THOMSON REUTERS INVESTMENT MANAGEMENT THOMSON ONE INVESTMENT...

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THOMSON REUTERS INVESTMENT MANAGEMENT THOMSON ONE INVESTMENT MANAGEMENT POWERFUL PORTFOLIO MANAGEMENT. INCREASED ALPHA.

Transcript of THOMSON REUTERS INVESTMENT MANAGEMENT THOMSON ONE INVESTMENT...

Page 1: THOMSON REUTERS INVESTMENT MANAGEMENT THOMSON ONE INVESTMENT MANAGEMENTshare.thomsonreuters.com/general/IM/T1IM.pdf · 2013-02-25 · IN-DEPTH INSIGHTS. INCREASED ALPHA. THOMSON ONE

THOMSON REUTERS INVESTMENT MANAGEMENT

THOMSON ONE INVESTMENT MANAGEMENTPOWERFUL PORTFOLIO MANAGEMENT. INCREASED ALPHA.

Page 2: THOMSON REUTERS INVESTMENT MANAGEMENT THOMSON ONE INVESTMENT MANAGEMENTshare.thomsonreuters.com/general/IM/T1IM.pdf · 2013-02-25 · IN-DEPTH INSIGHTS. INCREASED ALPHA. THOMSON ONE

IN-DEPTH INSIGHTS. INCREASED ALPHA.

THOMSON ONE INVESTMENT MANAGEMENTONE SINGlE ApplIcATION fOr SMArTEr pOrTfOlIOS

If the pressure is on to improve how you manage, monitor, and analyze portfolios, Thomson ONE Investment Management is the one tool you need. Through one powerful, real-time application, you get the analytics, content and workflow tools necessary to spot opportunities quicker. And test ideas with greater confidence.

You will have access to a broad range of financial content and insight that expands your understanding of global financial markets. Plus, our integrated portfolio analytics capabilities help you perform in-depth analyses of your portfolios vs. indices, sectors, industries, and customer benchmarks.

With one single, comprehensive application, you have access to all this:

• Analyst ratings, SmartEstimates, and Predicted Surprises from StarMine

• Standardized and “as-reported” Reuters Fundamentals

• Better way to visualize and chart company fundamentals and estimates

• Daily E-mail Alerts to save time and prioritize research

Thomson ONE. It’s just one example of how getting the right information in the right hands can lead to some amazing things. • Quickly view changes in company fundamentals and valuation

over time

• View real-time contribution and proprietary data

• View portfolio allocation and performance relative to your selected benchmarks

• More customization. Sort holdings and watch lists based on your classifications

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TAP INTO STARMINE FOR A LEVEL OF ANALYTICS NOT FOUND ANYWHERE ELSEWith an ever-increasing flow of equity data and research, it’s a challenge to determine what information is truly relevant. You need more than just data – you need insight that adds value. StarMine provides that insight. And helps you prioritize by pinpointing potential concerns in earnings quality, company fundamentals, valuation, and estimate revisions.

Here are just a few of the unmatched benefits:

• Identify top-performing analysts on every stock and industry

• Predict earnings, revenue and cash flow surprises

• Generate more reliable growth opportunities

• Better visualization of security data to investigate aggregates and complex data relationships

StarMine Analyst Ratings give you performance analysis on thousands of sell-side analysts so you can prioritize and choose who to follow.

StarMine SmartEstimates deliver quantitatively-derived estimates that help predict surprises. You can accurately anticipate future analyst revisions and corresponding price changes.

MORE TOOLS. DEEPER ANALYSISOur robust attribution tools allow you to analyze performance by country, currency, industry, and sector, or by fundamental factors such as size, growth and P/E. You can compare portfolios across characteristics, aggregate multiple portfolios, and analyze changes in portfolio or index composition over time.

The investor profiling tool helps you generate customized and editable presentation-ready tearsheets of an investor and its portfolio based on multiple criteria such as industry, holdings and peers.

Our global equity risk model helps predict portfolio volatilities and correlations, so you can analyze risk by region, industry, style, and more. Functionality includes tracking error, beta, correlation, factor- and security-based ex-ante risk attribution, and Value at Risk.

The goal is to outperform your benchmark, but that takes tools that can truly understand performance, investigate data relationships, and identify what data is most critical. Thomson ONE Investment Management can help make that happen with the tools you need. Tools like StarMine.

A richer and deeper understanding of historical trends is key to your success. That’s why Thomson ONE also includes Datastream Charting to help you better investigate the relationships of any set of time-series data from Thomson Reuters Datastream, including global economic indicators and assets classes.

SAVE TIME WITH THOUSANDS OF PRE-BUILT CHARTSOur comprehensive library of pre-built charts let you quickly create visually arresting charts with compelling graphics for all your presentations. No matter how tight the deadline. In fact, we have over thousands of pre-built economic charts from Fathom Economic Research for G24 countries. Plus, you can count on smooth integration with your Microsoft® Office programs.

ACCESS ALPHA-GENERATING ANALYTICS BETTER CHARTS FOR THE COMPETITIVE EDGE

Charting in Powerpoint

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BETTER WORKFLOW AND FASTER INVESTMENT DECISIONS

Thomson ONE gives you a direct link to Reuters – the largest international news agency with more journalists, more bureaus, and in more languages covered than anyone else. Plus, you get the broadest and deepest economic, business and financial coverage around.

ACCESS THOMSON REUTERS WORLD-CLASS CONTENT

Want exclusive, live multi-media news? Check out Reuters Insider for in-depth commentary and analysis distributed via a live and on demand video player every clip is tagged and has a searchable transcript.

ONE SOURCE FOR A WEALTH OF INFORMATIONNobody gives you the depth and breadth of content than Thomson Reuters.

I/B/E/S Global Aggregated Forecast Data includes country, sector, industry and index levels. Plus estimates featuring forecast measures, including GAAP and pro forma EPS, revenue/sales, net income, pre-tax and operating profit for thousands of companies.

StarMine SmartEstimates help you accurately anticipate analyst revisions and corresponding price changes.

Street Events is your go-to resource for comprehensive corporate disclosure information including events, transcripts, and briefs. You’ll also get alerts for key earnings announcements, and brokerage events.

Delta Reports let you Identify additions, deletions, and changes in sequential 10-Ks and 10-Qs.

Datastream Macroanalytics provides access to up to 50 years of history on millions of global instruments and indicators, across 175 countries in more than 60 global markets

Reuters Fundamentals offers market-leading global coverage including the fastest growing Frontier markets not covered anywhere else. To make deep analysis easier, you can get company specific or “as-reported” data with links to source documents.

ASSET4 is an objective database and analysis tool for systematic environmental, social and governance (ESG) information based on hundreds of key performance indicators (KPIs) and individual data points along with original sources.

Fixed Income and Credit Analysis is a critical source for comprehensive bond and index data including real-time pricing and risk measures.

Wouldn’t it be great if you could more easily integrate historical as well as real-time data into all your spreadsheets? Now you can with the Thomson Reuters Spreadsheet Link (TRSL). Take a look at all the ways it can help you improve your portfolio analysis:

• Buildcustomtemplates• Setprecisescreeningcriteriaandhaveresultsdeliveredautomatically• SeamlesslyuploadallyourportfoliodatatotheThomsonONE

interface for easy access

SMARTER PORTFOLIOS INCREASED ALPHA WITH THOMSON REUTERSThomson ONE is part of our mission to provide you with the right information to achieve some amazing things. And just one more reason why millions of professionals rely on the intelligent information we provide to help them spark ideas.

ON THE GO. ALWAYS IN THE KNOW.Maximize your mobility with estimates, events, financials, news, quotes, alerts and portfolio delivered to your mobile device. Thomson ONE makes it much easier for you to drill down and interact with content whenever you’re on the move. Have an iPad? With our growing collection of apps, you’ll get access to real-time portfolio information anytime, anywhere.

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thomson one investment management

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Through one comprehensive, real-time application, you get the analytics, broad range of financial content and workflow tools to help spot opportunities quicker. The integrated portfolio analytics capabilities help you perform in-depth analyses of portfolios vs. indices, sectors, industries, and customer benchmarks to test ideas with greater confidence.