J.P. Morgan Research from ProQuest provides the most highly-regarded financial research available. It contains in-depth reports for 3,400 companies analyzed by 800 expert research analysts worldwide, covering all industries and all regions with just a 7 day embargo. The collection is derived from Morgan Markets, J.P. Morgan’s exclusive information for key clients and investors.

1. J.P. MORGAN RESEARCH
Available April 2014

2. The Problem
Investment analyst reports are a highly valued source of company,
product, and industry information and are not readily available to the
academic market.
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Business students need them for:
• Frequent assignments requiring
company and industry information
• Consulting assignments
• Courses on research and analysis
• Student investment clubs or
courses
• Detailed research into companies
to prepare for job interviews
Business faculty need them for:
• Research
• Teaching

3. 3
The Solution: J.P. Morgan Research
“Institutional Investor ranks J.P. Morgan #1 in U.S. Equity Research, All-
America Sales and All-America Equity Trading” (Oct. 2013)
“J.P. Morgan's
Michael Weinstein
merits induction
into the All-
America Research
Team Hall of
Fame” (Oct. 2013)
Award winning analysis on a platform designed for academic users

4. J.P. Morgan Research
• Equities and economics reports
from an award winning research
organization with 800 expert
research analysts worldwide
• Derived from Morgan Markets,
J.P. Morgan’s exclusive
information for key clients and
investors
• Feed customized for the
academic market
At launch in April, will contain:
• 50k+ reports across 3k companies,
200 industries in 50 countries
• From 2011-current
• Daily loads of 50-200 reports
• 7-day embargo
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5. J.P. Morgan Research – Global Companies
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6. Multiple Industries, including:
– Information Technology
– Consumer Industries
– Industrials/Capital Goods
– Materials
– Technology Hardware & Equipment
– Healthcare
– Real Estate
– Banks
– Energy
– Pharmaceuticals and Biotech
– Metals & Mining
– Transportation
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J.P. Morgan Research – Coverage
50 Countries including:
– U.S.A.
– U.K.
– Japan
– India
– Germany
– France
– South Korea
– Taiwan
– Brazil
– Netherlands
– Hong Kong
– Canada
– Switzerland

7. • All business students need access to current, trustworthy
information about companies and industries
• With J.P. Morgan Research they can find out:
– what financial experts and professional researchers know about
companies and industries
– what they forecast is going to happen with them
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Sample Courses Requiring Use or Creation of Analyst Reports
Sample Courses
• Practical Topics in Investment Management (Berkeley)
• General Business Administration – Strategic Analysis Framework (U. Alabama)
• Applied Portfolio Management (U. Kansas)
• Introduction to Financial Statement Analysis (U. Washington)
• Finance Capstone (New England College of Business)
• Sustainable Finance (Columbia)
• Asset Management Practicum (Northwestern U.)
• Introduction to Healthcare Financial Management (UCLA)
• Security Analysis & Investment Valuation (U. Connecticut)
• Applied Equity Valuation (U. Iowa)

8. Curricula Examples
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Students research
companies and
make a “stock”
pitch
Student Analyst Reports
– learn by example

9. • Reports provide detailed company
and industry information to support
needs beyond Finance research
– Sales results/units shipped
– Competitive comparisons
– Market share
– Suppliers
– Product information
– Management actions
– Economic influences
– Regulatory influences
– Research potential employers to
prep for job interviews
• Recent company initiatives
• Company strategy
• Growth or downsizing plans
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Not Just for Finance

10. Faculty Uses of J.P. Morgan Research
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Supports faculty research published in:
• Finance
• Accounting
• Banking
• Management & Governance
• Business ethics
• Organizational Behavior
• Operations
• Economics
Topics such as:
• Accounting policies
• Corporate reputation
• Disclosure
• Earnings forecasting
• Equity beta
• Intellectual capital
• Markets
• Price/Earnings (P/E) ratios
• Profitability
• Stock prices and valuation

11. J.P. Morgan Research – Two Content Types
1. Equities Research Reports
– Equity strategy
• Stock recommendations
• Top markets/regions
• Regional strategies
• Emerging market dashboards
• Earnings previews
– Company reports
– Industry reports
– Daily news and events
• Best movers and performers
• Market conditions
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12. J.P. Morgan Research – Two Content Types
2. Economics Research Reports
– Indicators and conditions affecting global
markets and the companies within them
• Industrial production
• Inflation
• Growth
• GDP
• Consumer prices
• Central banks
• Government actions
– Provide context for the equities reports
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13. J.P. Morgan Research – Interface
• Fully integrated with all of your ProQuest news, business, etc. on
one Platform with familiar user and administrator functionality
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Customized Advanced Search
Advanced search fields and look
ups available for the power user
Teach students concepts and
search fields they may use in
their professional careers, i.e.
• Security ID (Bloomberg, CUSIP,
Sedol, RIK, SIN)
• Security rating (negative, neutral,
positive)
• Security actions (increase,
decrease, drop)

15. J.P. Morgan Research – the Disclaimer!
• J.P. Morgan research is provided to
academic institutions for research
purposes only
• Making investment decisions on the
information is at the risk of the end
user!
• For compliance purposes all users
must accept a Research Access
Agreement before they can view
PDFs
– Language was vetted with librarians
• Because this resource is intended for
use for academic research only, walk-
in and remote use by Alumni is not
permitted.
• Interlibrary Loan (ILL) is also not
permitted.
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16. THANK YOU