This document provides an overview of techniques for researching top management teams. It outlines sources for gathering demographic profiles of corporate executives, information on strategic corporate events and actions, and comments from officers on corporate decisions. Specifically, it recommends databases like Mergent Online, NetAdvantage, WRDS, and SEC filings to find biographies and compensation of executives. Other sources mentioned include corporate websites, EDGAR, Morningstar, and news databases for researching events, actions, commentary and performance indicators. The business librarian contact is provided for any questions.

1. Top Management
Teams: Research
Techniques
Linda Hauck, Business
Librarian
Summer 2019

2. Course Guide
https://library.villanova.edu/research/course-
guides/strategic-decision-making
Library home pageResearch
ServicesCourse
GuidesBusinessStrategic Decision Making

3. Top Management Teams:
Research Techniques
 Demographic profile key corporate
officers/executives
 Strategic corporate events
 Officers comments on corporate actions
 Performance fundamentals & the Market

4. 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

5. Practice Example: Comcast

6. Team Id: Time Horizon
 Mergent Online-toggle display inactive
 NetAdvantage (Capital IQ) Search by Company,
Professionals
 WRDS, COMPUTSTAT-Capital IQ-Execucomp
 SEC filing 10K or 20-F for Bios & Proxy or DEF14A for
compensation
 Investor’s page on web site
 EDGAR
http://www.sec.gov/edgar/searchedgar/webusers.htm
 Morningstar Insiders Tab, Yahoo Finance or
MarketWatch & others

7. Team Demographic
Characteristics
 Age
 Education
 Position
 Prior Roles
 Compensation
 Affiliations

8. Mergent Online
company searchExecutivesOfficersInactive

9. NetAdvantage
Company search Professionals

10. Compustat on WRDS

11. Bio profiles in the press via ABI Inform and
Business Source Premier

12. MarketWatch/Morningstar for Insider Transactions

13. Corporate Actions & Events
 Events-stock splits, dividends, earnings,
 Actions-Mergers, Acquisitions, Divestiture,
Joint Ventures, Alliances, New Products, New
Markets, Legal Challenges
 Form 8-K

14. NetAdvantage: Annotated Stock Chart

15. Corporate Events & Actions
NetAdvantage News, Events, Filings, Key
DevelopmentsCustomize View

16. Corporate Actions: Bloomberg Terminal
Ticker, F8
(Equity),
GO, GP,
GO, Event,
Check off
relevant
categories

17. Corporate Events,Actions, News

18. Corporate Actions & Events

19. Corporate Actions in the News

20. Officer Commentary
 Investor Relations Page
 Annual Report or 10K
 Business & Trade News
 Conference Calls
 Government Hearings/Testimony

21. Conference Call Transcripts: Morningstar, D&B Hoovers,
ABI Inform Fair Disclosure Wire, Seeking Alpha (free with
registration)

22. Officer Commentary: ABI Inform, Business Source Premier,
BizJournals & Others…

23. Congressional Witness Affiliation Search

24. Performance Indicators
Industry Reports
for Context
 NetAdvantage
 IBISWorld
 D&B Hoovers
 Statista
Fundamentals & The
Street
 Morningstar
 Valueline
 D&B Hoovers
 Mergent Online
 NetAdvantage

25. Questions & Help?
Linda Hauck, Linda.hauck@villanova.edu, 610-
519-8744