Selected Resources for: Finance

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Subject Librarian:

Mary E. Schoenborn

hawki003@tc.umn.edu

The Carlson School of Management's Finance Department focuses on understanding financial decisions, markets, and institutions.


Article Databases and Indexes

Academic or Scholarly Articles Subject Indexes

This resource is licensed by the MINITEX Library Information Network with state appropriations from the Minnesota Higher Education Services Office (MHESO) and the Minnesota Department of Education.
Find business articles from 2100 journals and magazines in marketing, management, information technology, operations, human resources, accounting, finance and economics dating back to 1965. Business Source Premier includes company and industry reports MarketLine and country analysis from the Economist Intelligence Unit, Business Monitor International, CountryWatch, Icon Group, and PRS.

This resource is licensed by the MINITEX Library Information Network with state appropriations from the Minnesota Higher Education Services Office (MHESO) and the Minnesota Department of Education.
This version of Business Source Premier provides makes it easy to find articles along with other specialized reports. These inlcude company profiles and industry reports from Datamonitor, country profiles from research advisory services such as the Economic Intelligence Unit (EIU) and market research from various trade publications. A good resource for business and economic topics and global studies.

Contains bibliographic citations and selected abstracts to the professional and scholarly literature in the field of economics and allied disciplines, including journals, books, chapters in books, conference proceedings and dissertations.

Connect to Google Scholar through the Libraries' web site to gain off-campus access to all the articles and journals in full text in the Libraries. Use Google Scholar to find articles from a wide variety of academic publishers, professional societies, preprint repositories and universities, as well as scholarly articles available across the web. To connect to the full text, click "FindIt@U of M Twin Cities" in your Google Scholar search results. Learn more: Google Scholar FAQ

SAGE Research Methods Online (SRMO) is a tool designed to help you create research projects and understand the methods behind them. SRMO's new taxonomy of over 1,400 unique methods terms links to authoritative content, including: Over 600 books; Dictionaries, encyclopedias, and handbooks; The entire "Little Green Book" and "Little Blue Book" series; Two major works collating a selection of journal articles; Newly commissioned videos.

Social Science Research Network (SSRN) is devoted to the rapid worldwide dissemination of social science research and is composed of a number of specialized research networks in each of the social sciences. The SSRN eLibrary consists of two parts: an Abstract Database containing abstracts on over 197,700 scholarly working papers and forthcoming papers and an Electronic Paper Collection currently containing over 159,700 downloadable full text documents in Adobe Acrobat pdf format.

Indexes over 11,000 international journals in the sciences, social sciences, and arts and humanities. Titles of the print equivalent are: Arts and Humanities Citation Index, Book Citation, Science Citation Index, and Social Sciences Citation Index. Coverage runs from 1975 to the present. Basic truncation symbol is the asterisk(*).


General Indexes to Magazine, Journal & Newspaper Articles

Indexes seven decades of articles on important events, issues and trends in the history of business and industry (including the complete file of Industrial Arts Index (1913-1957), plus historical sources in the applied science and technology field for the 20th Century. Covers more than 2,000 periodicals that include more than 4.5 million articles. An excellent resource for tracking down important studies, exploring historical controversies, finding papers by innovators, researching the development of a particular technology, and more.

Full text database of media outlets, trade publications, news sources and websites that has international coverage. Includes daily newspapers, transcripts, newswires, and all editions of the Wall Street Journal. Financial information for publicly traded companies, stocks, funds, currencies, and common market indexes. Limited to 7 simultaneous users.

Due to licensing restrictions for academic subscriptions, not all of the news sources in Factiva are available. See this list of Excluded Titles. If you need assistance using Factiva, please contact the Journalism Librarian.

Full-text business news, and company and financial information from emerging markets in Latin America, Asia and Europe. Includes corporate profiles, financial statements and earnings estimates, industry and analyst reports, capital market quotes and indices, macroeconomic statistics and forecasts, legal and regulatory information, and opinion polls from the following emerging markets: Baltic States (including Estonia, Latvia and Lithuania), Bulgaria, Croatia, Czech Republic (including Slovakia), Hungary, Poland, Romania, Russia (including Kazakhstan, Kyrgyzstan, Turkmenistan, Uzbekistan), Turkey, Ukraine, Argentina, Brazil, Chile, Columbia, Ecuador, Mexico, Peru, Venezuela, China, India, South Korea and Southeast Asia (Singapore, Malaysia, Philippines, Indonesia and Thailand). While many documents are in English, some are in their native language. Much of the financial and economic data is downloadable in a spreadsheet-ready format. Dates of coverage vary. News coverage extends back 5 years. Other documents are most recent only.

LexisNexis Academic is a full text databases of business, legal, news, magazines, and wire services. It includes sources for accounting, environmental studies, health and medical care, government and politics, people, and consumer information. Legal publications include law journals, federal and state statutes, codes, cases, agency rules & regulations, patents and legal reference materials.

ProQuest Newspapers provides indexing and full text access to 1,270 newspapers and wire feeds. Full-text titles include major U.S. daily newspapers such as the New York Times, USA Today, Wall Street Journal and Washington Post.

Full-text articles from the Wall Street Journal via Proquest Newspapers. This business newspaper has extensive coverage of stock markets, finance, investments and companies. See this tutorial on Searching the Wall Street Journal to learn more about online articles from Factiva and Proquest.


Indexes, Other

A comprehensive index, with abstracts, to the research literature of mathematics. Corresponds to the print indexes Mathematical Reviews (MR) and Current Mathematical Publications (CMP). Published by the American Mathematical Society.

Publications of the National Bureau of Economic Research.


Catalogs and Bibliographies

Catalogs

Search with MNCAT to find books, journals, etc. owned by the library. Search by keyword, subject, title, or author for materials on your topic.

Search for books, conference proceedings, journals, maps, videos, and other items in our collection.


General Reference Sources

Accounting Standards

A comprehensive financial reporting knowledge base. Updated daily, it aims to help reduce the amount of time you spend conducting accounting and auditing research while enhancing the quality of your results; find insightful interpretations on GAAP, GAAS and Securities and Exchange Commission rules; keep up-to-date on current accounting, SEC, auditing, and government projects that may affect your company. A 20 minute tutorial is available describing the database contents and showing how to use the database effectively.


Corporate Profiles

Mergent BondViewer is a financial industry database for US taxable and municipal bonds. We have access to these modules: Corporate Bonds, Municipal Bonds and Retail Notes. Use it to search for bond ratings (including ratings from Moody's, Standard and Poor's and Fitch), issuer name, issue description, ticker, coupon, and maturity date.


Country Studies

Country Commerce is a practical reference guide to the specific operating conditions, commercial laws and business regulations in 55 countries. It offers unbiased guidance on critical issues such as obtaining proper permits and registrations, protecting your intellectual property in the Internet age and complying with local tax laws-including e-commerce rules.


Directories

Learn about the history of companies and their brands. Annual updates cover thousands of major corporations.

A directory from Dun & Bradstreet for private and public companies in the United States and worldwide. Use this directory to find companies by industry, size, or location. Learn if a company is private or public, and information about executives, and subsidiaries.


Encyclopedias

Provides detailed, comprehensive information on a wide range of industries in every realm of American business.


Financial Ratios

Key Business Ratios, from Dun and Bradstreet, help you to assess how a business is doing compared to an industry or a competitor. The 14 key business ratios cover the critical areas of business performance --solvency, efficiency and profitability. They are broken down into median figures, with upper and lower quartiles. Ratios are arranged by Standard Industrial Classification (SIC) Codes -a four-digit number that classifies business establishments by defining the industries in which they do business.


Financial Reports

Profiles of public corporations around the world that includes summaries, company histories, property, financials, subsdiaries, joint ventures, long term, press release and annual reports. Pdf images of corporate annual reports for publicly traded US and foreign corporations are available going back to 1996. Access to SEC filings via EDGAR database are also included in Mergent Online.

Find an Annual Report to Shareholders using Mergent.

Financial and directory information for 50 million companies worldwide. Includes private and public companies in Europe, Asia, Africa, Latin America, and North America.

Directory and financial information on 50 million private and public companies worldwide. Coverage includes 50,000 publicly quoted companies, nearly 30,000 banks, over 8,000 insurance companies,19 million European companies from 46 countries,15.5 million US and Canadian companies,6.5 million South and Central American companies,1.3 million Japanese companies 300,000 Chinese companies,and 220,000 African companies.

See instructions for finding Datamonitor industry reports.

Can be used with Internet Explorer ONLY, other browsers do not work. Please allow pop-ups, as this is necessary for proper display. Thomson ONE brings together company information from a variety of sources that are produced by Thomson Reuters. This includes company financials and filings, mergers and acquisition data and analyst reports. The following types of information are available: Company Overviews, Company News and Pricecharts, Corporate Governance (Takeover defense), Corporate financial fundamentals, Estimates (and earnings surprises), Debt overview, Company deals, Share ownership information, Company research (formerly Investext), Company financial filings, Officers and Directors.

Wharton Research Data Services (WRDS) is the leading, comprehensive, web-based business data research service used by academic, government, and non-profit institutions. Developed in 1993 to support faculty research at The Wharton School of the University of Pennsylvania, the service has since evolved to become a common tool for research for over 280 institutions around the world.

WRDS supports a global research community of over 20,000 users in 27 countries. This hosted data service has become the locus for quantitative data research and is recognized by the academic and financial research community around the world as the leading business intelligence tool. It provides access to more than 60 terabytes of financial data.

Databases available at our institution through WRDS are: Bank Regulatory Database, BankScope, Blockholders, Bureau van Dijk Electronic Publishing, CBOE, Compustat, CRSP, CUSIP, Dealscan, Dow Jones, Eventus, Execucomp, Fama-French Portfolios and Factors, FDIC, Federal Reserve Bank Reports, First Call, I/B/E/S, Penn World Tables, RiskMetrics, SEC Disclosure of Order Execution, TAQ, Thomson Reuters, TRACE Data.

The WRDS databases are not licensed through the U Libraries. They are licensed through the Carlson School of Management. Use of the databases is restricted to Carlson School of Management students and employees.


Industry Profiles

Industry reports for the United States, China, and selected global topics. Each reports provide overviews, leading companies, sales information, and authoritative sources for researching hundreds of industries. Includes Business Environmental Profiles that summarize key drivers for industries in the U.S.

Overviews, rankings and comparative statistics for major industries that provides detailed information on public companies such as stock reports, bonds, stock valuation annual reports, and other detailed fianancial statistics. NetAdvantage also includes investment services such as the advisory newsletter Outlook and screening directories for stocks, bonds and mutual funds. There are also directories for private companies and the Register of Corporations, Directors, and Executives


Market Research Surveys

Market research reports on consumer products, services, and lifestyles. Each report describes the economic drivers, leading companies, market share, market size, trends, segmentation, and consumer attitudes and purchasing habits. Reports cover consumer markets in the USA and Europe. Requires setting up a personal account to access.

Key business intelligence on countries, companies, markets, and consumers. Statistics on brands, companies and consumer products worldwide include market size and market share. Useful for researching global consumer markets with analysis of lifestyles for countries. Includes profiles and strategic information about companies that sell leading consumer goods.


Security Analysts' Reports

Access using Internet Explorer (does not work with other browsers)
Search for investment research featuring reports written by top analysts at over 1,000 leading investment banks, brokerage houses, and consulting firms worldwide. Nearly 4,000 new reports are added each business day. It also includes market research containing in-depth primary research and statistics, market trends, forecasts, segment analysis, and more. See also Investext Search Guide. This search guide is also available in PowerPoint format .

The Value Line Investment Survey is a comprehensive source of information and advice on approximately 1,700 stocks, more than 90 industries, the stock market, and the economy. It has three parts: The Ratings & Reports section contains one-page reports showing Value Line's Timeliness, Safety, and Technical ranks, financial and stock price forecasts for the coming 3 to 5 years, an analyst's written commentary, and more. The Summary & Index contains an index of all stocks in the publication as well as many up-to-date statistics. It also contains a variety of stock "screens" designed to help investors identify companies with various characteristics. The Selection & Opinion section contains Value Line's latest economic and stock market forecasts, one-page write-ups about interesting and attractive stocks, model portfolios, and financial and stock market statistics.
Also available in print in Wilson Library Reference, at: HG4501 .V262
Older issues are available on microfiche in Wilson Library Reference at the class number shown above.


Internet Resources

Web Sites

Yahoo Finance has stock analysis, recent headlines, and profiles of company research. Search for tickers and recent news.


Periodical and Newspaper subscriptions

Electronic Journal Collections

Articles and books from Emerald Publishing in operations, logistics, marketing, accounting, finance, knowledge management, quality management, innovation, service industries, international business, performance, training, change management, real estate, education, economics, social policy, retail, hospitality, health care, food science and engineering.

Search the abstracts or titles of 1800 scientific and social science journals from Elsevier Science. Access to the full text of articles is available for those journals subscribed to by the University of Minnesota.

Full text collection to 1,000 journals, major reference works, online books from John Wiley, a publisher of scientific and social science literature.
Remote access available for University of Minnesota -- Twin Cities students, staff, and faculty


Primary Source Materials

Reports

The Conference Board Business Knowledge Research Collection is a searchable database of full-text research reports on the latest issues in business management and US and global economics. Topics include: business trends, leadership decisions, performance excellence, corporate governance, HR, productivity, customer relationship management and more. Economics material includes US and global economic indicators and analysis and forecasts of US and international economic conditions.

Database offers corporate annual reports for U.S. companies from 1884 to the present. Key data (financial, Fortune 500 ranking, industry classification, key people, geographic location, auditor, and related companies) are indexed in the citation and can be searched. Reports can be browsed by company name, industry or date. Cross-searchable to other historical periodical databases.


Statistics and Data

Corporate Financials

Documents covering public corporations in over 100 countries. MergentWeb contains all the historical information recorded in Moody's Manuals dating back to the early 1900s. This archive is an excellent source of corporate history, business descriptions and financial statements.


Statistical Guides

Index to statistical publications from US and state government agencies, international intergovernmental organizations, professional and trade organizations, business organizations, commercial publishers, independent research organizations, and universities.


Statistical Resources

The Global Financial Database is a collection of financial and economic data provided in ASCII or Excel format. There are 20,000 historical or current data series which may be downloaded directly from the web site. Global coverage includes stocks, bonds, treasury bills, interest rates, commodity prices, CPI, GDP, exchange rates, indexes, population and more.Choose "Login Anonymously" for library access.

Guide for finding historical US stock prices using Global Financial Data.

IFS (International Financial Statistics) Online provides statistics on all aspects of international and domestic finance from 1948-. It reports, for most countries of the world, current data needed in the analysis of problems of international payments and of inflation and deflation, i.e., data on exchange rates, international liquidity, international banking, money and banking, interest rates, prices, production, international transactions, government accounts, and national accounts. A user guide is located at http://elibrary-data.imf.org/Help.aspx.

WDI (World Development Indicators) Online contains statistics for over 550 indicators from 1960 for over 200 countries and 18 country groups. Subjects include: social welfare, economies, natural resources, and the environment. Data may not be available for all years for all countries.


Style Manuals and Writing Guides

Bibliography Software

RefWorks is a web-based citation manager that allows you to create your own databases of citations by importing references from MNCAT and other databases, and then in seconds automatically generate bibliographies in all major styles (MLA, APA, Turabian, Chicago, etc.).


Style Manuals

The American Management Association's syle guide for business writers.

A selected list of sources available in Wilson Reference Services.


University of Minnesota

Related U of M Web Sites


Library Information

Business & Government Publications

Basement Wilson Library
West Bank, Minneapolis Campus
612-624-5073
Map

Business & Government Publications

Basement Wilson Library
West Bank, Minneapolis Campus
612-624-5073
Map