Knowledge Base

To gain insight into a company, industry, or timely topic, it can be helpful to search across content like news articles, company filings, conference call transcripts, and more all in one place. The following resources will let you do that.

• Capital IQ Pro – see Capital IQ Pro access help
  1. In the top navigation menu, select Documents.
  2. Under Document Intelligence, enter your search parameters, such as companies, keywords, time range, and the document types you're interested in. The results will automatically update after each selection. 
  3. The default view will organize results into separate boxes by document type. If you want to see all the results in a list view, in the upper right select All Documents. 
  4. Click on a document title to open the document. Or, you can select the check box to the left of the document title and download it or open it in ChatIQ (availability varies).
• LSEG Workspace – see LSEG Workspace access help
  1. In the top search box, enter Signal and open the Signal App.
  2. In the new search box, enter a company name or keyword.
  3. Beneath the search box, edit the time-frame (default is the past 3 months).
  4. To the right of the calendar box, click on Source Selection to verify the sources being searched (e.g. news, transcripts).
  5. Press Search.
• FactSet – see FactSet access help
  1. In the top search box, enter Document Search to open the Document Search application.
  2. To search across filings, research, transcripts, and news, use the Smart Search tab. To just search transcripts, select the Transcripts & Slides tab.
  3. On the left, enter the securities in the drop-down search box, add keywords, and adjust the dates.