DATASTREAM USER GROUP
9th June 2011
Key Themes
• Content Additions
– Macro economic expansion
– Economics Point in Time
– Asset4
• Analysis & Capabilities
– Charting
– Excel Add-in
– Datastream Direct
• Usability & Collaboration
– Enhanced Series search
– Sharing charts
Navigator 4.0 – free text search
WHAT IS THE FREE TEXT SEARCH?
• Single text box using dedicated text search engine (Microsoft’s FAST) to search multiple
fields such as (un)abbreviated names, aliases, source, hierarchy name,– with
associated functions – misspellings & natural language equivalents
• Order influenced by closeness of word match (text engine score) and editorial input (key
indicators) as well as
• Filtering options for key fields to narrow down search results
• Preview pane for a 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 and recently selected in Advance Search for Market Currency, source, etc
• Key datatypes in bold
Navigator – further enhancements
Q2 2011 release
Subsequent release(s)
• Display of the 3-4 explorer links that
are most often related to the top10
series
• Addition of notes for 180,000 economics series
• More link to display all related
datatypes
• Futures and options contracts
• Results influenced by frequency of selection
• Auto suggest/complete
• Hyperlinks to source sites in notes
• Selection of multiple filters (regions)
• Displaying the Worldscope
company description for equity
series
• Filtering on history ranges
• Asset 4 /ESG datatypes
• 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 Ipad
Navigator – further enhancements
Q2 2011 release
Subsequent release(s)
• Display of the 3-4 explorer links that
are most often related to the top10
series
• Addition of notes for 180,000 economics series
• More link to display all related
datatypes
• Futures and options contracts
• Results influenced by frequency of selection
• Auto suggest/complete
• Hyperlinks to source sites in notes
• Selection of multiple filters (regions)
• Displaying the Worldscope
company description for equity
series
• Filtering on history ranges
• Asset 4 /ESG datatypes
• 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 iPad
Datastream Charting 2.1
•
•
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
CFTC reports on Datastream
In addition to the futures
contracts, you can now
access via Datastream the
Commitment of Trade
reports (COT) from the
Commodity Futures Trading
Commission (CFTC).
CFTC reports on Datastream
CFTC reports on Datastream
Slicing – building the chart
Converting to a template
Converting to a template
Exported refreshable charts
Correlation
Switching to a scatter chart
Scatter settings
Static bar chart from a list
Static bar chart from a list
Data Addition - Economics Point in Time
• Up to 10 years of history for key macroeconomic indicators for the G7 countries.
• Time series data for the 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
Data Addition - Economics Point in Time
Data Addition - Economics Point in Time
Data Addition - Economics Point in Time
Datastream Charting 2.2
•
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
•
Performance improvements
Publishing enhancements
•
Share chart URLs
•
Export charts as image file extended functionality
•
Other
•
Support for IE9
•
Add-in support for Office 2010 64 bit
•
Training links
Arab Spring
Multiple Forecasts
Share as URL
Training
A new link on the toolbar
leads to training videos
from the TR Knowledge
Network.
Online training
Data
Data Additions – Commodities, Futures &
Options
• Expansion to our Commodity & Energy database increased to 83,000 series
•
The Steel Index (TSI)
•
Constituent lists (TR/Jefferies CRB, DJ UBS & S&P GSCI)
•
The Nikkei-TOCOM
• Futures coverage increase by 23%
•
New Exchanges in India & China
•
Chicago Climate Exchange
•
Increased coverage in Mexico, Turkey, Singapore, Thailand, Dubai & UAE.
• 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.
Data Additions - Indices
• 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
Datastream for Office (DF0) 64 bit
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
• Uses standard communications –
–
access via Port 80/http (rather than Port 23/telnet)
–
requiring no IP registration
–
uses Datastream child IDs
–
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.
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
Datastream for Office (DF0) 64 bit
1st release May 6th 2011
2nd release Q3 2011
• Full Datastream coverage
• AFO spreadsheet converter
• Static and time series requests
• List editor
• Request Table/UCTS (basic)
• Integrated Charting add-in
• Uses new expression builder
• UCI template
• Custom headers
• Request table functionality
• Performance improvements
• Sequencing of the requests
• Series selection button (to Navigator)
• Process Request table button
• VBA support
• Full set of sample sheets
• Links to find Futures and Options contracts
• Auto upgrade
ASSET4 ON DATASTREAM - ESG
•
Issues such as climate change, biodiversity, human rights, “licence to operate”, business ethics
and corporate governance are at the forefront of public and political attention.
•
Thomson Reuters Datastream has now added ASSET4 Environmental, Social and Corporate
Governance (ESG) content as a new set of equity datatypes. The data can be incorporated into
your investment strategies and financial analysis in order to understand its material influence on
corporate performance and risk.
KEY BENEFITS INCLUDE:
• 120+ Freely available datatypes
• Up to 9 years of history
• Easy to integrate data with other datatypes
RESPONSIBLE INVESTMENT STRATEGIES
• Ethical / Negative Screening
• Positive / Best in Class Screening
• Governance and Engagement
Accessing ESG Sample
Asset 4 sample template
Asset 4 sample template
Asset 4 sample template
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 Extranet
http://extranet.datastream.com/
Datastream Extranet
http://extranet.datastream.com/
Q&A