Finding S&P Industry Index Data on - Marriott School

oculoplaniaballtownBiotechnology

Dec 1, 2012 (4 years and 7 months ago)

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Finding S&P Industry Index Data


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Page
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IR
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6



Finding
S&P
Industry

In
dex Data

on Bloomberg

For
Your Industry Reports




As part of your industry report, it is important to determine your industry benchmark or
index to follow. For the purpose of this class, most of our industries are part o
f

th
e
Standard and Poors 500 Index. This tutorial will help you to determine your benchmark
for your industry reports.

If you find other sources that are helpful, please e
-
mail me so
that your information might help other students. Thanks.


S&P
Industry
Ind
ex
Data


Standard and Poors has a large number of indices

which may be useful in your
investment analysis and portfolio management work. Teaching Tool IR
-
3 Getting

S&P
500
Index
Data

gives all the sector, industry group, industry, and sub
-
industry indices

and
their corresponding Bloomberg and Reuters codes
.



Bloomberg
. To get a list of
the 10

S&P Sector Spiders (SPDRs), go to the Bloomberg
terminal, log on, and type SPXL1 [index] GRPS and [Go]. This will bring up the 10

level 1

SPDRs of the S&P 500. C
hoose the SPDR you are interested in, type the number
and hit [Go]. This will bring you to the information. Type [Des] for a description of the
Index, and
page down for more information. It is important to understand how many
companies are in the index,

which are the largest companies, and how much of the
industry index do the largest companies represent.

What you want is a benchmark that
covers the major companies in your index, and that hopefully does not put too much
weight on a few companies.


For m
ost of your research, you will be looking beyond the level 1 indices. To go to the
level 2 indices, t
ype SPXL2 [index] GRPS and [Go]. This will give you the 24
level 2
sub
-
industries which
build up to t
he 10 major

level 1

industries.

This is where most
of
your research on industries will begin.

Page down until you find the industry benchmark
that most accurately reflects the industry you are researching.


If you still need to delve deeper than Level 2 indices, you can go down to the next level.
Type SP
XL3 [index] GRPS and [Go]. This will give you the
6
4 sub
-
industries which
build up to
sub
-
industries under the
24 level 2

indices
.



Getting Specific Industry Codes


If your company is part of the S&P500 Index, one of the easiest ways to determine your
I
ndustry is to use the Teaching Tool IR
-
3A S&P 500 Index. Open the file, and go to the
last
tab marked “Company Data.” Type your company’s ticker symbol in the green box
near the top.
The program will give you your Company N
ame, Sector Name, Industry
Gro
up Name, Industry Name, and Sub Industry Name
, plus more information
. In
addition, to the right it will give you the Bloomberg and Reuters tickers and codes.

Finding S&P Industry Index Data


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Page
2

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Generally, I recommend you write up at least the Level 2 industry, although you can
write up the

Level 3 if you want. The Level 1 industries are really too broad to add much
value in our analysis.


For example, if your company’s ticker was KG, you would type it in the green box. The
following information would appear:





Bloomberg

Reuters



Type
your Company Ticker Here

Ticker

Ticker

Company Information:





Ticker

kg









Stock Name

King Pharmaceuticals








Industry Names:





Sector Name

(Level 1)

Health Care

S5HLTH

.GSPA


Industry Group Name

(Level 2)

Pharmaceuticals &
Biotechnolo
gy

S5PHRM

.GSPPHB


Industry Name

(Level 3)

Pharmaceuticals

S5PHARX

.GSPCARG


Sub Industry Name

(Level 4)

Pharmaceuticals

S5PHAR

.GSPCARD






Industry Codes:





Sector code

35

S5HLTH

.GSPA


Industry Group Code

3520

S5PHRM

.GSPPHB


Industry Code

35
2020

S5PHARX

.GSPCARG


Sub Industry Code

35202010

S5PHAR

.GSPCARD


I would recommend that you use the S5PHRM as your industry
to write up
for this
company.