See also the SIMEX and Hong Exchange links under Foreign Futures and Options Exchanges for the links to the Hong Kong and Singapore stock exchanges.
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Sites for Derivative Securities and Risk Management (BUS 818/419/316)
In addition to these sites there are also important listings
in the
Risk and Derivatives
subsection of the
Academic sites section which contains RiskMetrics, Moody's Risk
Management and other sites.
Risk Glossary This site contains a useful glossary of terms relevant to derivative securities. There is also a VaR discussion and some other material.
RiskGrades From the RiskMetrics Group.
DefaultRisk.com An excellent site for credit risk modeling. Lots of downloadable articles.
Links to Derivatives Sites on the Web From Don Chance
Futures and Options Resources on the Web This site is a must see, lots of links to exchanges and other stuff.
Eurobondonline Lots of links to derivative prices, analysis and the like.
Futures Industry Association Not much here but the members link has almost all sites listed both companies and exchanges
A better link to Futures Industry Association This link is also given in the Futures Exchange list above.
Global Association of Risk Professionals Also listed below under industry certification sites.
Futures Magazine Has a listing of current and past issues of this magazine. Lost of practitioner material here.
Risk Magazine This magazine is an industry favorite.
Financial Engineering News The Financial Engineering News is publication that bridges the gap between quantitative Finance journals and practitioners of financial engineering. Lots of good stuff here, goes well beyond a PR site for the publication.
Risk and Insurance The magazine/journal
NUMA An excellent general resource site.
SMOTASS Another excellent resource site.
Quantfinancejobs For those wanting information about the types of jobs that are available in quantitative finance and risk management.
A site with lots of material about Value at Risk
Riskinstitute.ch Another good site with lots of material about risk management.
The Risk Management Guide Test your knowledge.
Economic Research Service of the USDA Useful information about the agricultural commodities. See for example, Farm Risk Management
Risk Management Solutions Great site for weather risk, terrorism risk, infectious disease risk.
An acadmic site with some reading literature and other information is the Paul Wilmott site . This site has recently evolved into a competitor for Risk Magazine.
There is also the site for John Hull author of the best selling derivatives text and numerous important articles on derivatives.
The Kevin Dowd site also has some useful information.
See also the sites which appear under the Academic Sites such as the Rubinstein, Daigler and Chance sites and the sites which appear under Futures and Options Exchanges such as the Chicago Board of Trade and the Chicago Mercantile Exchange. Finally, there are a number of interesting sites under the Software sites .
Industry Association links From the GARP site.
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Government Agencies and Regulators
US Sites
The SEC
The CFTC
FINRA
US Dept. of Agriculture
The US Treasury Dept
US Bureau of Public Debt Division of US Treasury
The Board of Governors of the FRS
The New York Fed
US Government Accountability Office Check out links with a finance connection, e.g., TARP and Problems in Financial Markets.
Canadian and Foreign Sites
Bank of Canada
Ontario Securities Commission See also the interesting OSC educational website Investor Education which has lots of helpful introductory information, including details on scams and the like.
Canadian Securities Administrators A forum for the 13 Canadian securities regulators. Useful investor information link.
Department of Finance Canada Good for information on financial markets and institutions and for economic and fiscal information.
Bank of England
Monetary Authority of Singpore
Hong Kong Monetary Authority
Reserve Bank of Australia
European Central Bank
The International Monetary Fund
The Bank for International Settlements
The World Bank Some info on bond issues.
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Sites for Fixed Income Research
Lots of links Securities Industry and Financial Markets Association
formerly the Bond Market Association . Great stuff.NASD Site The NASD is a key venue for bond trading. Navigate through the bond information link to find bond quote and other information. The direct link into the NASD bond quote service is NASD Bondinfo
Bonds online Good for quotes and lots of other information -- a top site.
Great site for Canadian bond info online. Click on the quote link.
The GNMA site Ginnie Mae.
FNMA site Fannie Mae.
Freddie Mac Federal Home Loan Mortgage Corporation.
Sallie Mae Student Loan Marketing Association (SLM Financial Corp.).
History for the Public Securities Association Producers of the PSA prepayment benchmark model was incorporated in 1976 and in 1997 changed its name to the Bond Market Association. This site has a good summary guide to CMO's
The Fixed Income Clearing Corporation For those interested in information about clearing operations in the fixed income markets.
PIMCO This is the site for the largest bond fund firm in the world. Lots of info and market commentary (including Paul McCulley).
Kidder Reports This site is more general than just fixed income but there is lots of fixed income material here.
The international bond trading site MTS Group
Another good site with lots of links is thebondmarket.com
See also the links to the ratings agencies and the Yardeni site (under BUS 417/902 links) as well as the Federal Reserve and Treasury under government agencies and the ISDA under trade associations.
There are also sites that provide lots of information about mortgages MortgageMag.com
Defaultrisk.com A great site for information on default risk.
For those interested in bond trading information Bondsonline is an excellent place to start.
There are also good academic and almost academic sites such as those for Frank Fabozzi and Edward Altman .
Sites for Security Analysis (BUS 417/902) Research
A number of the General Sites at the start of the links page are good places to begin a search for company information. Bloomberg, for example, is very useful. Some of the sites listed under BUS 315 below can be useful, e.g., the brokerage house sites. The sites to follow typically have much more detail on either specific topics or general applications. There is also a number of sites that rate a large number of sites using various criteria. One such site is Stock Research Sites on the Web maintained by the Foster Business Library at U. of Washington.
Zacks This is something of a source site which is linked to by many other stock research pages ... a must look.
Globe and Mail site Go to the business part. An all round great site.
The Street.com James Cramer from 'Kudlow and Cramer' runs this site. Definitely worth a visit . See also the companion site Mad Money Stocks.com (look a few lines down for the links to Cramer's Mad Money show).
Investor's Edge . A site like Globe investor -- good news format.
Focus Investor A site following the lead of Ben Graham.
Berkshire-Hathaway website This site has lots of interesting information about the 'Warren Buffett' approach to security analysis. The annual report of Berkshire is one of the must reads for those interested in value investing.
Buffett Secrets A interesting website containing information about all-things- Warren-Buffett.
Conscious Investor Site associated with John Price that emphasizes the Warren Buffett approach.
Cramer's Mad Money From the original "Booyah" man -- see also Cramer Watch spoofing the flamboyant Booyah man.
Investorplace.com Good articles, not all advice is free. See also a related site Louis Navellier's blue chip growth
cnbc.com Good for researching stocks.
Bloomberg's "Markets" magazine Insightful articles for download.
Free site for annual reports
Another free site for annual reports
The Value Line Site
Dailystocks.com All kinds of useful information here ... quotes, links to sites for information, articles, etc.
Marketguide Another useful site, like the two above. This site is the Multex Investor Site (a Reuters service).
Investrend.com Useful for news on current issues.
Motley Fool For an alternative perspective.
The Hedge Hog This is definitely an alternative site -- not run by 'professionals' -- check out the links page. Worth a visit.
There a number of sites associated with the rating agencies:
S and P Index Services . For a direct link to information about S&P 500 earnings and dividends see S&P and click on Index Highlights.
S and P Main Site Has ratings stuff, risk services, etc.
Moody's Main Site
Fitch Ratings
Weiss Ratings Weiss is not like the other ratings services. It is more of an investment advisor/ratings agency. Well worth a visit.
Demotech, Inc. Specializes in rating insurance companies and HMO's.
A.M. Best Another rating agency for insurance companies.
The Dow Jones Site
The ratings agency sites are not as useful as intuition might suggest. There is definitely a pay for services element to these sites.
More specialized sites:
Metal Pages This site provides information about the pricing and other aspects of metals that are not available through exchanges and other sources, e.g., rare earths. Much of the pricing information is subscriber based.
American Depository Receipts From JP Morgan, a great site for info on ADR's.
The National Venture Capital Association Primarily concerned with US venture capital firms..
European Private and Equity Venture Capital Association
Grow Think Research A market research firm that specializes in tracking and analyzing venture capital activity.
Yardeni's site This is excellent for all the macroeconomics background.
(This site is now on subscription basis, try The Conference Board for similar results).
MARhedge Site for information on hedge funds, now absorbed into Institutional Investor, Alpha Hedge.
See also Hedgeworld at Deutschebank and Van Hedge Fund Advisors and Magnum Funds .
The Hedge Fund Association An international not-for-profit association of hedge fund managers.
Managed Funds Association "The voice of the alternative investment industry"
Report of the Presidential Task Force into the Collapse of Long Term Capital Management. Lots of background material here on hedge funds. If this link is down try this link . If this site is down then try looking for the report on the Treasury site or the Board of Governors site.
The Financial Crisis Inquiry Commission Deals with the causes of the crash of 2008-09.
The sites above were/are free, there are also many, many sites which have any array of subscriber/login/whatever frontends which make these sites less friendly. Here are a few which could be examined:
Multexinvestor From Bloomberg.
Quicken
Barchart A good site for inexpensive data.
Investors Intelligence
Sites for Charting and Technical Analysis
BigChart This is a charting site, not a subscribe site but has been put here because it is not as broad as some of the sites above.
BarCharts A traditional favourite.
Stock Chart Really nice looking charts.
Trade10.com This is an excellent charting service that has lots of supplementary information about technical analysis. Worth a visit.
FutureSource Another good charting site. Mostly aimed at derivative securities, but also good for other types of securities.
See also the Yahoo2 link in the General sites.
Clearstation Possibly the best site for technical indicators for equities.
Another technical site is Marketscreen
A site which is unclearly titled and has an odd history is Turtle trader.com This site has nothing to do with the turtle spread trade. For this group, a turtle is a follower of a trend trader known as Richard Dennis. Turtle trading sites have a considerable following and have spawned various interesting websites such as originalturtles.org concerned with the history, description and the like for Dennis turtles. And an on-line discussion forum for turtles. An interesting disclaimer can be found at Turtle scams
Some Related and Useful Sites for Security Analysis Research
Deloitte and Touche site
T. Rowe Price
Public Registers Annual Report Service PRARS provides quick access to annual reports and other information.
SEDAR Great Canadian site for stock research.
EDGAR SITE This site has a friendly interface but is mostly fee-based. Much of the relevant info here can be found at other sites, e.g., the SEC site. This was once a Stern site but Edgar has moved to another place ... Edgar is excellent for getting SEC filing information.
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Sites for Introductory Investments (BUS 315) Research
All 315 students will benefit from examining many of the sites in other sections of this page. This process will reveal that many of the sites are functional and are designed for a different users than the intro Finance student. Sites which are more directly useful to BUS 315 students include:
Personal Finance and Investing Tips From eFinance.com this site includes articles and tips about investing, preparing for retirement, home mortgages and more
Richard Deave's Investor Gauge Home of the Investor Gauge self-assessment questionaire.
Proinvest
Dow Theory Letters This is mostly a subscribe site, but there is some free info about the Dow theory by the acknowledged leading Dow theorist, Richard Russell.
Stingy Investor
Investopedia Lots of instructional material.
Personal Investing Info, from an American site
Basics of bond investing From the Bond Market Association.
Investment Risks of Fixed Income Securities
The Investor Education site from the OSC.
GlobeFund Information of management fees and performance of mutual funds, from Globe Investor.
Retirement Advisor Has calculation software to assess your retirment plans.
The major US brokerage houses all have sites which offer similar services. One such is the Merrill-Lynch site See also Charles Schwab, UBS Paine-Webber, Morgan Stanley and Prudential
Smaller US brokerages include State Street which services mostly institutional clients.
There are similar sites for Canada, such as Altamira and CI Funds
For a smaller,Canadian firm that produces excellent research see Salman Partners
There are sites for firms which provide specialized brokerage services for the dealer community, such as Prebon Yamane
Telerate An information service that is a good place to get information about the specialized dealers. Try also Telerate Markets to go direct to specific items. This is mostly a pay site.
Another link that has a large number of bond dealer websites along with a large number of other links and information is The Bond Market .com
While a conscious attempt has been made to avoid pay sites, there are a number of sites that offer Investment Simulations (for a fee) one such site is Stock Navigator
About Stocks.com A good getting started site with lots of useful information .
Finpipe Another good getting started site with a useful book reviews section.
A good on-line glossary of finance terms
So-called ethical investing has at least two sites of interest, Calvert and Ethical Funds Inc.
Related ethical investing sites include Clean Environment and Social Investment Org.
A site for Financial bloggers
Sites for Industry Certifications
The financial services industry has a number of certifications which can be obtained. In Canada, employment in the brokerage industry requires the employee to have passed the Canadian Securities course. This correspondence course is administered through the Canadian Securities Institute (CSI) The CSI also offers a number of other correspondence courses.
Advocis Canada's largest membership association of financial advisors
Though not required to obtain any specific job, many finance practitioners have obtained the Chartered Financial Analyst (CFA) designation which is a three level correspondence course given by the Association for Investment Management and Research (AIMR)
In Canada, many individuals working in the banking industry have taken courses through the Institute of Canadian Bankers. One such course leads to the designation of Personal Financial Planner. For those interested, more information about such course can be obtained from the Institute of Canadian Bankers
See also the Futures Industry Association under Futures and Options Exchanges sites listed above, for certification in the futures and options industry.
Canadian Institute of Chartered Business Valuators Established in 1971, leads to the CBV designation.
Canadian Institute of Mortgage Brokers and Lenders CIMBL is the national organization representing Canada's mortgage industry. This site has information on the Accredited Mortgage Professional Designation (AMP).
Global Association of Risk Professionals (GARP) Offers the Financial Risk Managers program that leads to the FRM Certificate.
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Sites for International Finance (BUS 418) Research
International Finance Corporation A division of the World Bank, lots of data on Emerging Markets
Another emerging markets site
Vanguard Group Good site for information on international investing.
Information about ADR's From JP Morgan.
Links to information portals for various countries such as Greece, Russia and the like can be found in the Institutional Investor in the General Websites section.
Euromoney This is the premier magazine for international financial markets.
Capital Link Some information on Greece and Russia
FXstreet.com FX quotes and market information. Has a pay element but still lots of useful free info.
FX Day Trading .Com Day Trading is popular in the FX market. This site provides information about what this activity is all about.
Also check out the N.Roubini site listed above under Academic sites.
Digital Look This is a British oriented site that has lots of material on other European and global markets.
For information on Irish markets Finfacts
Links list for Japanese finance sites
Other Finance Sites
Trade Publications
Risk Magazine Has links to lots of other stuff.
Futures and Options Week
Futures Magazine
The Street
Euromoney
Associations, Trade Groups, etc.
International Swap Dealers Association
The Investment Company Institute Great source for info about mutual funds.
Financial Executives Institute International association of CFOs and other corporate high fliers.
American Association of Individual Investors There are some useful links here to articles as well as some analysis of stocks and mutual funds.
Global Association of Risk Professionals Worth a peek.
Applied Derivatives.com A trade site
International Association of Financial Engineers
National Futures Association This site has a good links page to various futures/commodity/stock exchanges. Look closely at the bottom of the page to find the link to the links.
Asia-Pacific Finance Association There are lots of links here, to academic sites in the area and the like. Good stuff for the Asia-Pacific Finance types.
The Rubinstein link up in Academic Sites has links to all the usual suspects, e.g., the American Finance Association, the Financial Management Association.
Background Info
Technical Trading For the technician.
Sites with Financial Software
Fincad This is a financial software company, which has great products of industry standard. Programs work as Excel add-ons.
NAG Numerical Algorithms Group. Math software, compilers, 3-D visualization.
Markit Markit provides independent pricing, reference data, portfolio valuations and the like for the financial engineering industry.
Derivatives One Online Derivatives Pricing, over 50+ derivative valuation models including Swaps, Lookbacks and Forward Start Options. Aimed at the nonprofessional user.
UnRiskDerivatives When accurate derivatives analytics count. Programs that can be intergrated into Mathematica and Excel.
Margrabe's Calculator
The Mathematica Site There are numerous applications here that provide Mathematica code to perform untold numbers of applications. Serious finance researchers require the best software and Mathematica is an outstanding platform.
The Mathlab site An excellent alternative to Mathematica, widely used in Finance applications.
SciComp Inc A site for derivatives pricing "at the speed you need".
Quadrus Financial Risk Management and Financial Analytics Software.
Finportfolio.com This site has software that has a personal portfolio optimization perspective.
Option City
OptionVue An option analysis site structured around an options program.
This calculator site is from Don Chance's site.
The TSP site
A Stock Evaluation/Calculator Website Useful for Security Analysis (BUS 417)
Open Office .org This is a free office productivity bundle that includes a wordprocessor, spreadsheet and presentation software. Not quite financial software, but worth a look and test spin.
For Accountants, Financial Historians and Actuaries
Accounting Sites
Canadian Institute of Chartered Accountants There are some links here to research of interest to Finance. For accountants, click on links on the main web page to find links to almost all institutional accounting sites, both Canadian and international, e.g., the FASB site.
American Institute of Certified Public Accountants Great sources for keeping up with institutional developments.
The FASB site
International Accounting Standards Board
Accounting Net Good source for up-to-date information on accounting changes and news.
Accounting Web Another excellent source of accounting information and news.
CFO.com Homepage for CFO magazine.
Association of Chartered Treasury Managers Good newsletters and the like.
New York Society of Financial Analysts
Center for Financial Research and Analysis This site has information of 'Financial Shenanigans'. It is a pay site but there is an academic link that is available for free.
For Accounting Historians and Financial Historians
Financial History Review Leading journal for Financial History.
Business History Review Publication of the Harvard Business School.
History of Political Economy A leading journal in the History of Economic Thought.
Journal of the History of Economic Thought Publication of the History of Economics Society.
For Accounting Historians
A primer on Accounting History From the US Association of Chartered Accountants. Click on the History of Accounting link.
Lots of info on the history of accounting
Museum of American Financial History
Wall Street Curmudgeon Be sure to visit the rare investment book link .
Actuarial Sites
The Institute of Acturaries (UK) Check the Resource Centre link for information about the history of the Institute and actuarial science in general.
The Society of Actuaries (US)
Homepage for the SFU Actuarial Science Program
Be an Actuary.org
Canadian Institute of Actuaries
International Actuarial Association
An excellent links site for international coverage of all things actuarial
A terrific actuarial history site maintained by Henk Wolthuis at the University of Amsterdam.
Actuarial News and Global Blog
Actuarial News
American Term Look on the left for link to the American Term Life Insurance Project which has a collection of historical sources.
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