DATASTREAM USER GROUP 9 th June 2011. Key Themes Content Additions –Macro economic expansion –Economics Point in Time –Asset4 Analysis & Capabilities.

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Presentation transcript:

DATASTREAM USER GROUP 9 th June 2011

Key Themes Content Additions –Macro economic expansion –Economics Point in Time –Asset4 Analysis & Capabilities –Charting –Excel Add-in –Datastream Direct Usability & Collaboration –Enhanced Series search –Sharing charts

Navigator 4.0 – free text search WHAT IS THE FREE TEXT SEARCH? Single text box using dedicated text search engine (Microsoft’s FAST) to search multiple fields such as (un)abbreviated names, aliases, source, hierarchy name,– with associated functions – misspellings & natural language equivalents Order influenced by closeness of word match (text engine score) and editorial input (key indicators) as well as Filtering options for key fields to narrow down search results Preview pane for a series displays detailed information including latest value and date, source, notes – with a chart offering different transforms and periods Links to see the related series in the explorer hierarchies WHAT OTHER CHANGES WERE IN THIS VERSION? Type ahead and recently selected in Advance Search for Market Currency, source, etc Key datatypes in bold

Q release Display of the 3-4 explorer links that are most often related to the top10 series More link to display all related datatypes Hyperlinks to source sites in notes Displaying the Worldscope company description for equity series Asset 4 /ESG datatypes Navigator – further enhancements Subsequent release(s) Addition of notes for 180,000 economics series Futures and options contracts Results influenced by frequency of selection Auto suggest/complete Selection of multiple filters (regions) Filtering on history ranges Ease of selection from large data set Searching on series & datatypes More options on the chart in the preview pane Viewing free text search page in the Ipad

Q release Display of the 3-4 explorer links that are most often related to the top10 series More link to display all related datatypes Hyperlinks to source sites in notes Displaying the Worldscope company description for equity series Asset 4 /ESG datatypes Navigator – further enhancements Subsequent release(s) Addition of notes for 180,000 economics series Futures and options contracts Results influenced by frequency of selection Auto suggest/complete Selection of multiple filters (regions) Filtering on history ranges Ease of selection from large data set Searching on series & datatypes More options on the chart in the preview pane Viewing free text search page in the iPad

Datastream Charting 2.1 Chart enhancements Time series scatter charts Static bar charts Multi-pane charts - side by side, custom layout, multiple date ranges Enhanced annotation features More recession bands New analytics and workflow tools Expression builder Export charts as image files Set a default style User forecasts Slicing

CFTC reports on Datastream In addition to the futures contracts, you can now access via Datastream the Commitment of Trade reports (COT) from the Commodity Futures Trading Commission (CFTC).

CFTC reports on Datastream

Slicing – building the chart

Converting to a template

Exported refreshable charts

Correlation

Switching to a scatter chart

Scatter settings

Static bar chart from a list

Data Addition - Economics Point in Time Up to 10 years of history for key macroeconomic indicators for the G7 countries. Time series data for the initial release, first and second revisions for the indicators. Ability to produce a vintage snapshot for an indicator. Allowing users to view.. Previous revision patterns for a particular indicator Compare all first releases with all successive revisions and calculate the average size of the revisions The world as it was at a specific Point in Time or “What moved the markets” Understand decisions made at the time or amend a model to view an outcome in different circumstances How Information evolved over time Understand market reactions to a particular announcement

Data Addition - Economics Point in Time

Datastream Charting 2.2 Chart enhancements Static scatter charts (for lists) User forecasts extended functionality – styling and multiple forecasts New chart styling options – legend and transparency Improved save workflow Performance improvements Publishing enhancements Share chart URLs Export charts as image file extended functionality Other Support for IE9 Add-in support for Office bit Training links

Arab Spring

Multiple Forecasts

Share as URL

Training A new link on the toolbar leads to training videos from the TR Knowledge Network.

Data Online training

Data Additions – Commodities, Futures & Options Expansion to our Commodity & Energy database increased to 83,000 series The Steel Index (TSI) Constituent lists (TR/Jefferies CRB, DJ UBS & S&P GSCI) The Nikkei-TOCOM Futures coverage increase by 23% New Exchanges in India & China Chicago Climate Exchange Increased coverage in Mexico, Turkey, Singapore, Thailand, Dubai & UAE. Options expansion on Datastream includes 6 new exchanges an increase of 21% options contracts. Datastream now offers additional datatypes for US options (Last bid, offer & trade of the day) Daily “Point in Time” options lists. Full coverage of US ETF options listed on OPRA.

Data Additions - Indices Key Equity Index Additions S&P Arab Indices & constituents MSCI ESG & Value Weighted Indices FTSE ST Super Sectors Additional S&P / TSX Indices Credit Suisse Global Alternative Energy Indices Jasdaq Top 20 index Key Fixed Income Additions Thomson Reuters CDS Indices Improved Datastream calculated yield curves

Datastream for Office (DF0) 64 bit WHAT IS IT? Next generation Datastream add in. Built on.NET (rather than VB/Active X) and 64bit MS Office (2010) compatible WHO IS IT INITIALLY FOR? Clients moving to Excel bit (not supported by AFO) - Note Office 2003 not supported New Datastream (Direct) clients – who cannot access Port 23 BENEFITS TO CLIENTS? Lighter install – to ship with Datastream Direct Uses standard communications – –access via Port 80/http (rather than Port 23/telnet) –requiring no IP registration –uses Datastream child IDs –does not use DSGATE Requests held in Excel using formulas (rather than ActiveX) – offering greater user familiarity, and compatibility More use browser based interfaces (can be upgraded without a re-install) – new expression builder with new list builder planned for 2nd release.

Two 12 month forward measures for Datastream’s Indices (based in IBES data) WHAT ARE THEY FOR? To facilitate sector-to-sector and stock-to-market comparisons on a national, regional and worldwide basis. WHAT ARE THEY? This release includes 12 month forward Earnings Per Share along with the 12 month forward Price/Earnings ratio. The datatypes and calculations are as follows, based on underlying equity level consensus data: –Earnings/Share (DIEP) (sum F1FD12*IBNOSH)/sum IBNOSH –P/E Ratio (DIPE) (sum IBNOSH*IBP) /(sum F1FD12*IBNOSH) Where –F1FD12 is I/B/E/S 12 month forward EPS estimate; –IBNOSH is I/B/E/S number of shares; –IBP is I/B/E/S price. WHAT ARE THE FUTURE PLANS? Provide these for other measures – Sales, EBIT, etc Add support for these to the User Created Index (UCI) facilities

1st release May 6th 2011 Full Datastream coverage Static and time series requests Request Table/UCTS (basic) Uses new expression builder Datastream for Office (DF0) 64 bit 2nd release Q AFO spreadsheet converter List editor Integrated Charting add-in UCI template Custom headers Request table functionality Performance improvements Sequencing of the requests Series selection button (to Navigator) Process Request table button VBA support Full set of sample sheets Links to find Futures and Options contracts Auto upgrade

ASSET4 ON DATASTREAM - ESG Issues such as climate change, biodiversity, human rights, “licence to operate”, business ethics and corporate governance are at the forefront of public and political attention. Thomson Reuters Datastream has now added ASSET4 Environmental, Social and Corporate Governance (ESG) content as a new set of equity datatypes. The data can be incorporated into your investment strategies and financial analysis in order to understand its material influence on corporate performance and risk. KEY BENEFITS INCLUDE: 120+ Freely available datatypes Up to 9 years of history Easy to integrate data with other datatypes RESPONSIBLE INVESTMENT STRATEGIES Ethical / Negative Screening Positive / Best in Class Screening Governance and Engagement

Accessing ESG Sample

Asset 4 sample template

Datastream Direct-

Datastream Direct – Added Content / Functionality  Reuters Markets News – Access Thomson Reuters premium news service  Economic Research – Access to real-time research. Available for most users  Research Management System (RMS) – A useful tool to help manage the information flow  Datastream Credit Analysis – Access to advanced screening and charting tools  Real-Time Market Data & Market Monitors  Reuters Insider – Access to “on demand” financial video  Reuters Messenger - The Datastream Direct workspace is accessible from And is available with either the Advance for Office or Direct for Office Excel Add-in

Datastream Extranet

Q&A