top management teams
TRANSCRIPT
Top Management Teams: Research TechniquesLinda Hauck, Business LibrarianSummer 2015
Top Management Teams: Research Techniques Demographic profile key corporate
officers Strategic corporate events Officers comments on corporate actions
Top Management Teams: Research TechniquesInformation Rich Targets
US Public Companies
Foreign companies traded on US exchanges
Challenging Targets
Private companies Nonprofit
organizations Wholly foreign
companies Subsidiaries
Team Id: Time Horizon WRDS, COMPUTSTAT, Capital IQ Mergent Online SEC filing 10K or 20-F (Proxy or DEF14A,
compensation) Investor’s page on web site EDGAR http://
www.sec.gov/edgar/searchedgar/webusers.htm
Mergent, Morningstar, Yahoo Fianance & others
Team Demographic Characteristics Age Education Position Prior Roles Compensation Affiliations
Demographic Characteristics
Demographic Characteristics
Corporate Actions & Events Events-stock splits, dividends, earnings,
Actions-Mergers, Acquisitions, Divestiture, Joint Ventures, Alliances, New Products, New Markets
Corporate Events & Actions
Corporate Actions in the News
Corporate Actions: Bloomberg Terminal
Ticker, F8 (Equity), GO, GP, GO, Event, Check off relevant categories
Officer Commentary Investor Relations Page Annual Report or 10K Business & Trade News Conference Calls
Conference Call Transcripts: Morningstar, Reference/USA Onesource, ABI Inform Fair Disclosure Wire, Seeking Alpha
Officer Commentary: ABI Inform, Business Source Premier, BizJournals & Others…
Performance Indicators: Fundamentals & the Street
Contextualize It: NetAdvantage, IBISWorld, ReferenceUSA Onesource
ValueLine, Morningstar, NetAdvantage, Mergent Online,
