Anda di halaman 1dari 46

THOMSON FINANCIAL

Thomson ONE Investment Management Getting Started Guide

www.thomson.com/financial

Notice This Thomson ONE Investment Management Getting Started Guide contains confidential and proprietary information of Thomson Financial and may be used only by a recipient designated by and for purposes specified by Thomson Financial. Reproduction of, dissemination of, modifications to, or creation of derivative works from this Thomson ONE Investment Management Getting Started Guide, by any means and in any form or manner, is expressly prohibited, except with the prior written permission of Thomson Financial. Permitted copies of 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 with Thomson Financial that you are using the most current version of this document. Thomson Financial is free to modify any of its products and services, in any manner and at any time, notwithstanding the information contained in this document. Certain information, including images, graphics, numerical or textual data pertaining to assets or securities 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 or considered investment advice. THE CONTENTS OF THIS DOCUMENT SHALL NOT CONSTITUTE ANY WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND/OR FITNESS FOR A PARTICULAR PURPOSE OR GIVE 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 Getting Started 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 and its affiliated companies in the United States and other countries and used herein under license. Non-Thomson marks are trademarks of their respective owners.

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 1

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 data on a security.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 2

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 3

2
Portfolio Editor
With 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 selected portfolio, 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 4

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 Portfolio


1. 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 the Holdings 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 5

Portfolio Editor

Thomson ONE Investment Management Getting Started Guide

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 the portfolio 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 6

Portfolio Editor

Thomson ONE Investment Management Getting Started Guide

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.

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 the Holdings 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 7

Portfolio Editor

Thomson ONE Investment Management Getting Started Guide

6. Select your portfolio or index portfolio. 7. Click Apply to save your changes.

Portfolio Importer File Format Requirements


Portfolio
File Format Required Columns .txt, .xls or .csv Optional Columns (must be in order shown) Symbol Units Date Asset Class (equity or cash) Market Value Company Asset Class (equity or cash) Company

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 8

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 9

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 10

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 PDF and 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 11

Access Internal and External Broker Research

Thomson ONE Investment Management Getting Started Guide

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

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 12

Access Internal and External Broker Research

Thomson ONE Investment Management Getting Started Guide

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 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 13

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 14

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 detailed information 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 1. In Security, click Estimates. 2. Click Detail - Single Period. 3. Select a measure from the drop-down. To view mean estimates that include only specific analysts 1. In Security, click Estimates. 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 15

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 16

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, and functions. 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 17

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 18

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 19

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 you want 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 20

Chart the Price of a Security

Thomson ONE Investment Management Getting Started Guide

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.

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 above and 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 21

Chart the Price of a Security

Thomson ONE Investment Management Getting Started Guide

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 22

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 23

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 select your search criteria, type the appropriate text and click Search. Make your desired selections and click OK.

6. Click Go.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 24

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 25

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 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.

You can sort summary tables by column heading.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 26

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.

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 codes. 4. Click next to Under Background Info, select country ID's and sector

next to General Data.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 27

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 Basic Screener 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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 28

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.

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 29

Manage Guidance, Events, and Disclosures

Thomson ONE Investment Management Getting Started Guide

Detailed Reports (fiscal year)


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.

Summary Reports (latest revisions)


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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 30

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 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 .

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 31

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 32

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 a team of Reuters editors that provides more in-depth coverage.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 33

Appendix

Thomson ONE Investment Management Getting Started Guide

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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 34

Appendix

Thomson ONE Investment Management Getting Started Guide

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 Portfolio Analytics


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.

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 35

Appendix

Thomson ONE Investment Management Getting Started Guide

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 tool that 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

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 36

Appendix

Thomson ONE Investment Management Getting Started Guide

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

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 37

Appendix

Thomson ONE Investment Management Getting Started Guide

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

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 38

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

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 39

Select News Sources 21 Set News Preferences 20

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

Copyright Thomson Financial 2008 Confidential Information of Thomson Financial 40