Read industry or market research reports to become grounded in the business issues and economic environment faced by amusement and theme parks. Learn about the catagory trends
Update the catagory analysis by searching general business news databases for the subjects, phases and keywords: financial services, financial advice, retirement planning, mutual funds, financial planners, investment advisors.
Here are a few rankings to get you started...
Category Analysis: Investment Management
U.S. and global industry market research reports. Investment Company Institute (ICI)
"The Investment Company Institute (ICI) is the national association of U.S. investment companies." Mintel Reports
Mintel's published market research has been helping leading businesses achieve their goals for over 30 years. As a globally recognised market analyst, Mintel produces hundreds of reports into European, UK-specific and US consumer markets every year. Each report that Mintel publishes provides a unique overview of a market's dynamics and prospects, giving you the knowledge to devise informed and profitable marketing strategy. DO NOT USE IE6 NetAdvantage (Standard & Poor's, Capital IQ)
Standard & Poor’s NetAdvantage is a comprehensive, professional source of proprietary analysis on industry trends, corporate activities, and investments. For non-business students, the service includes a Financial Education section with tools for understanding personal finance. Security Industry and Financial Markets Association
Trade association for securities & asset management firms. Financial Industry Regulatory Agency (FINRA)
FINRA is empowered by Congress to do the following:
- writing and enforcing rules governing the activities of more than 4,145 securities firms with approximately 635,835 brokers;
- examining firms for compliance with those rules;
- fostering market transparency; and
- educating investors.
Securities & Exchange Commission accounting releases include Staff Accounting Bulletins on disclosure for public companies, Accounting and Auditing Enforcement Releases (also called Litigation Releases).
General Business News Databases
Business Source Premier (EBSCO) ABI/INFORM Complete (ProQuest)
Business Source Premier is a full-text, scholarly and trade article database covering a wide range of topics including management, marketing, accounting, finance, economics, international business, operations management and management information systems.
Business Regional News (Ebscohost)
The most comprehensive ABI/INFORM™ database, this comprises ABI/INFORM Global, ABI/INFORM Trade and Industry, and ABI/INFORM Dateline. The database features thousands of full-text journals, dissertations, working papers, key business and economics periodicals, country-and industry-focused reports.
Philadelphia Business Journal (American City Business Journals)
This database provides comprehensive full text coverage for regional business publications. Regional Business News incorporates coverage of 75 business journals, newspapers and newswires from all metropolitan and rural areas within the United States.
Lexis Nexis Academic
Searchable full text access to Philadelphia Business Journal and their Book of Lists with a 10 year archive of content. With 39 additional cities covered in the Business Journals, this is a great source for intelligence about local business conditions and trends.
Provides full-text access to a wide range of news (national, international, regional, business, legal, and foreign language), business (company financial news and information, accounting, auditing & tax information, industry and market news), and legal (law reviews, federal case law, state legal research) sources. It also features news transcripts, the U.S. Code, Constitution & Court rules, state and country profiles, medical abstracts, and reference & directory sources.
"LexisNexis online services and the materials contained therein are under copyright by LexisNexis. All rights reserved. No part of these Services may be used except for research purposes, and the Services may not be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording or otherwise without the prior written permission of the LexisNexis Academic Library Solutions. Materials retrieved from the Services may not be duplicated in hard copy or machine-readable form without the prior written authorization of LexisNexis Academic & Library Solutions, except that limited reproduction of output is permitted solely for individual use by the Authorized User or internal distribution within the Subscribing Institution in accordance with the terms of this Agreement unless further limited or prohibited by the Copyright Act of 1976. Under no circumstances may the Materials or any portion thereof be used to create derivative products or services."
The first step in the competitor analysis is to choose relevant competitors. The industry reports and news you've accessed in the catagory analysis should provide insight into firms competing in your defined market. You can also use company screeners but they tend to focus only on publically traded companies and may not offer the granularity you need about products and services as they typically focus on financial firm attributes.
Once you have identified potential competitors reading company profiles and reports will be helpful. Don't neglect looking over 10K's or annual reports for public companies.
Just as you updated industry reports by searching general busines news, do so for the competitor analysis.
Competitor Analysis: OTC Pharmaceuticals
Global New Products Database (Mintel) MarketLine Company Profiles
Global New Products Database (GNPD) monitors new product activity in consumer packaged goods markets worldwide.
Recently rebranded from Datamonitor to MarketLine company reports cover both U.S. and foreign companies in a wide range of industries. Typically reports are 15-20 pages and provide a description of the business, company history, key personnel, products and services and competitors. Datamonitor industry reports are available from ReferenceUSA and OneSource
Provides 15 years of detailed financial statements for international and U.S. companies. Enables customized viewing and output to retrieve company reports and financials into software applications such as Word, Excel or Adobe, and enables accurate cross-border searches using a variety of financial and text variables. Also provides access industry and country profiles. LIMITED TO 4 SIMULTANEOUS USERS.
Directory with US private and public company reports. Also includes household data.
Once you have defined your target market the following tools may be used to gather demographic, geographic and behavioral information about it.
Social research organizations (for example PewResearch.com) and other marketers often publish facts and observations about target markets. Before you use these sources, check out their reputation, quality and credibility. For help with this task or suggestions on reliable sources contact firstname.lastname@example.org
Market research reports usually discuss the target demographics often have reports on marketing to particular demographic or lifestyle groups.
Search and browse for datasets on topics ranging from banking to criminal justice to economic indicators to health to labor to natural resources and transportation gleaned from government agencies, private exchanges and international organizations. Statistical Datasets supports customized graphing, mapping and even some common statistical functions. MarketResearch
Provides marketing reports for many industries and demographic reports on a variety of age groups. Documents are formatted as Adobe Acrobat or PowerPoint files. Mintel Reports
Mintel's published market research has been helping leading businesses achieve their goals for over 30 years. As a globally recognised market analyst, Mintel produces hundreds of reports into European, UK-specific and US consumer markets every year. Each report that Mintel publishes provides a unique overview of a market's dynamics and prospects, giving you the knowledge to devise informed and profitable marketing strategy. DO NOT USE IE6 Social Explorer
Explore thousands of historical data maps. Our maps are interactive and go from the first U.S. Census in 1790 to the present. e-Marketer
e-Marketer is an international aggregator of data and reports on digital marketing from over 4000 sources. Access reports, data and news about media usage, social media, mobile, digital advertising, e-commerce, e-mail marketing, and search across a wide range of industries. ESRI Business Analyst Online
Business, consumer and marketplace geographic analysis tool. .Access courtesy of the Department of Geography & the Environment.For access email email@example.com to request Business Analyst Online group access. Look for an email from ArcGIS Notification to confirm the invitation (check your junk folder as it may land there). Account administration may take up to 3 days.
Crafting an marketing plan is primarily a creative project. Nontheless, expect to be able to defend your marketing recommendations by referring to studies and cases evaluating similar techniques. You can find "how to", practitioner advice and rigerous reseach on marketing topics in books and articles discoverable in the following databases
Case studies, news and data on global marketing and advertising. Business Source Premier (EBSCO)
Business Source Premier is a full-text, scholarly and trade article database covering a wide range of topics including management, marketing, accounting, finance, economics, international business, operations management and management information systems. ABI/INFORM Complete (ProQuest)
The most comprehensive ABI/INFORM™ database, this comprises ABI/INFORM Global, ABI/INFORM Trade and Industry, and ABI/INFORM Dateline. The database features thousands of full-text journals, dissertations, working papers, key business and economics periodicals, country-and industry-focused reports. Catalog at Falvey
Keyword and subject searches in the Library's catalog are good starting points when first exploring a topic. Search results can be narrowed with facets such as topic, era, language or region. Facets are located on the right hand side of the results screen. Encyclopedia of Major Marketing Strategies Encyclopedia of Major Marketing Campaigns Direct Marketing Association Statistical Fact Book
Facts and benchmarks on marketing practices and returns.
Much of the qualitative assessment of the brand will come from searching the trade news sources.
You may also want to look at how the brands stack up against each other in terms of advertising spending, consumer surveys and web metrics.
Market research reports usually provide data on brand share.
Social Bakers Get analytics on facebook, YouTube & Twitter presence by brand
Alexa Get web analytics
Quantcast Get web analytics
SimilarWeb Get web analytics
Ad$Summary Find out how much brands spend by media
MarketShare Reporter Short cut to market share reported in various publications
Business Ranking Annual Short cut to business rankings reported in various publications
This is a list of few sources that can be used to identify trends relevant to personal investing advice.
Federal Reserve Consumer Credit G19
Federal Reserve St. Louis Personal Saving Rate
MetLife Mature Market Institute
Gallup Polls (search retire or retirement)
Trendwatching.org (search for retirement or investing or financial)