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Investment Management Datafeeds Brochure
Investment Management Datafeeds Brochure
Investment Management Datafeeds Brochure
Combined Alpha Model Global – 31,000 FTP Daily Updates Monthly and daily history going back to 1998
companies covered
Value Momentum Global – 30,000 QA Direct Daily Updates Monthly history going back to 1998
companies covered FTP
Daily history going back to Oct 2009
QA Point
Analyst Revisions Global – 17,500 QA Direct Daily Updates Monthly and daily history with monthly going
Model (ARM): Includes companies covered FTP back to 1995 and daily going back to 1998
consensus Smart QA Point
FTP StarMine SmartEstimate history available
Estimate measures of
back to 1998
EPS, EBITDA, Revenue
QA Direct SmartEstimate history back to
2009
Price Momentum Global – 29,000 QA Direct Daily Updates Monthly and daily history going back to 1998
companies covered FTP
QA Point
Intrinsic Valuation (IV) IV: Global – 21,000 QA Direct Daily Updates Monthly going back to 1998
and Relative Valuation companies covered FTP
Daily going back to Jan 2009
(RV) and RV: Global – QA Point
38,000 companies
covered
Earnings Quality Global – 38,000 QA Direct Daily Updates Monthly and daily history going back to 2000
companies covered FTP
QA Point
Smart Holdings Global – 40,000 QA Direct Daily Updates Monthly and daily history going back to 2000
companies covered FTP
QA Point
Short Interest U.S. only – 4,700 FTP Daily Updates Monthly and daily history going back to 2004
companies covered
Insider Filings U.S. only – 5,700 FTP Daily Updates Monthly and daily history going back to 1998
companies covered
Structural Credit Risk Global – 36,700 QA Direct Daily Updates Monthly and daily history going back to 1998
companies covered FTP
DataScope
Select (DSS)
SmartRatios Credit Risk Global – 41,100 FTP Daily Updates Monthly and daily history going back to 1998
companies covered DataScope
Select (DSS)
Text Mining Credit Risk Global – 33,000 FTP Daily Updates Monthly and daily history going back to 2002
companies covered DataScope
Select (DSS
Combined Credit Risk Global – 44,000 FTP Daily Updates Monthly and daily going back to 1998
Model companies covered DataScope
Select (DSS)
Thomson Reuters Datafeeds – Investing & Advisory 3
I/B/E/S Estimates
Analyst forecasts on company performance expressed via 240+ view of the market. Plus, we offer analytics not available anywhere
consensus measures, including earnings per share, sales and else – like StarMine SmartEstimates, StarMine Analyst Ratings and
net income. Predicted Surprises.
Differentiators Coverage
Thomson Reuters I/B/E/S is the highest quality, most granular Global database of 22,000 active companies and 900+ brokers
and transparent estimates provider. We provide industry-leading across 220+ key financial measures (70 company-specific
coverage – with decades more history and experience (1976 U.S.), measures and 150 industry-specific KPIs); includes StarMine
hundreds more brokers (900+), thousands more companies SmartEstimates.
(22,000+) especially in emerging markets – for the most complete
I/B/E/S Real Time: Global TIBCO (XML messages) Real Time Fiscal periods ending January
Includes all 2013 and later. SmartEstimates
FTP (Initialization files)
SmartEstimates measures history begins in 2013
I/B/E/S Point in Time: Global FTP Weekly History as far back as 1976-U.S.;
daily snapshots of 1987-Non-U.S.
DataScope Select (DSS)
historical data using
an array of dates and
time stamps.
I/B/E/S Daily Means Global QA Direct End of Day Consensus estimates back to
2001
DataScope Select (DSS)
I/B/E/S V2: 200 Global QA Direct (updates every Synchronized 1980s – U.S. Markets
measures including 15 minutes) detail,
1987 – other regions QA Direct
KPIs, time stamps for consensus and
DataScope Select (DSS) I/B/E/S V2 Smart Estimates
precision and three preliminary
history for all measures available
views of currency estimates
from 2012
adjustments, no regional are updated
splits and single view for global
of parent/consolidated, stocks every
and includes all day, including
SmartEstimates measures weekends
Current & Historical – U.S. Global QA Direct The Current Files are 1994
Current & Historical – FTP available four times on a daily
Quantitative guidance
Global basis
across 14 measures, DataScope Select
including EPS, Net Income, (DSS) The History Files are available
Sales, and Operating Profit once a week every Friday
I/B/E/S Global Global QA Direct DDL DSWS Weekly As far back as 1985
API
Aggregates Includes 56 countries and
major international indices DataScope Select
to include FTSE, MSCI, (DSS)
S&P, Russell and Topix
Global: Provided in four main industry-based Global – QA Direct Daily EOD As far back as 1980
templates (industrial, banks, insurance and other covers FTP
financials). Covers more than 49,000 active and over 95%
QA Point
36,000 inactive companies representing more of global
than 55 established and emerging markets, market cap DataScope
nearly 96 percent of global stock market value Select (DSS)
Custom: All companies, data items and history Global DDL Daily updates
available as above; cut is based on client DataScope
requirements Select (DSS)
Point in Time: Annual and interim financial Global QA Direct Daily updates Same as Global but with
statement data (income statement, balance FTP Monthly Point Dates
sheet and statement of cash flows). Point date 09/1992 – 09/1999, Weekly
QA Point
is based on when data became available in the Point Dates 10/1999 –
Worldscope data feed DataScope 08/25/2006, Daily since
Select (DSS) 08/2006
Thomson Reuters Datafeeds – Investing & Advisory 5
Business Intelligence Officers and Directors is one of the most comprehensive databases
of public company executives and directors in the world. The
Business Intelligence offers in-depth qualitative information about
database features profiles for key decision makers from publicly
companies around the world to enhance investment selection.
traded companies with over 20 years of employment and
Our database currently contains global data on over 113,000
compensation history. We capture over 1.75 million total officers
companies, of which 80,000 are active companies. Keep abreast
and directors, representing 1.2 million unique people, from over
of markets worldwide through reports that identify key business
78,000 companies. Data elements include names, full title history,
people (and corporate affiliations) and provide detailed overview of
biographies, education, corporate affiliations, committees served and
a company’s business, competition and industry.
compensation, presenting a complete view of a person. In addition to
public company data, we also capture the names and titles for over
100,000 officers and directors from private companies.
Business Officers & Directors: global QA Direct Intraday (every 4 hours); North America
Intelligence 108,000 total, 76,000 active companies FTP end of day; weekly refresh – 1998, ex-NA
TRKD API 2003
Long Business Descriptions: US only QA Direct End of day; weekly refresh Current only
28,000 total, 14,600 active companies FTP
TRKD API
Point In Time add-on Point in Time: Annual QA Direct End of day; weekly Annual: North Am
to Standardized and interim financial FTP refresh 1983; ex-North
statement data America 1997; Interim:
(income statement, NA 1989; ex-NA 2000
balance sheet and
statement of cash
flows). Point dates are
based on the source
date.
Global coverage
Thomson Reuters Datafeeds – Investing & Advisory 8
Filings
Top Three Facts
• Largest, most consistent and authoritative source for global • OCR/CVISTA for scanned documents
public company corporate disclosure. Through our former • Documents available in multiple formats including XBRL, HTML
exclusive relationships with the SEC, Filings provides unrivaled and PDF
depth and access to unique U.S. historical documents, including
Scope and Coverage
annuals, insider reports and pricing supplements
• Coverage includes all U.S. and global exchanges, including
• Filings global network of local experts results in unique
partial coverage of private companies, U.S. municipal bonds
coverage and unrivaled timeliness, with same-day availability of
and fixed-income related documents
most documents
• Hundreds of document types, including annual and quarterly
• Thomson Reuters Sourcing provides global coverage for over
reports, equity and fixed income prospectuses, municipal
130 developed and emerging markets. Within the database
bonds, M&A, ownership and other regulatory filings
of record, there is up to 50 years of history and 34 million
documents in more than 20 languages • 130 countries; 20 languages
• 65,000 global companies; 14K SEC companies (active), 7.5K
Unique Characteristics
PVT companies and growing
• Automated Web scraping tools and direct document feeds
• 2.8 million docs sourced in 2016: 7,3K filings collected on
ensuring faster turnaround of up to 10 minutes
average every day
• Standardized EDGAR tags for easy navigation; including Filer
• More than 20,000 documents captured in a given peak day
status and Document Title
• Display of SEC Delta reports
Insider
Data on equity transactions by individuals and institutions classified as “insiders” – officers, directors, persons with a policy-making role
in the company or beneficial owners of a company’s stock who are required by their respective governments/regulatory agencies to report
direct or indirect holdings.
U.S.: Active insider filers include over United States QA Direct Daily updates 1986
8,700 companies and over 437,000 FTP
owners
DataScope Select (DSS)
Canada: Active insider filers include Canada QA Direct Daily updates October 2003
over 3,400 companies and FTP
63,000 owners
DataScope Select (DSS)
UK: More than 27,000 active filers United Kingdom QA Direct Daily updates 1998
and approximately 373,000 FTP
director’s dealings
DataScope Select (DSS)
Asia: Insider holdings data processed India, Singapore, QA Direct Daily updates As far back as 1997;
for all listed securities. Coverage Taiwan, Hong FTP most comprehensive
amounts to ~302,000 Insiders at Kong, China and history from 2008
DataScope Select (DSS)
~15,600 listed stocks Australia
Thomson Reuters Datafeeds – Investing & Advisory 9
Ownership Differentiators
Global consolidated ownership. Comprehensive collection of Our unique depth of historical holdings data enables clients to
global institutional holdings data. Coverage spans 13F institutions, understand ownership trends over time, essential for validating
mutual, pension, and insurance funds, declarable stakeholders, investment models.
and UK share registers.
"OP" global equity ownership Global owners of securities QA Direct Daily – current view; Back to 1997
trading in more than 70 FTP Weekly – 8-quarter
countries; consolidated view view; Quarterly – full-
TRKD API
of equity ownership for global history view
securities
“OP” equity ownership – Americas Global owners of securities FTP Daily – current view; Back to 1997
trading in the Americas Weekly – 8-quarter
view; Quarterly – full-
history view
“OP” equity ownership – Asia Global owners of securities FTP Daily – current view; Back to 1997
trading in Asia Pacific Weekly – 8-quarter
view; Quarterly – full-
history view
“OP” equity ownership – EMEA Global owners of securities FTP Daily – current view; Back to 1997
trading in the UK and EMEA Weekly – 8-quarter
view; Quarterly – full-
history view
eMAXX Coverage • Over $7 trillion in total fixed-income par held in more than 19,000
funds, each linked to the firms and investment professionals
Investors located in North America, Europe and Asia in the
following market sectors All eMAXX data is also available in Eikon and as a data feed,
enabling you to import the data directly into your own system for
customized needs.
Company Profiles
Institutional and professional profile data for buy-side and sell-side institutions and contacts.
Differentiators
Our shareholding and firm profiles content is the industry standard for breadth, accuracy and timeliness. With more than 30 years of
experience, our commitment to quality is supported by strong relationships with investment firms, registrars and local stock exchanges.
Coverage
200,000+ investment management and investment research professionals at 26,000 institutions.
Deals
Thomson Reuters Deal Content includes transactions relating Repurchases
to Global Equity, Fixed Income, M&A, Syndicated Lending, Joint • Global coverage from 1986 to present
Ventures and Repurchases, Corporate Takeover Defense and
• Over 36,000 repurchases (buyback) deals
Shareholder Activism. The database includes more than 2 million
transactions in 220 nations and features thousands of data items • 180+ fields are captured by mining thousands of sources and
illustrating the entire deal life cycle. contributions from 2,000+ advisor desks
• Available via data feeds and SDC Platinum
Mergers and Acquisitions
• Over 1,050,000 global deals from the 1970s to present Joint Ventures & Strategic Alliances
• 320,000+ U.S. M&A deals • Global coverage from 1963 to present
• 772,000+ international M&A deals • Over 158,000 joint venture and strategic alliance deals
• 1,000+ fields are captured by mining thousands of sources and • 100+ fields are captured by mining thousands of sources and
contributions from 2,000+ advisor desks contributions from 2,000+ advisor desks
• Industry-leading timeliness, deals available in product within • Available via SDC Platinum
60 minutes of announcement Municipals
• Available via data feeds, QA Direct, SDC Platinum, Deals • Global coverage from 1966 to present
Business Intelligence, T1 and Eikon
• Over 580,000 municipal deals
New Issues (Equity & Debt) • 180+ fields are captured by mining thousands of sources and
• Global coverage from the 1970s to present contributions from 2,000+ advisor desks
• Over 850,000 debt new issue deals • Available via data feeds and SDC Platinum
• Over 320,000 equity new issue deals Corporate Governance
• 500+ fields are captured by mining thousands of sources and • Global coverage from the mid 1980s
contributions from 2,000+ advisor desks
• Over 12,000 poison pill records
• Available via data feeds, SDC Platinum, Deals Business
• Over 4,000 proxy fight records
Intelligence, T1 and Eikon®
• 500+ fields are captured by mining thousands of sources and
Global Syndicated Loans contributions from legal and financial advisor desks
• Global coverage from 1965 to present • Available via data feeds, SDC Platinum, T1 and Eikon
• Over 311,000 loan deals
Private Equity
• 300+ fields are captured by mining thousands of sources and
• Global coverage from 1969
contributions from 2,000+ advisor desks
• Over 307,000 deals
• Available via data feeds, SDC Platinum, Deals Business
Intelligence, T1 and Eikon • Capture details on private-equity-backed companies as well as
the private equity funds and firms
Project Finance
• 400+ fields are captured by mining thousands of sources and
• Global coverage from 1972 to present contributions from 400+ private equity funds
• Over 25,000 project finance deals • Available via data feeds, T1 and Eikon
• 524+ fields are captured by mining thousands of sources and
contributions from advisor desks
• Available via data feeds, T1 and SDC Platinum
Thomson Reuters Datafeeds – Investing & Advisory 12
Feed Type Frequency History # of Deals Total History Fields in Total Fields
Option in 2017 Deals Start Feed in DB
Project Finance Daily All History 1,630 25,993 1972 Custom 524
Aftermarket Research Collection Global TRKD API Daily As far back as 1982
Thomson Reuters Datafeeds – Investing & Advisory 14
StreetEvents
Corporate disclosures and brokerage events from over 18,000 public companies and hundreds of sell-side firms in over 90 countries.
Differentiators:
Our event-based content offers you a one-stop solution for market-moving corporate disclosure information by bringing together
conference call and webcast details, transcripts, call summaries, briefs, guidance, SEC filings and more. We are the largest provider of
corporate, institutional and proprietary event content.
Events: Event information Global FTP Intraday and end of day The full file generates all
sourced from over 18,000 public TRKD API forward-looking events in
companies and hundreds of sell- the database as well as
DataScope Select
side firms 120 days of history
(DSS)
Transcripts & Briefs: Transcripts Global FTP Intraday and end of day
of corporate conference calls TRKD API
DataScope Select
(DSS)
Significant Developments
News analysis and filtering service providing a concise description of each crucial, market-moving, company news event on a near real-time
basis. Concise summaries of company-reported events.
Differentiators
Filtered summaries and categorization save time, offer insight and allow you to keep abreast of critical news. Standard tagging allows
you to isolate different events and utilize for trend analysis and backtesting. Ability to track companies, industries, geographies and topics
allows you to focus on key subjects of interest and efficiently monitor peer and competitor activity.
Coverage
Over 63,000 active companies representing over 99% of world market capitalization; coverage of all constituents of all major indices – 150+
exchanges in 116 countries; 35 topics ranging from merger and acquisitions to earnings outlooks.
Significant Developments Global QAD Intraday, real time and U.S. & Canada history from
TRKD API EOD 2002; other markets from
2005
FTP
Thomson Reuters Datafeeds – Investing & Advisory 15
Differentiators
Huge volume of content not available anywhere else. A detailed function & expression language for in depth analytics. Long historical time
series with access to instruments which are now inactive. handling revisions and providing consistent histories, content is of the highest quality.
Bond Indices 80,000+ DDL, DSWS API Global: Update frequency Over 50 years
over 175 can be specified history for some
Bonds & 1,900,000+ DDL, DSWS API countries by client but data time series
Convertibles and 60 generally updated
markets EOD
Commodities 145,000+ DDL, DSWS API, QA Direct, worldwide
Update frequency is
DataScope Select (DSS) not specified by the
client for QA Direct.
Constituent 282,000+ DDL, DSWS API, QA Direct Data is end of day,
Lists but the updates
are intraday
Economic 11,000,000+ DDL, DSWS API, QA Direct
Series (about 150,000 series)
ESG
ESG provides objective and transparent environmental, social metrics to benchmark and monitor how companies are responding
and governance (ESG) information and analysis tools to enable to global sustainability trends like climate change, resource
our clients to benchmark, compare and integrate extra-financial depletion and demonstrating industry leadership in governance,
information into their investment processes to identify companies business ethics, health and safety, and more.
with quality management and reduced risk exposure.
Coverage
Differentiators Environmental, Social and Governance (ESG) data on over
Thomson Reuters offers the most complete and in-depth 7,000 global companies. 400 strategic ESG data measures are
environmental, social and governance information and news in the available, structured into 18 categories representing four areas
industry. Our data and framework enable investors to make better of corporate performance: economic, environmental, social and
investment decisions by looking beyond traditional financial corporate governance.
Core: 23 key scores Global DDL, DSWS Every other week As far back as 2002
(18 Categories + 4 Pillars + 1
Equal-Weighted company score).
Premium: Core content plus Global DDL, DSWS Every other week As far back as 2002
underlying data.
Portfolio Full Holdings Global FTP Monthly Full history extends back
to 2006 where available
Thomson Reuters Datafeeds – Investing & Advisory 17
Fund Flows at the fund level, Global FTP Daily For markets outside the U.S.,
company level, classification daily data will begin on August
level and by domicile. 1, 2012, while U.S. content will
begin January 1, 1992. If fund
history exists, the section will
include at least 10 years of history
Real-time News Feed/Archive Global Elektron/FTP Real Time/Monthly 1996 for Reuters, 2003 for
other sources
Tick History
Captured from Thomson Reuters real-time data feeds, Thomson Reuters Tick History offers global tick data since 1996 across all asset
classes, covering both OTC and exchange-traded instruments from 500+ exchanges and third-party contributor data, the majority available
two hours after markets close. Thomson Reuters Tick History provides superior coverage of complete, timely and global nanosecond tick
data. This enables you to download the data you need when you need it, via a single interface.
Data
Recorded trade and quote messages from our real-time feeds since 1996.
Message Types
With integrated reference data, Thomson Reuters Tick History enables the creation of seamless historical time series
effortlessly and ensures clients can account for trading pattern anomalies and survivorship bias.
Item TRTH v2
Thomson Reuters Global Global FTP Custom Prices and compositions back
Equity Index, Fixed Income, QA Direct* to 1999
Convertible and custom TRKD API
approach index suites. QA Point
Differentiators
TRBC allows you to view companies at any of five levels: 10 Economic Sectors, 28 Business Sectors, 54 Industry Groups, 136 Industries and
837 Activities. Complete coverage across 130 developed, emerging and frontier countries.
Coverage
72,000+ public companies classified – more than any other sector classification system – and 2.4 million private companies. History
available from 1999. Powers five levels of Thomson Reuters Sector Indices in 51 countries and 23 regions.
I/B/E/S Global FTP Features current and historical History from 1999
DDL (features current business classification in FTP
TRBC only) and monthly history delivery
Thomson Reuters Datafeeds – Investing & Advisory 21
Thomson Reuters Knowledge Graph feed includes bulk delivery of the following content sets along with specific metadata.
Joint Ventures & Strategic Dating back to 1985, Thomson Up to 100 fields are available, Joint Venture
Alliances Reuters JVs & Alliances including: Strategic Alliance
Thomson Reuters Joint covers over 60,000 Joint Resulting Company
Deal Information
Ventures & Strategic Ventures and 80,000 Strategic
Dates, Investment, Size,
Alliances includes Alliances.
Duration
agreements that result
in the formation of new Agreement Type
entities (JVs) and business Technology, Marketing,
partnerships (alliances). Product, Cross-Border Alliance
Industry Classification Over 727,000 companies in In addition to the industry Economic Sector
Thomson Reuters Business 130 countries with five levels of assignment, the dates of Business Sector
Classification (TRBC) is a industry classification. History prior assignments and prior Industry Group
comprehensive, detailed is available back to 1999. classification schemes are Industry
and up-to-date market- available. Activity
oriented sector and industry
classification.
Thomson Reuters Datafeeds – Investing & Advisory 22
Organizations Includes 4.6M organizations, Over 100 fields are available, Hierarchy
Thomson Reuters current and historical, including: Immediate & Ultimate
Organization Authority is that Thomson Reuters has Affiliates, Successor
Names
central to the connection identified as involved in
Local Language & Official Country
of tradable instruments, the capital markets, including
Names. Former Names & Alias Domicile, Incorporation,
business transactions, news deeper content around, for
Jurisdiction
and events. example, public and bond Address & Contact
issuers, M&A participants Headquarters Address, Regulators
Entity data is gathered from and investors, including fund Registered Address, Website, Registration Authority
more than use numeral managers and private equity. Phone Tax Authority
1,000 primary sources, Over 1.2 million hierarchy Primary Regulator
including Exchange, Identifiers
relationships.
Registrar, Regulator, Annual PermID, LEI, CIK, Registration
Report and Prospectus. Number, Tax Identifier
Officers & Directors Over 2 million officer and Available fields include: Role
Thomson Reuters Officers director positions, including Officer, Director
Personal Details
and Directors is one of historical positions from 1998.
Name, Age, Biography, Personal
the most comprehensive Every person is uniquely
Education Committee, Education,
databases of public company identified independently from
Qualification
executives and directors in his or her position. Coverage Work History
the world. includes all Public and Private Corporate Affiliations, As-
Equity backed companies. reported and Standardized
Titles, Committees Served
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