Finance
For other Business Sources, select UWF Library ELi pages:
Accounting,
Economics,
General Business,
Management, or
Marketing.
Indexes
The following list includes specialized indexes to financial journals.
- Accounting and Tax Index. 1992- (Ref. HF 5601 A213)
- [Dialog/File 485]
- Indexes English language periodicals, books, pamphlets and government
documents in the fields of accounting, data processing, auditing, investments,
and taxation. Formerly Accountants Index 1948-1991.
- AICPA reSOURCE
- This website contains full text sources relating to AICPA and FASB standards.
It is available only in the UWF Library.
- Banking Information Index. 1994-2002. (Ref. HG 1501 B652)
- Published quarterly by the American Bankers' Association, this index
includes over 170 periodicals and indexes the banking journals in more depth
than other business indexes.
See also Banking Information Source
[Dialog/File 268].
- Blackwell Encyclopedic Dictionary of Finance. 1997.
(Ref. HG 151 B49) & Emerald Coast Library
- Provides concise informative definitions and explanations of key concepts
and terms in the field of finance
- Insurance Periodicals Index
- [Dialog/File 169]
- This annual index to approximately 30 insurance journals can be
supplemented by the monthly indexes that appear in Best's Review:
Life/Health Edition (Period. HG 8751 B47) and Best's Review: Property
Casualty Edition (Period. HG 8011 B48). See also Insurance Information
Online [DataStar/INON].
Bibliographies
- Cabell's Directory Of Publishing Opportunities In Accounting, Economics
and Finance. 1997/1998. (Ref. H 91 C232) & Emerald Coast Library
- Gives criteria for publishing in journals relating to accounting,
economics and finance
Dictionaries and Encyclopedias
- Banking and Finance, 1913-1989. 1990. (Ref. HG 2481 B325)
- This volume of the Encyclopedia of American Business History and
Biography gives a comprehensive history of banking in the United States.
See also Banking and Finance To 1913 (Ref. HG 2461 B33 1990).
- Dictionary for Business and Finance. 1995 (Ref. HF 1001 T43)
& Emerald Coast Library
- A comprehensive glossary of general business terms and specialized terms
in finance. See also: Dictionary of Banking (Ref. HG 151 R66 1993),
Handbook of International Financial Terms (Ref. HG 3881 M578 1997) & Emerald Coast Library,
and Dictionary of Finance (Ref. HG 151 D54 1993) & Emerald Coast Library.
- Dictionary of Investing. 1993. (Ref. HG 4513 R67)
- By Jerry Rosenberg, this dictionary describes terms in the technology of
all global markets. See also Dictionary of Finance and Investment Terms
(Ref. HG 151 D69 1995) & Emerald Coast Library;
Wall Street Words (Ref. HG 4513 S37 1997) & Emerald Coast Library;
and The Complete Words of Wall Street (Ref. HG 4513 P46 1991).
- Dictionary of Personal Finance. 1992. (Ref. HG 151 S427)
- Written for the lay person, this dictionary describes terms and concepts
that frequently appear in publications dealing with consumer economics.
- Encyclopedia of Banking and Finance. 1994. (Ref. HG 151 M8)
& Emerald Coast Library
- Containing over 4,000 entries, this encyclopedia is considered a basic
text in finance and banking.
- Encyclopedia of Busine$$ and Finance. 2001. (Ref. HF 1001
E467)
- Written in layman's language, this two volume set presents over three
hundred entries covering major concepts in business and finance.
- Encyclopedia of Technical Market Indicators. 2003. (Ref. HG 4915
C56)
- Describes economic indexes, ratios, and other economic indicators with
excellent tables, examples and graphs
- Glossary of Insurance Terms. 1996. (Ref. HG 8025 G58)
- A dictionary of terms in insurance and related fields for laymen, students
and insurance people. See also Glossary of Insurance and Risk Management Terms
(Ref. HG 8025 G57 1996).
- New Palgrave Dictionary of Money And Finance. 1992. (Ref. HG 151
N48)
- This three volume work defines financial terms by presenting over 1000
essays written by notable scholars.
Almanacs
- Irwin Business And Investment Almanac. 1994-1996. (Ref. HF 5003
D68a) & Emerald Coast Library
- Known by several titles over the years, this publication reviews each
year's activities in all areas of finance and business.
- Plunkett's On-Line Trading, Finance and Investment Web Sites Almanac. 2000.
(Ref. HF 54.56 P588 and netLibrary)
- "Exacting descriptions of Internet sites"
Handbooks
- Financial Information Systems Manual. 1998. (Ref. HG 4012.5
F56)
- This is one of many handbooks published by Warren, Gorham & Lamont in
the areas relating to finance. See also Handbook of Modern Finance (Ref.
HG 173 H34 1994) and Budgeting and Forecasting Manual (Ref. HG 4028 B8
B46 1997).
- Irwin Guide to Using the Wall Street Journal. 2000. (HB 3743 L44 2000)
- An overview of the economy, historical and current, which describes
business, investment and economic concepts and terms and shows how to relate
them to current information and news. See also How to Profit from Reading
Annual Reports (Ref. HG 4028 B2 L67 1993), Essentials of Financial
Analysis 2003, (netLibrary, and Understanding Corporate
Annual Reports a User's Guide 2003,
(netLibrary).
- The Thorndike Encyclopedia of Banking and Financial Tables. 1987.
(Ref. HG 1626 T49)
- Contains tables for real estate and depreciation, compounding interest and
annuity, etc.
Directories
- The Insurance Almanac. 1996. (Ref. HG 8019 I5)
- This directory of the U. S. insurance industry includes information on
individual companies, insurance organizations and individuals.
- Mutual Fund Fact Book. Yearly. (Ref. HG 4530 I53) & Emerald Coast Library
- http://www.ici.org/pdf/factbooks2.html
- This directory gives lists of funds sold, with a sales charge and no load
funds. See also Investment Companies Yearbook (Ref. HG 4497 W47 2001).
- Plunkett's Financial Services Industry Almanac. 1996.
(Ref. HG 181 P55x and 2004
netLibrary)
- Describes leading firms in the financial industry and provides the latest
statistics and trends in the industry
- Pratt's Guide to Venture Capital Sources. 1996. (Ref. HG 65 P73)
- Lists sources of financing for small and large businesses
- Thomson Bank Directory. 2000/2001. (Ref. HG 2441 R3)
- [Lexis-Nexis Academic Universe]
- Geographic listing of U. S. banks. See also Thomson Savings
Directory (Ref. HG 2441 U52 2003).
- World Stock Exchange Fact Book. 1999. (Ref. HG 4551 W67)
- Describes stock exchanges, market characteristics, trade regulations, tax
consultations and prospective development for major countries of the world
Statistical Sources
For more statistical sources, see UWF Library ELi pages:
Statistics and
Demographic Statistics.
- Best's Insurance Reports Property-Casualty. Annual. (Ref. HG 9655 B5)
- The Property-Casualty (Ref. HG 9655 B5) and the Life-Health (Ref. HG 8943 B3)
annual volumes give a brief history of companies with their management and
financial data.
- Finance, Insurance and Real Estate USA. 1999. (Ref. HG 181 F56)
- [Gale Business Resources]
- This is a comprehensive guide to statistics, sources, state data and local
data relating to the financial industry.
- Statistics on Banking. 1934-1994. (U.S. Doc. Microforms Y 3.F 31/8:26/);
1994-2001. (U.S. Doc. Microforms Y 3.F 31/8:1-2/); and
http://www2.fdic.gov/hsob
- A statistical history of the United States banking industry since 1934,
this website includes and updates historical information. Statistics for
individual FDIC financial institutions may be found at
http://www3.fdic.gov/idasp.
- Investment Statistics Locator. 1995. (Ref. HG 4910 B4)
& Emerald Coast Library
- Lists sources that give investment and financial data
- RMA Annual Statement Studies. Annual. (Ref. Desk HF 5681 B2
R6) & Emerald Coast Library
- Gives financial and operating ratios for over 225 lines of business based
on information obtained from member banks of Robert Morris Associates.
Financial ratios may also be found in Dun and Bradstreet's Industry Norms
and Key Business Ratios (Ref. Desk HF 5681 R25 D85 2002/2003) and
Almanac of Business and Industrial Financial Ratios (Ref. Desk HF 5681 R25
T86 2003) & Emerald Coast Library.
- Stocks, Bonds, Bills and Inflation Yearbook. 1986-1990, 1993, 1996-
(Ref. HG 4905 S743) & Emerald Coast Library
- Depicts market results for the past sixty years with graphs, and trend
analysis.
Investment Services
For more details, see UWF Library ELi page:
Resources for Investment Research.
- Directory of Obsolete Securities. 1991. (Ref. HG 4961 D56)
- Useful for tracking past changes in securities due to closures, mergers,
etc. See also Mergent Company Archives Manual (Ref. HG 4028 M4 M43) which
contains the final statistical record of over 2700 companies, and
Moody's (Mergent) Manuals on Microfiche 1909-, (Ref. Microfiche
1st Floor).
- Industry Surveys
- [NetAdvantage]
- By Standard & Poor's Corporation, provides basic data on 36 important
industries with financial comparisons of the leading companies in each
industry. See also Mergent's Industry Review Monthly, (Ref. HG 4907 M66)
and U.S. Industry and Trade Outlook (Ref. Desk HC 101 U543).
- Investment Companies Yearbook. Annual. (Ref. HG 4497 W47)
- Issued by Arthur Wiesenberger & Company, this source includes
reference data on open- and closed-end mutual funds, special purpose funds,
investment companies, and insurance company separate accounts.
- Mergent's Investor's Service. Mergent's Manuals
- Mergent Online
- Formerly known as Moody's Manuals,
[ 1) Municipal and Government
2) Bank and Finance
3) Industrial
4) OTC INDUSTRIAL
5) Public Utility Manual and
6) Transportation.] Information formerly found in print volumes
is available online for current issues and on microfiche for earlier years.
See also Mergent Complete Corporate Index 2002/2003, (Ref. HG 4961 M727)
which indexes this set by company name. Historical data are available in the
following sources: Moody's (Mergent) Manuals on Microfiche 1909-,
(Ref. Microfiche 1st Floor) and Mergent Company Archives Manual and its
supplement (Ref. HG 4028 M4 M43) which contain the final statistical record
of over 2700 defunct companies.
- NetAdvantage
- [Standard & Poor]
- Provides online access to the investment printed sources including
Stock Guides, Bond Guides, Industry Surveys, Corporation Descriptions and
offers in-depth strategic and financial information on more than 11,000 publicly
held corporations. It includes company profiles, earnings statements, financial ratios,
and detailed stock and bond data.
- Value Line Investment Survey. Weekly. (Ref. Desk HG 4501
V26) & Emerald Coast Library
- [ValueLine]
- Analyzes and reports on 1,500 stocks in 76 industries on a rotating basis
so that information is revised quarterly. "Selection and Opinion" gives views
on economic outlooks and advice on investment policy. Online version is
available only in the library.
- Walker's Manual of Unlisted Stocks. 1996. (Ref. HG 4501 W25)
- Provides market information about companies trading over the counter. See
also Walker's Manual of Penny Stocks (Ref. HG 6041 W34 1999).
Specialized Electronic Resources in Banking And Finance
- Accounting, Tax and Financial Library
- [Lexis-Nexis Academic Universe]
- This full text database contains case law, agency and regulatory material
on accounting and finance, including annual reports, SEC and Edgar filings,
and pertinent periodicals.
- AICPA reSOURCE
- This website contains full text sources relating to AICPA and FASB standards.
It is available only in the UWF Library.
- American Banker
- [Lexis-Nexis Academic Universe;
Dialog/File 625; and
DataStar/BANK]
- This very important news source in banking as well as many other
finance publications are available full-text in several databanks.
- Dialog Money Center
- [Dialog: Moneycenter]
- This database provides news coverage of domestic and international events
that influence financial markets, as well as, single screens of information on
financial statistics such as credit markets, mortgage-backed securities,
economic indicators, and foreign exchange.
- Disclosure
- [Lexis/Nexis Academic Universe]
- This database contains very comprehensive financial and narrative data
on major public corporations in the United States. Reports are from the SEC
filings of public companies.
- Factiva (Dow Jones Interactive)
- Containing full text files of hundreds of business journals, including
the Wall Street Journal, this databank is an excellent source for company
and industry information as well as general business news. Access is available
from any on-campus computer. Remote access is available only to UWF students
and faculty who have been assigned computer accounts and access the Internet
through the UWF server.
- FT Reports: Financial Management and Insurance
- [DataStar/FTFM]
- Contains full-text sections of the Financial Times relating specifically
to finance and insurance
- Wall Street Journal. 1946- (Periodicals and Microfilm 78)
- [ProQuest]
Finance Websites
Banking Websites
Shari Johnson
Business/Government Documents Librarian
University of West Florida Library
Date Last Updated: April 2004
Links Maintained by Bryan Reingruber: May 2006
