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)
Showing posts with label board information. Show all posts
Showing posts with label board information. Show all posts
4/29/2014
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)
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)
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.
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)
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.
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
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.
- Make e.g. selections region: Germany, Netherlands, status: active, stock data: listed, legal form: public
- Press list of results (bottom)
- Open any company
- 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
1/21/2014
Board Information - ASSET4 database in Datastream
New database ASSET4 is an excellent instrument to measure sustainability and governance on company level. Datastream covers the full Assets4 database.
The remaining question is "does the license of the intsitution you are" cover this full database?
Only trial and error will tell. > or not? (see bottom)
What data does the Asset4 cover?
In short ESG data, Environmental, Social and Governance.
What is the benefit?
The researcher can combine ESG data with the usual company performance data, like ROE, ROA, return and capitlization.For instance what is the relationshiop between money spent on employee salaries and company performance or money spent on environmental sustainability and . . .
Datstream's Extranet provides nice overviews and benchmarking comparisons:
Datastream covers stock traded companies only. Do they all provide output data en the Asset4 database? The answer is no. Sometimes output says #error no output data available or NA, or even an empty cell. This does not becessarily mean that the company in question doesn't do anything, the data isn't simply there or the license doesn't cover it.(see bottom)
250 KPI (Key Performance Indicators)
Sources: Stoxx600, NASDAQ 100, Russel 1000, S&P 500, MSCI Europe, MSCI world, FTSE 100, ASX 300 and MSCI emerging markets.
What kind of data does ASSET4 cover?
Corporate governance: - Board structure - Compensation policy - Board functions - shareholders rights - vision and strategy
Social: - employment quality - health & safety - training & development - diversity - human rights - community - prod. responsibility
Environmental: - resource reduction - emissions - product innovation
Economic -client loyalty -performance -shareholder loyalty
Looking it up: equities and data types?
Q: which equities are in the constituent lists?
And if so, do they provide data, which?
A: Self check: perform a static search and use the data type ASSET4 Company ID. If a company does not possess this ID it is not in the database.
Example: market netherlands, stock exchange Euronext amsterdam
Datastream extranet Link
Mark Bruyneel's Blog on Asset4
The remaining question is "does the license of the intsitution you are" cover this full database?
Only trial and error will tell. > or not? (see bottom)
What data does the Asset4 cover?
In short ESG data, Environmental, Social and Governance.
What is the benefit?
The researcher can combine ESG data with the usual company performance data, like ROE, ROA, return and capitlization.For instance what is the relationshiop between money spent on employee salaries and company performance or money spent on environmental sustainability and . . .
Datstream's Extranet provides nice overviews and benchmarking comparisons:
Datastream covers stock traded companies only. Do they all provide output data en the Asset4 database? The answer is no. Sometimes output says #error no output data available or NA, or even an empty cell. This does not becessarily mean that the company in question doesn't do anything, the data isn't simply there or the license doesn't cover it.(see bottom)
250 KPI (Key Performance Indicators)
Sources: Stoxx600, NASDAQ 100, Russel 1000, S&P 500, MSCI Europe, MSCI world, FTSE 100, ASX 300 and MSCI emerging markets.
What kind of data does ASSET4 cover?
Corporate governance: - Board structure - Compensation policy - Board functions - shareholders rights - vision and strategy
Social: - employment quality - health & safety - training & development - diversity - human rights - community - prod. responsibility
Environmental: - resource reduction - emissions - product innovation
Economic -client loyalty -performance -shareholder loyalty
Looking it up: equities and data types?
Q: which equities are in the constituent lists?
And if so, do they provide data, which?
A: Self check: perform a static search and use the data type ASSET4 Company ID. If a company does not possess this ID it is not in the database.
Example: market netherlands, stock exchange Euronext amsterdam
Datastream extranet Link
Mark Bruyneel's Blog on Asset4
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