Finance & Investment
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Home/Getting Started
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Do you know the NAICS or SIC codes for the industry you are researching? Many business research sources and databases allow searching by these industry codes--a quick way to get industry related information.
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The NAICS and SIC numeric codes were initially assigned to business segments by the U.S. Government when collecting statistical data about industries. The NAICS (North American Industry Classification System) codes were adopted in 1997 to replace the older Standard Industrial Classification (SIC) system (as originally developed in the 1930's) that is still used by some publishers. NAICS industries are identified by a 6-digit code, in contrast to the 4-digit SIC code.
Find NAICS and SIC codes for a specific industry using one of these resources:
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NAICS Codes / U.S. Census Bureau
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SIC Codes / U.S. Dept. of Labor
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NAICS-SIC Conversion / NAICS Association
News & Hot Topics
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Most of the indexes include the full text of the articles indexed or, alternatively, links to them via this Find Text button:
Business Source Complete
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Provides the full-text of articles from over 3,000 business journals, including the Wall Street Journal. Additional full text content includes market research reports, industry reports, country reports, company profiles and SWOT analyses.
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Factiva
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From Dow Jones and Reuters, a collection of 8000+ full text magazines and newspapers. Good for tracking responses to current economic events and analysis. Limit of 3 simultaneous users.
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Index to business periodicals and newspapers with full text of most articles.
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General Business File International
For international outlook or analysis, a source of full-text articles.
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World Bank Open Knowledge Repository
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Miscellaneous
Financial Security Index charts by Bankrate
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This link opens in a new window
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Bankrate's monthly survey measures how secure Americans feel about their personal finances compared to 12 months ago.
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iBanknet
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Banknet.com focuses on Financial Institutions. Each quarter from public regulatory filings dispersed across Federal Banking Agencies, the vendor collect, generate interactive data, and then publish internet-ready content about Banks, Domestic Financial and Bank Holding Companies, Thrifts and Credit Unions.
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Check this site for news in wealth management sector such as reports on "Charitable Giving Report 2017".
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Research Articles
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Business Source Complete
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Provides indexing and full-text of articles from over 3,000 business journals, including 1,000 peer-reviewed publications.
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Fed in Print
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Fed in Print is the central catalog of publications within the Federal Reserve System. This database provides access to research published by the Board of Governors and all 12 Federal Reserve Banks. Catalog materials include the core economic reviews, as well as specialized regional and international publications, working papers, and annual report essays. Selected speeches, community development publications, and conference papers are also available.
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JSTOR
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Back issues of selected scholarly journals in many disciplines including business, economics, and statistics as well as the humanities and social sciences.
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OECD iLibrary
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Online access to OECD (Organisation for Economic Co-operation and Development) statistical datafiles, periodicals, and books.
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ScienceDirect
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Collection of full-text journals from publisher Elsevier including many in accounting, business, economics, finance and management. UT has access to issues marked with a green icon.
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SpringerLink
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Full-text of journals, books and book series published by Springer and including many in business, economics, and statistics.
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Web of Science
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Citation index covers business as well as the sciences, social sciences, and humanities. Search for topics, authors, known article, or for cited articles.
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Wiley Online Library
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Full-text of articles from journals published by Wiley. Covers business, economics, finance, accounting, and statistics. Select "Journal Finder" to locate a specific journal title.
Company Profiles
A company profile is a quick way to get background on a company, what they do, and their current situation.
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Using the "company dossier" to locate company profiles of major U.S. and international companies.
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Search a company name; then from the results, click Company Profiles on the left menu bar, OR choose Company Profiles from the blue menu bar at the top of the initial search screen and select a company
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Click Companies on the upper left green menu bar, then search for company name or ticker symbol. Results provide a profile plus options for lengthier full reports.
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LexisNexis Corporate Affiliations
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This database is hidden to public view
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Provides information on both U.S. and international corporate families, including parent companies and their subsidiaries and divisions. Find corporate hierarchy, products, personnel, competitors, outside service firms, etc. Private companies are also included.
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Company Financials
Financial data is available for public corporations only, not for privately held companies or for subsidiaries.
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For U.S. and international corporations, has downloadable annual and quarterly balance sheet and other financial data for 3-15 years. Data available as reported, standardized, or restated.
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Covers both U.S. and international corporations. Look at the Overview Report for 10 years of financial data. Downloads of data also available.
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Morningstar Investment Research Center
Search for company, then select Financials on the left menu for 10 years of annual data. Covers both U.S. and international corporations. Limited to 2 simultaneous users.
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Summary financial data for U.S. public corporations. Usually covers 8-10 years.
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Focused on companies, their products, and the interrelationships between their customers, suppliers and partners. Includes quarterly and annual financials, segment data, estimates, daily stock prices, and more.
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From the green menu bar on the upper left of the database screen, choose Companies/Markets, then Company and search for a company name or ticker. Includes both U.S. and international corporations. Limited to 3 simultaneous users.
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Profiles on nonprofit organizations, including mission, legitimacy, impact, reputation, finances, programs, transparency, governance, and more. Provided by Haslam College of Business.
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Brief summary financials for U.S. and international corporations. Reports cover from 1909 to 2006.
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Provides business and financial data on major, non-publicly traded corporations, including family owned, private equity owned, venture backed, and international unlisted companies.
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Choose Lookup Company from left menu bar. Provides summary data for 10-15 years for about 1600 U.S. corporations.
Annual Reports/SEC Documents
Both annual shareholder reports, 10K's and other SEC filings for the current and for prior years are available via the databases below. In addition, annual shareholder reports for the current year can usually be found on a company's web site. Current SEC financial disclosure filings, such as the annual 10K report, may also be available on the company web site.
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From the SEC official web site, contains a full collection of all SEC filings from 1995 forward.
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Historical Annual Reports, 10K's and Proxy Statements
An historical collection of these documents is available on microfiche in the Library Storage. Annual reports begin in 1966, 10K's in 1974 and proxies in 1978. This microfiche collection ends in 1997.
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Focused on companies, their products, and the interrelationships between their customers, suppliers and partners. Includes full selection of SEC filings dating from 1998 forward.
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Morningstar Investment Research Center
Has annual shareholder reports and SEC 10K and 10Q reports from 2000 forward.
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SEC - The Financial Statement and Notes Data Sets
The Financial Statement and Notes Data Sets provide the text and detailed numeric information from all financial statements and their notes. This data is extracted from exhibits to corporate financial reports filed with the Commission using eXtensible Business Reporting Language (XBRL).
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SEC - The Financial Statement Data Sets
The Financial Statement Data Sets provide numeric information from the face financials of all financial statements. This data is extracted from exhibits to corporate financial reports filed with the Commission using eXtensible Business Reporting Language (XBRL).
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Securities Information from the US SEC EDGAR database for sophisticated business professionals.
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Commonly Used SEC Filings
DEF 14A Proxy Statement (Board of Directors appointments, changes, etc)
10-K Annual Report to the SEC (Required)
10-KA Amended Annual Report
10-Q Quarterly Report
8-K Report on changes that could affect the financial health of the company
6-K Non-US companies listed on a US stock exchanges, similar to 8-K
20-F Non-US company annual report to SEC
13-D Insider shares traded by board
13-FE Institutional Holders' trades
14-D1 Tender offer or Acquisition of another company
14-D9 Response to tender offer
S-1 New Issue Filing, aka Prospectus for an IPO (Initial Public Offering)
SB Small Business IPO​