Better Leveraging Macro in Your Investment Process.

How Does Datastream Add Value?

International Time Series

•Global Encyclopedic coverage

•Multi asset class

•One Stop shop for content

•Deep histories

•Proprietary valuation series

Idea Generation

•Data mining

•Alpha generating tool

•Relationship and correlation analysis

• Asset allocation

•Analytical functions

Application Integration

•Powerful MS components in Excel, PowerPoint and Word

•Integration with Matlab & Eviews

•Sophisticated models and templates

•Dynamic and automatic links

• Access to interactive charting application

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Strategists / Economists

What do they do?

• Macroeconomists look at the history of the economy and try to predict future developments- for example- a rise in the loss of jobs, inflation and growth in the economy.

• International economists study markets overseas and the exchange rates among them

• Try to predict when a rise or fall in the economy will occur

• Define overall investment philosophy across multiple asset classes and markets

• Create mathematical equations and study

business cycles to find and chart patterns

• Help allocate assets in accordance with the firm’s policies

• Create insightful research that explores and

explains global financial trends

• Apply analytical methods such as econometrics, statistics, and computational models to assess global performance

What do they need?• Access to timely, historical and comprehensive

macroeconomic and financial content

• Access to surveys

• Sophisticated charting tools to assess market

and asset relationships

• Correlation and expression language to

effectively interrogate and data mine content

• The ability to analyze data via econometrics

packages

• Automation and time saving devices to update

slide decks, reports and spreadsheets

• .

Analyze Interpret Predict

Strategist/ EconomistFeature BenefitContent Economics – 2.5 m economic time series (30,000 daily interest and exchange series)

Economic Point in Time Data for G7 and Eurozone key indicators 10 years of history

History- Nearly 50 years of history – to cover different economic cycles

Global- Allowing for cross market analysis and investigation into EM, BRIC and frontier markets

One source – for historical data

Constant coverage increases anticipate users needs

Datastream Charting Highly flexible and analytical tools enabling sophisticated charting.

Application of functions on to the data allows for investigation of correlations and identification of market trend and investment opportunities

Ideal for Idea generation & top down analysis

Functions/Expressions/Math formulae More than 60 functions enable simple or complex formulae to be written and used throughout all the application and tools.

Enables the manipulation of charts and creation of powerful modelling via AFO into Excel

Integration with MS Office (AFO)

Any charts or data request created in the interface can be linked to Microsoft Office and updated there.

Can export data to econometrics packages such as E-views

Datastream Direct- www.datastream.com

Datastream Direct – Added Content / Functionality

Reuters Markets News – Access Thomson Reuters premium news service

Economic Research – Access to real-time research. Available for most users

Research Management System (RMS) – A useful tool to help manage the information flow

Datastream Credit Analysis – Access to advanced screening and charting tools

Real-Time Market Data & Market Monitors

Reuters Insider – Access to “on demand” financial video

Reuters Messenger -

The Datastream Direct workspace is accessible from

www.datastream.com

And is available with either the Advance for Office or Direct for Office Excel Add-in

Datastream Charting : Now

• Chart enhancements

• Time series scatter charts

• Static bar charts

• Multi-pane charts - side by side, custom layout, multiple date ranges

• Enhanced annotation features

• More recession bands

• New analytics and workflow tools

• Expression builder

• Export charts as image files

• Set a default style

• User forecasts

• Slicing

Datastream Charting ..Coming Soon

• Chart enhancements

• Static scatter charts (for lists)

• User forecasts extended functionality – styling and multiple forecasts

• New chart styling options – legend and transparency

• Improved save workflow

• Publishing enhancements

• Share chart URLs

• Export charts as image file extended functionality

• Add-in enhancements

• Other

• Support for IE9

• Add-in support for Office 2010 64 bit

• Training links

Navigator 4.0 – free text search

WHAT IS THE FREE TEXT SEARCH?

• New page in Navigator that uses a dedicated text search engine (Microsoft’s FAST) to

search multiple fields – with associated functions – misspellings & natural language

equivalents

• Use of tuned search set of fields such as (un)abbreviated names, synonyms, source,

hierarchy name, etc

• Order influenced by editorial input (key indicators) as well as closeness of word match

• Filtering options for key fields to narrow down search results

• Preview pane for an individual series displays detailed information including latest value and

date, source, notes – with a chart offering different transforms and periods

• Links to see the related series in the explorer hierarchies

WHAT OTHER CHANGES WERE IN THIS VERSION?

• Type ahead in Advance Search for Market Currency, source, etc

• Recently selected in Advance Search for Market Currency, source, etc

• Key datatypes in bold

Q2 2011 release

• More link to display all related

datatypes

• Display of the 3-4 explorer links that

are most often related to the top10

series

• Displaying the Worldscope

company description for equity

series

• Asset 4 /ESG datatypes

Navigator – further enhancements

Subsequent release(s)

• Futures and options contracts

• Results influenced by frequency of selection

• Auto suggest/complete

• Selection of multiple filters

• Filtering on history ranges

• Ease of selection from large data set

• Searching on series & datatypes

• More options on the chart in the preview pane

• Viewing free text search page in the Ioad

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Datastream - Market Leading Time Series Content

• Equities – 100,000 live equity and 106,000 dead with

extensive history

• I/B/E/S Estimates – analyst forecasts via 31 measures

for some 22,000 companies

• I/B/E/S Global Aggregates – provide earnings forecasts on

a Market, Region, Industry and Sector level.

• Fundamentals – 2,000 data items, over 55,000

Worldscope companies

• Equity indices - 280,000 equity indices series, national

sources, MCSI, DJ, FTSE, S&P and DS. Index

constituents and sector aggregates detail with history

back to 1960’s.

• Fixed Income – 265,000 fixed income securities across

some 36 markets. Over 60,000 bond indices

• Economics – Over 3 million economic time series.

Histories 1950’s. Pass through sources- IMF,

Consensus Economics, WIIW, OECD, EIU

• Economics Point In Time- As Reported Economics- G7

Markets, 10 years history

• Global Exchange Rates – WMR, Tenfore, GTIS, Tullett

Prebon, ECB and National Sources

• Commodities and Energy – More than 89,000 series including

Platt’s , ICIS, Metal Bulletin

• Futures- 25 countries with over 85,000 contracts

• Options- 2,000 contracts with over 300,000 series available. 6

different types of implied volatility

• Funds & Trusts- 120,000 funds, including 30,000 UK trusts.

Complete coverage of investment trusts.

• Unique Content- Proprietary Equity & Bond Indices, CDS

sector indices, Fitch PD series, M&A indices, Datastream

Indices

• Total number of time series: over 240 million

• Total number of datatypes: over 10,000

• Total number of instruments / indicators: over 10 million

Infostream May 2011 - now Available

Economic Data

• Added nearly 2 million series

• From the U.S., Bureau of Labor Statistics and Bureau of

Economic Analysis, Mortgage Bankers Association expanded

detail by state and metro area

• World Bank’s World Development Indicators and Global

Development Finance – with debt and development details

• IMF’s World Economic Outlook – twice yearly forecast

• Energy data – British Petroleum and Baker Hughes

• And exhaustive increase for Euro Area, Union, and members

from Eurostat, European Commission, and European Central

Bank

Data Additions – Commodities, Futures & Options

• Expansion to our Commodity & Energy database increased to 83,000 series

• The Steel Index (TSI)

• The Nikkei-TOCOM

• Constituent lists (TR/Jefferies CRB, DJ UBS & S&P GSCI)

• Futures coverage increase by 23%

• New Exchanges in India & China added

• Chicago Climate Exchange

• Mexico, Turkey, Singapore, Thailand, Dubai & UAE with T&Cs

• Options expansion on Datastream includes 6 new exchanges an increase of 21%

options contracts.

• Datastream now offers additional datatypes for US options (Last bid, offer & trade

of the day)

• Daily Point in Time options lists.

• Full coverage of US ETF options listed on OPRA.

Index Data Additions

• Key Equity Index Additions

• S&P Arab Indices & constituents

• MSCI ESG & Value Weighted Indices

• FTSE ST Super Sectors

• Additional S&P / TSX Indices

• Credit Suisse Global Alternative Energy Indices

• Jasdaq Top 20 index

• Key Fixed Income Additions

• Thomson Reuters CDS Indices

• Improved Datastream calculated yield curves

Two 12 month forward measures for Datastream’s Indices (based in IBES data)

WHAT ARE THEY FOR?

• To facilitate sector-to-sector and stock-to-market comparisons on a national, regional and

worldwide basis.

WHAT ARE THEY?

• This release includes 12 month forward Earnings Per Share along with the 12 month

forward Price/Earnings ratio.

• The datatypes and calculations are as follows, based on underlying equity level consensus

data:

– Earnings/Share (DIEP) (sum F1FD12*IBNOSH)/sum IBNOSH

– P/E Ratio (DIPE) (sum IBNOSH*IBP) /(sum F1FD12*IBNOSH)

Where

– F1FD12 is I/B/E/S 12 month forward EPS estimate;

– IBNOSH is I/B/E/S number of shares;

– IBP is I/B/E/S price.

• WHAT ARE THE FUTURE PLANS?

• Provide these for other measures – Sales, EBIT, etc

• Add support for these to the User Created Index (UCI) facilities

Equity & Fundamental data

• Thomson Reuters Business Classification now available.

• Market Value by Company datatype

– 13 Markets

– Full history added

• Asset 4 ESG data available end of May.

– Coverage - 3500+ companies

– Up to 9 years of history

– 120 freely available datatypes

– Additional 750 datatypes available in Q3 (subscription required)

Data Addition - Economics Point in Time

• Up to 10 years of history for key macroeconomic indicators for the G7 countries.

• Time series data for initial release, first and second revisions for the indicators.

• Ability to produce a vintage snapshot for an indicator.

• Allowing users to view..

• Previous revision patterns for a particular indicator

• Compare all first releases with all successive revisions and calculate the average size of the revisions

• The world as it was at a specific Point in Time or “What moved the markets”

• Understand decisions made at the time or amend a model to view an outcome in different circumstances

• How Information evolved over time

• Understand market reactions to a particular announcement

Datastream for Office (DF0)

WHAT IS IT?

• Next generation Datastream add in. Built on .NET (rather than VB/Active X) and 64bit MS

Office (2010) compatible

WHO IS IT INITIALLY FOR?

• Clients moving to Excel 2010 64 bit (not supported by AFO) - Note Office 2003 not

supported

• New Datastream (Direct) clients – who cannot access Port 23

BENEFITS TO CLIENTS?

• Lighter install – to ship with Datastream Direct, requiring no IP registration

• Uses standard communications – access via Port 80/http (rather than Port 23/telnet) &

Datastream child IDs - and does not use DSGATE

• Requests held in Excel using formulas (rather than ActiveX) – offering greater user

familiarity, and compatibility

• More use browser based interfaces (can be upgraded without a re-install) – new expression

builder with new list builder planned for 2nd release

• Common formula integration with TRSL – requires new version of TRSL to co- exist