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Table of Contents
Thomson ONE Investment Management .....................................................................................1 Client Support...................................................................................................................................1 Navigate Thomson ONE Investment Management..........................................................................2 Sections, Groups and Pages .....................................................................................................2 Right-click Menus.......................................................................................................................3 Portfolio Editor ...............................................................................................................................4 Access the Portfolio Editor ...............................................................................................................4 Import a Watchlist or Portfolio ..........................................................................................................4 Create a Watchlist or Portfolio..........................................................................................................5 Add Securities to a Watchlist or Portfolio .........................................................................................5 Managing Watchlists and Portfolios .................................................................................................5 Modify a Watchlist or Portfolio ...................................................................................................6 Copy a Watchlist or Portfolio......................................................................................................6 Delete a Watchlist or Portfolio....................................................................................................6 Composite Portfolios ........................................................................................................................7 Add Portfolios to Your Composite Portfolio ...............................................................................7 Portfolio Importer File Format Requirements ...................................................................................8 Look up Securities, Portfolios, and Markets ...............................................................................9 Access Internal and External Broker Research ........................................................................10 View Your Favorite Contributors or In-house Research.................................................................11 Filter Research ...............................................................................................................................12 Search by Keyword ........................................................................................................................13 Access the Latest Estimates and Revisions .............................................................................14 View Recent Estimates and Revisions for a Security ....................................................................15 View the Latest Revisions for Your Portfolio ..................................................................................15 Search and View News Headlines ..............................................................................................16 Set News Preferences....................................................................................................................17 Select News Sources .....................................................................................................................17 Create Advanced News Searches .................................................................................................17
Chart the Price of a Security .......................................................................................................19 View Price Charts ...........................................................................................................................20 Chart Settings Dialog Box ..............................................................................................................20 Change Time Range and Update Frequency (Thomson Charts) ..................................................20 Compare Multiple Symbols.............................................................................................................21 Add Indicators.................................................................................................................................22 View Today's Portfolio Performance ..........................................................................................23 Compare Your Portfolio Characteristics to a Benchmark........................................................25 Screen For New Ideas and Create Reports................................................................................27 Perform a Basic Equity Screen ......................................................................................................27 Perform an Advanced Equity Screen .............................................................................................28 Manage Guidance, Events, and Disclosures.............................................................................29 Manage Guidance ..........................................................................................................................29 View and Print Guidance Reports............................................................................................29 View Top 10 Holders and Other Ownership Data ..........................................................................30 Manage Events...............................................................................................................................31 Access Event Transcripts ........................................................................................................31 View Company Filings and Delta Reports......................................................................................31 Appendix .......................................................................................................................................32 Release Notice ...............................................................................................................................32 Release Summary ..........................................................................................................................32 Framework Enhancements.............................................................................................................32 New in Thomson ONE Investment Management...........................................................................32 Entity Manager Slideshow .......................................................................................................32 Historical Guidance Reports ....................................................................................................32 Next News in Thomson ONE ...................................................................................................33 Top News .................................................................................................................................33 Enhancements................................................................................................................................34 Expanded Deals Data ..............................................................................................................34 Officers and Directors ..............................................................................................................34 Trading Analytics......................................................................................................................34 Composites ..............................................................................................................................34 Regional News .........................................................................................................................35 Ownership ................................................................................................................................35
Alerts Manager.........................................................................................................................35 Company Analytics ..................................................................................................................35 Exchange Traded Funds as Portfolios or Benchmarks in Portfolio Analytics..........................35 New Add-ons and Entitlements ......................................................................................................36 Credit Analysis Module (Add-on) .............................................................................................36 Access to Thomson ONE Mobile on Your Blackberry .............................................................36 Reuters Messaging Now Available with Thomson ONE..........................................................36 Available News Sources.................................................................................................................36 Index ..............................................................................................................................................39
1
Thomson ONE Investment Management
Welcome to Thomson ONE Investment Management, a robust, portfolio-centric solution that streamlines every function and stage of the investment management process, and gives you a customized workflow suited to meet the unique needs of the buy-side professional. Thomson ONE Investment Management helps you leverage Thomson's powerful, integrated solutions to make faster, smarter investment decisions and improve the bottom line. Thomson ONE Investment Management offers you: Real-time contribution analysis, risk management and security-specific exchange activity. Deep, rich tools that make the investment management process faster and more productive. Powerful security research and analysis that allows you to analyze companies historically, relative to peers, or relative to a benchmark. Enhanced portfolio analysis, including portfolio characteristics, performance attribution, and benchmarking. Static and time series charting analysis of companies, markets, and securities. Customized hedge fund management that helps you gauge the pulse of the options market and analyze trading activity and volume. Greater transparency into portfolios for clients, prospects, and consultants.
Client Support
Client Support is available Monday through Friday, 8:00 AM to 6:00 PM (Eastern Standard Time) at 1-800-225-5459.
Contextual online help is available for most Thomson ONE components. When viewing a page, press F1 for help. Online support is also available. To access Online Support Click the Red Phone icon at the top of your Thomson ONE workspace.
ONEnet, provided exclusively to Thomson ONE users, contains in-depth product information, functionality tips, product briefs, user manuals, and more. To access ONEnet In Preferences and Alerts, click Documentation(ONEnet).
Right-click Menus
Many features and commands are available on the right-click menu. Depending on where you right-click, different options are available. For example, when you right-click on a chart, the right-click menu has options for adding indicators, creating new charts, and more. When you right-click on Flex Monitor, the menu has options for entering new symbols, creating symbol lists, and other options. Some options, like language settings and favorites are always available on the right-click menu.
2
Portfolio Editor
With Portfolio Editor you can create and modify watchlists, funded portfolios, and composite portfolios.
Portfolio Editor
Note: Duplicate entries for the same security on the same date in the holdings statement are added together in the final upload. 8. Click Close.
6. For portfolios, enter the number of shares. Note: For a short security, enter the number of shares as a negative number. If you enter zero as the number of shares, the security is removed. 7. Press ENTER. 8. Click Apply.
Portfolio Editor
6. Click OK.
Portfolio Editor
To delete a portfolio: 1. Click the Properties tab. 2. Select a portfolio or watchlist from the drop-down and click Delete.
Composite Portfolios
A composite portfolio combines multiple portfolios into one. To create a composite portfolio 1. Click the Properties tab and then click Create. 2. In the Create New Portfolio dialog box, select Composite. 3. Type a unique portfolio code and name. 4. Select Private or Company Level. 5. Choose a portfolio weight: Market Value weighs the component portfolios based on daily market value. Custom Weighting allows you to specify a fixed percentage for each composite component.
6. If you selected Custom Weighting, select a re-balancing frequency from the drop-down. 7. Click OK. Note: Deleting a composite portfolio does not delete its component portfolios.
Portfolio Editor
6. Select your portfolio or index portfolio. 7. Click Apply to save your changes.
Watchlist
.txt, .xls or .csv
Symbol
Note: When you include an optional column, you must include the previous optional column to meet format requirements. For example, to include a Company column, you must include the Asset Class and Market Value columns, even if they are empty.
3
Look up Securities, Portfolios, and Markets
Use the Entity Manager to quickly navigate to relevant data on a security, market, or portfolio. The Entity Manager is the central point of control within Thomson ONE Investment Management and allows you to easily shift focus between markets, portfolios, and securities. The Entity Manager streamlines your workflow by populating multiple services with data when you make a single selection in one of the Entity Manager input boxes (Security, Market, or Portfolio). For example, when you select a ticker in the Security box, the workspace navigates to the Security section. All the pages in the Security section display data on that ticker. The active Entity Manager box is indicated by the lighter shade of blue.
To look up a security, portfolio, or market 1. Type the security symbol, portfolio name, or market in the appropriate field. Note: If you are working with securities, select a symbol type from the drop-down. 2. If you do not know the symbol, portfolio name, or market, click the appropriate drop-down, and click the Find tab. a. Enter your search criteria and click Find. Note: On the Find tab on the Market drop down, the search results automatically populate. b. Select your symbol, portfolio name, or market from the search results. 3. Click Go.
4
Access Internal and External Broker Research
You can quickly view today's, real-time research, on the Daily Research page. The Research List-View page helps you monitor the latest developments for a security, portfolio, or market. On the List-View page, you can: Set a default filter to display only research filtered by date, contributor, subject, and keywords. View a complete list or tab sort your results to view only research, fixed income, or in-house documents. Print or save research. Access real-time research and research published within the last 10 years, including inactive companies.
On both pages you can filter results to view only your favorite contributors or research from your firm. All content comes from First Call. To view research In Security, Portfolio, or Market, click Research.
Research >
Daily Research List-View
Today's research in real-time Internal/external research Filter to view favorite contributors or in-house research Plain Text format
All available research for the last ten years, including inactive companies Internal/external research Filter by date and time, contributor, or in-house only Keyword search and subject filter Print/Save research in PDF and Plain Text
2. Click
next to Filters.
3. Select a contributor and click Add. 4. Click Go. To view only internal research 1. On the Daily Research page, click next to Filters.
Filter Research
By default, the Research List-View page displays the previous week's research for the active security, portfolio, or market in the Entity Manager. You can filter by: date contributors subject keywords
Research is available in real-time with a ten-year history that includes inactive companies.
2. Make selections from the drop-downs and type keywords. 3. To add contributor or subject filters, click the tabs under Filter Criteria. 4. To clear all filters and return to the default date range, click Reset. 5. Click Run Search. 6. To view only specific types of documents in your results, click the tabs above the results table.
Search by Keyword
On the List-View page, you can search for research using keywords. To search for research using keywords 1. In Security, Portfolio, or Market, click Research, and then click List-View. 2. Type keywords and select a search parameter from the drop down. 3. Click Run Search.
5
Access the Latest Estimates and Revisions
Estimates pages help you gauge analyst sentiment showing you high-level consensus forecasts, revision activity, forecasts broken down by analyst, and more. In Estimates, you can: Access all analyst estimates for a single measure or view all revision activity for a security. View real-time mean, mean filtered by contributor, last 30 day mean, and surprise mean for all financial measures. View revisions for multiple measures across your entire portfolio or symbol list.
6
Search and View News Headlines
News on Thomson ONE lets you search multiple news sources to find the news you want. It also provides dynamically updating headlines. You can search for news stories by symbols, portfolios, text, and Thomson Categories. You can create complex searches, save searches, adjust your news history settings, and turn on or off your entitled news sources. News on Thomson ONE retains all settings, including sources, history, font size, and last search when you navigate to another service or log off. You can also view top news stories from Reuters by clicking .
Note: If your News pages do not look like the screenshot, please contact your Relationship Manager.
To search and view news headlines In Security, Portfolio, or Market, click News.
When you click a headline to open a story, the search text appears highlighted. To search for stories by text in an Advanced Search 1. Click Advanced. 2. Click Symbol. 3. Type a symbol. 4. Click OK. 5. To add text to the search, click and or or, and type the text. 6. To add a Thomson Category to the search, click and or or, and type a Thomson Category in brackets {}. 7. Click Search. 8. To access a story, click a headline. 9. To view headlines on companies or categories related to the story, if available, click the appropriate link at the end of the story. If you know the name of the portfolio, you can select it from a list and then search on the symbols in news headlines and stories. To search for headlines by portfolio in an Advanced Search 1. Click Advanced. 2. Click Portfolio. 3. In the Portfolios tab of the Portfolio dialog, select a portfolio. 4. Click OK. 5. To add text to the search, click and or or, and type the text. 6. To add a Thomson Category to the search, click and or or, and type a Thomson Category in brackets {}. 7. Click Search. 8. To access a story, click a headline. 9. To view headlines on companies or categories related to the story, if available, click the appropriate link at the end of the story.
7
Chart the Price of a Security
Whether you want to view a simple price chart or perform advanced technical analysis, Thomson Charts offers a wide variety of: Technical indicators Fundamental indicators Drawing tools and text entry tools Performance, relative performance and rebased charts
Pages in the Price Charts Section automatically display data on the security selected with the Entity Manager.
To change the frequency or range for a chart 1. Double-click the X-axis. 2. In the X-axis tab of the Charts Setting dialog box, select a frequency and range. Note: To extend charted data beyond the visible range of the chart, select Get additional data, and scroll to hidden data points using Ctrl + right arrow and Ctrl + left arrow. 3. To eliminate weekday holidays on daily charts, select the check box in the Other Settings area. 4. To make these changes the X axis defaults for all new charts, select the check box. 5. Click OK.
To create a performance (rebased) chart 1. Click , and then click Performance (Rebased).
2. Type symbols in one or more symbol fields. 3. To add more symbol fields, click More Symbols. 4. Select a scaling mode. 5. (Optional) Select to use the prior period's close. 6. Click OK.
Note: You can modify the chart through the Chart Settings dialog and right-click menus.
Add Indicators
You can quickly add common indicators from the Indicator drop down on the Analysis toolbar.
Or, on the main right-click menu, you can select from a complete list of technical indicators, modify parameters, and set defaults. To add an indicator from the Analysis toolbar On the Analysis toolbar, click the Indicator button (the button displays the last indicator selected) or make a selection from the drop down.
To add an indicator from the right-click menu 1. Right-click within a pane, but not directly on a series or a drawn object, point to Add: Technical indicator or Add: Sentiment indicator, and then click an indicator. 2. If charting multiple symbols, select a symbol from the Base Indicator On drop down. 3. Select the parameters and/or number of periods. 4. To save your modifications as defaults, if applicable, click the Save These Settings as Indicator Default(s) checkbox. 5. To cancel your changes and revert to default parameters, click Reset. 6. Click OK.
8
View Today's Portfolio Performance
With Real-Time Contribution you can analyze and track various holdings and portfolios in real time. You can monitor various sectors and industries to uncover which companies are affecting your portfolio's performance. Additionally, you can compare the portfolio performance to your favorite benchmark to determine if the portfolio is outperforming or underperforming the market.
To view today's portfolio performance 1. In Portfolio, click Overview, and click Real-Time Contribution. 2. To select a Classification, make a selection from the drop down. 3. To see the Real-Time Contribution with Benchmark, select a benchmark from the drop-down.
4. To exclude Cash and Shorts, Sectors, or Tickers from the display, make a selection from the drop-down. 5. Select the appropriate tab: On the Cash and Shorts tab make your desired selection. On the Exclude Sectors tab make your desired selection. On the Exclude Tickers tab use the Search by drop down to select your search criteria, type the appropriate text and click Search. Make your desired selections and click OK.
6. Click Go.
9
Compare Your Portfolio Characteristics to a Benchmark
With the Profiling page you can view portfolio characteristics and structure relative to up to six different benchmarks on a given date. Note: All holdings-relative data is split-adjusted to today.
To view portfolio characteristics compared to a benchmark 1. In Portfolio, click Portfolio Analytics, and click Profiling. 2. Click Inputs.
3. Select benchmarks from the drop down. 4. Select characteristics from the drop down. 5. Click Go. The Portfolio Profile Summary displays four summary tables and a bar graph comparing the portfolio to the benchmark: Composition lists the portfolio composition at the asset class level. Characteristics compares the portfolio to the benchmark with the selected characteristic(s). Top 10 Portfolio Holdings lists the top ten holdings. Sector Allocation and Sector Allocation % describe the portfolio's structure and compares it to the benchmark in tabular and graphical formats.
10
Screen For New Ideas and Create Reports
The Screening/Report Writer is a universal equity screening tool that allows you to create a list of companies based on self-selected criteria.
To screen for new ideas and create reports In Screening, click Universal Screening.
5. To include a General Data item in your screen, select an operator from the drop down and type a value. Note: Data items are not scaled unless otherwise indicated. 6. Click Run. Note: The Report Builder and Saved Requests tabs are disabled in the Basic Screener mode.
11
Manage Guidance, Events, and Disclosures
Thomson ONE Investment Management helps you track the latest company guidance, events, filings, and more.
Manage Guidance
Thomson Guidance mines press releases and transcripts to give you relevant, in-context information that helps you predict the future health of a company and gauge reporting consistency and revision trends. Delivered in a concise and comprehensive format, Thomson Guidance identifies, aggregates, and tracks quantitative and qualitative company-disclosed guidance. Thomson's Guidance analysts distill company expectations from corporate disclosures, press releases and transcripts of corporate events into trackable measures that help you analyze guidance content efficiently through structured financial statements. All guidance data links to excerpts and full source transcripts so you can view guidance as it was reported by the company. To view the latest guidance for a company In Security, click Guidance, and click Summary - All Measures.
During earnings season, Guidance Summary Reports can help you track and print the latest company guidance in a standard format for all the companies in your portfolio. To access the Guidance Reports page In Portfolio, click Guidance, and click Reports.
To create a guidance report 1. Select the check box next to the report you want to create. 2. To print the report, click 3. To save the report, click . .
Manage Events
All events data comes from Thomson StreetEvents, the market-leading single source for corporate disclosure information and brokerage event information. With data sourced directly from more than 8,000 companies and 100 brokerage firms globally, StreetEvents provides the most comprehensive database of market-moving events available. To view upcoming events for a company 1. In Security, click Events, and click List View. 2. To add an event to Outlook, click .
To view a daily events calendar for your portfolio 1. In Portfolio, click Events, and click List View. 2. To add an event to Outlook, select the check box at the end of the row, and click .
Appendix
Release Notice Release Summary
This Release Notice includes a list of enhancements and new functionality made to Thomson ONE Investment Management. For further details on how these changes can improve your business, you should review these notes with your sales representative.
Framework Enhancements
Thomson ONE Investment Management takes up less memory on your computer and has faster start-up times. The load time for Portfolio Analytics pages has been significantly reduced.
Appendix
Note: If your News pages in Thomson One Investment Management 6.5 do not look like the above image, please contact your Relationship Manager.
Top News
In the Market section, under News Highlights, there is a new page called Thomson Reuters Top News which gives you an instant overview of the most important stories occurring during the day. Top News is an integrated global product managed by a team of Reuters editors that provides more in-depth coverage.
Appendix
Enhancements
Expanded Deals Data
On the Deals page in Security, you can view information on Poison Pill and Shelf Takedown activity. In the Market section, additional Bond, Equity, and Loan data has been added. You can now view upcoming deals, completed deals, league tables, and volume information. Additional M&A content allows you to view the next 4 weeks of upcoming deals, completed deals for the last quarter, and volume information.
Trading Analytics
In the Security section, under Trading Analytics, you can now access Tradewatch, Options, Futures Montage, and Futures Options.
Composites
In the Composites group, in Markets, you can now view country specific real-time market data including bonds, treasury/government instruments, money markets, futures, foreign exchange, and key rates. Composites are currently available for Canada, Italy, Germany, Japan, France, the United Kingdom, the United States, and for European Government Bonds.
Appendix
Regional News
In the Market section, you can now quickly drill down to specific global markets with the Regional News tab.
Ownership
Ownership pages have been enhanced to give you an even better look into global share ownership data, investor profiles, and contacts. You can now quickly drill down into specific investor types, investor styles, location, and rotation right from the summary page.
Alerts Manager
With Alerts Manager, you can now create custom alerting on technical indicators for a security.
Company Analytics
Company Analytics has been reorganized to better match Baseline's page layouts. The revised pages should simplify information analysis. Company Analytics has also added data on Momentum Metrics (Earnings and Price Momentum), Long-term Debt to Total Capital, and Cash Flow to Earnings. Company Analytics also has two new pages: Business Segmentation Geographic Segmentation
Appendix
Appendix
Canada NewsWire Canada StockWatch CBS MarketWatch CCN Matthews Cineman CompanyNews COMTEX News Package COMTEX Press Release Newswire COMTEX Public Companies CustomWire Corporate Filings Alert DGAP News Direkt News (Swedish) DJ Overview DJ-VWD Compact DJ-VWD Global DJ-VWD Trade Dow Jones Asian Equities Report Dow Jones Austria Dow Jones Bolsa Dow Jones Bourse Dow Jones Bourse Pro Dow Jones Business News Dow Jones Capital Markets Report Dow Jones Capital Markets Report US Dow Jones CommentaryPlus
Dow Jones Commodity Services Dow Jones Compact Dow Jones Company Profiles Dow Jones Eastern Europe Dow Jones Economic Report Dow Jones Emerging Markets Report Dow Jones Energy Service Dow Jones Espanol Dow Jones European Corporate Report Dow Jones Equity News Dow Jones Financial Wire Dow Jones Global Dow Jones MarketBeat Dow Jones News Service/Dow Jones Retrieval Dow Jones Nieuwsdienst Dow Jones Portuguese Dow Jones Professional Investor Report Dow Jones Trade Dow Jones World Equities Report dpa-TFN Deutsche Euronext Basic News FedNet Government News First Call Notes First Call Research Theflyonthewall.com
FundXtra Commentary Futures World News Hong Kong SE News ICV And Another Thing ICV Benefits ICV Company News ICV Economic News ICV Edited News ICV Main Company News ICV Market Reports ICV Sport ICV World News IFR Economic Commentary IFR ViewPoint Il Sole 24 Ore Radiocor Inter Press Service Jakarta SE (JSE) Market News Publishing MF-Dow Jones News International MF-Dow Jones News Italia MF-Dow Jones News Professional MNI Main Wire MNI FI Bullets MNI FX Bullets Market Wire Newstrack from OFEX PR Newswire via Comtex PrimeNewswire
Appendix
Radiocor Reuters News South American Business News States News Service TFN Espana TFN Italy Toronto Stock Exchange News The Sports Network
Theflyonthewall.com Thomson Investment Management News Thomson Financial News Thomson Financial News Asia Thomson Financial News Europe Thomson Financial News North America
Thomson Market Commentaries Thomson Municipal News UK Regulatory News US Newswire Wall Street Custom Wire (COMTEX) World Entertainment Ntwk (WENN) Xinhua English News Service
Index
A
Access Event Transcripts 36 Access Internal and External Broker Research 12 Access the Latest Estimates and Revisions 16 Access the Portfolio Editor 5 Access to Thomson ONE Mobile on Your Blackberry 41 Add Indicators 26 Add Portfolios to Your Composite Portfolio 8 Add Securities to a Watchlist or Portfolio 6 Alerts Manager 40 Appendix 37 Available News Sources 41
H
Historical Guidance Reports 37
I
Import a Watchlist or Portfolio 5
L
Look up Securities, Portfolios, and Markets 10
M
Manage Events 36 Manage Guidance 34 Manage Guidance, Events, and Disclosures 34 Managing Watchlists and Portfolios 6 Modify a Watchlist or Portfolio 7
N
Navigate Thomson ONE Investment Management 2 New Add-ons and Entitlements 41 New in Thomson ONE Investment Management 37 Next News in Thomson ONE 37
C
Change Time Range and Update Frequency (Thomson Charts) 24 Chart Settings Dialog Box 24 Chart the Price of a Security 23 Client Support 1 Company Analytics 40 Compare Multiple Symbols 25 Compare Your Portfolio Characteristics to a Benchmark 29 Composite Portfolios 8 Composites 39 Copy a Watchlist or Portfolio 7 Create a Watchlist or Portfolio 6 Create Advanced News Searches 21 Credit Analysis Module (Add-on) 41
O
Officers and Directors 39 Ownership 40
P
Perform a Basic Equity Screen 31 Perform an Advanced Equity Screen 32 Portfolio Editor 5 Portfolio Importer File Format Requirements 9
D
Delete a Watchlist or Portfolio 7
R
Regional News 40 Release Notice 37 Release Summary 37 Reuters Messaging Now Available with Thomson ONE 41 Right-click Menus 3
E
Enhancements 39 Entity Manager Slideshow 37 Exchange Traded Funds as Portfolios or Benchmarks in Portfolio Analytics 40 Expanded Deals Data 39
S
Screen For New Ideas and Create Reports 31 Search and View News Headlines 19 Search by Keyword 15 Sections, Groups and Pages 2
F
Filter Research 14 Framework Enhancements 37
T
Thomson ONE Investment Management 1 Top News 38 Trading Analytics 39
V
View and Print Guidance Reports 34 View Company Filings and Delta Reports 36 View Price Charts 24 View Recent Estimates and Revisions for a Security 17 View the Latest Revisions for Your Portfolio 18 View Today's Portfolio Performance 27 View Top 10 Holders and Other Ownership Data 35 View Your Favorite Contributors or In-house Research 13