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THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT– CONTENT & CAPABILITIES
Q & A
INTRODUCING THOMSON REUTERS We provide intelligent information to the world’s businesses and professionals , giving our customers a competitive advantage . Professional Organization $5.1 billion 23,370 employees Tax & Accounting $0.7 B Scientific $0.65 B Healthcare $0.45 B Legal $3.3 B We improve health through information and insights We accelerate research, discovery and innovation We reduce complexity and make compliance easier We make legal systems work better Markets Organization $7.4 billion 27,420 employees Sales & Trading $3.8 B Enterprise $1.0 B Media $0.5 B Investment & Advisory $2.2 B 2007 Revenues 2007 pro forma Revenues We power the world’s markets
The purpose of the Thomson Reuters Markets organization is to power the world’s markets.
The Markets organization builds on the complimentary
strength of Reuters and Thomson Financial:
Truly Global – Reuters traditional strength in Europe and Asia has been united with Thomson’s strong footprint in the US and Canada to serve our customers on a global scale
Connected Community – Reuters services to the “Sell Side” community, connected with Thomson’s services to the “Buy Side” and Corporate communities, power the worlds’ markets by connecting people in real time
Comprehensive Coverage – Reuters news and real-time content combined with Thomson’s historical data and analytics create unparalleled breadth and depth of content and capabilities
Performance Driven Partner – Combined scale and capabilities develop complete solutions to help reduce the “vendor relationships” as associated with “total cost of ownership” and to drive end-user performance and efficiency
VERY BEST OF BOTH COMPANIES * Note: Not wholly owned by Thomson Reuters * *
Selecting from the immense breadth of content, functionality and connectivity assets from Reuters and Thomson to deliver richer, more robust solutions
WE’RE NOW BRINGING IT ALL TOGETHER Keep it simple Focus our investment on a rationalized and simplified suite of products, packages, content sets and infrastructure , making it simple for our customers to understand us and reducing their total cost of ownership Segment to serve customer No “one size fits all” : We want to ensure our products are as relevant to a fixed income trader as they are for an investment banker Our goal A significant product and service dividend for all of our customers
SOLUTIONS THAT SUPPORT YOUR WORKFLOW Market Data Research & Content Client Presentations Closing & Execution Book Management Financial Planning Asset Allocation Thomson Reuters or Client Framework InvestmentView
Our Reputation Defined by our Trust Principles, they ensure our reporting is independent, accurate and impartial. Our reporting is free of opinion. Unique style of journalism Breadth We work across all asset classes. Thomson Reuters also has its own global network of political and general news journalists serving financial professionals, unlike our main competitors - so our customers get all aspects of the story first. Our journalists are experts in their field producing news with the authority to set the agenda, and enable our customers to drive markets Expertise We understand the value of having local people on the ground. This ensures our reporting is ahead, has insight and a real understanding of the issues Local Presence & Global Reach
Multi-instrument and multi-currency holdings in a single portfolio
Stocks, bonds, indices and cash instruments
Ready-made views on portfolios include “summary”, “prices”, “position”, “P&L” and “valuations”
Price and analyze real or simulated customer’s portfolios
Portfolios can either be hosted on Thomson Reuters servers or by client
Includes automatic currency conversion
Ability to assign portfolios per user
Save up to 25 portfolios per user
HOW IS THOMSON REUTERS KNOWLEDGE DIRECT DELIVERED?
Content can be delivered via API, FTP or in-house RMDS for quote delivery as required
Leverage Channel Partners for outsourced solutions
Industry standards: XML and SOAP Web Services
Secure Internet delivery via fully redundant webfarms
Zero footprint - no need for downloads or plug-ins (Java, .net)
In-house RMDS APIs (Web Services) FTP Thomson Reuters Knowledge Direct
DEVELOPING WITH THOMSON REUTERS KNOWLEDGE DIRECT Leverages standard SOAP Web Services Request Builder and API console tools allow full interrogation and confirmation of XML requests API Delivery Industry standard FTP delivery with XML formatted data. Data Loader to automatically load XML data into SQL Database or CSV file. FTP Delivery Client leverages in-house RMDS and RDF to deliver quotes Beneficial for heavy throughput or streaming content In-house RMDS Delivery
ADVANTAGES OF THOMSON REUTERS KNOWLEDGE DIRECT FOR WEALTH MANAGEMENT
Openness and flexibility
Integration of Thomson Reuters content & value add capabilities into customers’ internal and client facing environments.
Allows customers to manage costs and only pay for what they consume
Faster time to market for Thomson Reuters
Quarterly release cycle –backwards compatible with previous releases.
Content and capability releases communicated in advance.
Faster time to market for Customers
Thomson Reuters Knowledge Direct for Wealth Management is built with the focus on ease of implementation for customers.
Fully hosted & internet delivered. No hardware or software install required for clients.
Leverages standards like XML & Web Services.
Tools for developers like Request Builder to auto-generate code and API Console for troubleshooting.