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Proactive approach to IR

IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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Page 1: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

Proactive approach to IR

Page 2: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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.

Page 3: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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.

Page 4: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 5: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 6: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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?

Page 7: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 8: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 9: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 10: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 11: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 12: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

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

Page 13: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

HOW DOES YOUR PAGE LOOK LIKE?

?

937 801

hits

Page 14: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

KEY FOCUSES

Fundamentals:

- Balance sheet

- Income statement

- Segments

- Operating metrics

Estimates and research

News and events

Deals

Data

Company

Investors

Page 15: IR-Форум 2015. 21 Мая. Организаторы: АРФИ и Московская биржа. -- Презентация #01: Thomson Reuters

Q&A

Maxim Ulyanov Sales Specialist, Business Intelligence +7 495 961 01 10, ext. 138