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Proactive approach to IR
ABOUT THOMSON REUTERS
Thomson Reuters is the world’s leading source of
intelligent information for businesses and professionals
Thomson Reuters Eikon covers all the major financial
markets – equity, fixed income, commodities, foreign
exchange – and provides effective compliance and risk
management, investment management and wealth
management solutions.
FINANCIAL ENVIRONMENT TODAY
Investment Banking
Advisory / Capital Markets
Corporate Development / Business Intelligence
Investors may have conflicting views of their markets, based both on experience and
on their selected market data provider
See everything your investors see and stay one step ahead.
KEY CHALLENGES- RESULTS OF SURVEY
The market of data providers serving Investors is fragmented, with no content or workflow
provider truly leading across all groups
Professionals require multiple desktop offerings
GOALS CHALLENGES
Investors unprecedented access to competitive sources of information
may give rise to even more questions
The volume of news and financial data available can overwhelm
ability to use it
Development of insight
Prioritize relevant information
Lower total cost of best-in-class data and tools
Comprehensive view of performance drivers across the universe of
securities, asset classes, structures and regions Empower investment team
Difficulty in identification and validation of unique investment opportunities
without deep analysis Generate differentiating ideas
Create efficiencies
ASSET MANAGEMENT WORKFLOW
PORTFOLIO
ANALYSIS
&
CONSTRUCTION
TRADING &
SETTLEMENT
STRATEGY
DEVELOPMENT
& ASSET
ALLOCATION
IDEA
GENERATION
SECURITY
ANALYSIS
& DILIGENCE
IDEA
PRESENTATION
& PUBLISHING
MARKET
MONITORING
MACRO PICTURE
& IMPLICATIONS
ASSET
MANAGEMENT
WORKFLOW
WORKING WITH COMPANY DATA
MARKET MONITORING IDEA GENERATION SECURITY
ANALYSIS IDEA PRESENTATION
Macro Economic Data
Industry information
Peers comparison
Forecasts Fundamentals
Estimates
Research
Screening
Company overview
How information is used by
investors?
AGGREGATES MATRIX
Enables to analyze metrics across sectors and industries through a heat map style report displaying
aggregate values along two dimensions: geographic region/country and business classification
Helps drive idea generation and market analysis for asset allocation purposes
1 719 hits
INDUSTRY OVERVIEW PAGES
Enables to build universe
of industry sectors and
IDENTIFY UNDERLYING
performance drivers
Highly visual capability that
profiles the performance
and constituents of a
selected industry
Visualize Price Charts
for specific sectors
Quickly identify Top
and Bottom
Performers
29 832 hits
EQUITY SCREENER
Choosing among thousands of criteria
to screen and uncover alpha-
generating investment ideas
View and select data ranges in visual
point
Multi-factor ranking capability with drill
downs to understand which factors
contribute most to overall rank
15 863 hits +10 696
INTERACTIVE INCOME STATEMENTS
A view of an income statement combining all relevant content for earnings and profitability analysis:
intelligently combines fundamental history and forward looking estimates
Easily conduct basic modeling and what-if analysis to view the impact to the bottom line
Excel integration allows models to be updated automatically
1 236 hits
FUNDAMENTAL DATABASE
Integrated
Fundamentals and
Analytical Content
Ability to view
content in a
‘Standardized’
or ‘As reported’
basis
StarMine
Earnings Quality
score for each
period
Transparency
with links to
source
documents a
click away
Annual and
Quarterly views
Fundamental coverage across over 99% of global market capitalization. Best in class emerging markets
coverage as well as industry-specific KPIs on 15 industries across 202 metrics
Click-through auditing allows for complete data transparency and validation
303 424 hits
INFORMATION WHICH IS USED
Company - Fundamentals Q Hist 96 297 11,4%
Company Research 95 641 11,3%
Company Events 74 829 8,9%
Company - Fundamentals - Income Statement 70 985 8,4%
Company News 69 936 8,3%
Company - Detailed Estimates 54 284 6,4%
Company - Dividend Overview 48 155 5,7%
Company - Fundamentals - Ratios Overview 36 680 4,3%
Company - Fundamentals - Balance Sheet 36 142 4,3%
Company - Corporate Actions Calendar 29 037 3,4%
Company All Quotes 28 921 3,4%
Company Filings 27 092 3,2%
Company - Fundamentals - Ratios Key Metrics 21 950 2,6%
Company - Fundamentals - Cash Flow 19 144 2,3%
Company - Relative Valuation 17 303 2,0%
Company - Peers 15 310 1,8%
Company - Price - Price Performance 13 151 1,6%
Company Officers & Directors Overview 12 577 1,5%
Company - Fundamentals - Ratios Profit 11 400 1,3%
Company Deals View 11 180 1,3%
Company - Corporate Actions - Dividend Details 10 874 1,3%
Company - Corporate Actions - Overview 9 658 1,1%
Company - Fundamentals - Segments 6 975 0,8%
Company - Peers (BETA) 6 169 0,7%
Company - Credit Risk - Combined Model 4 816 0,6%
Company- Detailed Estimates- NEW 4 342 0,5%
Company - Fundamentals - Operating Metrics 3 851 0,5%
Company Reuters Investor Briefs 2 247 0,3%
35,9% opened
company's pages
are connected to
fundamental
information
HOW DOES YOUR PAGE LOOK LIKE?
?
937 801
hits
KEY FOCUSES
Fundamentals:
- Balance sheet
- Income statement
- Segments
- Operating metrics
Estimates and research
News and events
Deals
Data
Company
Investors
Q&A
Maxim Ulyanov Sales Specialist, Business Intelligence +7 495 961 01 10, ext. 138