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Top management teams

Research tools for investigating top management teams

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Top management teams

  1. 1. Top Management Teams: Research Techniques Linda Hauck, Business Librarian Summer 2015
  2. 2. Top Management Teams: Research Techniques  Demographic profile key corporate officers  Strategic corporate events  Officers comments on corporate actions
  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  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/webu sers.htm  Mergent, Morningstar, Yahoo Fianance & others
  5. 5. Team Demographic Characteristics  Age  Education  Position  Prior Roles  Compensation  Affiliations
  6. 6. Demographic Characteristics
  7. 7. Demographic Characteristics
  8. 8. Corporate Actions & Events  Events-stock splits, dividends, earnings,  Actions-Mergers, Acquisitions, Divestiture, Joint Ventures, Alliances, New Products, New Markets
  9. 9. Corporate Events & Actions
  10. 10. Corporate Actions in the News
  11. 11. Corporate Actions: Bloomberg Terminal Ticker, F8 (Equity), GO, GP, GO, Event, Check off relevant categories
  12. 12. Officer Commentary  Investor Relations Page  Annual Report or 10K  Business & Trade News  Conference Calls
  13. 13. Conference Call Transcripts: Morningstar, Reference/USA Onesource, ABI Inform Fair Disclosure Wire, Seeking Alpha
  14. 14. Officer Commentary: ABI Inform, Business Source Premier, BizJournals & Others…
  15. 15. Performance Indicators: Fundamentals & the Street  Contextualize It: NetAdvantage, IBISWorld, ReferenceUSA Onesource  ValueLine, Morningstar, NetAdvantage, Mergent Online,
  16. 16. Questions & Help? Linda Hauck, Linda.hauck@villanova.edu, 610-519-8766

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