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Banking and Finance

Best resources to expand finance studies.

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Data from Industry Reports

Industry reports reveal trends, name leaders, sub-sectors, and more. Use "search within a report" feature for words like global, international, or specific company names

IBISWorld Industry Market Research a top choice prior to job fairs & interviews! Graphics + text show content to great advantage & is appealing in presentations. Left menu features easy to use & includes financial & key statistics for industries (including industry data, key ratios, annual change, industry financials. Favorite menu items listing most used, others not listed:

  • Industry At A Glance: Industry SWOT chart & key statistics, annual growth, product/services segmentation, key trends
  • Products & Markets: Supply chain, external drivers, products & services, factors for new/success
  • Competitive Landscape: Market share, key success factors, barriers to entry, globalization
  • Major Players: includes name/market share%, and other companies. Search those names in Mergent Online database
  • Operating Conditions: capital intensity, tech factors, revenue volatility, regulations & policy (high/low)
  • Key Statistics: industry data [downloadable] year, $, wages, annual change, key ratios, industry financial ratios

First Research has a top menu function for Industry Prospector for industry metrics; in the center of the database opening page  search by NAICS industry code(s) for complete reports; includes 900+ North American industry segments

  • Expand left sidebar for  'chapters'
  • Use "Full Profile" report link on top right of a report page.

BCC Research Market Forecasting has large reports, features a summary chart for metrics & data related to a report; easy to use & download; there are also menu choices for List of Tables & List of Figures in any report–with downloadable data. 

  • Start with a simple broad concept search term, change the "Items per page" to 50 results & browse
  • Note the "Code alpha/numeric" tag – it indicates the report Category; a topic is often within 2 Categories/Codes
  • Left side of result list: sort for Relevant or Recent.  Best reports from BCC Publishing & are interactive. "Partner" category reports are .pdfs
  • Select a report, view left sidebar & expand sections. So a "Search within" at top of a report page to refine the broad topic area
  • Note the left sidebar for Companies; then research companies in Mergent Online database

Passport Global Market Research Tip: pause to view landing page Featured Insights (5-6), DashBoards and Companies on the right side of screen. Top of screen white banner shows Industries, Economies, Consumers, Channels, each with related sub-menus that appear beneath them. If you've explored the main page with those options, then a new page displays with several 'Explore" boxes. Left sidebar will display "Explore Themes"  for frequently searched topics. Center of page will display "Strategic Insights" 

  • Find large companies listed in large custom company .ppt files that will include industry data  
  • In a report, use left sidebar menu links for report table of contents, plus menu picks for Related Statistics, and Related Industry Reports, Related Company Profiles, and more 
  • Tip: note the lower right side "From our Blog" for emerging trends and markets of global interest and importance

Gartner is licensed by UTech for CWRU only, no public access. Search 8 categories, set up alerts, stay up on industry technology, concerns, advancements, and more. Create profile to save reports & get custom alerts. Content licensed for CWRU is approximately 90%.

Mintel Market Reports Use for markets & industries from consumer perspective, use, need. Download segments of a report  to create custom content. Keyword search, browse results to see related reports. "Cross category" options may appear on report title. Search concepts (e.g., inflation) for Insight document with key graphics, charts, quotes for concepts that will affect consumers, e.g., "How inflation will shape EMEA consumer's behaviour in 2022" 

Reports: all have executive summary, infographic overview, full .pdf report, databook. Report content has overview, market, consumer, brand/company, data and may show "related reports"

CWRU Libraries Discovery

Historical Annual Reports

Company "annual glossy" reports show how a company wants its shareholders to think about the year and the company. Cover art and letters included can be illuminating over time, as a company changes focus to meet changing demographics and times.