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THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT. AGENDA. INTRODUCING THOMSON REUTERS THOMSON REUTERS WEALTH MANAGEMENT THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES Q & A. Scientific $0.65 B. Enterprise $1.0 B. Healthcare $0.45 B. Media $0.5 B.

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Agenda
AGENDA

  • INTRODUCING THOMSON REUTERS

  • THOMSON REUTERS WEALTH MANAGEMENT

  • THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES

  • Q & A


Introducing thomson reuters

Scientific

$0.65 B

Enterprise

$1.0 B

Healthcare

$0.45 B

Media

$0.5 B

Professional Organization

$5.1 billion

23,370 employees

Markets Organization

$7.4 billion

27,420 employees

Investment

& Advisory

$2.2 B

Tax &

Accounting

$0.7 B

Sales &

Trading

$3.8 B

Legal

$3.3 B

We make legal systems work better

We reduce complexity and make compliance easier

We accelerate research, discovery and innovation

We improve health through information and insights

We power the world’s markets

2007 Revenues

2007 pro forma Revenues

INTRODUCING THOMSON REUTERS

We provide intelligent information to the world’s businesses and professionals, giving our customers a competitive advantage.


And thomson reuters markets
… 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 DrivenPartner– 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


Very best of both companies

*

*

VERY BEST OF BOTH COMPANIES

* Note: Not wholly owned by Thomson Reuters


We re now bringing it all together
WE’RE NOW BRINGING IT ALL TOGETHER

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

Our goal

A significant product and service dividend for all of our customers

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


Agenda1
AGENDA

  • INTRODUCING THOMSON REUTERS

  • THOMSON REUTERS WEALTH MANAGEMENT

  • THOMSON REUTERS KNOWLEDGE DIRECT API FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES

  • Q & A


Thomson reuters wealth management

Thomson Reuters is the leading provider of intelligent information services to the professional wealth management and advice-led investment communities

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


English

Book Management information services to the professional wealth management and advice-led investment communities

InvestmentView

Asset Allocation

Closing & Execution

Thomson Reuters or Client Framework

Financial Planning

Client Presentations

Research & Content

SOLUTIONS THAT SUPPORT YOUR WORKFLOW

  • Book Dashboard

  • Book Alerts

  • Book Connections w/SFDC

  • Client Onboarding & Due Diligence

  • Screeners

  • Profiles

  • Hypothetical Illustrations

  • Exposure Report

  • Lipper Leader and Award Winners

  • eXimius Order Management

  • BETA Systems

  • Money Line / Client Data

  • TradeWeb Retail

  • Client & Third Party Applications

  • 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

  • Portfolio Analysis

  • Client Profiling

  • Investment Classification

  • Portfolio Construction

  • Periodic Rebalancing

  • Portfolio Attribution

  • Security Databases

  • Analyst Research

  • Thomson Reuters News

  • StreetEvents

  • Market Data

  • Charting

  • Stock Reports +

  • First Call and I/B/E/S Estimates

Market Data

  • Life-events Goal Planning

  • 72(t) and RMD Calculators

  • Estate & Insurance Needs Analysis

  • Monte Carlo Simulation

  • Investment Recommendations

  • Market & Business Pulse

  • Quote List

  • Market Indices

  • Flex Monitor

  • News

  • Interactive Charting

  • Derivatives

  • Performance Reporting

  • Investment Proposals

  • Proposal Generation

  • FINRA Compliant

  • Firm-configurable content and graphics


Agenda2
AGENDA information services to the professional wealth management and advice-led investment communities

  • INTRODUCING THOMSON REUTERS

  • THOMSON REUTERS WEALTH MANAGEMENT

  • THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES

  • Q & A


Thomson reuters knowledge direct for wealth management1
THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT information services to the professional wealth management and advice-led investment communities

  • Direct access to Thomson Reuters content: Equities, Futures, News, Online Reports, Significant Developments, Time Series, Charts, Fundamentals, Estimates, Research, Funds

  • 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: ThomsonReuters Knowledge Direct for Wealth Management offers simplified and cost efficient delivery via industry standard SOAP based Web Services.


Agenda3
AGENDA information services to the professional wealth management and advice-led investment communities

TRKD

CONTENT

12


Equity indices
EQUITY/INDICES information services to the professional wealth management and advice-led investment communities

  • 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

  • Delayed and real-time snap shot

  • 3sec conflated and non conflated data available (deployed RMDS only)


Futures content
FUTURES CONTENT information services to the professional wealth management and advice-led investment communities

  • Key Features

  • Packages of Futures content structured by both Asset Class and Geography

  • Over 20 exchanges covered globally


Cross market data
CROSS MARKET DATA information services to the professional wealth management and advice-led investment communities

  • 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


Reuters news

Our Reputation information services to the professional wealth management and advice-led investment communities

Unique style of journalism

Breadth

Expertise

Local Presence & Global Reach

  • Built on the principles of

  • Independence

  • Integrity

  • Freedom from bias

Defined by our Trust Principles, they ensure our reporting is independent, accurate and impartial.

Our reporting is free of opinion.

Our journalists are experts in their field producing news with the authority to set the agenda, and enable our customers to drive markets

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.

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

REUTERS NEWS


Reuters news1
REUTERS NEWS information services to the professional wealth management and advice-led investment communities

  • Key Features

  • Real-time news from Reuters Editorial

  • Targeted at Investors and low and mid tier Advisors

  • Comprehensive company and markets coverage

  • Over 19 languages including Arabic language

  • Access via News Category codes, Company RIC codes

  • Free Text Search (Headline & Story) by date range

  • 90 Days of news History available

  • Online Reports using editorial input to deliver top stories


Timeseries
TIMESERIES information services to the professional wealth management and advice-led investment communities

  • Key Features

  • Time series for prices open, high, low, close and volume where applicable

  • Available for up to 20 years interday and 10 days intraday

  • Intraday data available in minute bars

  • 200,000 + exchange traded equities, indices, top FX rates & bond benchmarks.


Fx quotes news
FX – QUOTES & NEWS information services to the professional wealth management and advice-led investment communities

  • 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


Company reports
COMPANY REPORTS information services to the professional wealth management and advice-led investment communities

  • 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 ratios reports
COMPANY RATIOS REPORTS information services to the professional wealth management and advice-led investment communities

  • Key Features

  • Pricing and Per Share Data

  • Income statement

  • Growth ratios

  • Financial strength

  • Key margins

  • Valuation

  • Key estimates

  • Management effectiveness


Consensus estimates report
CONSENSUS ESTIMATES REPORT information services to the professional wealth management and advice-led investment communities

  • 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


Significant developments
SIGNIFICANT DEVELOPMENTS information services to the professional wealth management and advice-led investment communities

  • 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


Research
RESEARCH information services to the professional wealth management and advice-led investment communities

  • Key Features

  • WM Professional Customers only

  • Customers can choose up to 6 sources

  • More than 9 million full text reports covering 25,000 companies from 100 countries and 23 languages

  • Broad range of topics including Equities, Fixed Income, Sector Analysis, Industry Trends, Market Strategy & Country Analysis

  • Extensive Indexing including Company, Source, Geography, Industry Classification, Text Expressions & Date


Lipper basic package
LIPPER: BASIC PACKAGE information services to the professional wealth management and advice-led investment communities

  • 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 advanced package
LIPPER: ADVANCED PACKAGE information services to the professional wealth management and advice-led investment communities

  • 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


Streetevents
STREETEVENTS information services to the professional wealth management and advice-led investment communities

  • 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


Agenda4
AGENDA information services to the professional wealth management and advice-led investment communities

TRKD

CAPABILITIES

28


Web views
WEB VIEWS information services to the professional wealth management and advice-led investment communities

  • Key Features

  • Web views covering

    • Quotes (Header Banner, Full Quote)

    • News (Headlines & Stories)

    • Chart

    • Quote List

    • Search

    • Consensus Estimates

    • Fundamentals

      • Balance Sheet

      • Income Statement

      • Cash Flow

      • Ratios

    • Significant Developments

  • Customers can customise views look and feel using CSS (Cascading Style Sheets)

  • Clients using views have quicker time to market and lower development costs


Charts
CHARTS information services to the professional wealth management and advice-led investment communities

  • 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

  • Ability to chart multiple instruments

  • Ability to compare to Index

  • Ability to predefine size & scale etc

  • Multiple charting panes and sub-chart facility


Fundamentals screener
FUNDAMENTALS SCREENER information services to the professional wealth management and advice-led investment communities

  • Key Features

  • Provides ability to perform deep search across a very broad selection of criteria from the Thomson Reuters Company Fundamental database

  • Vast array of fields available for searching including Ratios, Balance Sheet and General company info

  • Highly flexible with the choices of using logicials (<,>, =, Not =, contains, does not contain…etc)

  • Ability to specify required fields for screening results set so results tailored to actual needs


Lipper funds screener
LIPPER FUNDS SCREENER information services to the professional wealth management and advice-led investment communities

  • Key Features

  • Provides ability to perform deep search across a very broad selection of criteria from the Lipper fund database

  • Very large array of criteria available to the screener including Standard Fund Terms & Conditions, Price History, Analytics & Geography

  • Highly flexible with the choices of using logicials (<,>, =, Not =, contains, does not contain…etc)

  • Ability to specify required fields for screening results set so results tailored to actual needs


Search
SEARCH information services to the professional wealth management and advice-led investment communities

  • 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

  • All asset classes covered


Quote quote list
QUOTE & QUOTE LIST information services to the professional wealth management and advice-led investment communities

  • Key Features

    Quote

  • Access delayed/real-time snapshot data

  • Access to asset class and market specific template

    Quote List

  • 75 Instruments per list

  • 25 FIDs (quote related fields)

  • Quotes lists can be saved on Thomson Reuters server and allocated to a specific user

  • Save up to 25 quote lists per individual user


Portfolio tracker
PORTFOLIO TRACKER information services to the professional wealth management and advice-led investment communities

  • 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


How is thomson reuters knowledge direct delivered
HOW IS THOMSON REUTERS KNOWLEDGE DIRECT DELIVERED? information services to the professional wealth management and advice-led investment communities

  • Content can be delivered via API 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)


Developing with thomson reuters knowledge direct

API Delivery information services to the professional wealth management and advice-led investment communities

In-house RMDS Delivery

Leverages standard SOAP Web Services

Request Builder and API console tools allow full interrogation and confirmation of XML requests

Client leverages in-house RMDS and RDF to deliver quotes

Beneficial for heavy throughput or streaming content

DEVELOPING WITH THOMSON REUTERS KNOWLEDGE DIRECT


Advantages of thomson reuters knowledge direct for wealth management
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

  • Defined release cycle –backwards compatible with previous releases.

  • Content and capability releases communicated in advance.

    Faster time to market for Customers

  • ThomsonReuters 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.

  • Dedicated private connection available from BT (MPLS).

  • 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


Agenda5
AGENDA MANAGEMENT

  • INTRODUCING THOMSON REUTERS

  • THOMSON REUTERS WEALTH MANAGEMENT

  • THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES

  • Q & A