FINANCE AND INVESTING

A Resource Guide for Finance & Investing

General Sources--for background information Investing
 
- Stock projections
Accounting and Tax  Market Data (Current & Historical)
Banking Ownership (Institutional & Insider Holdings)
Bonds News: A Selection of Finance NEWS Sites
Consumer Information Risk Management
Financial Information: Analyzing and Using Venture Capital
Industry Information Link to: Foreign Exchange Rates
   

General Sources--for background information

Business Ratios and Formulas: A Comprehensive Guide
REFERENCE HF5691 B73
Coverage includes measurements for asset utilization, operating performance, cash flow, liquidity, capital structure and solvency, return on investment, market performance,  accounting/finance department, engineering department,  logistics department,  production department, sales and marketing department, analysis with an electronic spreadsheet, and an appendix with a measurement summary.

Barkley's Comprehensive Financial Glossary
http://www.oasismanagement.com/glossary/

iFigure
http://www.ifigure.com/
Online calculators and worksheets to help plan, solve and make decisions for many different situations and tasks, such as investing money, figuring business profits, making statistical comparisons, calculating cost savings of discounts, buying a house.

A Financial History of the United States
REFERENCE HG181 M297 2001 (in reference collection on first floor of library)
The three volume set covers the U.S. financial time period 1492-2001. 
See Also Encyclopedia of American Business History and Biography in our Reference Collection

GeoInvest.com
http://www.geoinvest.com
A guide to investment concepts, as well as a good starting point for financial news, research, and commentary.

Equity Analytics
http://www.e-analytics.com/
Provides a directory of information for government statistical releases, earnings reports, stock splits and dividends, futures, options, commodities, stocks, bonds, software reviews and a discounted bookstore.

Encyclopedia of Business and Finance
Book on 1st floor of library in Reference collection.  Call No: HF1001 E466
This two-volume encyclopedia provides information on major areas of business--accounting, economics, finance, information systems, law, management and marketing-- and renders a  variety of approaches to and perspectives about business.

Every Investor’s Guide to Wall Street Words
REFERENCE HG 4513 S37
Tips and terms from the experts

Finance & Investment Handbook
REFERENCE HG173 D66 

A-Z of International Finance
REFERENCE HG 3880 M33
The essential guide to tools, terms & Techniques

International Finance and Accounting Handbook
REFERENCE HF5686 I56 H36

The Handbook of International Financial Terms
REFERENCE HG 3881 M578

The New Palgrave Dictionary of Money & Finance
REFERENCE HG 151 48
Includes 1,000+ essays arranged alphabetically. Divided into 3 volumes.

The Blackwell Encyclopedic Dictionary of Finance
REFERENCE HG 151 B49

International Encyclopedia of the Stock Market
REFERENCE  HG 4551 I528

Handbook of United States Economic and Financial Indicators
REFERENCE  HC 106.8 047 
Contains 284 indicators. Entries provide a brief description of each indicator, an explanation of how it is derived or calculated, characterization of how it is used,  a table of sources that furnish values for the indicator, indicates who publishes it, and  gives a bibliography of works that give more information about it.

FINWeb
http://www.finweb.com
Web links to economics and finance-related topics.

Yahoo Finance & Investment
http://dir.yahoo.com/Business_and_Economy/Finance_and_Investment/

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Accounting and Tax

American Institute of Certified Public Accountants
http://www.aicpa.org/index.htm

AccountingNet
This site for accountants includes information on the CPA and CMA exams, as well as links to regional CPA societies and news.

National Association of State Boards of Accountancy
Provides a directory to state boards of accountancy, CPA exam schedule and requirements and NASBA publications.

Accountants' Handbook (2 vol.)
REFERENCE HF 5621 A22
Vol. 1:  Financial Accounting and General Topics
Vol. 2:  Special Industries and Special Topics

Accounting Terminology Guide
http://www.nysscpa.org/terminologyguide/main.htm
An accounting glossary from the New York State Society of CPA's.

The Blackwell Encyclopedic Dictionary of Accounting
REFERENCE HF 5621 B54

Miller GAAS Guide
REFERENCE HF 5667 M55
A comprehensive restatement of standards for auditing, attestation, compilation and review, and the Code of professional Conduct.

Treasurer’s & Controller’s Desk Book
REFERENCE HG 4027.3 G68
Contains procedural guidelines, helpful hints, and warnings of pitfalls to avoid for financial executives. Published by the American Management Association.

Who Audits America
REFERENCE HF5616 U5 W5
Includes a master company list with entries containing who audits the companies, who used to audit them, stock exchange they're on, trading symbol (if applicable), number of employees, assests (net, loss, sales), fiscal year, headquarters location, codes for companies whose shares are not traded.  There are also listings for: auditors with a summary of sales audited in $ millions; clients of all auditors nationwide listed by state; "Big Four" audit firms and the companies they audit; non-Big Four audit firms and the companies they audit.

Wiley Not-for-Profit GAAP
REFERENCE HF5686 N56 W55
Interpretation and application of Generally Accepted Accounting Principles for not-for-profit organizations.

Lexis-Nexis UW restricted

  • Covers accounting literature such as AICPA publications, SEC Financial Reporting Release (FRR), Miller GAAP and GAAS Guides, Miller European Accounting Guide, OMB Literature, and more. To access:

    • Select: Business tab above.  Then select Accounting from left frame.  Select a source from the drop down menu and  search by keyword 

     

  • To research tax law (IRS Bulletin, tax regulations and more) in Lexis-Nexis:

    • Select: Legal tab at top.  Then select a source from the drop down menu or from the left frame and search by keyword.

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Banking

Thorndike Encyclopedia of Banking and Financial Tables
( Book in Reference Collection on first floor of library. 
Call Number: HG1625 T492)
Includes tables for Growth, Depletion, Saturation, Population Growth, Inflation, Deflation, Amount at Growth, and Retirement Income. The tables can be used to measure how populations grow, the increasing demand for raw materials, the amount of remaining reserves, and to project price inflation and deflation. 

Federal Reserve Districts and Banks
http://www.federalreserve.gov/otherfrb.htm

Federal Reserve Banking Information
http://www.frbsf.org/publications/banking/index.html
Federal Reserve Bank of San Franciso provides access to banking data and reports, regulations and publications.

Federal Reserve Economic Research
http://www.frbsf.org/economics/
Federal Reserve Bank of San Franciso provides this database of federal reserve economic research.

The World Bank
http://www.worldbank.org/

International Monetary Fund (IMF)
http://www.imf.org
Promotes international monetary cooperation, exchange stability, and orderly exchange arrangements; fosters economic growth and high levels of employment; provides temporary financial assistance to countries to ease balance of payments adjustment.

Bank to International Settlements
http://www.bis.org/cbanks.htm
Provides web links to Central Banks around the world.

Directory of Banks on the Web
http://www.qualisteam.com/Banks/index.html
A banking and finance portal.

AAAdir
Searchable directory of world banks, credit unions and financial information on the web. 

TheBankingChannel
Contains banking industry information, including bank statistics such as ranking of the top 100 banks in the U.S. by asset and the top banks in each state ranked by assets and deposits. Free registration required for most data.

Foreign Exchange Rates
Can be found in StatUSA National Trade Data Bank
UW restricted

Encyclopedia of American Business History and Biography: Banking and Finance to 1913
(book in the Reference Stacks on the first floor of the library.  Call No. HG2461 .B33 1990
)

Encyclopedia of American Business History and Biography: Banking and Finance, 1913-1989
 (book in the Reference Stacks on the first floor of the library.
Call No. HG2481 .B325 1990 )

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Bonds

Mergent Online UW restricted
Mergent Online provides access to 15 years of financial data for U.S. and international public companies. Other information provided includes business profiles, bond and equity portraits, histories, lists of subsidiaries, company officers and directors. An archive section provides U.S. and international public companies that were acquired, went bankrupt, liquidated or merged out of existence from 1996. Full Annual Reports for several years are integrated within the BASIC SEARCH Module and Company SEC filings are available through the EDGAR SEARCH module.

Standard & Poor's NetAdvantage  UW restricted
Provides global industry reports; in depth company profiles with Compustat excel analytics; as well as stock, bond and mutual fund reports, economic insight, and more.  Exportable to Excel spreadsheets.

SIFMA
http://www.sifma.org/
The Securities Industry and Financial Market Association includes data on the fixed income market.

Bonds Online
http://www.bondsonline.com
An aggregate of free information on bonds, Bonds Online provides current bond news, pricing and other areas of interest to bond investors. Covers U.S. corporate, municipal, mortgage-backed securities, and government bonds. Areas such as market news and and bond prices are updated daily.

InvestingInBonds.com
http://investinginbonds.com 
An educational site designed as a self-guided tutorial to learn about investing in bonds. The site is maintained by The Bond Market Association.  There are separate sections on corporate and municipal bonds, mortgage-backed securities, and US. Treasury securities. There is a Daily Report to look up corporate and municipal bond trades from the previous trade day.

Savingsbonds.gov
http://www.savingsbonds.gov
The Bureau of Public Debt provides this site, giving latest information on investing in U.S. Savings Bonds. Features a savings bond calculator, current bond rates, explanation of products, how and why to buy bonds, online resources, and upcoming auctions and historical information.

FRED
http://www.stls.frb.org/fred/
A Federal Reserve Economic Time-Series Database that provides historical U.S. economic and financial data, including daily U.S. interest rates, monetary and business indicators, exchange rates, balance of payments and regional economic data for Arkansas, Illinois, Indiana, Kentucky, Mississippi, Missouri and Tennessee.

Statistical Abstracts of the United States
REFERENCE HA 202 U56   and an abridged web version at http://www.census.gov/statab/www/
Collection of statistics in table format for a wide range of economic indicators, including bond and stock dividend yields, money market interest rates and mortgage rates.  

Economic Report of the President
http://www.access.gpo.gov/eop/index.html
Includes Bond Yields & Interest Rates.  

Wall Street Journal
Corporate Bonds may be listed on the NYSE, AMEX or over the counter.  
Bond quotes, changes in bond ratings and interest rates (corporate, municipal, U.S. Government and foreign exchange) are listed  in the The Wall Street Journal.  The Bothell/Cascadia Campus Library keeps current editions of the WSJ until microfilm arrives. Then the Western Edition of the WSJ is on Microfilm (BOT 110)  from 1985- . MicNews on the UW Seattle Campus has on Microfilm  ( A3910)  the Eastern Edition  from 1889-  (with some gaps 1889-1892).

World Almanac Book of Facts 
Can be found in Lexis-Nexis online database   UW restricted
Select:  Power Search tab above
Select:  World Almanac from drop down source menu
Search term:  corporate bonds
Results:  15 year archive for Treasury 30-year bonds; New Aa corporate bonds; New Aa municipal bonds 

Moodys Bond Register (renamed Mergent Bond Register)
Foster Library on UW Seattle campus and the Bellevue Public Library hold this for current and some prior years.

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Consumer Information

Bankrate.com
http://www.bankrate.com/brm/default.asp
Bankrate.com
posts what it found to be the lowest rates offered by lenders and the highest rates offered on savings. Every weekday night updates are done to its database of interest rates from 4,000 institutions across the country. Institutions are surveyed on a rolling basis throughout the week, so these rates represent a leading indicator of what's going on in the marketplace. They 

Find-It! Consumer Washington
http://finditconsumer.wa.gov/
The Find-It! Consumer web site is a collaborative effort of state organization sponsors and library staff to make useful, quality consumer information easily available to the public. Find-It! Consumer is a web site search engine for "one stop consumer help". It provides a single stop for searching more than 100 consumer protection and public safety web sites.  Through Find-It! Consumer users can find:
  Solutions to consumer  complaints, information on consumer safety, and ways to protect against consumer fraud.

FinanCenter
http://www.financenter.com/
Links to web centers with information and calculators for home, auto, credit cards, retirement, insurance, investing, and salary and benefits.  Analyzers help consumers evaluate the scope of their financial situation for individual needs. 

Investor Protection Trust
http://www.investorprotection.org/
The Investor Protection Trust provides independent, objective information needed by consumers to make informed investment decisions. They have links to Checking Out a Broker, Getting Started Investing, Resolving Disputes With a Financial Professional, Making a Complaint, and Avoiding Scams.

Safeshopping.org
http://www.safeshopping.org/
An informational site created by the American Bar Association to help consumers order safely online.

TaxWeb
http://www.taxweb.com/
TaxWeb is the Internet's first consumer-oriented source for federal, state and local tax-related developments. They provide answers to general tax questions, plus hyperlinks to current federal and state-sponsored tax sites that allow you to conduct more detailed tax research.

U.S. Consumer Gateway
http://www.consumer.gov/
A federal consumer information center with links to information from various federal agencies.

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Financial Information: Analyzing and Using

Understanding and Using Financial Data
REFERENCE HF 5686 L35 U53
An Ernst & Young Guide for attorneys. Tells you where to find financial operations information on an entity, as well as how to compare it to the information given by other companies in the same industry or geographic location, and how to corroborate the information in the basic statements.

How to Analyze Businesses, Financial Statements and the Quality of Earnings
REFERENCE HF 5681 B2 S4875
Besides covering the FASB Statements, the book incorporates Statements on Auditing Standards applicable to the audit report.

The Analysis and use of Financial Statements
REFERENCE HF 5681 B2 W4678
Financial statement analysis from the point of view of the primary users of financial statements: equity and credit analysts; however, managers, auditors, educators and regulators can also benefit from the insights and analytic techniques presented here.

Investor’s Guide to Technical Analysis
REFERENCE HG 4521 G53
Geared toward the private investor and the market student. Covers in detail the basic concepts, giving an understanding of the psychology of markets and a grasp of the methods used to interpret them. Technical analysis is the analysis of price behavior in financial markets, as against the analysis of underlying assets represented by that price.

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Industry Information

FDIC Statistics on Banking
REFERENCE HG 2401 S76
A statistical profile of the United States banking industry. Detailed data on bank industry performance during given time period. Focus is data about FDIC-insured depository institutions.

FDIC
http://www.fdic.gov
The Federal Deposit Insurance Corporation gives reports on the banking industry as a whole (statistical, analytical and historical).  There is also a searchable databases to find institutions and their branches to determine their status as insured depository institutions, their financial condition and their condition relative to other institutions. The databases may also contain other financial and non-financial information about individual financial institutions as well as certain aggregate financial statistics for comparative use.

PriceWaterhouse Coopers (PwC)

  • Some industry information is available free such as on Banking & Capital Markets, as well as Financial Services
    (Select the Industry Sectors tab on opening page).
     
  • Other publications are downloadable free such as Financial Services Bulletin and Financial Services Survey
    http://www.pwc.com/extweb/industry.nsf/docid/7C7AEFB164213A8685256AEA0061F195
    (or  click on Industry Sectors tab on PwC home page and then select "What's New in the Financial Services Industry" in the left frame, or search for the publications in the keyword search box),

Link to more Industry Surveys

Link to Industry Ratios and Rankings

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Investing

Online Sources

Mergent's Dividend Achievers  UW restricted
Available through Wiley Interscience Journals. (Note: The page may take awhile to load)

World Investment Report: Trends and Determinants
REFERENCE HG 4538 W67
Also available online from United Nations Conference on Trade and Development
Provides analysis of trends in foreign direct investment and international production by transnational corporations, and notes major regulatory changes at the national and international levels. Gives a breakdown of regional FDI trends, and examines specific issues related to the role and impact of foreign direct investment in various parts of the world. Reviews factors that determine flows of foreign direct investment to host countries and the evolving nature of those determinants.

Streetnet Online Investors Guide
http://www.streetnet.com
Provides investment information such as stock quotes and earnings estimates, as well as numerous links to useful financial web sites, such as SEC filings and interest rates. Also lists newsgroups for investors and a small number of company home pages with annual reports.

Reuters Investor
http://www.investor.reuters.com/Home.aspx
Gives company profile, plus comparison ratios, performance, financials, earnings estimates, price charts, news, quotes, DRIP, and insider trading.

Big Charts
http://www.bigcharts.com
Allows custom charts to be drawn according to different indicators. Also provides company profiles, stock quotes, SEC filings, best and worst performing stocks in an industry, analyst estimates, overall market and indices summary.

BradyNet
http://www.bradynet.com
Emerging market fixed-income information such as prices, ratings, forfaiting, news, etc.

Mergent Online UW restricted
Mergent Online provides access to 15 years of financial data for U.S. and international public companies. Other information provided includes business profiles, histories, lists of subsidiaries, company officers and directors. An archive section provides U.S. and international public companies that were acquired, went bankrupt, liquidated or merged out of existence from 1996. Full Annual Reports for several years are integrated within the BASIC SEARCH Module and Company SEC filings are available through the EDGAR SEARCH module.

Hoover's Online UW restricted
Under Pro Tools:  select Stock Screener  to search for stocks in over 20 categories, including growth stocks, value stocks, and high-yield stocks or by industry or stock exchanges, company size, rate of return, growth rates, ratios, or margins.

Investext  UW restricted
Analyst reports and forecasts prepared by international brokers, investment banks, and trade associations on over 11,000 U.S. and international companies and 83 industries.  Also contains Wall Street Transcripts of interviews with market leaders.

Mutual Fund Connection
http://www.ici.org
Links to mutual funds and information about mutual funds by the Investment Company Institute as part of its efforts to enhance public understanding of the investment company industry.

Securities Industry Association
http://www.siaonline.org/
Provides information on key issues, survey results, research reports,  conferences and upcoming events for the securities industry.

Berkshire Hathaway Inc.: Shareholder Letters
http://www.berkshirehathaway.com/letters/letters.html
This site contains CEO Warren Buffett's annual letters to the shareholders of the Berkshire Hathaway company, going back to 1977. 

Print Sources

Value Line Investment Survey (on microfiche)
Provides ratings on companies stock performance; historical trend data and projections for stocks; and evaluation and analysis of industries and stocks.
Large cap from 1988 - last quarter.  (in microfiche cabinets on 1st floor of library)
Small and mid cap from March 1995 - last quarter      "                      "

The Micropal Guide to Offshore Investment Funds
REFERENCE HG 4538 M53
Statistical and practical information on over 5,000 offshore investment funds. Contains info on offshore investment in collective investment vehicles such as unit trusts, mutual funds or closed ended funds that are tax havens and offer added wealth protection and fewer investment restrictions.

Morningstar Mutual Fund 500
Book in our Reference collection on first floor of library (Call No: HG 4530 M664).  Prior editions are in the stacks.
Guide to 500 quality mutual funds selected by the editors of Morningstar. Also gives investment guidelines such as questions to ask before buying a fund, portfolio pitfalls, knowing when to sell, balancing portfolios, and tax-efficient investing.

Directory of Dividend Reinvestment Plans
REFERENCE HG 4028 D5 S73

101 Years on Wall Street: An Investor’s Almanac
REFERENCE HG 4572 B74
Summaries of bull and bear markets since 1890, yearly retrospects, statistical analyses, winners and losers, financial scandals and crises, and more.

Handbook of Fixed Income Securities
REFERENCE HG 4551 H265
Covers a wide range of fixed income products and fixed income portfolio management strategies.


Stock Projections:

Yahoo Finance 
Use keyword search box to retrieve a stock quote for your company. In the table that appears, there should be a 1 year Target Estimate (1y Target Est).


Standard & Poor's NetAdvantage 
Search for a Company Profile for your company.  Then, from the left frame, select the following reports:

Investext UW restricted
Reports and forecasts prepared by international brokers, investment banks, and trade associations on over 11,000 U.S. and international companies and 83 industries.  Price targets are included in some company reports such as from PriceTarget Research.


SEC Reports  (Where to find them and information about them)

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Market Data (Current and Historical)

Current and Historical:

Financial Web
http://www.financialweb.com
Provides web links for quotes, charts, news, earnings, mutual funds, annual reports, SEC filings, IPOs, historical stock market information and more.
  Some areas may require logon or fee.

Holt Stock Report
http://metro.turnpike.net/holt/index.html
Gives daily stock reports, most actively traded stocks, and activity on indices. Archives for 4 or 5 years.

Just Quotes
http://www.justquotes.com
Investment FAQs (an investment learning tool), plus, company profiles, SEC filings, insider trades and top institutional holders, financial statements, ratios, analysis, earnings, charts, stock reports, competitors, current and historical quotes (3 mo. daily, 1 yr. weekly, 2 yrs. monthly).
Note: top institutional holders can also be obtained from a company profile in Yahoo. 1) Select:   Stock Quotes. 2) Obtain a stock quote for a company  3) Select: Profile.

Global Financial Data   UW restricted
Global Financial Data is a collection of financial and economic data, which includes: long-term historical indices on stock markets; Total Return data on stocks, bonds, and bills; interest rates; exchange rates; inflation rates; bond indices; commodity indices and prices; consumer price indices; gross domestic product; individual stocks; sector indices; treasury bill yields; wholesale price indices; and unemployment rates covering over 200 countries.

Factiva  UW restricted
Provides daily prices for 2 years for stocks, funds, currencies and market indexes
Provides weekly and monthly prices for 5 years for stocks, funds, currencies and market indexes
Select tab at top of screen: Company/Markets
Options are current and historical stock quote data, as well as tabs at top of screen for Charting and Company (i.e., company profile)

Value Line Investment Survey (on microfiche)
Provides ratings on companies stock performance; historical trend data and projections for stocks; and evaluation and analysis of industries and stocks.
Large cap from 1988 - last quarter.  (in microfiche cabinets on 1st floor of library)
Small and mid cap from March 1995 - last quarter      "                      "

Wall Street Journal (current and back issues maintained in print and/or microfilm)
Note: the online version will not provide this historical information

New York Times (current and back issues maintained in print and/or microfilm)
Note: the online version will not provide this historical information

Daily Stock Price Record: NYSE
Books in third floor stacks.  Call No: HG 4915 I23  (Library Use Only)
Multiple volume set by S&P covering 1977-1994 and 2003-04
Also on Microfiche BOT-10 covering 1994-2002 (1999 incomplete)

Daily Stock Price Record: ASE
Books in third floor stacks. Call no:  HG 4915 i22  (Library Use Only)
Multiple volume set by S&P covering 1977-1994 and 2003-04
Also on Microfiche BOT-8 covering1994-2002

Daily Stock Price Record: NASDAQ
Books in third floor stacks. Call no:  HG 4915 I24  (Library Use Only)
Multiple volume set by S&P covering 1977-1994 and 2003-2004
Also On Microfiche BOT-9 covering 1994 - 2002
 


Factbooks, Encyclopedias and Reports (may also include market price archives)::

New York Stock Exchange Fact Book
Book in Reference collection on 1st floor of library.  Call no:  HG 4571 N4
NYSE activity, stock price trends, listed companies, stock transactions in the U.S. between U.S. and foreign investors, NYSE fixed-income markets, institutional investors and more.

American Stock Exchange Fact Book
Book in Reference collection on 1st floor of library.  Call no: HG 4575.1 A43
Highlights of the previous year on the AMEX, including company trading statistics.

Emerging Stock Markets Factbook
Book in Reference collection on 1st floor of library.  Call no: HG 4551 E43
Source of information on financial markets in the developing world.

Economic Report of the President
http://www.access.gpo.gov/eop/index.html
In addition to an economic analysis on a wide range of domestic and international economic policy issues with long-term and near-term growth projections, there are statistical tables often covering 40 years or more relating to income, employment and production.   Categories include: National Income and Expenditures; Population, Employment, Wages and Productivity; Production and Business Activity; Consumer and Producer Price Indexes; Money, Stock, Credit and Finance (including Bond Yields & Interest Rates, NY Stock Exchange Indexes, Dow Jones Industrial Average, S&P Index, Common Stock Yields and more); Government Finance; Corporate Profits and Finance; Agriculture; and International Statistics. 

World Stock Exchange Fact Book
Book in Reference collection on 1st floor of library.  Call no:  HG 4551 W657
Contains historical market data from over 45 stock exchanges. Gives market capitalization, sector profiles, share trading, market growth, market indicators, monthly values, and most traded stocks.  Also provides an understanding of structure, rules and practices of markets by giving info on settlement details, commissions, taxes, investor protection, regulations for foreign investors, and listing and disclosure requirements. 

International Encyclopedia of the Stock Market
Book in Reference collection on 1st floor of library.  Call no: HG 4551 I528


World Market Information:

Stock Price Charts World Wide
http://members.xoom.com/_XOOM/zchowbok/index.html
http://www.iinet.net.au/~tighe/asc.html

World Stock Exchanges
http://www.internationalist.com/business/Stocks.html
http://www.qualisteam.com/eng/act.shtml


Futures, Options, Commodities:

Futures & Options Exchanges
http://www.numa.com/ref/exchange.htm

Chicago Mercantile Exchange
http://www.cme.com/
Daily settlement prices of all CME futures and options, estimated volume and open interest are available.

Commodity Futures Trading Commission
http://www.cftc.gov
Federal regulatory agency for futures trading

CRB Commodity Yearbook
Book in Reference collection on 1st floor of library.  Call no: HF 1041 C56
For major commodities, supplies data such as world production; supply and distribution in the U.S. by state and by weight;  sales prices; per capita consumption;  import and export values; volume of trading and where traded. Also gives Bridge/CRB Indices and the commodity price trend for energy, grains, livestock, precious metals and softs.

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News: A Selection of Finance NEWS Sites

Boston Globe—Business Section
http://www.boston.com/business/?p1=GN_Business

CNN—the Financial Network
http://money.cnn.com/index.html

Investor’s Business Daily
http://www.investors.com/

Seattle Times
http://www.seattletimes.com/news/business

USA Today—Moneyline
http://www.usatoday.com/money/digest/md1.htm

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Risk Management

IFCI Risk Watch  (web link may not be working)
http://risk.ifci.ch/index.htm
The International Finance and Commodities Institute's Guide to Regulation and Control of Financial Risk. Includes regulatory documents on international finance, key risk concepts, glossary of risk management terms, risk management case studies, a forum for document discussion, and links to other web sites relevant to risk.

Dictionary of Financial Risk Management
Book in Reference collection on 1st floor of library.  Call no:  HG 151 G37
Designed for professional financial analysts and financial managers.

Value Line Investment Survey (on microfiche)
Provides ratings on companies stock performance; historical trend data and projections for stocks; and evaluation and analysis of industries and stocks. 
Contains beta values for over 1,500 companies.
Large cap from 1988 - last quarter.  (in microfiche cabinets on 1st floor of library)
Small and mid cap from March 1995 - last quarter      "                      "

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Venture Capital

Red Herring
http://www.redherring.com
Technology business news and events, including Investor and IPO news, VC & startups.

Thompson Financial Securities Data
http://www.tfsd.com/products/financial/default.asp
Provides worldwide merger and financing information.  

National Venture Capital Association
http://nvca.org/home-frame2.html
Association events, VC industry statistics and legislative alerts.

The Directory of Venture Capital & Private Equity Firms
REFERENCE HG4751 F582
This directory Includes brief profiles and mission statements for 2,323 domestic and international venture capital & private equity firms. The profiles provide useful statistics such as industry group preferences, average investment, portfolio companies, investment criteria and key executives.  The directory contains five indexes: - College/University (for venture capital executives)   - Executive (listing by key personnel)    - Geographic (by state for domestic listings and by country for international listings)    -Industry Preference (industry segments and names of firms invested in them)    - Portfolio Companies (listing of companies that received venture capital from a listed firm).

Venture Capital Finance Directory
http://www.vfinance.com/
vFinance.com contains venture capital directories and related services, including a downloadable business plan template.

Pratt's Guide to Venture Capital Sources
REFERENCE HG65 R8
Provides a background for venture capital, relays how to raise venture capital, discusses sources for business development financing, and contains a directory of U.S. and non-U.S. venture capital firms.

Link to IPO's

Search  Business Source Complete (periodical database)  UW restricted
using subjects such as:     
venture capital, venture capital companies, startups, risk capital

Search Investext (online database). UW restricted
Select "All Industries"
Under "Report Title" enter venture.

Search Journal of Business Venturing
in Factiva  or   
Business Source Complete   UW restricted databases
Note: Full text available from Science Direct 1995-present.
UW restricted

 


 

Guide Developed by:
Doreen Harwood
Business Librarian
email: dharwood@uwb.edu

URL:  http://library.uwb.edu/guides/BusWeb/BusWebFinance.htm
Updated: 06/26/2008