Investment Reports
This guide covers the primary resources to locate investment reports by industry and company analysts. Since analysts typically track publicly traded companies, it is not likely that you will find private company information in their reports. You will find industry data however which will help with understanding the competitive environment of a privately held company. In doing this search, you will usually need the full company name. If a product line is just one of many for a company or provided by a subsidiary, comparative information may be more difficult to locate.
Jump to:
- Top Databases
- Books, Reference & Print Resources
- Internet Resources & Websites
- Related Research Guides
- Additional Information
Top Databases
BloombergLocate real-time and historical information on economic conditions, market data and public companies worldwide. Information is available on governments, mortgages, money markets, bonds, commodities, stocks, and currencies. This resource is used in most companies and institutions that manage equities, commodities, and currencies. Two dedicated Bloomberg terminals with full API capabilities which allow for custom downloading and creation of reports are available in the Walker Management Library and Owen Computer Lab. Online tutorials are available on the terminals and Bloomberg now offers certification in different financial management areas with tests that can be taken on the Bloomberg terminals. [more]
General BusinessFile ASAP
Analyze company performance and activity, industry events and business trends as well as the latest in management, economics and politics. Access to a combination of trade publications, newspapers, journals and company directory listings with full text and images available. Includes some Investext brokerage reports, but they are usually older reports. See Reuter's Research On Demand database for more up-to-date brokerage reports. [more]
General BusinessFile International
Similar to the General Business File ASAP database, this database provides the same types of information, but with more of an international focus. It includes some publications from other countries as well as articles about other countries published in U.S. sources. Includes the full-text of the Financial Times. Includes some Investext brokerage reports, but they are usually older reports. See the Reuter's Research On Demand database for more up-to-date analyst reports. [more]
Mergent Online
Mergent Online (formerly FIS Online) provides access to detailed corporate financial histories (including capital changes) and operational histories for international public companies. Mergent has company financial reports (income statement, balance sheet, cash flow, and retained earnings reports) dating back 15 years/quarters and includes financial ratios. Mergent also provides company overviews, joint venture information, property descriptions, subsidiaries, officers/directors, long-term debt, and capital stock. Customized reports on a company or multiple companies can be created and data can be downloaded into Excel. The database also includes newswire headlines and annual reports (most recent 15 years). The industry reports are updated regularly. A new addition to this database are country reports containing statistical data. [more]
Reuter's Research on Demand
Reuter's Research on Demand, formerly MultexNet, provides access to research reports created by analysts from top brokerage houses, investment banks, and financial research firms. These reports cover a wide array of information including detailed analysis of market share, projected sales and earnings, current and projected financial performance, and companies' research and development expenditures. These are also a good source for current industry information and projections. It does not include reports from Merrill Lynch. [more]
S&P NetAdvantage
Standard and Poor's Net Advantage provides fulltext access to a variety of S&P publications including the electronic full text versions of the Standard & Poor’s Industry Surveys. Covers 52 different industries (usually the larger industries like Retail, Apparel and Footwear, Airlines, Computers, Biotech, Pharmaceuticals, etc) and the reports are updated every 6 months. The surveys contain information about current trends, how the industry operates, key ratios and statistics for each industry, and then how to analyze a company in a particular industry. The last section provides comparative financial data in tabular format for the top companies in the industry. S&P NetAdvantage also includes Stock Reports, Corporation Records as well as detailed information on mutual funds, bonds, dividends, earnings, and a directory of corporations and executives. [more]
Socrates
SOCRATES is a comprehensive research database, measuring the social and environmental performance of corporations. The database contains social, environmental, and governance research on more than 4,000 companies in 50+ global markets. KLD evaluates over 3,000 U.S. corporations for social and environmental performance on more than 280 data points covering community relations, corporate governance, diversity, employee relations, human rights, products, and the environment. SOCRATES contains information about current and historical shareholder actions, including the exact text of proxy resolutions, compiled by the Interfaith Center on Corporate Responsibility (ICCR). It is useful to monitor up-coming shareholder resolutions for companies in your portfolio; follow the responsiveness of companies over time to shareholder resolutions; and know the issues that active shareholders are pursuing You can generate lists of shareholder resolutions filed on a particular issue or with a company since 1998. [more]
Thomson ONE Banker
This database pulls some data from multiple databases (I/B/E/S, Worldscope, SDC, Datastream and other Thomson databases) to provide company financials, company profiles, and financial market data. The Deals portion of the database provides current information (including League Tables) on Mergers & Acquisitions, Equity, Bonds and Loans. You get historical research and statistics as well as forecasts. You can analyze the performance of a company individually or compare it to industry averages. [more]
Search for more Business Databases
Books, Reference & Print Resources
Financial Analysts JournalHedge Fund Course
Investment Companies Fact Book
REF HG 4530 .M87
Nelson's Directory of Investment Research
REF HG 4907 .N43
Nelson's Directory of Investment Managers
REF HG 4907 .N447
Directory of Corporate Affiliations
REF HG 4057.A217
Track corporate family trees and see who owns whom.
Track corporate family trees and see who owns whom.
Researching Private Companies: How to Uncover Hidden Company Information
REF HD 2785 .R474
Reference book with advanced search tips. If the resources listed in this guide are not enough, try the ideas in this book.
Reference book with advanced search tips. If the resources listed in this guide are not enough, try the ideas in this book.
Ward's Business Directory of U.S. Private & Public Companies
REF HG 4057.A585
Key financial figures, key executives, parent company, number of employees.
Key financial figures, key executives, parent company, number of employees.
Business Journal Book of Lists
HF 5068 (in Career section)
Local Business Journals, e.g. Nashville Business Journal, publishes a yearly “Book of Lists” which includes ranking of larger private companies.
Local Business Journals, e.g. Nashville Business Journal, publishes a yearly “Book of Lists” which includes ranking of larger private companies.
Search for more books in the ACORN Catalog
Internet Resources & Websites
CFA (Chartered Financial Analyst) InstituteRelated Research Guides
Additional Information
- Use of the databases implies acceptance of our Copyright and Licensing Restrictions.
- Need help accessing a resource from off-campus? Take a look at the Troubleshooting Tips page.
- Don't know where to begin? Check out the How do I begin my research? page for information on how to get started researching various topics and use citation information.
- Do you know the name of a database that you'd like to use? Use Databases (A-Z) to locate a known resource and get more information.
- The Databases by Subject page can help direct you to similar resources by topic.
- Additional databases are also available through the Jean & Alexander Heard Library.
- Want to browse electronic journals? Check out the E-Journals (A-Z).
Need help? Ask
a Librarian for more assistance.
