A PROJECT REPORT ON

“EXHIBIT & PRESENTATION LINKING”

AN EVENT STUDY
AT

A PART OF INDUSTRY INTERNSHIP PROGRAM

SUBMITTED BY
ERUKALA SATHISH
ROLL NO: 1719PGDM3882
(2017-2019)

ITM BUSINESS SCHOOL

WARANGAL
IIP CERTIFICATE FROM COMPANY
 ACKNOWLEDGEMENT

The Success of a project is never a result of one man's effort. It springs Out of
multiple or combined efforts, assistance and guidance. Now when I have
acquired substantial knowledge about the subject and successfully accomplished
the project.
I take this opportunity to express my sincere thanks to all those who helped me
in the preparation of this report. I would like to express my thanks to all those
who have been instrumental and very supportive in successful completion of this
project.
I also take this opportunity to express a deep sense of gratitude to Mr. KALYAN
APPALA (Assistant Manager. S&P Global Market Intelligence).Mr. ANATHA
REDDY (Team Leader.S&P Global Market Intelligence Mr.BHASKAR
KAMMAR (SeniorAnalyst.S&P Global Market Intelligence) who allotted me
this chance and without their guidance and constructive criticism: this report
might not been completed.

I would also like to thank G.RAVINDER (Faculty guide) for providing me an

opportunity to work under his expert guidance and finally ITM Business School
for providing me such a corporate exposure to enhance my knowledge, skills
and gain experience.
I appreciate their faith, support and expect the same in future course of my
project.

Date: Sathish Erukala

 DECLARATION

I ERUKALA SATHISH studying PGDM from ITM Warangal have completed

Industrial Internship Program at a very prominent and resourceful Organisation,
“S&P GLOBAL” on project work entitled is “EXHIBIT &PRESENTATION
LINKING” under the guidance of Mr.Kalyan, Mr.Anantha
Reddy,Mr.Bhaskar.

I have undergone Industrial Internship Program from 02-04-2018 to 02-09-2018

at “S&P GLOBAL”. I also declare that the above information given by me is
true with best of my knowledge.

Place: Warangal Signature

Date: ERUKALA SATHISH
Roll No: 1719PGDM3882
Batch: 2017-2019
 ACADEMIC GUIDE CERTIFICATE

This is to certify that ERUKALA SATHISH has undergone Industrial Internship

Program in “S&P GLOBAL”from 4-02-2018 to 2-09-2018 on the project work
entitled is “EXHIBIT & PRESENTATION LINKING” based on the
declaration made by the student and our association as a guide for carrying out
this work.

Signature
G.Ravinder
(project guide)
(ITM Warangal)
Place: Warangal
Date:
Table of content:

Contents
Introduction------------------------------------------------------------
Organisation Profile ---------------------------------------------------
Methodology ----------------------------------------------------------------
Task performed and objectives Achieved ----------------------------------
Learnings ---------------------------------------------------------------------
Recommendation ---------------------------------------------------
Bibilography-------------------------------------------------------
 EXECUTIVE SUMMARY
In India, most of the industries require huge amount of investment funds are
raised mostly though the issue of share. An investor is satisfied from the
reasonable return from investment in shares. Involves higher risks to get return
on the other hand investment involves no such risks and returns will be fair. An
investor can succeed in his investment only when he able to select the right shares.
The investors should keenly watch the situations like market price, economy,
company progress, returns, and the risk involved in a share before taking
decisions on a particular share. This study made will help the investors know the
changes in financial position and in making a decision to buy & sell.

In the modern financial era, information plays a significant role for the investment
community. The Investor may be individual, company, Financial Institutions, or
any Mutual Fund. In this competitive Globalized environment and with the
developments in technology the investor needs information online, that means
they have to get the latest information about the companies in which they are
going to invest their valuable financial resources.

The Investor relation section on a company’s website is a key focus and should
include the latest information. This may include recent company announcements,
interviews with the CEO, exposure in the media, or updated analyst reports from
a share broking house or fund manager review. Information that is out of date,
infrequently updated or incomplete will alienate existing and potential investors
as well as important stakeholders such as brokers, analysts, fund managers,
institutions and the business media.

Key Dev Team has to go through all those press releases, and analyse them and
keep them in proper format so that the Investor gets whatever Information they
want they can get in a single click. Therefore, Key Dev Team, through various
analysis classified various announcements under 65 categories and attach the
related company to specific Events
 CHAPTER-1

INTRODUCTION

ABOUT EXHIBIT & PRESENTATION LINKING:

Exhibit and presentations are PDF or PPT documents, which a company
accommodates when it is hosting a conference. So these documents consist of
slides which the presenter uses to explain his points in a better way and in the
most effective manner. So the process of presentation linking Includes Identifying
the presentation document or exhibit document and attaching it to the
corresponding Event or to the relevant company.

The presentations when attached to the event or company allows the Investor to
view what the speaker is presenting in the conference and can understand in a
better way and can see the performance results of the company and Investor can
take better decisions weather to Invest in that company or not.

Keydev’s department where the team has to go through all those reports, press
releases and presentations analyse them and keep them in proper format so that
the investor gets whatever information they want and which company
information they want, with a single click will do Exhibit & Presentation linking
process at S&P Global.

The basic object is that the investor should be provided with all the first-hand
information immediately and they should be able to get the Information
Company wise and event category wise.

Keydev’s team add value by classifying the announcements under various

categories and attach the related company so that the client can directly access
specific sets of information without going through all reports, press releases and
presentations about a company. Keydev’s team condense the reports and press
releases in captures significant information to optimize the time spent by the
client and also sort the information by announcing date and eliminate all
irrelevant, insignificant and duplicate information released.

The product enables the client to browse significant news both company and
category wise along with a short profile of the company and related stock data.

In Exhibit and Presentation Linking, documents are divided into 14 types of

events and company wise.

 Annual general meeting (AGM)

 Conferences (ICC)
 Company Conference Presentation (CCP)
 Fixed income calls (FIC)
 Earnings calls (ECC)
 Special/extraordinary general meeting (EGM)
 Sales/Trading Statements release date (ESR)
 Guidance/Update calls (GUC)
 Analyst/Investor Day (IAD)
 Interim Management Statement Calls (IMSC)
 M & A Calls (MAC)
 Operating Results Calls (ORC)
 Sales Conference Calls (SCC)
 Special Calls (SPC)
 Shareholder/Analyst Call (SAC)

An Overview on each type of Event:

Annual general meeting (AGM): A mandatory yearly meeting of shareholders

to stay informed and involved with company decisions and workings. This
yearly meetings is the single event whereby shareholders are able to gather and
ask the board of director’s questions pertaining to corporate health and strategy.
Proper notice must be given to shareholders with regard to meeting timings and
agenda.

Importance: AGM is the main opportunity for shareholders to put questions

directly to the directors of the company. They can also put forward their own
motions, though some companies have criteria for motions that may restrict that
only shareholder with a certain number of shares can put forward motions.

Conferences (ICC): Conference is an event or a conference conducted by an

organization (host) where it provide a venture for different companies belonging
to different industries or a same industry to give their presentation on certain
topics. For every participating company there may be one or more than one
speaker who speaks for that company and the speakers represent only for one
company. The event may take place for one or more than one day (for a certain
period) for which there is an event start date and event end date. All the
participating companies would be allotted a particular time slot during which their
representatives are supposed to make their presentation. The host organization
will capture the entire proceedings and display the information in their website.
Apart from the host, the participating companies also upload the details of the
presentation in their website, also provide URL Link to their stakeholders along
with details of the replay link, and replay date.

Importance: the companies presenting at these Investor Conference use the

event as platform from which they can share their latest developments, plans and
expectations from coming years with the investors or analysts. The companies
also provide operational updates and updates for the industry as a whole, which
can be very useful for the potential investor or analysts. By attending these kinds
of events, the attendees will be able to get updates from a large number of
companies at one place, which is not possible with any other events.
Company Conference Presentation (CCP): Generally, an organization
conducts or hosts Investor conference where it provides a platform for different
belonging to different industries or a same industry to give their presentation on
certain topics. The companies participating in the conference are called
participants. For every participating company there may be one or more than one
speaker who speaks for that company and the speakers represent only for that
company.

Importance: The participating companies presenting will have a splendid

opportunity from which they can share their latest developments, operational
updates, plans and expectations from coming years which is very useful for the
investors or analysts. By attending these kinds of events, the attendance will be
able to get updates from a large number of companies at one place.

Fixed Income Call (FIC): Information related to conference calls conducted by

a company for its fixed income group or for fixed income, analysts and investors
should be captured under FIC event.

Importance: Few companies conduct earnings conference calls separately for

investment community and for fixed income analysts and investors. The
information provided to different investor community may differ. Hence, we need
to capture conference calls related to fixed income group/analysts/investors
separately under “FIC” event.

Earnings call: A conference call is a webcast where a company wants to have

more than one-person listen/watch in to the video portion of the call. The
conference call may be designed to allow the caller also to talk during the call, or
the call may be set up so that the caller can only listen the call but cannot speak.
Conference calls are used by most of the companies to report their quarterly
results, operations updates, special events (Mergers, acquisitions, product launch,
etc.,), and usually allowing questions from stock analysts and investors.
Today, one of the most efficient ways for publicity-held companies to relay
earnings information is via an earnings conference call. Most companies hold
earnings calls every quarter. Investors call in to a special number and get to hear
management’s take on earnings that quarter. Analysts also participate, looking
for signals of future performance. A typical earnings conference call has a
facilitator, a sort of emcee who continues. These are important events. An
earnings conference call can affect perceptions about a stock’s prospects very
easily.

The typical earnings conference call lasts about an hour. Call are usually recorded
and kept so that people unable to make the scheduled call can in at their leisure
and listen to a replay.

Through this conference call, companies discuss on their earnings for the
particular period with shareholder/analysts/investors/other parties.

Special/Extraordinary General Meeting (EGM): A company is general

meeting of all members of a company (this usually means shareholder) other than
the AGM. Like an AGM, an EGM give shareholder a chance to vote on
importance decisions. An EGM is called when a decision needs to be made that
cannot wait for the next AGM. There are also some decisions that by law or by a
company’s articles require an EGM: In this case, the EGM may take place
immediately before or after the next AGM. An EGM is usually called on short
notice and deals with an urgent matter. In most cases, the only time shareholder
and executives meet is during the annual general meeting, which is usually at a
set time. However, certain events may require shareholders to come together to
solve a certain problem, such as removal of an executive.

Importance: As an EGM usually deals with matter, which are urgent and need
to be discussed before the next annual general meeting and requires approval of
shareholders.
Sales/Trading statement Release Date (ESR): All the release dates specifically
given for sales, revenue, turnover, trading statements, should be captured as sales,
trading statement release date. When sales results are given for quarter period
need to select fiscal year and if given for month, need to select calendar year.

Generally sales results are given in monthly format or quarterly or first half or
second half. The sales results give results the basic idea to the investor about the
financial health of the organization.

Guidance Update call (GUC): When a company conducts a “Conference Call”

to discuss its guidance for the future periods or to update its Shareholders,
analysts, investors, other parties on its operations during a particular period, then
such conference calls should be classified as “Guidance Call”.

Importance: the guidance call is a valuable opportunity for a company to frame

itself and its results in the way it wants investors to view them. The conference
calls do not re-rush or re-present the quarterly press release, but rather provide a
clear, candid analysis of the company’s guidance for the quarter and where
management thinks the company is headed.

Analyst/Investor Day (IAD): when a company announces ‘Analyst Day’ and

‘Investor Day’ or ‘Capital Market Day’, irrespective of the purpose of event, it
should be classified as Analyst/Investor Day (IAD). Need to classify the event as
Analyst/Investor Day even though earning or Guidance related information
discussed in that event.

Importance: The Company hosted analyst days, investor days to be an important

venue for companies to disseminate information to investment community. The
quality and means of communication that companies use to relay information to
the street can have a significant impact on investment decision and, consequently,
a company valuation, much of the investment community has specific interest
and agendas with respect to the content of analyst days they attend.
Interim management statement: Under this event, need to collect information
related to conference calls conducted by the company to discuss its interim
management statements results with its shareholders.

M&A Calls: When a company conducts conference call to update its shareholder
on merger and acquisitions related issues, then that conference call should be
classified as ‘Merger and Acquisition calls’. All merger and acquisition related
calls need to classify under the event type M&A Calls. The only exception here
is when the call is both earning and M&A related, then preference should be given
to earnings and need to classify the event as ECC event as ECC event type.

Importance: Through this conference call, companies update the shareholders,

investor and other parties on merger and acquisition related issues.

Operating Results Call: Under this event, need to collect conference call
information, which is conducted to discuss operating results of the company,
which are in non-financial numbers such as passenger traffic results, drilling and
exploration reports, automatic production results. This classification helps in
separating earnings conference calls and company specific non-financial
operating results calls.

Sales Conference Calls: Event in which investor can call to special call and
comments of their company management on the sales for the recently completed
month or period.

Importance: a sales conference call is a superior way to circulate and share sales
data. A conference call provide an instant interactive forum where company
executives can discuss sales data and approaches that have to prove to be effective
for them. Holding conference calls in different media or webcast speeds up the
process of disseminating information.
Special Call: All the conference calls, which cannot be classified under ECC,
SCC, SAC, GUC, IAD and MAC, need to classify under ‘Special Call’ event
type.

Importance: Through this conference call, companies update the shareholder on

any other important issues related to the company.

Shareholder/Analyst Calls: When a company conducts a conference call to

update its shareholders on any special issues related to the company, then that
conference call should be classified as shareholder/analyst calls. However,
shareholder/analyst call relating to earnings/ guidance should be classified under
ECC or GUC as the case may be, but not under SAC.

Importance: Through the conference call, companies update the shareholders on

any special issues related to the companies.

In addition, during my Internship programme apart from Exhibit & presentation

linking I have done few other Tasks.

 Non English presentation

 Multiple EER dates for the same period
 Guidance Keydevs
 Grammatical Errors
 Incorrect per share value
 Code share agreement without SAL type
 Currency repeated in a situation
 Wrong source given for Athens and Aktie target
 Pronouns in Headline and Situations
 EER time is greater than ECC time
 Multiple AGM’s in year
 Secured financial Debt(SFD)
 OBJECTIVE OF THE PROJECT
The main objective of the project was:
 To collect Event date, Event Title and assign it to the related company.
 Also to Provide Investor all first-hand Information Immediately and they
should be able to get the Information company wise and also Event and
Category wise.
 To know the importance of financial data.

Research Methodology:

1. Secondary data: The data is collected from newspaper, magazines, regulatory

filings, and company websites.

Period of study: The study was conducted from 2-4-2018 to 2-9-2018.

 CHAPTER -2

COMPANY PROFILE

S&P Global Market Intelligence was born from the integration of S&P Capital
IQ and SNL Financial. S&P Global Market Intelligence operates as a subsidiary
of S&P Global. Inc. S&P Global Market Intelligence is a provider of multi-asset
class and real-time data, research and analytics to institutional investors,
investment and commercial banks, investment advisors and wealth managers,
corporations, and universities. S&P Global Market Intelligence provides financial
and industry data. Research, news. In addition, analytics to investment
professionals, government agencies, corporations, and universities worldwide.

Every day at S&P Global Market Intelligence they collect, scrub, interpret, and
analyze vast volumes of content, turning it into actionable intelligence on the
global financial markets and the companies and industries that comprise those
markets.

The company collects, interprets, analyzes, and connects large amounts of

financial and industry data and tums it into actionable intelligence to help
clients make business and financial decisions.
The company integrates news, market and sector-specific data, and analytics into
various tools that help its clients to track performance, generate alpha, identify
investment ideas, understand competitive and industry dynamics, perform
valuation, and assess credit risk.

The company delivers analytics measures, company data, pricing and market
data, reference data and classification, and ratings and research through various
web-based platforms, including desktop platform, mobile data feeds, and on-
demand solutions.

The company offers solutions in the area of credit analysis, quantitative analysis,
fundamental analysis, portfolio and risk analysis, idea generation, research,
investment strategy, enterprise solutions, real – time solutions, and regulatory
solutions.

The company integrates news, market and sector-specific data, and analytics into
various tools that help its clients to track performance, generate alpha, identify
investment ideas, understand competitive and industry dynamics, perform
valuation, and assess credit risk. They deliver the data and insight you need to
make informed, smarter business decisions and investment decisions that are
critical to your future. S&P Global delivers exceptional solutions for exceptional
results.
Timeline of S&P GMI

 1999 capital IQ was founded. In the year 2004 Capital IQ sold to McGraw
Hill Financial
 2010 S&P Capital IQ was formed
 2011 S&P Capital IQ merged with McGraw Hill Financial
 2015 McGraw Hill Financial acquires SNL Financial.
 2016 S&P Global market intelligence launches.

INTRODUCTION:
Capital IQ was founded in 1999 Neal Goldman, Steve Turner and Randall inn.
They sold the business to McGraw Hill in 2004 and Randall Winn served as the
Executive Managing Director Of Capital IQ, Inc., operating the business as a
relatively standalone subsidiary until April 1,2011. Winn left and the company
and its various functions were fully merged with other parts of S&P to become
part of McGraw-Hill Financial.
S&P Global Market Intelligence was born from the integration of S&P Capital
IQ and SNL Financial. The objective of acquiring SNL Financial in 2015 and
integrating it with S&P Capital IQ was to create one of the most powerful research
data and analytics platforms serving the capital and corporate markets.

S&P Global Market Intelligence is a provider of financial and industry data,

research, news, and analytics to investment professionals, government agencies,
Corporations, and universities worldwide. The S&P Global Market Intelligence
segment operates as a subsidiary of S&P Global Inc... In addition, it collects,
interprets. Analyzes, and connects large amounts of financial and industry data
and turns it into actionable intelligence to help clients make business and
financial decisions.

It was formerly known as S&P Capital IQ, Inc. and changed its name to S&P
Global Market Intelligence in February 2016. The company was founded in the
year 1998 and is headquartered in New York. New York with regional
headquarters in London, United Kingdom; and Kowloon, Hong Kong. It also has
locations in Argentina, Australia, Brazil, and China. France, Germany, India,
Italy, Malaysia, Mexico, Pakistan, the Philippines, the Russian Federation, South
Africa, Spain, Sweden, the United Arab Emirates, and the United States.
Every day S&P Global Market Intelligence collects, interprets, and analyses vast
volumes of content turning it into an actionable intelligence on the global
financial markets and the companies and industries that comprise those markets.
It delivers the data and insight needed to make informed, smarter business
decisions and investment decisions that are critical to the client’s future.
The company is driven by their core tenets of accuracy, relevance, completeness
and timeliness, making S&P Global Market Intelligence a leading provider of
financial and industrial data, research, news and analytics to investment
professionals, government professionals, corporates and universities worldwide.

By unifying the highest quality data and industry-leading solutions from S&P
Capital IQ and SNL„ the organization is able to integrate news, comprehensive
market and sector-specific data and analytics into a variety of tools to help
clients track performance, generate alpha, identify investment ideas, understand
competitive and industry dynamics, perform valuations, and assess credit risk.

KEY PRODUCTS AND SERVICES :

Three business lines
 S&P Capital IQ Desktop & Enterprise Solutions (e.g. S&P Capital IQ
Desktop, Portfolio Risk)
 S&P Credit Solutions (e.g. Ratings Xpress@)
 S&P Capital IQ Markets Intelligence (e.g. Global Markets Intelligence,
Leveraged Commentary & Data)
KEY PEOPLE

Name Designation
Douglas L. Peterson President and Chief Executive
Officer, S&P Global
Ewout Steenbergen Executive Vice President,CFO , S&P
Global
Sue Avinir Chief Operating officer
James P. Bailey Managing Director, channel
management
Alka Banerjee Managing Director, Product
management
John L. Berisford President , S&P Global Ratings
Nick Cafferillo Chief Technology Officer, S&P
Global Market Intelligence
Presidents of the company:

 James H. McGraw (1917–1928)

 Johnathan Heflin (1928–1948)
 James McGraw, Jr. (1948–1950)
 Curtis W. McGraw (1950–1953)
 Donald C. McGraw (1953–1968)
 Shelton Fisher (1968–1974)
 Harold McGraw, Jr. (1974–1983)
 Joseph Dionne (1983–1998)
 Harold W. McGraw III (1998–2013)
 Douglas L. Peterson (2013–present)

CORE VALUES:

 Accuracy
 Relevance
 Completeness
 Timeliness

VISION:

“To be the leading provider of transparent and independent benchmarks &amp,

ratings, analytic data and research in the global capital, commodity and corporate
markets”

MISSION:

“Promote sustainable growth in the global capital, commodity and corporate

markets by providing customers with essential intelligence and superior service”

CULTURE:

“We are result-oriented and serve customers in a responsible and innovative way”
COMPETITORS:

 Thomson Reuters
 Bloomberg
 Fact Set
 Lexis Nexis
 L.P
 Pitch Book
 Markit

Divisions:

The company operations consists of five Divisions:

1. S&P Global Ratings:

S&P Ratings is an independent provider of credit ratings, research and analytics,
offering investors and market participant’s information, ratings and benchmarks.
Credit ratings are one of several tools that investors can use when making
decisions about purchasing bonds and other fixed income investments.
2. S&P Global Market Intelligence:
This segment provides multi-asset-class data, research and analytical
capabilities, which
integrate cross-asset analytics and desktop services worldwide. S&P Global
Market Intelligence's portfolio of capabilities are designed to help the financial
community track performance, generate better investment returns(alpha), identify
new trading and investment ideas, perform risk analysis, and develop mitigation
strategies.
3. S&P Dow Jones Indices:

S&P DJ Indices is a global index provider that maintains a wide variety of

investable and benchmark indices to meet an array of investor needs. S&P DJ
Indices’ mission is to provide benchmarks to help with decision-making create
transparent indices, collaborate with the financial community to create innovative
products and provide investors with tools. S&P DJ Indices generates subscription
revenue but primarily derives revenue from non-subscription products based on
the S&P and Dow Jones Indices

4.S&P Global Platts:

Platts provides essential price data, analytics, and industry insight that enable
commodities markets to perform with greater transparency and efficiency.

5. CRISIL, an S&P Global Company:

CRISIL is a global analytical company providing ratings, research, and risk and
policy advisory services. We are India's leading ratings agency. We are also the
foremost provider of high-end research to the world's largest banks and leading
corporations.

SERVICES OFFERED:

 Credit Analysis: Measure, mitigate and manage credit risk for public
and private companies, and make informed decisions that can potentially
improve risk-adjusted return to gain a competitive advantage through the
use of fundamental and risk data. Ratings and research, probability of
default and loss given default models. In addition, analytical services
including validation and stress testing capabilities.
 Fundamental Analysis: When performing fundamental analysis on a
security or company, you want a 360-degrec view. Not only does our
database cover more than 99% of global capitalization, giving you
information on almost every aspect of a company, it also provides
detailed insights into related companies. Looks up the supply chain to
uncover any potential problems and takes a detailed look at its equity and
debt profile.
 Quantitative Analysis: Portfolios and strategies are only as good as the
analysis and data behind them. Based on vast high-quality data, our tools
and analytics support even the most robust and complex quantitative
analysis. So whether looking for alpha or testing and building portfolios,
CIQ can help.
 Portfolio and Risk Analysis: Drawing on S&P Capital IQ's almost
limitless data and razor- sharp analytics, our clients can build, monitor
and restructure portfolios with confidence. Its full range of risk analytics,
pricing data, scenario and modeling tools give asset managers the tools
they need to Start uncovering alpha to bring value to their investors,
 Research: When a hedge fund analyst doing a deep dive on a sector, an
investment banker analyzing a potential M&A deal, or a wealth manager
looking for a stock report, S&P Capital IQ provides a full spectrum of
proprietary and aggregated sell-side research on a broad range of
companies, sectors, markets and economies. Our equity analysts are
experienced professionals, respected in their fields, and committed to
delivering the highest quality.
 Investment strategy: Standard & Poor's Investment Advisory Services
LLC ("SPIAS") provides non-discretionary, objectively tailored portfolio
models to help institutional sub- advisors, portfolio managers, and
financial advisors to make informed decisions and develop investment
solutions for their clients. Its investment strategies are built on proprietary
fundamental and quantitative disciplines by leveraging proprietary assets
of the S&P Capital IQ, S&P Dow Jones Indices, and Standard & Poor's
Ratings Services franchises.
 Data: Driving all our analysis. Tools and insights is S&P Capital IQ's
rich and abundant well of data. CIQ reaches far, wide and deep to
compile quality data and deliver it in milliseconds through our tools and
 analytics. Enterprise feeds and desktops — revealing connections,
linkages and resonance that give its clients a competitive advantage.
 Real-Time solutions: The landscape of the real-time market data space is
changing rapidly. Stay competitive in this state of constant change by
reducing your total cost of ownership, and simplifying your
implementation process with access to S&P Capital IQ's proprietary global
network and multi-asset class market data and content.
 Enterprise solutions: The enterprise demand for up-to-date information
on entities, sectors and securities to support risk-driven analysis has never
been greater. Addresses heightened analytical. Risk management,
regulatory and operations requirements with a broad array of market and
multi-asset class data from S&P Capital IQ.
DEPARTMENTS IN S&P CAPITAL IQ (HYDERABAD)

S&P Global has around 14 departments to provide complete clients data

Departments

Fundamentals Data Inputs Earnings& Estimates Securities

HR/ADM Technology BIGP BIRD

ETI People’s Data

FADIM EQA

Client operations/prod options Data Stewards

 ORGANISATIONAL STRUCTURE OF S&P GLOBAL
Assistant Manager
3 Team Leaders
 Junior Research Associate
 Research Associate
 Senior Research Associate
 Research Analyst
 Senior Research Analyst
McGraw Hill Head
President of s&p global
Data set manager
Senior Director
Deputy Director
Senior manager
Assistant Manager Assistant Manager
3 Team Leaders 3 Team Leaders
 Junior Research Associate
 Junior Research Associate
 Research Associate
 Research Associate
 Senior Research Associate
 Senior Research Associate
 Research Analyst
 Research Analyst
 Senior Research Analyst
 Senior Research Analyst
 CHAPTER -3

WORK FLOW MECHANISM

The methodology, which is followed in the project, is completely based on a key

Dev tool. The Information collected by Key Development are from various

International and Regional sources they are:

 Regulatory Filings: Every company Information is Available with the

Regulatory Authorities (SEC) and with stock Exchanges sites.

 Company Websites: By Visiting, company website and collecting Events

Calendar Data Including other key Information.

 Press Release: Every company before conducting any conference will

give a press release to inform the Investors about the Event.

 Web Crawler

 Connotate source

Guidance for data collection:

 When attaching exhibits for ECC, GUC, SCC always check duplicate by
selecting the following fields i.e. Related Company, Event type, Event data
and Event period.
 When there is no ECC event present for presentation, we need to go to the
company website and of any event is present we need to download the
information and need to process ECC event.
  In case of Japanese companies, we can directly process ECC event from
the presentation document itself if it is clear regarding event type, event
period and event date.
 In the case of ICC events deselect all the documents having version role
type ID as presentation in the Add Docs filed of the keyed.
 If only month and year is mentioned on the presentation document we need
to go to the Company website and search for any at which company is
presenting in the document and relate the document to the event.
 One presentation cannot be attached to two or more companies.
 Non PDF/PPT documents must not to be attached as presentations.

PROCESS OF EXHIBIT & PRESENTATION LINKING:

 Check Relevancy
 Eliminate Duplicate
 Attach Related company
 Attach Keydev’s Event Type
 Attach Source of the Event
 Capture Required Information
 Quality Assurance-Internal Checks
 Check Post Production Duplicate Elimination
 Data Delivery
PROCEDURE OF PROCESSING:

In case of ECC/GUC/SCC Events:

Case 1:

When the Event type and Event Date are clearly mentioned in the source
document:

 Select the related company, event type, event date, event period and click
on check duplicate
 Check the documents displayed as potential duplicates, select the relevant
document for rescheduling
 Commit the keydev.
Case 2:

When the Event Type is clearly mentioned and Event Date is not
mentioned

 Use Master Correction page to decide the date of the conference

 Select the company, event type, event date and event period and click
"Check Duplicate"

 check the documents displayed as potential duplicates, select the relevant

document for rescheduling

 Commit the Keydev.

Case 3:

When the Event Date is clearly mentioned and Event Type is not
mentioned

 Search Company website to confirm the event type, after confirming the
event type
 Select the related company, event type, event date, and event period and
click "Check Duplicate"
  Check the documents displayed as potential duplicates, select the relevant
document for rescheduling
 Commit the Keydev.

Case 4:

When the Event is not processed

 Search company website for any event information if information is

present
 Download the document and process the event using Add Document
option
 Commit the key Dev.

Case 5:
When the event is not processed and no information is available on
company website
 Search company website for any event information, if information is not
present.
 Check the country in which the company is based
 If the company is based on japan and if the event is ECC event, process
and commit the key Dev
 If the company is not based on japan, need to attach the presentation to
the relevant company instead of event.
 Work Flow mechanism of Exhibit and Presentation Linking:

The entire Project will be done with help of Key Dev Tool to process the source
documents which contains basic Information about the companies.

Process Flow:

Source Documents: The Documents, which contains the Basic Information of

the company by using the Information available and with help of company
website we find the Event that is held by the company and collect the date and
Event type from the company website and Record It Source Document in Excel
sheet.

In addition, the source documents contain Document ID, Key Dev ID, and
Version ID which can be used to process the documents in the Key Dev Tool.

After Collecting, all the Information in the source Document then the next process
will be done at Production stage with the help of Key Dev Tool.

Key Dev Tool Process comprises of following steps:

 First with the help of source, documents Information that is recorded in

Excel sheet will be the main source to process in the production stage.
 In the key Dev tool by using Master Correction& master correction
Environment we check the Events and Identify if there are any duplicate
documents (which is already processed in the production) we record it as
duplicate document.
 And Identifying the Event and checking the presentation documents
whether it is linked to the Exact Event and the presentation should match
with the Title and Date on which it is presented in the Conference.
 Key Dev Team has so far Identified 65 Events but Exhibit and presentation
linking will done based on 10 Events.
  In the production identifying the Event and link the presentation to that
event which will be available in the platform where clients can get the
presentations whenever they require.
 In case if there is no Event happened then we link the presentation to the
related company.

Presentation & Exhibit to be linked to the corresponding Events:

 1st Quarter, 2nd Quarter, 3rd Quarter, 4th Quarter, First half year, full year
conference call with data and has other earning for the required period.

From the above presentation document of reliance industries limited is 4Q FY

2017-18, Financial Results on 27th April 2018, According to policy, this
presentation document should be linked to earnings call earnings call event of
Reliance Industries ltd. So that investor can directly search for earnings call event
and know information, there is summary of earnings call in short on S&P Global
Platform.
  Investor Conference where a participant company has presented.

From above presentation document of Bank of America, Which is participating

in conference (Morgan Stanley Financial Conference) held by Morgan Stanley
on June 12, 2018. This presentation document should be linked to conference call
(ICC) event of Morgan Stanley then it’s automatically generate company
conference call (CCP) event for Bank of America. As this conference call,
documents are important because company will publish important information to
in conference held by industry.

 AGM/EGM with a conference call, a SAC event.

From above presentation document, it is Annual Meeting of Stock Holders of

2017 of Bank of America. This document should be linked to Annual General
Meeting (AGM) Event of Bank of America. This document has financial
highlights and any Dividend declared information, its important document for
investor.

 Merger or Special topics related to a company and has a conference’

 Investor Day with date information, which can be presented as a
conference under our policies.

Above presentation Document is Investor & Analyst Day held by Bank of

America, This Document should be linked to (IAD) event. The main purpose of
conducting this event by companies is tell what their future plans and every
designated person will speak about particular topic in event.

Presentation/Exhibit to be linked to the corresponding company:

 Monthly Investor Presentation released by the company every month.

Above presentation document of Tata Motors should be linked company wise

because its monthly update information about the company it may be of earnings,
fixed income, sales related also because it’s not of one particular event
information it should be linked company wise. Therefore, investor on S&P Global
Platform can see that it.

 Events, which cannot be, processed under conference call as per collection
guidelines.

Above presentation document of John Son & John Son Company it cannot be
processed or linked under event wise because this presentation is about non-
financial information of the company it should be linked company wise.
 Tasks performed and Objectives Achieved:

 Initially when I was processing with the source documents I have given a
target of 150 Documents per day in the Excel sheet.
 In addition, I have achieved a target of processing 200 documents per day
in the project.
 In the first month itself, I started working in the production level where I
have given access to key dev tool to link the presentation to the Events.
 In the production level, I have linked nearly 5000 documents out of 10000.
 Recently new project was started where the presentation documents are not
in English language. With the help of google translation, the presentation
will be identified on which day it has happened and will be linked to related
company.
 While processing in the production there is no target to complete in a
particular day but mainly focused on quality of the data with error free.
 In addition, with help of Learning Exchange tool I have completed 8
certifications, which are mandatory for an Intern.
 LEARNINGS

 Gained practical experience, which is more important to the present

competitive world.
 Came to know how actually a company works and how different
processes are carried.
 Came to know how a company maintains a relationship with its
employees and how important those are.
 Learned how to improve my team leadership skills and how to
develop them.

 Learned how importance the financial Data is and how the date is
sent to production process, which is ultimately important for an
investor to take a decision to invest.
 Learned how to approach different levels of authority.
 Learned the process of Data collection from different sources.
 Chapter 4

Conclusion
In the modern financial era, presentation has an important role in investing
the funds. It is difficult to the investor to update the information regarding the
company. Presentation will give an overview of the company and details of earnings,
what strategies company are using, performance of the company etc...,

If the investor of a company can able to find the event details like Date,
Time, place etc.., investor can participate in the event. If Investor not able to attend
the event he can watch, live from the link provided by the company. If the investor
cannot able to understand or not clear what speaker voice then presentation will help
to understand.

This will help the investor to take decision and able to analysis the
performance of the company. The company will issue the document in English as
well as in their own language so that investor can understand easily.

Company also release the details of the dividends and about CEO’s,
Managing directors etc.., this will also help to the investor to take decision whether
to invest in the company
 CHAPTER -5
RECOMMENDATIONS

 I would like to suggest for Human Resource to provide a meeting with

student weekly or monthly to ensure the welfare of the students be not
ignored.
 In fact, the students can obtain a lot of new information. Besides that, I
expect the company will provide a suitable place or room for trainees so
that they can have a place to do reports and communicate with other
trainees for more knowledge.
 Moreover, I hope supervisors could improve motivation session to trainees
so can be more competitive and motivated. This can improve trainees’
skills, general knowledge and expertise on certain matters
BIBILOGRAPHY:
https://www.spglobal.com
ttps://www.spglobal.com/marketintelligence/en/
www.moneycontrol.com
www.investopedia.com