Dig in to find out everything from company ownership, financing and executive compensation to where they have facilities, employees and pay or don't pay taxes. First, find out if your research subject is a publicly-traded company. If they are public your job is a lot easier because of laws requiring transparency and disclosure for public companies. If not, you can still learn a lot but it will be a lot harder.
Powerful finance portal containing company profiles, historical stock quotes, institutional ownership, financial data, and much more.
The Securities and Exchange Commission's website. Search EDGAR documents (e.g., 10-Ks, proxy statements) and non-EDGAR documents (e.g., no action letters, current rulemaking). These filings tell a lot. Experience will tell you what you want.
Searchable database of SEC EDGAR filings. Company specific e-mail alerts available.
Online source of analyst research reports and consensus estimates.
Vcall offers live and archived streaming audio webcasts of official Investor Relations events, including quarterly earnings conference calls, analyst conferences, annual shareholder meetings, merger announcements, product announcements and press conferences.
Online database of investment event information including earnings conference calls, guidance calls, brokerage conferences, and analyst meetings.
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http://www.i-dealprospectus.com
Access to equity, fixed income and municipal offerings.
http://www.munistatements.com
Pay-as-you-go database of municipal bond documents including official statements, supplements, escrow documents, and G-36 forms.
http://www.lexis.com
Register with a credit card to search Lexis-Nexis databases including news, legal, public record, and financial. Pay for only the materials you view or download.
http://www.factiva.com
Register with a credit card at Factiva, a Dow Jones and Reuters company, to do full text searching of newspapers, business journals, analyst reports, and other periodicals. Pay for only the materials you view or download.
http://www.brbpub.com/pubrecsites.asp
Every U.S. corporation, whether public or private, must be registered in one of the 50 states (unless they've reincorporated in Bermuda or overseas). These filings can usually be obtained from the state's Secretary of State office. They are also available electronically via expensive database services such as Lexis-Nexis. More than a dozen states, however, have begun to make this information available for free on the Internet. Check this index of those resources.
http://www.thomasregister.com
Thomas Register is an online resource for finding companies and products manufactured in North America.
http://www.hoovers.com
Company Profiles, in-depth financials, full lists of officers, full lists of competitors, products/services/segment data.
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http://www.thecorporatelibrary.com
A central repository for research, study and critical thinking about the nature of the modern global corporation, with a special focus on corporate governance and the relationship between company management, their boards and their shareowners.
http://www.corpgov.net
Provides news, internet links, and a small reference library. Corporate Governance serves as a discussion forum and NETwork for stakeholders who believe active participation by shareholders in the governing of corporations will enhance their ability to create wealth.
http://www.cii.org
View the policies and shareholder activities of the Council of Institutional Investors, an organization of large public, Taft-Hartley and corporate pension funds.
http://www.foe.org
Friends of the Earth has published online their Handbook on Socially-Oriented Shareholder Activism.
http://www.sriadvocacy.org
The Shareholder Action Network is a project of the Social Investment Forum, and tracks shareholder resolutions and news on social issues.
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Nelson's online directory of investment managers includes contact information and assets under management.
Thomson Financial Investment Banking and Capital Markets Group website is the home of the Investext Group, Securities Data Company and CDA/Spectrum. Shareworld is Thompson's premier institutional shareholder database based on 13G and 13F filings.
Institutional stock ownership information. Listing of major shareholders, recent transaction information. Compiled from Form 13F information.
Institutional Holdings Data provides real-time access to equity holdings information filed by over 2000 institutional investors in their quarterly 13F filings.
Pension and welfare benefit funds most recent form 5500, as filed with the United States Department of Labor. Look up trustee information for ERISA covered plans (including single employer and Taft-Hartley pension funds).
Searchable database of pension and welfare benefit fund ERISA filings (form 5500). Allows reverse searches to identify clients of investment managers and consultants.
Free access to Morningstar's mutual fund profile database.
Pension & Investments magazine website. Subscriber access to the PIPER database of investment manager performance records. Free access to investment manager and pension fund profiles.
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