Leith Wheeler Investment Research Lab

Take advantage of real time tech sector data to inform your analysis and decision making.

Fall 2020 in the Leith Wheeler Investment Research Lab

Located in CLC 222 in the David Lam Library and Canaccord Learning Commons, the Leith Wheeler Investment Research Lab is part of the UBC Sauder School of Business computer lab system and provides students and faculty access to industry databases and financial analysis systems.

The physical lab is currently closed due to COVID-19, but there are many services and resources available online including:

  • Office hours (starting the week of September 20th, 2020)  where students (Sauder Only)  can meet remotely with a coach for help with financial databases .Please refer to the 'Financial Labs' section in the 'CLC: Online' canvas course for more details and registration information. The 'CLC: Online' can be found in Canvas alongside your courses.
  • Various financia database workshops (starting in October) students (Sauder only) can learn how to use various databases. Please refer to the 'Financial Labs' section in the 'CLC: Online' canvas course for more details and registration information. The 'CLC: Online' can be found in Canvas alongside your courses.*
  • Remote financial database access:
    • Sauder students please visit the 'CLC: Online' canvas course for instructions on remote access.

    • Remote access is not available at UBCO. Please reach out to Kim Buschert (kim.buschert@ubc.ca) for any questions or concerns regarding UBCO inquiries. 
    • Non-sauder students please see below for remote access:

 Remote Database Access Policies for non-Sauder UBC Students:

  • Terminals are available on a first come, first serve basis. There is no pre-booking system to reserve a specific terminal; if the terminal that you would like to log into is in use, please come back later.
  • The maximum access time is two hours. Once a terminal has been in use for two hours, you will receive a two-minute warning, prompting you to save any unsaved work.

Leith Wheeler Investment Research Lab Computer List for reference:

  • SAUD-CDW-02607 - (Capital IQ, Morningstar Direct)
  • SAUD-CDW-02608 - (Datastream, SDC Platinum) 

Remote 'Bloomberg Access' for non-Sauder UBC Students:

NEW Procedure as of October 15, 2020:

  • All future Bloomberg access will be from the website (see below), and there will no longer be access using the remote desktop through Remote Labs.
  • Terminal booking is not available.
  • If all terminals are in use when you try to sign on, please try again later.
  • Log off after each use.

Existing users:

  1. Go to https://www.bloomberg.com/canada.
  2. Click “Bloomberg Anywhere Remote Login” on the top of the page.
  3. Enter your Login name and Password.
  4. Click “Log In”.
  5. Choose how you would like to receive the validation code.
  6. Click “Send”.
  7. Enter the code you have received.
  8. Click “Submit”.
  9. Select either “Launch just the Bloomberg Terminal” or “Launch with the Bloomberg Excel add-in”.
  10. Click either “Launch with Citrix Receiver” or “Launch within the browser”.
  11. If you would like to download Citrix Receiver, please be noted that no work email or server address is needed for this process. The link should be https://bba.bloomberg.net/Status/RedirectToInstall.

New users:

  1. Go to https://portal.bloombergforeducation.com/login.
  2. Sign up a learner account using your UBC email address ending with student.ubc.ca.
  3. Choose “no” to the question “Are you taking BMC as part of a group (e.g. university class or new hire group at a bank)?” unless you are taking this course for the assignment.
  4. Click “Checkout”.
  5. Click “Terminal Access” on the top of the page.
  6. The request will be approved within two business days.
  7. After two business days, please login on https://portal.bloombergforeducation.com/login.
  8. Enter your mobile phone number. Click “Next”.
  9. Select a verification method. Click “Next”.
  10. Enter the verification code. Click “Next”.
  11. Create a password. Click “Create Account”.
  12. Follow the instructions under “Existing users”.
  • If you signed up the learner account before October 15, please contact the Investment Labs Coordinator, Fei Song, at fei.song@sauder.ubc.ca, with your name, student number, and your UBC email address, and Fei will approve the request within two business days.
  • If your account were not approved within two business days, this means we will need more information to proceed - please contact the Investment Labs Coordinator, Fei Song, at fei.song@sauder.ubc.ca, with your name, student number, and your UBC email address.

 Remote 'Capital IQ' Access for non-Sauder UBC Students: 

  1. Visit UBC Vancouver Remote Labs.
  2. Login with your CWL.
  3. Click Leith Wheeler Investment Research Lab.
  4. Refer to the Computer List for Capital IQ terminals.
  5. Connect to a Capital IQ terminal.
  6. Login to the terminal.
  7. Launch Capital IQ – no login required.

Remote 'Datastream Access' for non-Sauder UBC Students:

  1. Visit UBC Vancouver Remote Labs.
  2. Login with your CWL.
  3. Click Leith Wheeler Investment Research Lab.
  4. Refer to the Computer List for Datastream terminals.
  5. Connect to a Datastream terminal.
  6. Login to the terminal.
  7. Launch Datastream – no login required.

Remote 'Morningstar Direct' Access for non-Sauder UBC Students:

  1. Please reach out to Fei Song at fei.song@sauder.ubc.ca with your student number for login credentials.
  2. Visit UBC Vancouver Remote Labs.
  3. Login with your CWL.
  4. Click Leith Wheeler Investment Research Lab.
  5. Refer to the Computer List for Morningstar Direct terminals.
  6. Connect to a Morningstar Direct terminal.
  7. Login to the terminal.
  8. Launch Morningstar Direct.

Remote 'SDC Platinum' Access for non-Sauder UBC Students:

  1. Visit UBC Vancouver Remote Labs.
  2. Login with your CWL.
  3. Click Leith Wheeler Investment Research Lab.
  4. Connect to SAUD-CDW-02608.
  5. Login to the terminal.
  6. Double click SDC Platinum icon.
  7. Enter the initials ssb to proceed.

About Leith Wheeler

Murray Leith (BCom ‘53) was one of three alumni who founded UBC Sauder’s prestigious Portfolio Management Foundation (PMF) program. Leith Wheeler Investment Counsel Ltd., the company he founded in 1982 has grown significantly and the PMF program has become a training ground for investment professionals across the globe. Murray is remembered for the strong emphasis he placed on ethics, integrity, and mentorship.

Honouring this longstanding association, Leith Wheeler donated $200,000 towards a much needed increase in Bloomberg terminals for the school’s finance students. Leith Wheeler has a longstanding history of supporting initiatives that benefit UBC Sauder students, with a number of alumni holding key positions at the firm.

Want to read more about the finance databases?

Access financial database information and get started using Captial IQ and Bloomberg with the Library's research guides.

Investment research lab policies

Priority use on database-specific terminals is given to users of Bloomberg, S&P Capital IQ, Datastream and SDC Platinum. One Bloomberg terminal, the S&P Capital IQ terminal and the Datastream /SDC Platinum terminal can be used by non-UBC Sauder students. A staff member must sign on non-UBC Sauder students to the terminals. Please ask for information at the Service Desk. 

  • Ethical and appropriate use of data
  • Respectful behaviour
  • Respectful use of the space
Ethical and appropriate use of data

  • Use of the Leith Wheeler Investment Research Lab is for academic purposes only. Commercial use is strictly prohibited.
  • Sharing passwords for computers or databases is strictly prohibited and could result in withdrawal of access.
  • The software, data, and services provided in the Lab may not be furnished to others or used for business purposes.

Respectful behaviour

  • Respect your fellow students. Maintain a quiet and professional atmosphere.
  • Please be aware that you are adjacent to the silent study area. Limit conversation.
  • Refrain from using cellphones in the Lab.  Please leave the Lab and the Learning Commons to make or receive a call.
  • Priority use on database-specific terminals is given to users of Bloomberg, S&P Capital IQ, Datastream and SDC Platinum. Be prepared to move away from a database-specific terminal if you are not using the specialized database assigned to it or if the terminal has been pre-booked by another user. You can use computers in the Learning Commons for other purposes.
  • Do not eat or drink in the Lab. 

Respectful use of the space

  • Tidy your area and sign off the computer when you are finished using the workstation.
  • Do not move furniture in or out of the room, or tamper with computer cables or other equipment.
  • Contact the Service Desk with problems or questions about the room.


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