Answered By: Meghan Dolan
Last Updated: May 30, 2023     Views: 1100

Q.
Investment management: industry resources

What are top resources for analyzing the investment management industry?


A.

 

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Industry Overviews

Use industry profiles to discover how an industry operates, trends, how to analyze a company, financial comparison of major players, and industry resources.

Company Overviews

Create lists of competitors, potential employers, and people based on industry, geography, size, transaction details, deal types, and more.

  • Capital IQ:  Especially useful for identifying HBS alumni; For a multimedia learning module on Capital IQ check out our Learn with Baker Library Capital IQ Introduction.

  • Factset: Use the Screening tab to create a list.

Company Strategy

Get SEC filings (e.g., 10K), annual reports, and analyst reports.  Create lists of competitors and potential employers based on industry, geography, size, transaction details, deal types, and more.

See also Companies: Strategy

Company Culture

Identify top players and get inside scoop on working for profiled companies.

Company & Industry News

Identify latest activities, changes in management, market share/market size, and trends.

Additional Resources