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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.

• Standard & Poor’s NetAdvantage- Capital Markets Industry Survey
• IBISWorld- Portfolio Management, Securities Brokering

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

• LSEG Workspace: For a multimedia learning module on LSEG Workspace check out our Learn with Baker Library LSEG Workspace Introduction.

Company Culture

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

• FirstHand(Vault) Online Career Library
  • Career Guide to IM
  • Top 25 IM Employers

Company & Industry News

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

• Factiva:  Useful for international, original language news. 

• Industry Highlights:  Sign up for Investment Management.

Additional Resources

• Research Guide for Financial Services and Investment Banking