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.
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
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
Mylan MYL
United Continental UAL & Continental 2013 merger, healh issue Oscar Munoz
The Cargill’s Koch Industries and Publix’s of the world are not good targets