Subject Level Collection Statement
Finance
Purpose statement
The Information Resources policy outlines the overarching principles and general framework which informs
the strategies and procedures related to the Library’s information resources. This subject level collection
statement is used to develop the collection and to inform the acquisition of new resources and, where
appropriate, withdrawals from the collection.
This collection statement describes the history and contents of the Library’s Finance collections. There is a separate
collection statement for economics.
Scope
The collections in this area support teaching and research primarily in the Department of Economics and Finance, as
well as programmes across the entire College of Business and Law. The Department offers a wide variety of courses
on Finance topics including business finance, corporate finance, international finance, personal finance, financial
markets, institutions and instruments, applied financial analysis and valuation, investments, asset pricing, risk
analysis, credit risk management, derivative securities, financial economics, financial modelling, monetary
economics, as well as the economics of risk and insurance.
Many books classified in HG and HJ, particularly in the areas of business finance, international finance, personal
finance, financial markets and institutions as well as public finance have been purchased to support the teaching and
research in these subject areas.
Books on mathematical statistics, probabilities, analysis in QA are relevant to finance and are shelved in the EPS
Library. Also books on statistics, statistical data (classifications HA) are also relevant to Finance.
History of the collection
Before 2008, the Finance programme was offered within the Department of Accounting & Finance. In 2009, Finance
moved to the Economics Department and the Department of Accounting & Finance changed its name to Accounting
and Information Systems (ACIS). Since Professor Glenn Boyle joined the Finance Programme in December 2008, the
University has invested heavily in our Finance collection. Now the University has access to the following specialist
finance databases, Bloomberg, CRSP, DataStream, International Financial Statistics (IFS), NZX company research,
Orbis, SNL financial, Sirca, ZEPHYR
Language
The library will primarily purchase material in English.
Format
The Library collects resources in any format that meets the service obligations and operational capabilities of the
Library, its users and the information technology infrastructure of the university. Non-standard data-sets are bought
if required.
Unique Collections
Financial reports collection - In the past, paper copies of New Zealand financial reports were collected by the library.
The print collection now includes only companies that have regional or historical interest and which are not online.
The collection is kept in the Library Warehouse. Databases such as NZX Company Research and Global reports (via
ORBIS) have largely replaced the print collections.
Collection Strengths & Weakness
The Library is comparatively strong in company financial data, but lacks data on company and country ratings.
LC classification numbers
Note: these numbers include items held in the Macmillan Brown Library as well as Central Library.
Subject
LC Classification
Collecting commitment
Items held (Total no.)
Finance
HG1–HG9999
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Teaching
Research
5188
Personal Finance
HG179
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Teaching
Research
110
Money
HG201-HG1496
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Teaching
Research
832
Banking
HG1501-HG3550
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Teaching
Research
749
Credit. Debt. Loans.
HG3691-HG3769
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Teaching
Research
134
International Finance
HG3810 - HG4000
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Teaching
Research
671
Business Finance
HG4001-HG4285
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Teaching
Research
585
Insurance
HG8011-HG9999
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Teaching
Research
275
Subject bibliographies/Reference Works
There is no current subject bibliography for Finance.
Journals
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The Library has current subscriptions to all the top Finance 20 H index journals by Scimago and all the top Finance
journals by Google Scholar Metrics.
Most of all, the Library has current subscriptions to all the major finance journals, including:
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Journal of finance [electronic resource].
Journal of financial economics [electronic resource].
Review of financial studies [electronic resource].
Review of Finance
Journal of Financial Intermediation
Journal of financial and quantitative analysis [electronic resource].
Journal of banking & finance [electronic resource].
Journal of international money and finance [electronic resource].
Journal of empirical finance [electronic resource].
Mathematical finance [electronic resource].
Financial management [electronic resource].
Financial analysts journal [electronic resource].
Journal of corporate finance [electronic resource].
Accounting and Finance
Journal of Portfolio Management
Review of Asset Pricing Studies
Review of Corporate Finance Studies
Collections of printed economic & finance working papers have largely been replaced with electronic access, but
the Macmillan Brown Library may retain some older titles in print. The UC Department of Economics and Finance
Working Papers Series are all included in the UC Research Repository.
Abstracting and indexing databases
Secondary literature and full-text access is supported by databases such as Business Source Complete, Academic
Search Complete, Emerald, Passport, Springer, ScienceDirect, JSTOR (for older issues) and standard journal packages
such as Oxford Journals Online, Cambridge Journals Online, Taylor & Francis, Wiley, Scopus, Web of Science etc.
Specialized databases or electronic resources
The University has current subscription to the following specialist finance databases:
 Bloomberg
 CRSP US stock database
 DataStream Advance
 ORBIS
 SIRCA
 SNL financials
 ZEPHYR
In addition, the Library has current subscriptions to statistical products include OECDiLibrary, International Monetary
Statistics (IMF), and the EconData suite of time series databases. Statistics New Zealand and Reserve Bank data is
freely available on the Web.
Relevance to Māori
The Library purchases all material published in New Zealand, with older material stored in the Macmillan Brown
Library. There are over 100 titles in the library catalogue on Māori and financial matters such as loans, banking,
funding and housing. The university has a special relationship with Ngai Tahu.
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Donation exceptions
Copies of current textbooks may be accepted by the library.
Duplication statement - textbooks and course readings
The formula for purchasing multiple copies is one copy per 40 students.
Selection criteria
There is a GOBI alert for Economics & Finance books. Oxford, Cambridge, Harvard, MIT, Princeton, Yale, Columbia,
Chicago, and Stanford university presses are given preference.
Non-standard time series data package/s can be purchased by request and will be considered on a case by case
basis.
This document was agreed by
Name of Liaison Librarian: Cuiying MU
Signature of Liaison Librarian Name of Library Liaison Officer - Glenn Boyle
Signature of Library Liaison Officer ____
Date agreed __4/8/14
Date for next review _ 4/8/2016
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