Industry codes, segments and demographic info - databases

Segments always puzzled me. What does it mean? Company parts, what does one branch do and where? And if I understand what it is, where can I find it?
This post aims at the latter (with thanks to Mark Bruyneel)

Amadeus
To avoid classification function as a limiters you'll have add them later on from the list of results.
First make the selections.
EG: status: active, listed companies (stock data), and say year of incoporation > 2000, number of employees > 250

Click the button and next click the link Add.

The question is to add information on industrial classifications.
Industry and overview > Industry classification.

Example (looking for NAICS) Also possible are NACE, SIC
* Branches: location (search word branch)

Export this list of results (don't save, you'll only save your search actions)
A pop up opens guiding you through a couple of selections.
In this case choose tab delimited.txt > no hidden software coding that might mess up your data when you open the list in a spread sheet program.

Open in e.g. spreadsheet Excel. A wizard will guide you through the process.
(click pic for complete view)

Amadeus blog posts

Segments database in Compustat 

The next steps make it possible to upload the Amadeus file into database Compustat ‘Historical Segments’

      First of all (when needed) remove all unlisted companies: > data > autofilter (looks like a filter) next remove duplicates 
       (take the column of company identifiers you want to use) and remove empty cells
Make a selection of either company identifiers ISIN or SEDOL > COPY and paste them into Accessories >   Notepad
Save this file as txtx file eg.g. Amadeus ident.txt
Start database WRDS / compustat (both lead to the same database)
Click link Compustat, a short list of databases is presented. Click the link Compustat Global > Fundamentals annual
> we want to create a list of codes that’s understood.
   
Upload the file with the option upload a file containing (Step 2) > 

 

      
      Stick to a basic download: company name (search with CTRL-F) You can use them later on.
Scroll down until Step 4: select TAB delimited.txt and set date to MMDDYY10. (e.g. 07/25/1984) SUBMIT
A new window opens wait until a downloadable link appears (long number added with .txt) Right click and save into a directory.
Open in the same manner as de Amadeus download (wizard)
Select either GVkey codes repeat the same actions, make a selection, copy, paste as a document in note pad and upload in segments (next))
You can chose between historical segments and customer segments (take your time to check out all downloadable possibilities)
Note: historical segments measures annual data, customer segments monthly data (but way less downloadable types of data)
Step 1: set your time scope
Step 2 press link upload a file (GVkey codes)
Select your download data  > take your time to check out all downloadable data
Select output type (Tab txt) and submit

**)
Segment data (Compustat online manual)

Segment Types

Standard & Poor's classifies each segment reported by a company as a Segment Type (STYPE). A segment can be a business (Busseg), geographic (Geoseg), operating (Opseg) or state (Stseg) segment.

NAICS Codes

Standard & Poor's preferably assigns two or more NAICS codes to each segment, although 1 code per segment is allowed. The NAICS codes work together to classify the segment on a production/process-oriented basis.

SIC Codes

Standard & Poor's preferably assigns two or more SICS codes to each segment, although 1 code per segment is acceptable. The SIC codes work together to identify the line of business best representative of the segment as a whole.

Databases containing board information

Here are links to blogspots offering board informsation.
Content may vary between databases.

Database Asset4

In Lexis/ Nexis (News)

In Audit analytics

In Wharton / Compustat

In Bureau van Dijk databases (Amadeus, Bankscope, REACH)

Board information - Compustat / Execucomp

Not all databases provide information on executive boards, governance or any other relevant board information.This post will seek to provide an overview of some databases that do.

Compustat / Execucomp (WRDS databases)
Compustat North America has got a sub database called Execucomp (executive compensations). Its main aim is to provide information on remunerations, pensions, awards etc. for executives from American companies.
Compustat Global does unfortunately not have such a database.

The data can be very specific and detailed. Understanding of executive compensations might be of great help. I'll stick to Annual compensations (which are things like salary and bonusses etc.)
Unless you upload a file you have to look up companies manually. Comopany Identifiers used in execucomp are most often GVKEY, Ticker, CUSIP, SIC (industries)  (there may be vatiations) and an id identifying the executive ??


Example: Annual Compensation

Getting meta data on the executives (not the remunerations)

Step 1
First set your desired Time window in Step 1.
This specific database deals with annual data, hence the data options.

Step 2
You can manually look for companies or upload lists of

 * * * * Uploading a list  * * * *
When working with a workset within WRDS the most commonly used identifier will be the GVKEY.

Use this link and another menu opens with a Browse button (bladeren)
Click this and an expplorer screens opens where you can select your file.
Note: be certain to store your identifier in a single file as the system doesn't recognise composed files.
The format has to be a TXT file.
Select your file.
 * * *

Select the radio box GVKEY in STEP 2 (GVKEY)

Press "Contains" this way you are save from exact phrases / search terms

Select e.g. GVKey codes and > Add to list (this implies you can search for more than one company at a time)
 

Press button add codes to querry (brings back to th general menu)

Step 3: Selecting variables
First section : general company info (name, location etc)
Second section: executive information

(meta data ececutives)
Dowload output: recommended is saving as as TXT file (eithjer fixed width or tab delimited)
Save with right click on the TXT link

Opening in Excel calls up a wizard.

Continue untill this screen. Scroll all the way to the right and Shift-click to select all columns. Confirm the text file with the radio button text (top left of the wizard)

Result:

The meta data can basically be downloaded from any section in Execucomp.
Finacial data can be downloaded for a stretch of years, and Execucomp  provides much information.

---------------  ------------------- --------------- ------------- ----------------- ------------------ ---------

But there are other board structures and functions.
Think of auditors and various committees.

More databases offering board information

Database Asset4

In Lexis/ Nexis (News)

In Audit analytics

In Bureau van Dijk databases (Amadeus, Bankscope, REACH)

Board Information - Lexis/Nexis

Not all databases provide information on executive boards, governance or any other relevant board information.This post will seek to provide an overview of some databases that do.


Lexis / Nexis

US Executive Compensation Database.
Compositions of executive boards (Hystoric)
SEC filings.
First of all set he database according to the language you desire.

 Select Sources

It is possible to choose between browse - (when leafing through possibilities) and find sources (when you know which one)
Find sources.
"U.S. executive compensation database"
Click OK Continue (top right)
Select link Industry (new window pops up) > Select Computing

OK add to search (button)
You can leave it at that and press search (unweighed)

The result is a list of companies.

You can open individual companies, or downlad data
It is possible to select the desired download format and/ the number of records (max 200) and or full text or  other top right)

Finish selection with Download.

A window appears with a download link (right click)
Two links are downloaded. Keep them both.
Opening:

More databases offering board information

Database Asset4

In Compustat:  Execucomp

In Audit analytics

In Bureau van Dijk databases (Amadeus, Bankscope, REACH)

Board Information - Audit analytics

Not all databases provide information on executive boards, governance or any other relevant board information.This post will seek to provide an overview of some databases that do.

Audit analytics
AA is a database that focusses on auditor in formation. This could be auditor opinion, auditor changes, -affiliations etc. Either it'spossible to search the datbase manually, or use so-called CIK codes.*
Best is to download CIK codes from a database like Compustat.
Compustat North America: (all that apply)
Compustat Global:fundamentals annual, -quarterly and securities daily

When  you're done downloading open the file and copy the CIK codes into memory with CTRL-C or right click - copy. Next open Audit analytics and e.g. select auditor opinion > choose select company search  and paste the copied CIK into the field that appears using CTRL-V.

Next screen: search by TICKER or CIK

Press button link

You can save the results

(or check by opening the hits)

This enables checking the opinions, but also to o check SEC filings etc.

Examples:

and SEC

Auditor changes can be monitored in  a similar fashion. The principles of Audit analytics work throughout the entire database.

* CIK:
Central Index Key is a code given to an individual or company by the United States Securities and
Exchange Commission. The number is used to identify the filings of a company, person, or
entity in several online databases, including EDGAR.Audit analytics among them.


More databases offering board information

Database Asset4

In Compustat: Excecucomp

In Lexis/ Nexis (News)

In Bureau van Bijk databases (Amadeus, Bankscope, REACH)

Board information - Amadeus, Bankscope, REACH

Not all databases provide information on executive boards, governance or any other relevant board information.This post will seek to provide an overview of some databases that do.

Bureau van Dijk databases (Amadeus, Bankscope, REACH > focus: Europe) offer (in varying levels) board information that can be downloaded.
The method, however, does not vary.

1. Make e.g. selections region: Germany, Netherlands, status: active, stock data: listed, legal form: public
2. Press list of results (bottom)
3. Open any company
4. On the right side a new menus is presented, also with directors, managers, auditors, bankers etc information.(and maybe ownership info)

Choose previous for historic executives.
The options link is important in the presented list.
Confirm. Unfold for more info on the executive (check)
It is possible to limit the out to

Directors works the same.

When you press the option sections (top bar) you can add extra information to the directors information.

Next screen:
If you want to export directors info press the option on screen, otherwise it will not be saved.

 How to save all of this?

Export the data with X icon from the top bar
Select The output format. Maybe because of the specific sub database, not possible as text
A pop-up shows to select the save directory.

Be certain to use OPTIONS or else you will only download one record (the first)
There is a max number of downloadable records (50), so when using large worksets might result in many repeats.
THE CHOICE ALL INFO FOR EACH FILTERED DIRECTORS CAN RESULT IN VERY LARGE OUTPUT SETS.

If you wish you can save each company on a separate file.

Result

Each company gets another sheet
When downloading (called Export in Bureau van Dijk databases) the amount of possible output formats has increased. TAB delimited TXT, has vanished, however.





More board info in databases:

Database Asset4

In Compustat: Excecucomp

In Lexis/ Nexis (News)

In Audit analytics