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Finance Resource Guide

Research Librarian - Bernadine Hardin

General Reading

books & journals
[print & electronic]
Databases
(find journal articles etc)

 

General Resources

AFR.com
The Australian Financial Review - Financial Services section. current news. or the Print copy in the Library

CEIC -[subscription]
Macroeconomic, industry and financial time series database for global emerging and developed markets. product information

Fin Analysis (Aspect Huntly / Morningstar ) [subscription].
Provides a 12-year history of detailed financial information for all companies listed on ASX. More than 400 data items are provided. Innovative web-based research functions for searching and interpreting the data. [A Business School subscription]

Investopedia (a Forbes digital company)
This American site includes articles, dictionary, financial calculators and tutorials.

Eco5 by McKinsey & Company
Has links to a range of resources including working papers; historical data; central banks, stock exchanges. [note: the library subscribes to EconLit]

Financial Crisis 2007-2008 [video] "Frontline:  Inside the meltdown"
United States program on how the economic crisis transpired - plus "Interviews", "Timeline", and "Analysis".

Headlinespot.com Links to finance news sites.  Use the search function to locate regions other than USA.

International Monetary Fund (IMF) - many Publications are free
Search the website.   See also the Library catalogue for print & online subscriptions.

Wachowicz's Web World - [see all 8 parts]
F
inancial management web sites are grouped to correspond with the major topic headings in Fundamentals of Financial Management, 13th ed., Pearson Education Limited (2009) by James Van Horne and John Wachowicz.

Company reports. including annual reports

Journal articles in the Business Source Complete database. See this sample search result for journal articles published after 01/2000:  su option and (su binomial or su scholes) You could replace this search with your own keywords.

Osiris [Bureau van Dijk]
A fully integrated public company database ... Financial information [is included] on 57,000 listed and major unlisted/delisted companies worldwide (45,500 are non-US companies). The information includes: standardised and "as reported" financials (including restated reports), SEC filings, images of annual reports, corporate actions and dividends, detailed earnings estimates including recommendations, ownership, stock data, news and ratings

Mergers &Acquisitions - ZEPHYR [Bureau van Dijk]
Containing M&A, IPO and venture capital deals with links to detailed financial company information. ZEPHYR now contains information on over 600,000 transactions (as of December 2008). Nnine years of global coverage and includes deals involving European companies going back to 1997. Other Company information resources.

Trading Room Copyright © 2009. Fairfax Digital
Click on Quotes & Charts to find Options for a particular company. Also see links for: Portfolio; Find Stock Broker; Markets; News; Funds, Super, Retirement

ASX Australian Stock Exchange
Click on "About ASX" in the left hand frame for information on the operation of the ASX.

National Stock Exchange of Australia
NSX is a stock exchange established specifically for the listing of small to medium sized companies.

Stock & Commodity Exchanges - © Copyright 1996-2008, Rutgers University Libraries
International list of stock and commodity exchanges, including, futures, options, and derivatives, as well as sources for market and stock prices and reports.  Scroll down to see the index.

globalEDGE: International Business Resources  - Stock Exchanges
Comprehensive directory of international business, finance, marketing and trade resources & this link to Stock Exchanges.

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Investment tools

ASX Calculators & tools
A selection of calculators and tools for investing and trading in various ASX markets.

Resources for Financial Planners and Advisers (ASX)
ASX Guide to Listed Investments,  Tools for Advisers, ASX listed product information.

MarketWatch the Dow Jones Online Network (USA)
An American website with facility to search for current information for stock, fund or industry information for a specific country. See also Tools & Research.

Standard & Poor's (Australia & New Zealand)
Financial market intelligence services (commercial) - credit ratings, indices, investment research and data. See also the Library's online subscription to the Industry Investment Reviews via Factiva (find the title in "Source").

Wolfram - Finance & Money
Analyse stock data; compare several stocks; compute: futures, derivatives, bonds, mutual funds; and more ...

 

Global Industry Classification Standard  MSCI Barra  2008
A database of more than 37,000 companies (and over 42,000 securities) classified in accordance with the GICS methodology.

Getting Started with Excel  © 1999-2007 studyfinance.com / University of Arizona
This easy to follow overview was developed by Dr. Sharon Garrison.

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Banks and Banking

Banks - Financial statements
Select from 35,000 banks financial data. Download to a spreadsheet (upto 50 columns). Available from the Mint Global database. To search: see image for the "Industry" search tab and simply click the box for Banks.

Bank of England - /  Financial Stability Review / statistics

Banque de France - / Financial Stability Review

European Central Bank - /      Financial Stability Review

Federal Reserve Board (America)
 
see also Economic Research & Data

Reserve Bank of Australia.   
Monetary policy; Market operations; Financial systems.
Statistics - includes information on financial institutions. see also    RBA: Financial Stability.

BIS - Bank for International Settlements
An international organisation which fosters international monetary and financial cooperation and serves as a bank for central banks .

Reserve-Bank.com
This link is to All Banks, see also the link for Central Banks.

Deposit Rates Exchange - International fixed
Compare deposit rates worldwide. Includes Country Risk Rank and a Political Risk Score.

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Taxation

Tax Library /  Australian Tax Cases  CCH (subscription)
Search for cases from 1969 to the present.  Also has a link to abbreviations and foreign words and phrases at the end of the Contents.  Online help and tutorial available.
Instructions - under Active Subscriptions click on Australian Tax Cases.  Before entering search words; change the search forms to "Inside all titles" .  Use the asterisk (*) truncation symbol to increase search results.

Australian Taxation Office  - © Commonwealth of Australia
Extensively indexed - search either via the left hand frame or the search box. Covers a broad range of topics such as policies, guidelines, rulings, legislation and links for tax professionals.

Taxation - © 1997-2007 CPA Australia Ltd
Has lists of Resources, tools, ATO rulings, news and articles.

TaxSites  (American) © 1995-2008 AccountantsWorld, LLC
This international site lists tax web sites by country.

Taxation - Australia.gov.au
Business taxes explained (ABN, FBT, PAYG, Fringe Benefit) workers, superannuation, record keeping.

Taxation Institute of Australia
Has some free articles.  Use the Publications page to search for articles.

Scholarly peer reviewed articles in Business Source Complete database. Search result for:
SU tax* and SU australia
Or narrow the result by adding another key word
SU tax* and SU australia and "capital gains"

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Australia

Fin Analysis (Aspect Huntly / Morningstar ).
Provides a 12-year history of detailed financial information for all companies listed on ASX. More than 400 data items are provided. Innovative web-based research functions for searching and interpreting the data. [A Business School subscription]

The Australian Financial Services Directory
Click on the "Directories" link to see lists of stock brokers; fund managers; trading systems; industry associations; calculators, and more.

Financial Ombudsman Service
Information on cases and dispute resolution as well as the full text of the annual reports/reviews for each of the divisions-Banking & Finance; General Insurance; Investments, Life Insurance & Superannuation.

Financial Services - ASIC  (Australian Securities & Investment Com.)
Information on government regulations. Includes, Compliance, Licensing, Codes of Practice, Legislation, Managed investment schemes, Product disclosure etc

Department of Finance and Deregulation © Commonwealth of Australia
Financial reporting, briefs, ministers orders, Government finances: budget management, reporting and advice; Government operations: asset management & business services.

The Treasury  (Australian Government)
See this wonderful list of related websites. Use the Search box on the right hand side to find information related to your research.

Wren Investment Advisors  by Wren Research Pty Ltd
Click on "Downloads" for Historical Financial Market Data from 1875 onwards). Also the "Daily Database" for key financial data for every trading day since 1980.

Trading Room Copyright © 2009. Fairfax Digital
Click on Quotes & Charts to find Options for a particular company. Also see links for: Portfolio; Find Stock Broker; Markets; News; Funds, Super, Retirement

 

Asian Pacific Business & Finance

ASEAN 
Information on the activities undertaken by its member countries: Brunei, Indonesia, Malaysia, Philippines, Singapore, Thailand and Vietnam. Also links to their official home pages.

Asian Development Bank
Owned and financed by its 67 member countries.  It contributes low interest loans, guarantees, grants, private sector investments, to help build infrastructure and improve essential services to boost quality of life.

Peoples Republic of China  © 2006 www.gov.cn
Chinese government web page on business & finance

FinanceAsia.com  by Haymarket Business Publications Ltd
Finance news for Asia and Australia. Note the browse by country list.

Pacific Exchange Rates© 2008 by Werner Antweiler, University of British Columbia
Includes current rates and historic data. With links to analysis, ISO currency codes, currency trends.

 

U. K.; N.Z.; & Europe

Moneyextra.com - Financial News
A UK personal finance web site; information on latest rates, financial news and links to stockbrokers, investment trust managers and unit trust managers.

Euro Pages: The European B2B search engine © 1995-2008 EUROPAGES SA.
See Links in the left hand frame to see sections on finance, investors guide, newspapers, Europe Zone. Also has a company and product directory.

European Business Center

New Zealand Official Homepage  - Business Finance & Tax

Doing Business with New Zealand
A government website with links to products and services, stock market and latest share market prices.

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America

 

Federal Deposit Insurance Corporation (FDIC)  
Banking: industry analysis, consumer protection, risk management. plus Historical Statistics on Banking [USA]

NYSE Euronext 
NYSE Euronext (NYX) operates the world’s leading exchange group, located in six countries and include the New York Stock Exchange; Euronext; Liffe; and NYSE Arca Options.

US Securities & Exchange Commission
About the SEC, laws and regulations, company information, investor information, news. See also the full text search option of EDGAR (company database).

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This is short list of a few professional associations. Most include professional development, networking programs, career support services and information resources and publications.

Accounting & Finance Association of Australia and New Zealand Ltd (AFAANZ)
Finsia (Financial Services Institute of Australia)
FMAA Financial Management Association of Australia
FPA (Financial Planning Association of Australia)
Financial Services Association (FSA)
MFAA (Mortgage & Finance Association of Australia).
The Finance and Treasury Association -(Australia)

Global Association of Investment Professionals [CFA & CIPM]
Administer the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) programs

Institute of International Finance, Inc. (IIF)  
Supports the financial industry with information on managing risks; developing best practices and standards; and in advocating regulatory, financial, and economic policies.

Financial Economics Network (SSRN)
Digital repository of working papers but also has information on conferences, professional meetings and Professional Job Listings.

Books & Journals at the Library

All journals titles (electronic and print) subscribed to by the Library can be found by searching in the catalogue. Search the Databases to find articles.

The following is a small sample of the Libraries resources. You could also try a Keyword search in the catalogue for your topic.

Library Catalogue topic search - Subject Heading search for Finance:-

Here is a small sample of subjects.  Click a link below then browse the list (see also previous and next buttons) when you click on a Subject Heading link a list of titles is displayed.


Finance   see also Finance Australia
Finance mathematical models
Futures
Investment analysis
Options
Portfolio management
Risk management
Corporations -Valuation

Use the Sort by:  drop down list to display most recently published titles first.

Click on Headings again to go back to the list of Subject Headings.

 

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Updated: 15th November,  2010   Bernadine Hardin