Analysts' reports in LSEG Workspace (formerly Refinitiv Workspace) are often a great source for information about strategic initiatives within public firms.
The Business or Management Discussion sections within recent 10-Ks, annual reports (ARS) or Prospectuses can also be helpful. These reports can be accessed through LSEG Workspace (formerly Refinitiv Workspace), PitchBook, Capital IQ and the Securities and Exchange Commission (SEC).
Research reports specific to technology companies can be found in databases such as Gartner Research (use your IESE username & password).
In MarketLine, search by company name and select Company Profiles in the toolbar. Then, choose your desired company and select Corporate Strategy under the Profile section in the left-hand menu.
In Factiva, click on “Switch Factiva”. Then, try the following search strategy:
strateg* and wc>500 and atleast10 company name
(e.g., strateg* and wc>500 and atleast10 ebay)
You can adjust the search with different word counts (wc>n) or mentions of the company name (atleastn) to expand or restrict results.
In Business Source Ultimate search strategic planning in the SU field , and the company name in the CO field. To broaden results, search only on the company name or use the term strateg* without specifiying a field. Experiment with other terms: interviews, new products, etc.
