Annual Reports At Academic Business Libraries
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Columbia University's Business and Economics Library owns a unique collection of historical annual reports. The majority of the reports predate the 1934 Securities Exchange Act which regulated and standardized reporting.
Librarians at Michigan and Washington were negotiating their initial union contracts (ABLD, 2022, pp. 70, 107). Purdue faculty librarians are moving to academic year contracts, so their newly hired business and data librarian will provide reference coverage for the summer months (ABLD, 2022, p.95).
The Collection of Historical Annual Reports is a project of the Lippincott Library at the University of Pennsylvania. The Collection consists of annual reports in PDF format from U.S. companies, and covers the period 1800 through 1955.
Annual reports from 1994-present are often available from the SEC's EDGAR system.Browse through scanned images of a selection of annual reports using Historical Corporate Reports, a Lippincott Library project.Columbia Historical Corporate Reports Online Collection offers digitized annual reports for about 36 New York City-based companies. Selected corporations in the digital collection include department stores, utility companies, banks, and railroads ranging from the 1850s through the early 1960s.Search for historical annual reports held by other universities using the Annual Reports at Academic Business Libraries database available from the Purdue University Libraries.Also, come to Lippincott Library and take a look at the historical collection of annual reports on microfiche. NYSE- and AMEX-listed companies are available.
A public company's 10-K (or 20-F for certain foreign companies) is an excellent source of information on its business, strategies, risks, financials, and more. It presents the company's point of view on its current condition and future direction. Other SEC filings reveal important information as well. ** Private companies or subsidiaries are not required to release detailed financials, and therefore don't need to file 10-K (annual report), 10-Q (quarterly report), etc.
Following Werner, Alicia Estes of New York University, reported on a research project undertaken with Deb Wallace, Harvard Business School, and Hannah Rasmussen, Harvard Business School CLIR Fellow, which explored the role of research taking place at ABLD member libraries. The goal of their research project was to explore the research being done in business library space.
Corporate financial reports and other disclosure documents are excellent sources for current financial statistics and for other detailed information about the operations of publicly traded companies. These documents include not only annual reports to stockholders but also the various reports that U.S. companies are required to file with the Securities and Exchange Commission:
These areas often will include links to annual reports and other detailed information of interest to current and potential shareholders. Keep in mind that such company supplied information can be slanted in a more positive way; review the 10-K report for more detailed information.
Business Premium Collection (ProQuest) The most comprehensive business offering, comprising all content from: ABI/INFORM Collection; Accounting, Tax and Banking Collection; Asian and European Business Collection; Business Market Research Collection; and Entrepreneurship Database. With global coverage in business and economics, the collection features thousands of full-text journals, dissertations, and working papers, as well as trade publications, market research reports, and key periodicals such as the Wall Street Journal, Financial Times, and Economist.Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only.
Business Source Complete (EBSCO) Scholarly, trade, and popular business publications covering all business disciplines. Includes market research reports, industry reports, country reports, company profiles and SWOT analyses. (Updated daily)Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only. This resource is also available for use by all Wisconsin residents through BadgerLink.
Doing Business (The World Bank) Provides objective measures of business regulations and their enforcement across 189 economies and selected cities at the subnational and regional level. The detailed subnational reports provide data on the ease of doing business, rank each location, and recommend reforms.Access: Available to everyone.
The Economist: Historical Archive (Cengage Learning) Provides searchable, full-text access to every issue from 1843 to the present minus 5 years, covering political, business, scientific, technological, and cultural developments in the world. Features full-color images, multiple search indexes, the ability to browse issues by date, a gallery of front covers, and exportable financial tables. (Additional year added annually)Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only.
EmarketerDaily research articles, analyst reports, and a database of e-business and online marketing statistics that provide insights and trends related to digital advertising, marketing, media, and commerce.Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only.
PsycINFO (ProQuest) More than one million citations and summaries of journal articles, book chapters, books, dissertations and technical reports in the field of psychology. Covers the psychological aspects of related disciplines such as medicine, sociology, education, business, and law. Journal coverage begins in 1887 and includes international material in over 35 languages. (Updated weekly)Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only.
Proquest One BusinessOnline business library database of millions of full-text items across scholarly and popular periodicals, newspapers, market research reports, dissertations, books, videos and more. The database includes company, industry and country reports; in-depth analyst reports from J.P. Morgan; and scholarly journal and ebook coverage from hundreds of publishers. Includes full text of The Wall Street Journal, The Economist and the Financial Times. ProQuest One Business contains all content previously available in other databases, including Business Premium Collection, ABI/INFORM, and J.P. Morgan Research.Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only.
Simmons Insights (Simmons Research) U.S. consumer data including demographics, psychographics, product usage, spending behavior and media habits. The data is compiled from the Simmons National Consumer Study of U.S. adults age 18 and older which is conducted each year. (Updated annually)User Guide: Please see our Tutorials and Help Pages for assistance with creating reports and interpreting the results.Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only. Licensed for 50 simultaneous users.
SimplyAnalytics Web-based mapping application that lets users create professional-quality thematic maps and reports using thousands of U.S. demographic, business, health, and marketing data. SimplyAnalytics contains extensive data including the Census and American Community Survey (ACS), consumer spending from the (CEX), Business Counts and the D&B business points-of-interest file. Users also have access to Nielsen Scarborough Cross-Tabs with survey data from over 140 large and mid-tier markets with local shopping habits, media preferences, technology adoption, social media use, and more. Data is available at the State, Congressional District, County, DMA, City, School and Legislative District, ZIP Code, Census Tract and Block Group level as well as custom trade area and the entire United States. Updated daily.Access: Available to anyone on-campus. Available off campus for UW-Madison students, faculty and staff only.
The ACRL Academic Library Trends and Statistics Survey, administered by the ACRL Academic Library Trends and Statistics Survey Editorial Board and designed to gather information at the national levels from all types of academic libraries, has three objectives:
The ACRL Academic Library Trends and Statistics Survey is administered by the ACRL Academic Library Trends and Statistics Survey Editorial Board and is the largest survey of academic libraries in the country, providing one of the most comprehensive portraits of the impact that academic libraries have across the U.S. The ACRL Academic Library Trends and Statistics Survey is composed of three parts:
A number of websites offer free or low cost access to company annual reports in digital formats or as scanned documents. The coverage of individual websites varies, with some offering more extensive archives.
NorthcoteUseful collection of direct links to annual reports for listed companies, with a search function and the ability to browse by FTSE index (covering the FTSE100, FTSE250, FTSE All Share and FTSE Small Cap indices). The annual reports are also arranged in a separate listing by sector.
The six libraries were formerly partners in the SCoRe ('Search Company Reports') national catalogue of printed company reports. The catalogue is no longer updated, but may still of assistance to researchers.
It is easier to find information about public companies (those that sell stock to shareholders) than about private companies (those that are privately owned by an individual or a group). Public companies in the United States are required by law to file documents with the Securities and Exchange commission (SEC). These include the 10K (annual)and 10Q (quarterly) reports. In addition, public companies issue an annual report to shareholders. 2b1af7f3a8