Solutions for Equity Research - Thomson Reuters · THE CHALLENGE In today’s high-speed global...

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THE CHALLENGE In today’s high-speed global research and investment environment, the primary challenge for equity analysts is how to efficiently collect, manage and distill a high volume of diverse news and financial information into usable insights. Thomson Reuters Eikon brings together the industry’s best data and most powerful research and analysis tools to help you meet and surpass these challenges and pursue profitable opportunities with conviction. YOUR END-TO-END EQUITY RESEARCH SOLUTION The tools you need to efficiently monitor your portfolios and coverage lists, screen for new ideas, analyze and value companies and share your reports and recommendations Premier content from Thomson Reuters and key third-party providers, with seamless integration of proprietary data and internal research within the Eikon desktop and Excel® A fully customizable, highly visual interface, with convenient click-and-drag resizing and repositioning, intuitive organization and natural language search Solutions for Equity Research

Transcript of Solutions for Equity Research - Thomson Reuters · THE CHALLENGE In today’s high-speed global...

THE CHALLENGE In today’s high-speed global research and investment environment, the primary challenge for equity analysts is how to efficiently collect, manage and distill a high volume of diverse news and financial information into usable insights.

Thomson Reuters Eikon brings together the industry’s best data and most powerful research and analysis tools to help you meet and surpass these challenges and pursue profitable opportunities with conviction.

YOUR END-TO-END EQUITY RESEARCH SOLUTION • The tools you need to efficiently monitor your portfolios and coverage lists, screen for new ideas, analyze and value

companies and share your reports and recommendations

• Premier content from Thomson Reuters and key third-party providers, with seamless integration of proprietary data and internal research within the Eikon desktop and Excel®

• A fully customizable, highly visual interface, with convenient click-and-drag resizing and repositioning, intuitive organization and natural language search

Solutions for Equity Research

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Eikon is designed for the way you work, intuitively organized by asset class with embedded tools and interactive visualizations across multiple views. And you can easily customize your workspace by combining multiple documents, country and asset class views, calculators, models and other tools to create a personalized analysis environment.

MARKET DATA, NEWS AND COMMENTARYEikon gives you access to a huge range of real-time, cross-asset data and a breadth and depth of reference and historical data that is second to none, as well as market-moving news and commentary that offers the insight and perspective you need to understand key economic news and political events across the globe.

ECONOMIC DATA Eikon provides access to comprehensive coverage of national economies, from market-moving indicators to fully detailed economic and financial accounts.

Premier content on an award-winning platform

Access valuable insight and commentary from our global independent news network.

We’ve also built our Datastream charting tools into Eikon so you can explore global trends, areas of risk and macro investment opportunities as an integral part of your analysis.

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FUNDAMENTALSWe collect and deliver the most timely and highest-quality fundamental data in the industry, providing both standardized and company-specific fundamentals data and quantitative tools to drive deep financial analysis.

THOMSON REUTERS I/B/E/S ESTIMATESWith more than 40 years of experience, we are the industry standard for analyst detail, consensus and aggregate data, offering more history, contributing brokers and company coverage than any other provider.

INDUSTRY-SPECIFIC METRICSPerform in-depth peer group analyses with industry-specific performance indicators. Access 192 key metrics across Airlines, Banking and Finance, Energy and Mining, Insurance, Pharmaceuticals and Healthcare, Real Estate, Hotels and Homebuilders, Retail and Restaurants, Technology and Telecommunications.

RESEARCHWe offer direct access to research from 800 active brokerage firms, independent research firms and other sources, covering more than 21,000 companies across 87 countries. Thomson Reuters StarMine® ratings provide additional insights into analyst accuracy and recommendations.

EVENTSDriven by a proactive, dedicated team of analysts, our one-stop corporate disclosure and brokerage event solution provides you with the fastest possible access to crucial, market-moving event content.

OWNERSHIP Quickly identify the top holders of any security with the most comprehensive global share ownership and profiles data in the industry.

PREDICTIVE ANALYTICS AND MODELSFine-tune your estimates with our best-of-breed proprietary algorithms from Thomson Reuters StarMine. Access classic quantitative models such as relative and intrinsic valuation, smart money models that leverage information about the actions of informed investors, and credit and sovereign risk models, including our text-mining credit risk model.

Company data

Company overviewsKey company intelligence — fundamentals, estimates, aggregates and indices, ownership and insiders, competitors and corporate events — all consolidated in one easy-to-scan view.

Whether you require information from developed, emerging or frontier markets, we are the leading source of global company data.

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Monitoring the markets

Watchlist pulseQuickly review significant activities and changes for companies in your coverage list, including price and technical signals, news, events and research.

Economic monitorCompare economic indicators by country with details, revisions and forecasts, updated in real time along with charts and history. Thomson Reuters StarMine Smart Estimates can help you better predict the direction of macro surprises relative to the consensus forecast.

Data is filtered and presented in the way you choose, so critical information about your coverage list and portfolio are the first things you see. Customize alerts to be the first to know of market-moving developments in the companies and assets that matter to you. It doesn’t matter where you are — alerts can go to your desktop, mobile or email, even when you are logged out of Eikon.

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Idea generation and screening

ScreenerUse flexible selection tools combined with a huge range of company data, including key performance indicators and unique StarMine stock selection models. Export your screening results to Excel and save as a list.

Datastream charting With up to 60 years of history, Datastream gives you access to more than 360 million series covering equities, bonds, macroeconomic indicators, interest and exchange rates, derivatives and more, so you can thoroughly research your investment strategy ideas.

Screen across a global universe of 60,000 companies against 6,000 data items to uncover alpha-generating investment ideas.

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Security analysis

Thomson Reuters StarMine stock selection modelsOur proprietary alpha-generating equity analytics, stock selection and credit models help you sort and process securities more efficiently, so you can identify new and distinct investment opportunities before the rest of the market.

Excel integrationYou can drag and drop real-time or historical content into your spreadsheets with a single click. Easily build instrument lists and portfolios in Excel instead of searching for codes every time you need them.

We provide the tools and data you need to effectively value companies. Access comprehensive and unmatched fundamentals and estimates data, plus real-time research from leading independent analysts covering developed, BRICs and emerging markets.

Efficiently analyze the securities in your portfolios as part of a daily routine

Simplify your workflow.Choose from a library of preset screens, or build your own with customized navigation.

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Publish your research and recommendations

Align your portfolios with investment objectives

Make your internal research and recommendations easily accessible. You can load and tag your research to particular securities, industries, regions, countries and subjects; this means your in-house content is contextually linked to relevant data in your desktop.

Eikon also contains a suite of tools for monitoring and analyzing portfolios. You can track real-time market information and quickly understand the sources of relative risk in your funded and model portfolios.

Share researchUpload Word, Excel and PowerPoint documents to the Eikon research management system and distribute those documents in real time to other entitled users within your firm. You can also upload your own estimates and recommendations into the Eikon platform on a real-time basis.

Portfolio analyticsFull details of Eikon’s Portfolio Analytics tools are available in a separate brochure. Please ask your Thomson Reuters Account Manager for more information.

For more information on solutions for research analysts, go to financial.thomsonreuters.com.

©2015 Thomson Reuters 02-15

Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters.Excel is a registered trademark or trademark of Microsoft Corporation in the United States and/or other countries.

DEDICATED CUSTOMER SERVICE

Derive maximum value from your product experience with the support you need, when and how you need it.

• 24/7 access to our global network of expertise via in-product chat, e-mail, help desk and specialist support

• In-person training from our asset management specialists

• Take full advantage of product features with intelligent training resources

• Specialized consultant team to help you with complex tasks, such as financial modeling