View
2.147
Download
3
Tags:
Embed Size (px)
DESCRIPTION
Citation preview
2
AGENDA
• INTRODUCING THOMSON REUTERS
• THOMSON REUTERS WEALTH MANAGEMENT
• THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES
• Q & A
3
INTRODUCING THOMSON REUTERSWe provide intelligent information to the world’s businesses and
professionals, giving our customers a competitive advantage.
Professional Organization $5.1 billion
23,370 employees
Tax &Accounting
$0.7 B
Scientific
$0.65 B
Healthcare
$0.45 B
Legal
$3.3 B
We improve health
through information and insights
We accelerate research,
discovery and innovation
We reduce complexity and make
compliance easier
We make legal systems work better
Markets Organization $7.4 billion
27,420 employees
Sales &Trading
$3.8 B
Enterprise
$1.0 B
Media
$0.5 B
Investment& Advisory
$2.2 B
2007 Revenues 2007 pro forma Revenues
We power the world’s markets
4
… AND THOMSON REUTERS MARKETS
The purpose of the Thomson Reuters Markets organization is to power the world’s markets.
The Markets organization builds on the complimentary strength of Reuters and Thomson Financial:
• Truly Global – Reuters traditional strength in Europe and Asia has been united with Thomson’s strong footprint in the US and Canada to serve our customers on a global scale
• Connected Community – Reuters services to the “Sell Side” community, connected with Thomson’s services to the “Buy Side” and Corporate communities, power the worlds’ markets by connecting people in real time
• Comprehensive Coverage – Reuters news and real-time content combined with Thomson’s historical data and analytics create unparalleled breadth and depth of content and capabilities
• Performance Driven Partner – Combined scale and capabilities develop complete solutions to help reduce the “vendor relationships” as associated with “total cost of ownership” and to drive end-user performance and efficiency
6
Choose the ‘best of breed’
Selecting from the immense breadth of content, functionality and connectivity assets from Reuters and Thomson to deliver richer, more robust solutions
Keep it simple
Focus our investment on a rationalized and simplified suite of products, packages, content sets and infrastructure, making it simple for our customers to understand us and reducing their total cost of ownership
WE’RE NOW BRINGING IT ALL TOGETHER
Segment to serve customer
No “one size fits all”: We want to ensure our products are as relevant to a fixed income trader as they are for an investment banker
Our goal
A significant product and service dividend for all of our customers
7
AGENDA
• INTRODUCING THOMSON REUTERS
• THOMSON REUTERS WEALTH MANAGEMENT
• THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES
• Q & A
8
THOMSON REUTERS – WEALTH MANAGEMENT
• Combination of leading specialist wealth management businesses
• Global footprint and a unique position in established and emerging wealth management markets
• Unmatched wealth management capabilities and high value content - offering end to end solutions
• Scalable and extensible solutions – Products, Service and Support
Thomson Reuters is the leading provider of intelligent information services to the professional wealth
management and advice-led investment communities
9
• Security Databases• Analyst Research• Thomson Reuters
News• StreetEvents
• Life-events Goal Planning• 72(t) and RMD Calculators• Estate & Insurance Needs Analysis • Monte Carlo Simulation• Investment Recommendations
• eXimius Order Management• BETA Systems• Money Line / Client Data• TradeWeb Retail• Client & Third Party Applications
• Portfolio Analysis• Client Profiling• Investment Classification• Portfolio Construction• Periodic Rebalancing• Portfolio Attribution
• Performance Reporting• Investment Proposals• Proposal Generation• FINRA Compliant• Firm-configurable content and graphics
• Flex Monitor• News• Interactive
Charting• Derivatives
• Market & Business Pulse
• Quote List• Market Indices
• Book Dashboard• Book Alerts• Book Connections w/SFDC• Client Onboarding & Due Diligence
• Householding• Client and Portfolio Database• Security Master• Integration with Back Office• Enterprise Integration• Thomson Reuters Knowledge
Direct• Client WebAccess• Mobile Delivery• Reuters Messaging• 3rd Party Integration
• Market Data• Charting • Stock Reports + • First Call and
I/B/E/S Estimates
• Screeners• Profiles• Hypothetical Illustrations• Exposure Report• Lipper Leader and Award Winners
SOLUTIONS THAT SUPPORT YOUR WORKFLOW
Research & Content
Client Presentations
Closing & Execution
Book Management
Market Data Financial Planning
Asset Allocation
Thomson Reuters or Client Framework
InvestmentView
10
AGENDA
• INTRODUCING THOMSON REUTERS
• THOMSON REUTERS WEALTH MANAGEMENT
• THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES
• Q & A
11
THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT
• Direct access to Thomson Reuters content: Quotes, News, Online Reports, Significant Developments, Time Series, Charts, Estimates, and Research.
• Global Coverage: Over 40,000 company reports. Over 260,000 cross asset security prices on more than 168 markets in over 130 countries.
• Flexible Usage: Thomson Reuters Knowledge Direct can drive applications, portals, and websites geared towards both professional and non-professional / retail users.
• Flexible Delivery: Thomson Reuters Knowledge Direct for Wealth Management offers simplified and cost efficient delivery via industry standard SOAP based Web Services.
12
IT IS PART OF A GLOBAL PRODUCT SUITE
• A strategic global investment and advisory platform:
– Expose all Thomson Reuters global content
– Expose data from all asset classes
– Expose News, Research and Referential data
– Marry high value content with sophisticated tools
• Part of the Knowledge brand
– Desktop products - RKIM, RKWM
– FTP
– API
• Uses standard internal and external platforms for faster development and improved support
– RMDS
– Tornado
13
CONTENT AND CAPABILITIES
– The following Slides provide an overview of the different content and capabilities available through the Thomson Reuters Knowledge Direct for Wealth Management
– ‘NEW’ denotes enhancements over Reuters Investor
Key Features
• Over 165,000 equity prices
• 250 major exchange indices from over 160 exchanges worldwide
• Country data set includes world & domestic indices, domestic market statistics, overview lists of index & domestic index/sector constituents, individual quotes & background information on companies
• Market digests, market overview lists, and individual quotes
• Level II data (NEW)
Key Features
• Over 165,000 equity prices
• 250 major exchange indices from over 160 exchanges worldwide
• Country data set includes world & domestic indices, domestic market statistics, overview lists of index & domestic index/sector constituents, individual quotes & background information on companies
• Market digests, market overview lists, and individual quotes
• Level II data (NEW)
EQUITY/INDICES
Key Features
• Standard package includes comprehensive FX, Government Benchmark, Precious Metal prices
• Add-on packages for Fixed income & Commodities:
• Fixed Income
• Corporate Bonds, Eurobonds
• Treasuries
• Bond Indices
• Commodities
• Metals, Grains, Softs, Oil, Energy
• Exchange futures pricing
Key Features
• Standard package includes comprehensive FX, Government Benchmark, Precious Metal prices
• Add-on packages for Fixed income & Commodities:
• Fixed Income
• Corporate Bonds, Eurobonds
• Treasuries
• Bond Indices
• Commodities
• Metals, Grains, Softs, Oil, Energy
• Exchange futures pricing
CROSS MARKET DATA & ADD-ON PACKAGES
16
REUTERS NEWS
Built on the principles of • Independence• Integrity• Freedom from bias
Our Reputation
Defined by our Trust Principles, they ensure our reporting is independent, accurate and impartial.
Our reporting is free of opinion.
Unique style of journalism
Breadth
We work across all asset classes.
Thomson Reuters also has its own global network of political and general news journalists serving financial professionals, unlike our main competitors - so our customers get all aspects of the story first.
Our journalists are experts in their field producing news with the authority to set the agenda, and enable our customers to drive markets
Expertise
We understand the value of having local people on the ground.
This ensures our reporting is ahead, has insight and a real understanding of the issues
Local Presence & Global Reach
Key Features
• Real-time news from Reuters Editorial
• Targeted at Investors and low and mid tier Advisors
• Comprehensive company and markets coverage
• Access via News Category codes, Company RIC codes
• Free Text Search (Headline & Story) by date range (NEW)
• 90 Days of news History available (NEW)
• Online Reports using editorial input to deliver top stories
Key Features
• Real-time news from Reuters Editorial
• Targeted at Investors and low and mid tier Advisors
• Comprehensive company and markets coverage
• Access via News Category codes, Company RIC codes
• Free Text Search (Headline & Story) by date range (NEW)
• 90 Days of news History available (NEW)
• Online Reports using editorial input to deliver top stories
REUTERS NEWS
Key Features
• Time series for prices open, high, low, close and volume where applicable
• Available for up to 20 years interday (NEW -previously 10 years) and 10 days intraday (NEW - previously 7 days)
• Intraday data available in minute bars
• 225,000+ exchange traded equities, indices, top FX rates & bond benchmarks.
Key Features
• Time series for prices open, high, low, close and volume where applicable
• Available for up to 20 years interday (NEW -previously 10 years) and 10 days intraday (NEW - previously 7 days)
• Intraday data available in minute bars
• 225,000+ exchange traded equities, indices, top FX rates & bond benchmarks.
TIMESERIES
Key Features
• Quotes
• Real time FX Spot and Cross rates
• Over 150 Spots
• Over 1000 Crosses
• Choice in Quality of Service (snapshot & streaming)
• Up to 20 years of Interday timeseries and 10 Yrs of intraday
• Hosted delivery for Charts & TImeseries (all SOAP XML format)
• News
• Real-time snapshot FX News with up to 90 days of history
• Major topics include Interest Rates & Economic Events
• Includes 8 languages including Korean & Chinese
Key Features
• Quotes
• Real time FX Spot and Cross rates
• Over 150 Spots
• Over 1000 Crosses
• Choice in Quality of Service (snapshot & streaming)
• Up to 20 years of Interday timeseries and 10 Yrs of intraday
• Hosted delivery for Charts & TImeseries (all SOAP XML format)
• News
• Real-time snapshot FX News with up to 90 days of history
• Major topics include Interest Rates & Economic Events
• Includes 8 languages including Korean & Chinese
FX – QUOTES & NEWS (NEW)
Key Features
• Income Statement
• Balance Sheet
• Cash Flows
• 6 years financials plus 5 quarters (or interims) for summary financials
• Key Ratios and Statistics
• Key Estimates
• Key Business Intelligence (e.g. company officers/ directors, business description)
Key Features
• Income Statement
• Balance Sheet
• Cash Flows
• 6 years financials plus 5 quarters (or interims) for summary financials
• Key Ratios and Statistics
• Key Estimates
• Key Business Intelligence (e.g. company officers/ directors, business description)
COMPANY REPORTS – (NEW)
Key Features
• Pricing and Per Share Data
• Income statement
• Growth ratios
• Financial strength
• Key margins
• Valuation
• Key estimates
• Management effectiveness
Key Features
• Pricing and Per Share Data
• Income statement
• Growth ratios
• Financial strength
• Key margins
• Valuation
• Key estimates
• Management effectiveness
COMPANY RATIOS REPORTS (NEW)
Key Features
• Consensus Estimates Report for up to 18 months in the future
• Forecasts for up to 3 annuals and 4 quarters
• Key estimate data items including EPS, Revenue and Rating
• Actuals with up to 18 months of momentum/ revisions
Key Features
• Consensus Estimates Report for up to 18 months in the future
• Forecasts for up to 3 annuals and 4 quarters
• Key estimate data items including EPS, Revenue and Rating
• Actuals with up to 18 months of momentum/ revisions
CONSENSUS ESTIMATES REPORT (NEW)
Key Features
• “News Without the Noise”
• More than 42,000 active companies
• More than 20 Topics including:
• Positive/Negative earnings announcement
• IPO
• Indices Change
• Officer Change
• Restructuring
• Mergers/Acquisitions
• Stories tagged by topic, importance and industry
Key Features
• “News Without the Noise”
• More than 42,000 active companies
• More than 20 Topics including:
• Positive/Negative earnings announcement
• IPO
• Indices Change
• Officer Change
• Restructuring
• Mergers/Acquisitions
• Stories tagged by topic, importance and industry
SIGNIFICANT DEVELOPMENTS (NEW)
Key Features
• Latest Price history
• Static Fund Details
• Charges
• Fund Statistics
• Fund Currency History
• Merged and Liquidated funds
• Latest Allocations
• Over Ten technical Analyses
Key Features
• Latest Price history
• Static Fund Details
• Charges
• Fund Statistics
• Fund Currency History
• Merged and Liquidated funds
• Latest Allocations
• Over Ten technical Analyses
LIPPER: BASIC PACKAGE (NEW)
Key Features
• 3 Years of Daily Price History
• Monthly History from fund launch
• Static Fund Details
• Charges
• Fund Statistics
• Fund Currency History
• Merged and Liquidated funds
• Latest Allocations
• Over 50 technical Analyses
• Performance if more than 5 years worth of history
Key Features
• 3 Years of Daily Price History
• Monthly History from fund launch
• Static Fund Details
• Charges
• Fund Statistics
• Fund Currency History
• Merged and Liquidated funds
• Latest Allocations
• Over 50 technical Analyses
• Performance if more than 5 years worth of history
LIPPER: ADVANCED PACKAGE (NEW)
STREET EVENTS (NEW)
Key Features• Categories
• Earning Conference Call
• Earning Releases
• IPO
• Corporate Conference Call
• Conference Presentation
• Other Corporate
• Conference
• Shareholder Annual general Meeting
• Market Holiday
• General/Political Event
• Guideance Call/Presentation
• Corporate Analyst Meeting
• Sales Release
• Sales Trading Statement
• M&A Announcement
• Ex Dividend
• Stock Split
• Economic Event
• Up to 6 months of forward looking events and 12 months of archive events
Key Features• Categories
• Earning Conference Call
• Earning Releases
• IPO
• Corporate Conference Call
• Conference Presentation
• Other Corporate
• Conference
• Shareholder Annual general Meeting
• Market Holiday
• General/Political Event
• Guideance Call/Presentation
• Corporate Analyst Meeting
• Sales Release
• Sales Trading Statement
• M&A Announcement
• Ex Dividend
• Stock Split
• Economic Event
• Up to 6 months of forward looking events and 12 months of archive events
Key Features
Search by major international and local coding schemes for financial instruments (e.g. ISIN, CUSIP, SEDOL)
Name search includes access by organization name, alias name and index issue name. Supports "Starts With“, "Exact" and "Includes" parameters
Results presented with the primary instrument on top, e.g. a search on “IBM" will return the stock traded on NYSE as the first line in the result
True ‘Search engine’ (Google-like) versus ‘database engine’ - for greater speed & accuracy (NEW)
All asset classes covered
Key Features
Search by major international and local coding schemes for financial instruments (e.g. ISIN, CUSIP, SEDOL)
Name search includes access by organization name, alias name and index issue name. Supports "Starts With“, "Exact" and "Includes" parameters
Results presented with the primary instrument on top, e.g. a search on “IBM" will return the stock traded on NYSE as the first line in the result
True ‘Search engine’ (Google-like) versus ‘database engine’ - for greater speed & accuracy (NEW)
All asset classes covered
SEARCH
Key Features
Quote
Access delayed/real-time snapshot data
Access to asset class and market specific template
Quote List
75 Instruments per list (NEW – Previously 50)
25 FIDs (quote related fields)
Quotes lists can be saved on Thomson Reuters server and allocated to a specific user (NEW)
Save up to 25 quote lists per individual user
Key Features
Quote
Access delayed/real-time snapshot data
Access to asset class and market specific template
Quote List
75 Instruments per list (NEW – Previously 50)
25 FIDs (quote related fields)
Quotes lists can be saved on Thomson Reuters server and allocated to a specific user (NEW)
Save up to 25 quote lists per individual user
QUOTE & QUOTE LIST
Key Features
• Chart delivery in PNG/GIF/JPG format
• Display types including Bar, Candle, Line, Mountain, Dot, Forest, Stepped Line
• From 10 days’ Intraday history to 20 years’ Interday history
• More than 25 indicators available (NEW)
• Ability to chart multiple instruments (NEW)
• Ability to compare to Index (NEW)
• Ability to predefine size & scale etc
• Multiple charting panes and sub-chart facility (NEW)
Key Features
• Chart delivery in PNG/GIF/JPG format
• Display types including Bar, Candle, Line, Mountain, Dot, Forest, Stepped Line
• From 10 days’ Intraday history to 20 years’ Interday history
• More than 25 indicators available (NEW)
• Ability to chart multiple instruments (NEW)
• Ability to compare to Index (NEW)
• Ability to predefine size & scale etc
• Multiple charting panes and sub-chart facility (NEW)
CHARTS
Key Features
Multi-instrument and multi-currency holdings in a single portfolio
Stocks, bonds, indices and cash instruments
Ready-made views on portfolios include “summary”, “prices”, “position”, “P&L” and “valuations”
Price and analyze real or simulated customer’s portfolios
Portfolios can either be hosted on Thomson Reuters servers or by client
Includes automatic currency conversion
Ability to assign portfolios per user
Save up to 25 portfolios per user
Key Features
Multi-instrument and multi-currency holdings in a single portfolio
Stocks, bonds, indices and cash instruments
Ready-made views on portfolios include “summary”, “prices”, “position”, “P&L” and “valuations”
Price and analyze real or simulated customer’s portfolios
Portfolios can either be hosted on Thomson Reuters servers or by client
Includes automatic currency conversion
Ability to assign portfolios per user
Save up to 25 portfolios per user
PORTFOLIO TRACKER
31
HOW IS THOMSON REUTERS KNOWLEDGE DIRECT DELIVERED?
• Content can be delivered via API, FTP or in-house RMDS for quote delivery as required
• Leverage Channel Partners for outsourced solutions
• Industry standards: XML and SOAP Web Services
• Secure Internet delivery via fully redundant webfarms
• Zero footprint - no need for downloads or plug-ins (Java, .net)
In-house RMDSAPIs (Web Services)FTP
Thomson Reuters Knowledge Direct
32
DEVELOPING WITH THOMSON REUTERS KNOWLEDGE DIRECT
Leverages standard SOAP Web Services
Request Builder and API console tools allow full interrogation and confirmation of XML requests
API Delivery
Industry standard FTP delivery with XML formatted data.
Data Loader to automatically load XML data into SQL Database or CSV file.
FTP Delivery
Client leverages in-house RMDS and RDF to deliver quotes
Beneficial for heavy throughput or streaming content
In-house RMDS Delivery
33
ADVANTAGES OF THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT
Openness and flexibility
• Integration of Thomson Reuters content & value add capabilities into customers’ internal and client facing environments.
• Allows customers to manage costs and only pay for what they consume
Faster time to market for Thomson Reuters
• Quarterly release cycle –backwards compatible with previous releases.
• Content and capability releases communicated in advance.
Faster time to market for Customers
• Thomson Reuters Knowledge Direct for Wealth Management is built with the focus on ease of implementation for customers.
• Fully hosted & internet delivered. No hardware or software install required for clients.
• Leverages standards like XML & Web Services.
• Tools for developers like Request Builder to auto-generate code and API Console for troubleshooting.
• Tools to view permissioning