Download - Thomson Gettingstarted

8/3/2019 Thomson Gettingstarted

1/46

T H O M S O N F I N A N C I A L

Thomson ONE Investment

ManagementGetting Started Guide

www.thomson.com/financial


2/46

Notice

This Thomson ONE Investment Management Getting Started Guide contains confidential andproprietary information of Thomson Financial and may be used only by a recipient designated by andfor purposes specified by Thomson Financial.

Reproduction of, dissemination of, modifications to, or creation of derivative works from this ThomsonONE Investment Management Getting Started Guide, by any means and in any form or manner, isexpressly prohibited, except with the prior written permission of Thomson Financial. Permitted copiesof this document must retain all proprietary notices contained in the original.

The information in this document is subject to change without prior notice. Always confirm withThomson Financial that you are using the most current version of this document. Thomson Financial isfree to modify any of its products and services, in any manner and at any time, notwithstanding theinformation contained in this document.

Certain information, including images, graphics, numerical or textual data pertaining to assets orsecurities may be included in this document to illustrate different types of products and services of

Thomson Financial. Such information may be fictitious or incomplete and should not be relied upon orconsidered investment advice.

THE CONTENTS OF THIS DOCUMENT SHALL NOT CONSTITUTE ANY WARRANTY OF ANYKIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIEDWARRANTIES OF MERCHANTABILITY AND/OR FITNESS FOR A PARTICULAR PURPOSE ORGIVE RISE TO ANY LIABILITY OF THOMSON FINANCIAL, ITS AFFILIATES OR ITS SUPPLIERS.

The terms and conditions governing the use of this Thomson ONE Investment Management GettingStarted Guide shall consist of those set forth in written agreements with Thomson Financial.

MN-104 TL 5/08 2008 Thomson Financial. All marks herein are used under licenses. This document contains trademarks of Thomson andits affiliated companies in the United States and other countries and used herein under license. Non-Thomson marks aretrademarks of their respective owners.


3/46

Table of Contents

Thomson ONE Investment Management .....................................................................................1Client Support...................................................................................................................................1Navigate Thomson ONE Investment Management..........................................................................2

Sections, Groups and Pages .....................................................................................................2Right-click Menus.......................................................................................................................3

Portfolio Editor ...............................................................................................................................4Access the Portfolio Editor ...............................................................................................................4Import a Watchlist or Portfolio ..........................................................................................................4Create a Watchlist or Portfolio..........................................................................................................5Add Securities to a Watchlist or Portfolio .........................................................................................5Managing Watchlists and Portfolios .................................................................................................5

Modify a Watchlist or Portfolio ...................................................................................................6Copy a Watchlist or Portfolio......................................................................................................6Delete a Watchlist or Portfolio....................................................................................................6

Composite Portfolios ........................................................................................................................7Add Portfolios to Your Composite Portfolio ...............................................................................7

Portfolio Importer File Format Requirements ...................................................................................8Look up Securities, Portfolios, and Markets ...............................................................................9Access Internal and External Broker Research ........................................................................10View Your Favorite Contributors or In-house Research.................................................................11Filter Research ...............................................................................................................................12Search by Keyword ........................................................................................................................13Access the Latest Estimates and Revisions .............................................................................14View Recent Estimates and Revisions for a Security ....................................................................15View the Latest Revisions for Your Portfolio ..................................................................................15Search and View News Headlines ..............................................................................................16Set News Preferences....................................................................................................................17Select News Sources .....................................................................................................................17Create Advanced News Searches .................................................................................................17


4/46

Chart the Price of a Security .......................................................................................................19View Price Charts ...........................................................................................................................20Chart Settings Dialog Box ..............................................................................................................20Change Time Range and Update Frequency (Thomson Charts) ..................................................20Compare Multiple Symbols.............................................................................................................21Add Indicators.................................................................................................................................22View Today's Portfolio Performance..........................................................................................23Compare Your Portfolio Characteristics to a Benchmark........................................................25Screen For New Ideas and Create Reports................................................................................27Perform a Basic Equity Screen ......................................................................................................27Perform an Advanced Equity Screen .............................................................................................28Manage Guidance, Events, and Disclosures.............................................................................29Manage Guidance ..........................................................................................................................29

View and Print Guidance Reports............................................................................................29View Top 10 Holders and Other Ownership Data ..........................................................................30Manage Events...............................................................................................................................31

Access Event Transcripts ........................................................................................................31View Company Filings and Delta Reports......................................................................................31Appendix .......................................................................................................................................32Release Notice ...............................................................................................................................32Release Summary..........................................................................................................................32Framework Enhancements.............................................................................................................32New in Thomson ONE Investment Management...........................................................................32

Entity Manager Slideshow .......................................................................................................32Historical Guidance Reports ....................................................................................................32Next News in Thomson ONE...................................................................................................33Top News .................................................................................................................................33

Enhancements................................................................................................................................34 Expanded Deals Data ..............................................................................................................34Officers and Directors ..............................................................................................................34Trading Analytics......................................................................................................................34Composites ..............................................................................................................................34Regional News.........................................................................................................................35Ownership ................................................................................................................................35


5/46

Alerts Manager.........................................................................................................................35Company Analytics ..................................................................................................................35Exchange Traded Funds as Portfolios or Benchmarks in Portfolio Analytics..........................35

New Add-ons and Entitlements ......................................................................................................36Credit Analysis Module (Add-on) .............................................................................................36

Access to Thomson ONE Mobile on Your Blackberry .............................................................36Reuters Messaging Now Available with Thomson ONE..........................................................36

Available News Sources.................................................................................................................36Index ..............................................................................................................................................39


6/46


7/46

1Thomson ONE InvestmentManagement

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 andmore productive.

Powerful security research and analysis that allows you to analyze companieshistorically, relative to peers, or relative to a benchmark.

Enhanced portfolio analysis, including portfolio characteristics, performanceattribution, and benchmarking.

Static and time series charting analysis of companies, markets, and securities.

Customized hedge fund management that helps you gauge the pulse of theoptions 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.

Copyright Thomson Financial 2008Confidential Information of Thomson Financial

1


8/46

Thomson ONE Investment Management Thomson ONE Investment Management Getting Started Guide

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) .

Navigate Thomson ONE Investment Management

The Thomson ONE Investment Management workspace is easy to navigate, highly

customizable and designed to give you quick access to the information you need.

Sections, Groups and Pages

Each Section in the side navigation is made up of Groups that contain Pages. Groups

organize pages that have similar features or content. For example, in the Security

section, all the pages in the Overview group give you different types of overview dataon a security.


2


9/46

Thomson ONE Investment Management Thomson ONE Investment Management Getting Started Guide

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.


3


10/46

2Portfolio EditorWith Portfolio Editor you can create and modify watchlists, funded portfolios, and

composite portfolios.

Access the Portfolio Editor

In Portfolio, click Portfolio Analytics, and select Portfolio Editor.

Import a Watchlist or Portfolio

When importing, you can create a new portfolio or watchlist. Or, you can update

existing portfolios or watchlists with the data you import.

To import a watchlist or portfolio

1. Click the Properties tab and then click Load Holdings.

2. Select a portfolio or watchlist from the drop down or click New.

Note: If you upload a portfolio with the same holdings date as the selectedportfolio, the selected portfolio is overwritten.

If you import specific holdings dates, only those dates are overwritten.

3. Click Browse to select an import file, and click Next.

4. Select the appropriate check boxes if the import file has delimiters, the first

row contains column names, or the symbols are as of holdings date.

Note: Do not select Symbols are as of holdings date if symbols are current.

5. Click Next.

6. Fix errors or warnings in your holdings statement.

7. Click Next, review your holdings, and click Next.


4


11/46

Portfolio Editor Thomson ONE Investment Management Getting Started Guide

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.

Create a Watchlist or Portfolio1. Click the Properties tab and then click Create.

2. In the Create New Portfolio dialog box, select List or Funded.

3. Type a unique code and name.

4. To assign a default benchmark or currency to a portfolio, make selections

from the drop downs.

5. Choose Private or Company Level.

6. Click OK and add securities(see "Add Securities to a Watchlist or Portfolio"on page 5).

Add Securities to a Watchlist or Portfolio

1. Select a portfolio or watchlist from the drop down.

2. Click the Composition tab.

3. For watchlists, in the Detail area, click in the ID column to add a security.

4. For portfolios, click Add at the bottom of theHoldings Date column, select a

holdings date on the calendar, and click in the ID column to add a security.

5. Type an identifier or click to search for a security.

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.

Managing Watchlists and Portfolios

You can modify, delete or copy your watchlists and portfolios.


5


12/46


Modify a Watchlist or Portfolio

To modify a portfolio

1. Click the Properties tab and select a portfolio or watchlist from the drop down.

Note: You can modify any portion of your private portfolios.

2. If applicable, modify the portfolio name and code.

3. If applicable, select a Default Benchmark and Currency.

4. Click Apply.

5. Click the Composition tab to change any part of your portfolio or watchlist.

6. Click OK.

Copy a Watchlist or Portfolio

You can copy any type of portfolio to adapt it to your needs.

Note: If you copy a funded or composite portfolio, it copies as a funded portfolio on

the current holdings date. No history is copied.

To copy a portfolio or watchlist

1. Click the Properties tab, then click Copy.

2. In the Copy Portfolios dialog box, select a portfolio, index or watchlist from the

drop down.

3. Type a unique code and name.

4. If applicable, assign a default benchmark and currency using the drop downs.

5. Choose the portfolio viewability:

Private entitles only you to view the portfolio or watchlist.

Company Level entitles everyone in your company to view theportfolio or watchlist.

6. Click OK.

Delete a Watchlist or Portfolio

Deleting a portfolio or watchlist deletes its entire historical series. You can only delete

your personal portfolios and watchlists.


6


13/46


To delete a portfolio:

1. Click the Properties tab.

2. Select a portfolio or watchlist from the drop-down and click Delete.

Composite PortfoliosA 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 marketvalue.

Custom Weighting allows you to specify a fixed percentage for eachcomposite 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.

Add Portfolios to Your Composite Portfolio

To add portfolios to a composite portfolio

1. Select a portfolio from the drop-down.

2. Click the Composition tab.

3. At the bottom of theHoldings Date column, click Add to choose a holdings

date.

4. Select a holdings date from the calendar.

5. Under Holdings detail, click in the ID column to add a portfolio.


7


14/46


6. Select your portfolio or index portfolio.

7. Click Apply to save your changes.

Portfolio Importer File Format Requirements

Portfolio Watchlist

File Format .txt, .xls or .csv .txt, .xls or .csv

Required Columns Symbol

Units

Date

Symbol

Optional Columns

(must be in order

shown)

Asset Class (equity or

cash)

Market Value

Company

Asset Class

(equity or cash)

Company

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.


8


15/46

3Look up Securities, Portfolios, andMarkets

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, andsecurities.

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.


9


16/46

4Access Internal and External BrokerResearch

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, fixedincome, 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 researchfrom your firm.

All content comes from First Call.

To view research

In Security, Portfolio, or Market, click Research.


10


17/46

Access Internal and External Broker Research Thomson ONE Investment Management Getting Started Guide

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 PDFand Plain Text

View Your Favorite Contributors or In-house Research

By default, the Daily Research and List-View pages display content from all

contributors, including your own brokerage firm.

Daily Research page (today's research)

To view only research from your favorite contributors

1. In Security or Portfolio, click Research, then click Daily Research.


11


18/46


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.

2. Select the ShowInternal Only check box.

3. Click Go.

List-View page (up to last year of research)

To view only research from your favorite contributors

1. In Security, Portfolio,or Market, click Research, and then click List-View.

2.Under Filter Criteria, click

Contributor.

3. Select a contributor and click Add.

4. Click Go.

To view only internal research


2. Click the In-house tab above the results table.

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.


12


19/46


To filter research

1. Click to expand the filters.

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


2. Type keywords and select a search parameter from the drop down.

3. Click Run Search.


13


20/46

5Access the Latest Estimates andRevisions

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 activityfor a security.

View real-time mean, mean filtered by contributor, last 30 day mean, andsurprise mean for all financial measures.

View revisions for multiple measures across your entire portfolio or symbol list.


14


21/46

Access the Latest Estimates and Revisions Thomson ONE Investment Management Getting Started Guide

View Recent Estimates and Revisions for a Security

The All Measures Summary page shows you the latest mean estimates and

recommendations for a company, broken down by quarter and fiscal year.

Each financial measure on the All Measures Summary page links to detailedinformation including individual analyst ratings, the calculated mean, a filtered mean

that includes only selected analysts, and more.

You can also drill down from an estimate value to the source document to view the

data in context.

To view all recent estimates for a security

1. In Security, click Estimates.

2. Click All Measures Summary.

To view recent estimates and revisions for a single measure


2. Click Detail - Single Period.

3. Select a measure from the drop-down.

To view mean estimates that include only specific analysts


2. Click Detail - Single Period.

3. In the Filter column of the Estimate Detail table, select the check boxes next

to analysts you want to include in the filtered mean.

The Filtered/Preliminary Mean data in the Estimates Summary table updates.

View the Latest Revisions for Your Portfolio

On the Revisions page, you can track the latest up/down revisions to a measure for all

securities in your portfolio. You can view up to the last three months of revisions.

To view estimate revisions for your portfolio

1. In Portfolio, click Revisions.

2. Select a measure from the drop down.


15


22/46

6Search and View News HeadlinesNews 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.


16


23/46

Search and View News Headlines Thomson ONE Investment Management Getting Started Guide

To search and view news headlines

In Security, Portfolio,or Market, click News.

Set News Preferences

You can customize the News display, the default search date range, context, andfunctions.

Display options include title bar text, font size, color, columns that appear in the

headlines display, number of headlines, and appearance of stories in the headline

area or as pop-ups.

Date and time range options range from the last five quarters to a specific time and

date.

Context options allow you to default to the Symbol or Portfolio in the Entity Manager.

Function options display or hide categories and content related to your current

search.

To set News preferences

Click .

Select News Sources

Depending on your entitlements, you can choose to see news from specific news

sources. (See Available News Sources for a list of Thomson ONE offerings.)

To select news sources

1. Click Advanced.

2. Click Source(s).

3. Select news sources.

4. Click OK.

Create Advanced News Searches

When you perform a text search in News, the initial headlines that appear reflect

stories that contain that text in the headline or within the story text. Subsequent

dynamic updates reflect only stories in which the text appears in the headline.


17


24/46

Search and View News Headlines Thomson ONE Investment Management Getting Started Guide

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.


18


25/46

7Chart the Price of a SecurityWhether 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.


19


26/46

Chart the Price of a Security Thomson ONE Investment Management Getting Started Guide

View Price Charts

In the Security section, select a page under Price Charts.

To create a basic chart

1. Right click in the chart, choose new chart, and select the type of chart youwant to create.

2. In the Symbol box, type a symbol. Separate additional symbols with

semicolons.

3. From the series type drop down, select Bars, Candlesticks, or Line.

4. Select a frequency and display range from the drop downs.

5. Click OK.

Note: After you create your chart, you can change settings using the Chart

Settings dialog box(on page 20).

Chart Settings Dialog Box

The Chart Settings dialog box is the main tool for working with charts. In the Chart

Settings dialog box, you can modify the current chart and establish defaults.

You can modify background and series colors, series style, gridlines, frequency,

legend content, and other chart options by double-clicking the part of the chart you

want to modify. The Chart Settings dialog box opens up to the correct tab, based on

the part of the chart you clicked.

To access the Chart Settings dialog box

Double-click on an empty part of the chart (keyboard shortcut: CTRL + Shift +

C).

Note: Select the Save these settings as defaults check box in each tab to

apply your changes to all new charts.

Change Time Range and Update Frequency (Thomson Charts)

You can quickly change both the frequency and time range of price data, extend price

data beyond the visible range of the chart, and eliminate weekday holidays from your

daily charts.

Note: By default, weekday holidays display as a blank space in a price series.


20


27/46


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, selectGet 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.

Compare Multiple Symbols

You can compare multiple symbols and create performance (rebased) charts.

Performance (rebased) charts measure percentage change instead of price change,

letting you compare differently priced instruments. Up to six symbols are scaled to a

common starting point and diverge or align as their percentage change varies, letting

you compare a stock to its group and the overall market. Scaling options include:

Rebase to zero, where the starting point is zero with positive changes aboveand negative changes below.

Rebase to 100, where the starting point is 100 with increasing changes above

and decreasing changes below. Rebase to [0] symbol, where the first symbol is used as the source against

which the other symbols are compared.

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.


21


28/46


Note: You can modify the chart through the Chart Settings dialog and right-click

menus.

Add IndicatorsYou 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 lastindicator 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 anindicator.

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.


22


29/46

8View Today's Portfolio PerformanceWith 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.


23


30/46

View Today's Portfolio Performance Thomson ONE Investment Management Getting Started Guide

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 selectyour search criteria, type the appropriate text and click Search. Makeyour desired selections and click OK.

6. Click Go.


24


31/46

9Compare Your PortfolioCharacteristics 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.


25


32/46

Compare Your Portfolio Characteristics to a Benchmark Thomson ONE Investment Management Getting Started Guide

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 selectedcharacteristic(s).

Top 10 Portfolio Holdings lists the top ten holdings.

Sector Allocation and Sector Allocation % describe the portfolio'sstructure and compares it to the benchmark in tabular and graphical formats.

You can sort summary tables by column heading.


26


33/46

10Screen For New Ideas and CreateReports

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.

Perform a Basic Equity Screen

You can perform a basic screen against all companies with minimum effort.

To perform a basic screen

1. Select Basic Screener from the drop down.

2. Select a currency from the drop down.

3. Click next to Under Background Info, select country ID's and sector

codes.

4. Click next to General Data.


27


34/46

Screen For New Ideas and Create Reports Thomson ONE Investment Management Getting Started Guide

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 BasicScreener mode.

Perform an Advanced Equity Screen

You can create a screen by selecting screener items, defining a series of criteria

operations, and then generating a results set.

To create a new screen

1. Select Advanced Screener from the screener tab drop down on the Basic

Screener page.

2. Under Criteria List, select a search universe from the drop down.

If you select Portfolio/Index, click the hyperlink to the right and select a

portfolio or index.

Note: Portfolio/indexes that display zero content cannot be selected.

3. In the Data Items section, click data items you want to add to your criteria list.

Note: to limit selected criteria items to results only, check the Include in

Results Only check box.

4. To search for a specific data item, click the Item Search tab, type an identifier

(at least three characters are required) and click Search.

5. In the Criteria List section, select an operation qualifier in the Connector

column, then type or select values.

Note: At least one screen item must be selected to activate the Run button.

6. If you want this item to appear only in your results, or to be used only to

screen results, select the appropriate check box in the Include in columns.

7. Click OK to close an active row.

8. Click Run.


28


35/46

11Manage Guidance, Events, andDisclosures

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.

View and Print Guidance Reports

With Guidance Reports you can view and print pre-formatted PDF reports that display

quantitative and qualitative guidance for a specific company over a fiscal period.

You can view or print a Summary report for the most recent guidance, or a Detailed

report that shows all guidance and revisions for a fiscal year.


29


36/46

Manage Guidance, Events, and Disclosures Thomson ONE Investment Management Getting Started Guide

Detailed Reports (fiscal year) Summary Reports (latest revisions)

Guidance table showing qualitative

and quantitative guidance,

revisions, and confirmations

broken down by quarter, segment,

and measure.

Text excerpts of all available

guidance for the fiscal year,

broken down by segment and

measure.

Company specific fiscal periods.

Date of last guidance update.

Notations indicating non-GAAP

accounting and derived guidance.

Guidance table showing most recent

quantitative guidance issuances by

quarter, broken down by segment

and measure.

Text excerpts of most recent

qualitative guidance broken down by

segment and measure.

Date of last guidance update.

Notations indicating non-GAAP

accounting and derived guidance.

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 .

View Top 10 Holders and Other Ownership Data

On the Deals page you can view the last five years of M&A transactions, equity and

bond issues, and syndicated loans with all deal details, as well as company deal

volume for the same period.

To view the last five years of deals activity

In Security, click Overview, and then click Deals.


30


37/46

Manage Guidance, Events, and Disclosures Thomson ONE Investment Management Getting Started Guide

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 eventsavailable.

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 .

Access Event Transcripts

You can view a list of all available event transcripts, by event type and date.

In the Security section, you can view all available transcripts for a single company. In

the Portfolio section, you can view transcripts for all the companies in your portfolio.

To view all available event transcripts

In Security or Portfolio, click Events, and click Transcripts.

View Company Filings and Delta Reports

Thomson ONE Investment Management makes it easy to quickly retrieve a full

historical listing of US or international filings for a specific company.

Note: Access to Delta Reports is an add-on to Thomson ONE Investment

Management.

To view filings or Delta Reports

1. In Security or Portfolio, click Filings.

2. Click Filings List or Delta Reports.


31


38/46

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.

New in Thomson ONE Investment Management

Entity Manager Slideshow

With the Entity Manager slideshow, you can quickly cycle through securities in a

portfolio or watchlist and populate Thomson ONE with data on the active symbol.

Historical Guidance Reports

With Guidance Reports you can view and print pre-formatted PDF reports that display

quantitative and qualitative guidance for a specific company over a fiscal period.

You can view or print a Summary report for the most recent guidance, or a Detailed

report that shows all guidance and revisions for a fiscal year.


32


39/46

Appendix Thomson ONE Investment Management Getting Started Guide

Next News in Thomson ONE

News has now become Next News. Next News features a robust new search

capability that provides results in an intuitive and dynamic display. No more headline

scanning, and luck needed when it comes to finding news. Next News offers power

and control.

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 ateam of Reuters editors that provides more in-depth coverage.


33


40/46


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.

Officers and Directors

A new Officers and Directors page has been added to the Security section that gives

you a broader look into the Executive Officers of a company. This page also

provides details on First and Second Degrees of Separation for company officers and

directors.

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.


34


41/46


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

Exchange Traded Funds as Portfolios or Benchmarks in PortfolioAnalytics

In Portfolio Analytics, you can now run an analysis with an ETF as your portfolio or

benchmark.

Note: You may not immediately have access to ETF data, contact your sales

representative for more details.


35


42/46


New Add-ons and Entitlements

Credit Analysis Module (Add-on)

Credit Analysis Module is now available as an add-on.

Credit Analysis Module offers you a relative value perspective across multiple asset

classes. The Credit Analysis Module provides unique links between corporate bonds,

credit default swaps, and equity securities.

Credit Analysis Module may not be available to all users. Please contact your

Thomson Financial sales representative if you have any questions.

Access to Thomson ONE Mobile on Your Blackberry

If you are upgrading from the previous version of Thomson ONE Investment

Management, you will automatically have access to Thomson ONE Mobile.

Thomson ONE Mobile keeps you on top of the latest market data and gives you

access to Thomson's innovative financial solutions from your Blackberry.

Reuters Messaging Now Available with Thomson ONE

With Reuters Messaging, you can reach a trusted, global community of over 100,000

financial professionals, and stay connected with all of your existing AOL, MSN, and

Yahoo! contacts. Reuters Messaging is a powerful and secure communication toolthat allows you to instantly connect and share files with your contacts. To start using

Reuters Messaging today, contact your local sales representative or go to:

http://about.reuters.com/productinfo/messaging/join_one.aspx

(http://about.reuters.com/productinfo/messaging/join_one.aspx)

Available News Sources

Africa News

A&G Info Service

AAP Finance and Business

News

AAP General

AAP Media Net Press

Releases

AAP Sports News

AFP-TFN France

Australia Stock Exchange

Asia Info

AWP Premium Suisse

Betten News

Business Wire

Business Wire UK Non Reg


36
http://about.reuters.com/productinfo/messaging/join_one.aspxhttp://about.reuters.com/productinfo/messaging/join_one.aspx


43/46


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 ProfessionalInvestor 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 NewsIFR 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


37


44/46


Radiocor Theflyonthewall.com Thomson Market

CommentariesReuters News Thomson Investment

Management News Thomson Municipal NewsSouth American Business

News Thomson Financial News UK Regulatory News

States News Service Thomson Financial News

Asia

US Newswire

TFN Espana Wall Street Custom Wire

(COMTEX)Thomson Financial News

EuropeTFN Italy

World Entertainment Ntwk

(WENN)Toronto Stock Exchange

NewsThomson Financial News

North AmericaXinhua English News Service

The Sports Network


38


45/46

Index

AAccess Event Transcripts 36Access Internal and External Broker Research 12Access the Latest Estimates and Revisions 16Access the Portfolio Editor 5Access to Thomson ONE Mobile on Your

Blackberry 41Add Indicators 26Add Portfolios to Your Composite Portfolio 8Add Securities to a Watchlist or Portfolio 6Alerts Manager 40Appendix 37Available News Sources 41

CChange Time Range and Update Frequency

(Thomson Charts) 24Chart Settings Dialog Box 24Chart the Price of a Security 23Client Support 1Company Analytics 40Compare Multiple Symbols 25Compare Your Portfolio Characteristics to a

Benchmark 29Composite Portfolios 8Composites 39Copy a Watchlist or Portfolio 7

Create a Watchlist or Portfolio 6Create Advanced News Searches 21Credit Analysis Module (Add-on) 41

DDelete a Watchlist or Portfolio 7

EEnhancements 39Entity Manager Slideshow 37Exchange Traded Funds as Portfolios or

Benchmarks in Portfolio Analytics 40Expanded Deals Data 39

FFilter Research 14Framework Enhancements 37

HHistorical Guidance Reports 37

IImport a Watchlist or Portfolio 5LLook up Securities, Portfolios, and Markets 10

MManage Events 36Manage Guidance 34Manage Guidance, Events, and Disclosures 34Managing Watchlists and Portfolios 6Modify a Watchlist or Portfolio 7

NNavigate Thomson ONE Investment Management

2New Add-ons and Entitlements 41New in Thomson ONE Investment Management

37Next News in Thomson ONE 37

OOfficers and Directors 39Ownership 40

PPerform a Basic Equity Screen 31

Perform an Advanced Equity Screen 32Portfolio Editor 5Portfolio Importer File Format Requirements 9

RRegional News 40Release Notice 37Release Summary 37Reuters Messaging Now Available with Thomson

ONE 41Right-click Menus 3

SScreen For New Ideas and Create Reports 31Search and View News Headlines 19Search by Keyword 15Sections, Groups and Pages 2


39


46/46

Select News Sources 21Set News Preferences 20

TThomson ONE Investment Management 1

Top News 38Trading Analytics 39

VView and Print Guidance Reports 34View Company Filings and Delta Reports 36View Price Charts 24View Recent Estimates and Revisions for a

Security 17View the Latest Revisions for Your Portfolio 18View Today's Portfolio Performance 27View Top 10 Holders and Other Ownership Data

35

View Your Favorite Contributors or In-houseResearch 13

Download - Thomson Gettingstarted

Top Related