UGBA 137-1: Practical Topics in Investment Management

Public Company Financial Disclosures and Reporting

Recent annual reports and financial disclosure information for public companies is readily available on the web at sites such as Yahoo Finance and Google Finance.  For Security and Exchange Commission-required filings, including 10Ks and 10Qs, see the SEC's EDGAR database for free access to all SEC filings.

Disclosures and annual reports not available through these sites can be accessed either by using one of the databases below (1994-present, with some historical coverage available through Proquest Historical Annual Reports) or by accessing the microfiche collection in the Business Library (pre-1995).

For more information about available company information resources, please see Business Library Subject Guide #4, Company Information.

  • Mergent Online
    Mergent -- Company profiles, financial statements, annual reports and SEC filings for public companies for the past 15 years. More info.
  • Factiva
    Factiva -- Company profiles, news, trade publications, and much, much more. More info.
  • Historical Annual Reports
    Includes over 800 companies' annual reports available as searchable pdf images. Includes financial data, Fortune 500 ranking, industry classification, key people, geographic location, and more.
  • Value Line Research Center
    Full access to investment information by way of several Value Line products including: the Investment Survey; Mutual Fund Survey; Daily Options Survey; and more.

Market Research Databases

These databases include ready made market research.  Generally these include:

  • Market size
  • Market share
  • Market segments
  • Key players
  • Analysis and forecast

  • SBRNet (Sports Business Research Network)
    Contains data, research, and articles about the sports and sporting goods industries. It includes data on recreational participation, sales of sporting goods, attendance at professional sporting events, and more.
  • Mintel Reports
    Mintel provides market research reports, primarily on consumer industries.
  • MarketResearch Academic
    Includes more than 600 market studies covering healthcare, financial services, demographics, consumer products, medical equipment, and more.
  • IBIS World Industry Market Research
    25-40 page research reports on hundreds of U.S. industries.
  • Business Monitor Online
    Provides quarterly, updated market forecast reports on 14 industry sectors in 55 countries.
  • Gartner
    Provides in-depth market research on information technology industries, including computer software, hardware components, and wired and mobile telecommunications. Note: available only via a CalNet ID.
Last Update: June 03, 2011 15:44