 8 million company reports and more than 1.2 million industry reports dating back to 1982. More than 5,000 reports are added each week. Reports are generally added 1 to 2 weeks after initial publication.

Special Note: Users are required to authenticate with their UNC onyen from both on-campus and off-campus.

Special Note: Users must first self-register with their UNC email for a user account before accessing this resource. Please consult: https://guides.lib.unc.edu/go65062420 for detailed directions on self-registering for a user account.

Please contact David Ernsthausen with any questions.

RIA Checkpoint

Please note that RIA Checkpoint does not work with UNC-CH’s “EDUROAM” wireless network at this time please use one of the other available wireless networks.

Searchable Full-Text of a variety of publications relating to United States and individual state tax issues. Also includes searchable Full text of SEC and GAAP Compliance rules, procedures, and International Accounting standards.

Click HERE to create a personal account that allows you to personalize the initial Checkpoint page.

Special Note: please select UNIVOFNORTHCAROLINA as the account when prompted

Special Note: you must use a @kenan-flagler.unc.edu email address when registering.

Please email  David Ernsthausen. (david_ernsthausen@.unc.edu) if you have any questions or problems.

For questions or concerns or to report an Accessibility issue or problem please visit the UNC  Digital Accessibility Office web page.

The most recent update of this page was on March 10, 2022.