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Top management teams

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Top management teams

  1. 1. Top Management Teams: Research Techniques Linda Hauck, Business Librarian Summer 2016
  2. 2. Top Management Teams: Research Techniques  Demographic profile key corporate officers  Strategic corporate events  Officers comments on corporate actions  Performance fundamentals & the Market
  3. 3. Top Management Teams: Research Techniques Information Rich Targets  US Public Companies  Foreign companies traded on US exchanges Challenging Targets  Private companies  Nonprofit organizations  Wholly foreign companies  Subsidiaries
  4. 4. Team Id: Time Horizon  WRDS, COMPUTSTAT-Capital IQ-Execucomp  Mergent Online-toggle display inactive  SEC filing 10K or 20-F (Proxy or DEF14A, compensation)  Investor’s page on web site  EDGAR http://www.sec.gov/edgar/searchedgar/webusers.ht m  Morningstar Insiders Tab, Yahoo Fianance & others
  5. 5. Team Demographic Characteristics  Age  Education  Position  Prior Roles  Compensation  Affiliations
  6. 6. Demographic Characteristics
  7. 7. Demographic Characteristics Lexis-Nexis Company Dossier, Executives or Find Marquis database
  8. 8. Demographic Characteristics Boardroom Insider Profiles via ABI Inform
  9. 9. Corporate Actions & Events  Events-stock splits, dividends, earnings,  Actions-Mergers, Acquisitions, Divestiture, Joint Ventures, Alliances, New Products, New Markets, Legal Challenges
  10. 10. Corporate Events & Actions NetAdvantage News, Events, Filings, Key DevelopmentsCustomize View
  11. 11. Corporate Events & Actions
  12. 12. Corporate Actions in the News
  13. 13. Corporate Actions: Bloomberg Terminal Ticker, F8 (Equity), GO, GP, GO, Event, Check off relevant categories
  14. 14. Officer Commentary  Investor Relations Page  Annual Report or 10K  Business & Trade News  Conference Calls
  15. 15. Conference Call Transcripts: Morningstar, Reference/USA Onesource, ABI Inform Fair Disclosure Wire, Seeking Alpha
  16. 16. Officer Commentary: ABI Inform, Business Source Premier, BizJournals & Others…
  17. 17. Performance Indicators Industry Reports for Context  NetAdvantage  IBISWorld  Onesource  Mergent WebReports Fundamentals & The Street  Morningstar  Valueline  Onesource  Mergent Online  NetAdvantage
  18. 18. Questions & Help? Linda Hauck, Linda.hauck@villanova.edu, 610- 519-8744

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