Professional Documents
Culture Documents
Datastream News
Macro Explorer in
Thomson Reuters Eikon Q1.14
The New Visualisation in this issue
Experience, powered by
• Macro Explorer – innovative data
visualisation concepts
• Thomson Reuters Eikon with Datastream
continued on page 2
2 INFOSTREAM • Q1 2014 • © Thomson Reuters 2014 FE ATUR E
• Moving Grid – Use this view to find top/bottom performers and spot trends across periods. Each
country included in your chosen universe is ranked in descending order of values for the measure you
choose from the Focus menu. Values for the Current Year selected on the slider are shown in orange,
and values for the previous year are shown in grey.
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• Scatter Plot – Use this view to explore trends in relationships between three different measures – and
spot country clusters and outliers. Use the dropdown menus at the top of the window to select which
measure to show not just on the X (horizontal) and Y (vertical) axes, but also as the bubble size for
each country as a third variable. Hover your mouse over a bubble on the chart to display a quick chart
and the latest value, or click on the bubble to display the X and Y values.
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• Table – Use this view to display and sort tabular values for all the countries and measures you have
selected, with the option to export to Excel using the icon in the top right. Additionally, you can open
respective Country Overview pages within the Thomson Reuters Eikon desktop by right-clicking on
country names in this view, then selecting Open in New Window (countries for which this feature is
available are highlighted in white).
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How to access
Macro Explorer is available from the App Library, where it can be added as a favourite; from the Search
box, including under the shortcut MACROX; or using the link in the top right of the Country Overview
pages in Thomson Reuters Eikon.
For more information and training, contact your local Thomson Reuters representative or watch an
On-Demand training video here.
6 INFOSTREAM • Q1 2014 • © Thomson Reuters 2014 FE ATUR E
Recent Changes to Navigator
The Datastream Navigator has recently been enhanced to make it easier
for you to select the series you require from the millions of time series
available on Datastream. These changes include enhancements to:
• The datatype search interface – this now uses the powerful text search, explorer and filtering
facilities currently used for the series search – in order to facilitate the selection of the most
appropriate datatypes for your analysis.
• The preview pane, which displays charts and metadata for the series to help differentiate between
the series. This now displays:
• Links to pages on the source’s websites that cover their press releases for Economics series
• Dates the values for a series will next be updated for Economics series
• Lipper codes for Mutual Funds
• Thomson ONE codes for alternative Equity quotes
• The list creation and editing facilities in the My Selections interface to support:
• Series not currently held in the Datastream central servers or Navigator (but available in other
Thomson Reuters databases)
• Thomson ONE codes for alternative equity quotes
• Series/datatype/expression combinations – BARC(DY), 009E(BARC), etc
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In addition, you can use the explorer hierarchies to narrow down the results using the explorer trees
available for the different data categories such as for the estimates provided by I/B/E/S.
Selecting the row in the results will display notes on the datatype, and the explorer tree(s) which
the selected datatype appears in to help you locate similar datatypes (click the link to display the
explorer hierarchy required).
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The Lipper codes for Mutual Funds and Thomson ONE codes for alternative Equity quotes
(see enhanced list facilities screen below) are also displayed in the preview pane.
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Alternatively, if you know the symbol for the quote, this can be typed in directly (even if not displayed
in Navigator) – so the list can be used in other Thomson Reuters interfaces.
Or you can add series with datatypes such as BARC(DY), FTSE100(RI), etc where you need a single
list with series with different datatypes, or Datastream expression codes such as 009E(BARC).
Note: With these extensions to the list building and editing facilities in My Selections, Datastream for
Office users visiting the List Editor from the Excel ribbon, will instead be directed to the My Selection
list facilities in Navigator that now have similar functionality.
The display of the number of series in each explorer node, to help you identify the node most likely
to contain series you need in your analysis, and the option if there are several smaller nodes to
display the series in these together – the text searching, and filters are then available to use with the
combined results set.
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An extended set of shortcut keys is now available to move quickly around the explorers. Press:
• E on the keyboard when the focus is on the Navigator page to display the explorer hierarchies
• The arrow keys to move up/down and across the explorer hierarchies
• The first character of the country (for lists of countries that are sorted alphabetically) to move to the
first country in the list, with subsequent presses moving through those countries starting with that
character
• <Enter> to then select the required explorer node
These are in addition to the standard browser keys – Alt left and right arrow keys – to move to
previous page and then forward again to the current page.
When an explorer tree with indentations is exported to Excel, the descriptions are indented to reflect
these indentations in the table, and a column with the indentation levels is included to show the
layout of the series from the source.
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The RIC code is now selectable in the preview pane to return this to the latest version of
Datastream for Office,
and more ‘Recent Searches’ for returning to previous searches and explorer selections are held.
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Thomson Reuters Eikon with Datastream
– Integration Update
Thomson Reuters Eikon with Datastream is the next-generation
Thomson Reuters platform, combining the premier desktop for financial
professionals with Datastream’s powerful cross-asset charting and
analytical tools. Upgrade from previous versions of the Datastream
desktop to experience enhanced, intuitive and convenient workflows
including autosuggest and shortcuts, and benefit from access to broader
content and information including the world-class Reuters News service,
plus integrated collaboration tools.
With the release of Thomson Reuters Eikon version 4 in Q1 2014, the advantages of upgrading
are greater than ever, with Datastream capabilities better integrated and embedded, and the
deployment experience of the Microsoft Office add-ins simpler and easier.
Key benefits:
• Suite of integrated Datastream Charting apps via shortcuts and and/or menu favourites, which
provide convenient, multi-tab or multi-window access to your existing library of charts, styles
and templates – plus Chart Studies for quick and easy access to commonly used valuation,
performance, technical and fundamentals charts.
• Ground-breaking innovation – including access to the brand-new Macro Explorer app, which
leverages the power, breadth and depth of Datastream content and allows you to explore global
trends, areas of risk and macro investment opportunities using a variety of visualisations, including
a world map.
• Holistic content including news from Reuters and The Economist, Reuters Polls, social media
monitoring and sentiment analysis, research, ownership, price monitoring and portfolio
management tools.
• All charts, styles, templates, expressions, lists, user created indices and time series that you have
created using the Datastream desktop are retained – no need to migrate.
• Integrated collaboration and messaging tools connect you to the financial community.
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Add-ins for Microsoft Office
Upgrading to Thomson Reuters Eikon for Microsoft Office offers significant advantages and
additional capabilities:
• Formula-based requests which can be integrated with Excel formulas, rather than
Active X controls.
• Enhanced expression-building interface including extended character limits.
• Simplified deployment experience via Check for Updates within the Eikon desktop.
• HTTP communications which allow you to connect on the go using wifi.
• Extended content eg real-time pricing, detailed estimates, ownership, StarMine.
• Integration with Eikon desktop via right-click to relevant views eg News.
• Keyboard shortcuts for routine Office tasks.
• Screening and portfolio management tools.
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For more information, contact your local Thomson Reuters representative and watch this video!
16 INFOSTREAM • Q1 2014 • © Thomson Reuters 2014 P RODU C T E N HAN C E MENT
Microsoft Withdrawal of Support
for Windows XP and Office 2003 on
8 April 2014
Implications for Datastream
Microsoft has announced that it is withdrawing support for the
Windows XP operating system and Office 2003 suite on 8 April 2014 –
for full details of this announcement please refer to this notice on the
Microsoft website.
As a result of this change, it is likely that any customers still using this software will soon move to a
more recent Windows operating system. Thomson Reuters would like to warn customers that older
Datastream interfaces are not compatible with 64bit environments – so the choice of operating
system may have implications.
Specifically, the DS Windows interface, which was an early precursor of the Datastream Desktop
(Advance) and Datastream Professional products, is a 16bit application and is not compatible with
64bit operating systems. DS Windows has not been removed from support by Thomson Reuters and
there are still existing users of this product.
Thomson Reuters has been actively communicating this announcement to customers over recent
months, but any customers who currently use DS Windows or are unsure whether they are impacted,
are strongly urged to contact their local Thomson Reuters representative or Help Desk, to obtain
further information and advice.
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Economics Round-up
The latest release of Navigator includes Next Dates of Release for over
300,000 national source series! Taken from calendars published by the
sources or estimated from past experience, the dates provide the tool for
planning around next updates; or for knowing the economic events to be
released on a given day. This is phase one of a two-part release. The second
phase will provide the reference period, ie observation, that is being issued
on the release date. Please see the article on page 7 for more information.
Much progress was made on the projects for expanding coverage of emerging markets of Africa
and CIS. More than 17,500 new series were added, providing more extensive economic profiles
for analysis. Macroeconomic forecasts for the world and regions from Consensus Economics are
now available – see page 22. Other series additions include a variety of data across many markets
including new proprietary indicators.
Africa
The African market expansions are summarised below, with sources and new data highlights given.
Please refer to the Content Updates for full details.
New data: Industry GDP and production indices; government operations accounts and debt; banking
credits and deposits; trade by commodity, country and combination.
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New data: Consumer confidence; detailed national accounts; central government expenditures
and external debt; money supply; statistics for retail and wholesale trade, agriculture, construction,
services, transport, education, healthcare and industry sectors; more CPIs, house and construction
prices; workforce, employment, unemployment and wages; imports and exports.
Other Additions
Proprietary new indicators released recently include the following:
Economic Policy Uncertainty Indices: This data is compiled by Scott Baker, Nicholas Bloom
and Steven J Davis at www.policyuncertainty.com. They use a variety of sources and newspapers,
and “construct an index from three types of underlying components. One component quantifies
newspaper coverage of policy-related economic uncertainty. A second component reflects the
number of federal tax code provisions set to expire in future years. The third component uses
disagreement among economic forecasters as a proxy for uncertainty.” The 25 series include overall
and per category uncertainty indices for Canada, China, France, Germany, India, Italy, Spain, the UK
and the USA. The indices are monthly and generally start in 1985. For the USA there are also two
daily releases. Content Update #6573.
PMIs: The latest Purchasing Managers Indices (PMI) to be introduced by Markit Economics are
the HSBC South African and Blominvest Lebanese PMIs for whole economies. The indicators are
compiled from surveys of about 400 private-sector firms in the manufacturing, mining, services,
construction and retail sectors. The standard PMI methodology is employed, and in line with the
other Markit PMI surveys, there are sub-indices for backlogs of work, employment, input prices, new
export orders, new orders, output, output prices, purchase prices, quantity of purchases, staff costs,
suppliers’ delivery times and stocks of purchases. Content Updates #6708 and #6709.
UK Growth Indicator: The Confederation of British Industry (CBI) recently launched a composite
economic indicator which aggregates output for manufacturing, distribution trades; consumer,
business and professional services sectors. The CBI Growth Indicator is an important barometer
for the pace and trend of UK economic growth, covering about 75% of the private sector economy.
The monthly composite data is available for both past three months and the next three months.
Content Update #6703.
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The other recent additions are listed below, along with their Content Update number and a
hyperlink to it.
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Regional and Global Aggregate
Series Added to Consensus Economics
Historical Database
By Philip Hubbard and Richard Potts, Consensus Economics
Consensus Economics Inc., founded in 1989, is one of the world’s leading international
economic survey organisations. Each month Consensus Economics polls more than
700 economists around the world to obtain their economic forecasts and views for the
principal macroeconomic variables, for more than 90 countries. They then calculate the
‘consensus forecast’, which is defined as the mean average of the forecasts of individual
country panellists, who are generally expert in individual country sectors. A more detailed
explanation of the survey methodology, together with examples is shown at
http://www.consensuseconomics.com/what_are_consensus_forecasts.htm
In addition to the individual country forecasts, Consensus Economics also compiles Regional
and Global Aggregate Forecasts for the following regions: North America, Western Europe,
EU 27, Euro Area, Asia Pacific, Asia excluding Japan, Eastern Europe, Latin America, Other
Countries NIE and World. Using up-to-date market exchange rate weights, the individual
country forecasts are aggregated to calculate the regional current and following year forecasts
for GDP, Inflation and the Current Account (US$ billion). The historical data series of these
consensus forecasts, dating back to September 1998, is now available as part of the PREMIUM
service for subscribers, and it may be found in the CEMAIN data module.
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Datastream’s Consensus Economics database is unique because of the inclusion of an
extensive historical datasets of forecasts – some going back to 1989 – allowing users to
examine changes in the economic outlook during critical historical periods across different
regions and countries (see below for a comparison of trends in 2012 GDP forecasts).
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The data also allows a user to compare how forecasts for a particular region have changed
over a given period (see the North American GDP graph below).
Consensus Forecasts can provide the busy executive with high-quality useful data, adding
credibility to investment decisions.
Update times
The data is updated shortly after the monthly Consensus Economics publications are released,
towards the middle of each month. As with the regular monthly publications, Eastern Europe
and Latin American forecast data is updated a week later.
Further information
For a complete list of series, please see Content Update #6782. Further information
on methodology is available on the Consensus Economics website here or by contacting
Consensus Economics directly by email editors@consensuseconomics.com or phone
+44 (0)20 7491 3211.
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Equity Indices – Update for February 2014
This edition of Infostream sees the release of a number of indices from S&P,
Dow Jones and Russell and also the FTSE/JSE RAFI 40 Index for South
Africa. Changes are being made to the MSCI and S&P Dow Jones Global
Industry Classification Standard (GICS), which will impact a number of
MSCI and S&P indices. The SIX Swiss Stock Exchange is implementing
changes to restrict its equity index constituent data into a new module,
and similar changes will be applied to the FTSE Bursa Malaysia KLCI
constituent list. Note that security names will remain unrestricted for all
the lists impacted by these changes but other data such as weights will
become restricted. Both changes will be implemented in July 2014. We
are also pleased to announce the release of new Thomson Reuters Private
Equity Indices.
Global Update
The Thomson Reuters Private Equity Buyout Research Index is a comprehensive and highly
representative indicator of the US private equity industry, while the Thomson Reuters Private
Equity Buyout Index is a ground-breaking investable index replicating the performance of the
Thomson Reuters Private Equity Buyout Research Index using liquid, publicly available assets. The
Thomson Reuters Private Equity Buyout Index allows liquid access to the gross performance of the
private equity industry through index-linked investment products.
“We are pleased to introduce two unparalleled indices for private equity market participants,”
said Stephan Flagel, Head of Indices at Thomson Reuters. “These indices are a prime example of
Thomson Reuters’ commitment to providing market-leading benchmarks and investable indices
in order to represent and provide access to illiquid asset classes such as private equity returns.”
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The comparative data below shows the Thomson Reuters Private Equity Buyout Index and
Thomson Reuters Private Equity Buyout Research Index performance since 1997.
Thomson Reuters Private Equity Buyout Index 1.39% 42.60% 32.18% 17.26%
Thomson Reuters Private Equity Buyout Research Index NA 44.33% 28.93% 17.53%
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Datastream Global Equity Indices – Quarterly Review – January 2014
The quarterly review of the Datastream Global Equity Indices was effective from 13 January 2014.
To reflect the growing interest in the opportunities of the MINT region, new indices for Nigeria and
the MINT region were created.
The changes include the addition of 6 new sub-industries, the discontinuation of 4 sub-industries,
and name and definition changes at industry and sub-industry levels. There are no changes at
sector or industry group level. After the revisions, the new GICS structure will consist of 10 sectors,
24 industry groups, 67 industries and 156 sub-industries.
GICS Hierarchy:
http://www.msci.com/resources/xls/GICS_map2014.xls
Impact on MSCI indices
Impact on S&P indices
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Russell Global Indices
A number of Russell indices from the Russell Global Index universe are now available on
Datastream.
The FTSE/JSE RAFI 40 Index comprises the 40 companies with the largest RAFI fundamental
scores selected from the constituents of the FTSE/JSE All-Share Index.
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UK – FTSE 100 Equally Weighted Index
The FTSE 100 Equally Weighted Index is an equally weighted version of the FTSE 100 Index. The
index contains the same constituents as the cap-weighted FTSE 100 Index.
This change is a result of the SIX Swiss Stock Exchange no longer licensing constituent-level data
excluding security names for wholesale distribution through vendors to its clients.
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Equities and Funds – Update for
February 2014
This quarter we see the release of Net Asset Values for ETFs from over
20 markets. There has also been an increase in funds coverage with the
release of funds from seven markets: China, Japan, Chile, Mexico, India,
Portugal and over 11,000 funds from Australia, with all the data being
sourced from Lipper. Additional MiFID exchanges are available with the
release of Aquis and Bats Chix OTC, and we have released Market Value
by Company as a time series for Brazil.
The following price datatypes are supported for the securities listed on these exchanges:
Please refer to this link for more details on calculation method and coverage.
It should be noted that it is possible for a stock to have traded for the day, with the Close Price (P),
Official Price (PZ), Reference Price (PX) and Volume (VO) set, but no Auction Close Price (OP).
Example
TYPE NAME P PZ PX OP VO
Mexico – ADRs
The existing dividend history for Mexican ADRs was updated on 5 February 2014. This is as a
result of a quality review and brings coverage in line with internal sources. Details are available on
the Extranet.
ISOMIC changes
Changes have been made to the ISOMIC datatype to align the definition of the datatype in line
with the corresponding value published by ISO. At present the ISOMIC datatype is a mixture of the
Operating MIC, which was introduced by ISO in 2013, and the Market MIC.
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Example
After the changes were made, the ISOMIC reflects only the Operating MIC. This means ISOMIC is
the same for a number of Datastream exchanges. For the Market MIC, clients are advised to utilise
SEGM where available.
Example
At the same time as updating the ISOMIC, the ISONAME has been aligned, where it is possible to
do so without exceeding the field limit for the datatype.
NAV information is sourced from Lipper, a Thomson Reuters company, and a global leader in
supplying fund information, analytical tools and commentary. History is generally available from
December 2013.
The primary quote is displayed but NAV is also available for any secondary quotes that exist.
Where primary and secondary quote trading currencies are different, then the NAV will be
converted into the currency of the secondary quote to provide simple exchange price (P)
comparison. Datastream previously supported NAV for a small bespoke list of ETFs; these
Return Index:
The Return Index (RI) will be calculated by Datastream, using the following methodology:
Where:
= price on ex-date
Navigation:
Where available the ISIN and SEDOL code will be stored for each fund; Datastream will also store
the Lipper ID to every fund record to improve navigation and fund identification.
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Funds – Change of Source for US Mutual Funds
With effect from 15 December 2013, the source for US Mutual Fund content was switched to
Lipper. Datastream continues to support the following data items:
• Fund Name
• Fund Domicile
• Fund Classification (Mutual Fund, Hedge Fund, Insurance Fund or Pension Fund)
• Symbology (ISIN, SEDOL, CUSIP and Nasdaq Ticker)
• Net Asset Value – full Lipper history, stored in time series datatype P
• Dividends
• Corporate Actions
New Coverage
Datastream currently covers only US Mutual Funds, but as part of the migration it has added
2,700 Hedge Funds and 4,000 Insurance Funds with full Lipper histories.
Datastream Lists
The new lists are based on Lipper’s Asset Universe. Due to the size of the market, sublists have
also been created to break down the coverage universe.
A number of funds have been discontinued (mainly private funds, for which the Fund
Management Company has requested Lipper not to publish information). The status of these
funds has been set to ‘Suspended’.
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I/B/E/S – Announce Dates for Actuals
Thomson Reuters has released the Actual Announce Dates for all available
measures. These static datatypes represent the date the company has
reported its latest earnings as opposed to when the reported actual has
been recorded. Announce dates may not always represent the date of the
company’s official announcement.
DATATYPE MEASURE
EBDANCDT EBITDA
EBTANCDT EBIT
GPSANCDT GAAP
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DATATYPE MEASURE
SALANCDT REVENUE
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ASSET4 Content Optimisation Update
Aligning to corporate materiality
Almost 12 years after the inception of the ASSET4 ESG database, this latest
optimisation is central to our strategy to better meet the changing needs
of our customers for relevant and material ESG data across more markets.
Through extensive analysis of the existing framework, looking at customer
usage stats, data availability and our own in-house research, we believe
that this new framework will bring about significant benefits.
This enhanced framework consists of more than 300 data points that best align to current
sustainability reporting trends and global reporting guidelines. It offers a stronger focus
on objective and comparable quantitative and process-driven data. The greatest area of
simplification has been on the driver dimension, due to feedback we have gathered from our
customers over the years and its limited benefit in understanding company ESG performance.
For the full list of strategic and optimised data points, please see the ASSET4 Strategic
Framework file on the Extranet here. The file contains two worksheets: ‘A4 Strategic’ which
includes all data points that we will continue to collect on starting with FY2014 data onwards, and
‘A4 Optimised’ which we will stop collecting post-FY2013 updates.
Benefits
Company coverage
Our customers have asked for greater coverage in small-mid capitalised companies and emerging
markets. A leaner framework enables us to be more flexible and significantly increase our
coverage. With the optimised framework we expect to double the number of companies we cover
by 2015.
Timeliness
By focusing on the most relevant and reported ESG metrics, we will have significantly improved
timeliness targets. The turnaround time required for processing companies with CSR (Corporate
Social Responsibility) reports will be halved to two to four weeks post-publication.
Data availability
Having data points with very little reported data makes it hard to compare companies. We
selected the most relevant ESG data points where reported data was sufficient, leading to greater
overall data availability.
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Quality
The quality of the data is paramount to us, and we will continuously focus on delivering best-in-
class data to our customers. We believe that the new framework can only further benefit our aim
of providing the most accurate and objective ESG data.
Schedule
The new framework will be implemented in the second half of 2014 and changes will gradually
start taking effect throughout the end of this year and into 2015 (applicable only for the FY2014
updates and onwards). All fiscal year 2013 updates will continue to be updated according to the
original framework. An estimated timeline is provided below.
ESTIMATED TIMELINE
Summary
We are excited about this latest development. The focus, expanded coverage, improved timeliness
of updates, quality and availability – these are all essential ingredients that will drive transparency
and objectivity, so that customers have the confidence to make critical decisions in a complex
world. As we look to the future, we will continue to search and unlock further value from our ESG
content. By working together we aim to provide innovative solutions that will distil oceans of data
into simple answers.
If you have any questions relating to the ASSET4 optimisation framework, please contact us:
asset4supportescalation@thomsonreuters.com.
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Datastream Interest Rate Content
Changes to European Banking Federation Series – Euribor, Euribor
USD, EONIA, EONIA Swap and Eurepo
Thomson Reuters Datastream has been given notice by the European
Banking Federation (EBF) that from 3 March 2014 all its financial
benchmark rates (Euribor, Euribor USD, EONIA, EONIA Swap and
Eurepo) will be subject to a ‘fee for access’.
Important Note: EBF rates that are delayed by over 24 hours will be available to Datastream
customers free of charge.
• Existing EBF series will be ‘delayed’ by over 24 hours, ensuring all customers have continued access
to the same data series on the same mnemonics, without incurring additional fees. The names will
be amended to indicate the word ‘delayed’ for clarity.
• New ‘duplicate’ EBF series will be created in Datastream with ‘non-delayed’ data. These series will
have new mnemonics and the same depth of historical data. These series will be available to clients
who have been granted access from EBF.
Clients are to use the following link to get access to the current data. They need to enter their
Subscriber number and Datastream user ID to ensure access is granted.
Subscription: http://subscriptions.euribor-ebf.eu/
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‘DELAYED’ EBF ‘DELAYED’ EBF NEW EBF ‘RESTRICTED’ NEW EBF ‘RESTRICTED’
MNEMONICS DESCRIPTION MNEMONICS DESCRIPTION
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‘DELAYED’ EBF ‘DELAYED’ EBF NEW EBF ‘RESTRICTED’ NEW EBF ‘RESTRICTED’
MNEMONICS DESCRIPTION MNEMONICS DESCRIPTION
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‘DELAYED’ EBF ‘DELAYED’ EBF NEW EBF ‘RESTRICTED’ NEW EBF ‘RESTRICTED’
MNEMONICS DESCRIPTION MNEMONICS DESCRIPTION
42 INFOSTREAM • Q1 2014 • © Thomson Reuters 2014 CON T E N T E N HAN C E MENT
Commodities & Energy
Chinese Metals Expansion
Datastream has expanded its coverage of Chinese metal prices to include
specialist steel quotes on boiler and shipbuilding plates. The expansion
consists of 37 spot prices on a daily basis, 8 daily indices on coal and iron
ore and 7 weekly steel indices. All quotes are from the source SteelHome,
with steel indices commencing from January 2012 and other series from
January 2013.
Thomson Reuters GFMS is recognised as one of the world’s leading economics consultancies
in precious metals, specialising in research into the global gold, silver, platinum and palladium
markets. Its gold and silver supply/demand data forms the global benchmark; the international gold
and silver markets are largely dependent on these.
The chart above shows the changes in gold mine production between China and South Africa in the
last 14 years, with China now becoming the dominant producer.
UAIX Indices
The UAIX Indices are single-strategy indices that aim to track and outperform the performance
of their respective UAI benchmarks. UAIX Indices have between 6 and 15 constituent funds
and are built using a systematic quantitative model. Their performance is published every
Wednesday. More information and calculation methodology can be viewed on
http://www.ucits-alternative.com/page-benchmarkmethodology.html
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Company Additions to Worldscope
During the October to December period, 353 companies were added to
the Worldscope database. These additions included 99 US, 35 UK, 27
Australian, 20 Canadian, 22 Hong Kong, 13 Indonesian and 13 Japanese
companies. A total of 8,215 active companies have now been added, with
data sourced from the Reuters Fundamentals database.
Worldscope’s total coverage at the end of December consisted of 75,741 companies, 46,349 of
which were active companies.
BAHAMAS 11 0 10 1 11 10
BAHRAIN 45 0 43 2 45 2
BANGLADESH 69 0 69 0 69 70
BARBADOS 12 0 12 0 12 12
BOLIVIA 15 0 15 0 15 15
BOTSWANA 19 0 19 0 19 17
CAMBODIA 2 0 2 0 2 2
CAYMAN ISLANDS 51 4 37 18 55 11
COSTA RICA 8 0 8 0 8 8
COTE D'IVOIRE 29 0 29 0 29 29
CZECH REPUBLIC 91 0 15 76 91 0
ECUADOR 12 0 12 0 12 12
EL SALVADOR 9 0 8 1 9 8
ESTONIA 18 0 16 2 18 7
FAROE ISLANDS 3 0 3 0 3 3
FIJI 15 0 15 0 15 15
GEORGIA 1 0 0 1 1 0
GHANA 29 0 28 1 29 28
GUATEMALA 6 0 6 0 6 6
GUERNSEY 29 0 24 5 29 24
GUYANA 3 0 3 0 3 3
HONDURAS 5 0 5 0 5 5
HUNGARY 72 0 42 30 72 7
ICELAND 26 0 10 16 26 4
ISLE OF MAN 15 0 13 2 15 13
JAMAICA 28 0 25 3 28 25
JERSEY 14 0 12 2 14 12
KAZAKHSTAN 57 0 49 8 57 45
KENYA 55 0 55 0 55 30
LATVIA 33 0 31 2 33 31
LEBANON 12 0 12 0 12 6
LITHUANIA 42 0 33 9 42 17
MACEDONIA 33 0 31 2 33 31
MALAWI 8 0 8 0 8 8
MALTA 20 2 22 0 22 22
MAURITIUS 48 1 47 2 49 43
MONGOLIA 1 0 1 0 1 1
MONTENEGRO 22 0 22 0 22 22
MOROCCO 80 0 73 7 80 32
NAMIBIA 7 1 8 0 8 8
NIGER 1 0 1 0 1 1
PALESTINE 28 0 28 0 28 28
PANAMA 22 0 22 0 22 20
PARAGUAY 40 0 40 0 40 40
QATAR 46 0 42 4 46 1
SENEGAL 1 0 1 0 1 1
SLOVAKIA 49 0 22 27 49 1
SLOVENIA 64 0 49 15 64 13
SUDAN 1 0 1 0 1 1
SWAZILAND 3 0 3 0 3 3
TANZANIA 5 0 5 0 5 5
TUNISIA 57 0 57 0 57 49
UGANDA 6 0 6 0 6 6
UKRAINE 92 0 91 1 92 85
VENEZUELA 57 0 35 22 57 4
ZAMBIA 14 0 14 0 14 14
ZIMBABWE 38 0 35 3 38 0
49 INFOSTREAM • Q1 2014 • © Thomson Reuters 2014 CON T E N T E N HAN C E MENT
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