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Banking and Insurance: Home

Information Services and Library Team

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Banking and Insurance search tips:

In our databases Banking and Insurance may be classified under the broader Financial Services heading or may be broken down into narrower sub-sectors such as life and non-life insurance, commercial banking and investment banking.

Company databases may use SIC codes or NAIC codes and in the field of finance the GICS codes may be used (or an ICB for the UK). More information.

 

Learn about the Banking and Insurance industries

Business Monitor Online                   

Quarterly reports on Banking (commercial)  and Insurance available for numerous countries
Good for forecasts.

Fitch Connect Although primarily a source of financials and ratings for banks and other financial institutions, it does also provide commentary and some analysis.  Now uses Single Sign On.

IBIS World                  

Provides detailed market research reports for UK, US, China and (limited) global.
Range of sectors covered in the reports including Investment Banking and Brokerage (Global), Life Insurance (UK), Savings Banks and Thrifts (US).  It includes short Brexit Impact Statements for various types of business within the Banking and Insurance sector in the UK.

Market Intelligence Formerly known as SNL Financial, as well as financial data for financial institutions, Market Intelligence has news and analysis. Pre-registration required.

ThomsonOne

For quoted companies and their markets (plus M&A and PE).
For detailed city analysts' reports go to > Screening >research> Research Search.

Search free text in the title field or use the NAIC 52 for Finance and Insurance and limit to industry reports.
N.B Extend the date range to at least a year

Statista Statistics and reports on many aspects of banking and insurance markets.  

Technavio Insights   

Market reports on topics such as retail banking, but also on topics such as contactless cards and risk & compliance, banking IT spend...

Bloomberg 
Finance Zone only

Go to > Function <BI> and selection sectors and sub-sectors.
Or use the function <RES>. 

Vault Although primarily a careers database it offers useful insight into working in various roles and sectors. Pre-registration required.
Web sources

Bank for International Settlements
Research publications and statistics available primarily of relevance to central banks, but also covers topics such as bank lending and faster payments.

Global Insurance Market Trends
OECD Annual publication published in January. Website also has .xls files of accompanying statistics

Bain & Company
Financial Services is one of the sectors that Bain covers. Recent reports include: Loyalty in Retail Banking (Global Edition) and Are Global Insurers too big to succeed?

Cap Gemini
Produce a number of reports such as World Retail Banking, World Fintech report and the World Insurance report.  You will need to register to download the report free of charge.

Financial Stability Board
'This international body monitors and makes recommendations about the global financial system'. It produces numerous publications and has lists of systemically important insurers and banks.

Financial Conduct Authority (FCA)
This UK regulatory body produces reports on market studies it conducts, occasional papers and other research documents as well as sales data for various types of financial services such as mortgage products or retail investments.

Federal Insurance Office
An Office of the US Treasury Department the FIO produces an annual report on the Insurance Industry.  The focus is the US but international developments and initiatives are covered

PriceWaterhousCoopers (PWC)
PWC produce many reports and surveys on the Financial Services sector and more specifically banking, insurance and fintech.

Insurance Europe
Publications and data available from the website of the European Insurance and Reinsurance Federation.
 

News and keeping up to date

Financial News Daily / Weekly news and analysis on securities and investment banking, funds, hedge funds, private equity and fintech. Pre-registration required
Factiva Our global news database with news wires, newspapers, websites and trade and professional titles. For a more targeted search limit the sources to those relevant to the Banking & Credit and / or Financial Services and / or Insurance industries
FT.Com Prior registration required for access to the website and app.  Note: It is also included when searching Factiva
Economist No need to register - just search. 
Science Direct A number of titles include articles on banking and insurance.