Finance

Chester Fritz Library resources for the area of Finance

FIN 501 Resource Suggestions

*indicates content available from sources other than the library

COMPANY PROFILE

Business Source Complete
*The company’s website
*Securities and Exchange Commission—check company’s 10-K annual report

ECONOMIC ENVIRONMENT

*St. Louis Federal Reserve
*Bureau of Labor Statistics
*Economic Census—available through the Census Bureau’s website
*Bureau of Economic Analysis

DEMAND DETERMINANTS AND BUSINESS AND INDUSTRY OUTLOOK

Standard & Poor's NetAdvantage -- search for the company name under the "Industries" tab
Business Source Complete -- browse industry profiles
Almanac of business and industrial financial ratios—(in-library use only), request at circulation desk; HF5681.R25 A45
*Bureau of Labor Statistics—check their industry outlook forecasts

MARKETING STRATEGIES

Management and Organization Studies  --On the Advanced Search page, under "Search within," check "Select from a list of disciplines" and under "Social Sciences & Humanities," check "Management & Organization." Search for your company or/and keyword(s).
Business Source Complete —look up trade journals and newspapers to find up-to-date information on personnel changes within the company
Encyclopedia of Associations—use to find the associations and trade groups your company belongs to

COMPANY STRATEGY, BUSINESS MODEL, BUSINESS ORGANIZATION

Business Source Complete
*The company’s website
*Securities and Exchange Commission- check the company’s 10-K annual report for information about company strategy and organization
Management and Organization Studies - On the Advanced Search page, under "Search within," check "Select from a list of disciplines" and under "Social Sciences & Humanities," check "Management & Organization." Search for your company or/and keyword(s).

MANAGEMENT AND KEY EMPLOYEE ANALYSIS, BOARD COMPOSITION AND BACKGROUND

Mergent Online - from the company profile, under the "Executives" tab, click on a name for more information; also use sublinks
Business Source Complete - Marketline reports under "Company Profiles"
Encyclopedia of Associations—use to find the associations and trade groups your company belongs to
*Securities and Exchange Commission—company’s 10-K annual report and DEF 14A (which has information on executive compensation)
*Linked-in, Twitter, and Facebook—look at how the company and management use social media

ANALYSIS OF OPERATIONS AND FINANCING, KEY RATIOS

Mergent Online - from the company profile, select the tab "Company Financials" and then the link "Ratios"
Almanac of Business and Industrial Financial Ratios —(in-library use only), request at circulation desk; HF5681 .R25 A45
RMA—(in-library use only), request at circulation desk; HF5681.B2 R6
*Securities and Exchange Commission--look at the last few pages of a company's 10-K

SWOT

Business Source Complete – use Marketline Reports
*Securities and Exchange Commission- check the company’s 10-K annual report for the company’s own SWOT

REGULATORY CHANGES

*USA.gov --use the general search box to find regulations and which agency governs your industry
*State government regulations—search for the appropriate state, then locate the state’s regulations
*Internal Revenue Service
*Securities and Exchange Commission
*Bureau of Labor Statistics

MANAGEMENT AND ANALYSTS’ DISCUSSIONS

Newspapers— business newspapers (Wall Street Journal, Financial Times, etc) are searchable through Business Source Complete and ProQuest Newspapers
*Google Finance, etc.