Thomson ONE Investment Banking
Certification
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Thomson ONE Investment Banking
Live & OnDemand Training
OnDemand Training
Self-paced videos and interactive modules available to you anytime.
Live Training
Instructor led, group or one-to-one interactive training, that you can book through the Knowledge Live calendar.
Thomson ONE Investment Banking
- Watch this video to learn how to subscribe to Thomson ONE Product Change Notifications enabling you to keep up to date with the latest product changes.
Total Running Time 3:13 - Discover how quick and easy it is to connect with expert help using Contact Us. Contact Us is accessible via many of the Thomson Reuters Products.
Total Running Time 2:10 Getting Started with Thomson ONE.com (11)
- This course covers the following topics:
Navigating the ThomsonONE.com Home Page (3:36)
Overviews of the Market Views Group (3:03)
Deals Activity within Market Views (2:39)
Customizing the Market Monitor (3:57)
Finding Aggregate Estimates (4:16)
Introduction to Company Views (5:21)
Introduction to Watchlist Views (3.28)
Creating a Watchlist (4.09) - This course covers the following topics:
Accessing Financial Reports (1:07)
Reuters Fundamentals (1:57)
Comparable Analysis (2:15)
Company Screening by Financial Information (3:24) - This course covers the following topics:
Introducing the Deals Module (1:30)
Navigating the Deals Menus (6:10)
The Overview Pages (1:10)
The Recent Deals Pages (2:40)
The League Tables Pages (1:30)
Working with M&A League Tables (1:40)
Using the Volume Trends Pages (1:30)
M&A Tearsheets (1:00)
Equity Tearsheets (1:10)
Bond Tearsheets (1:20)
Loan Tearsheets (1:10)
Project Finance Tearsheets (1:00) - In this course you'll learn how locate research information within Thomson ONE Investment Banking.
This course covers the following topics:
Using the Basic Search Tool (2:08)
Conduct an Advanced Search (4:21)
Research in the Watchlist Views (2:04) - In this course you will learn how to get the most from the comprehensive array of Estimates tools within Thomson ONE Investment Banking.
This course covers the following topics:
Aggregates and Aggregate History (2:07)
Consensus Estimates (2:00)
Detail Estimates (2:08)
Earnings Surprise (1:14)
Estimate Activity (0:56)
Estimate History (1:13) - This course covers the following topics:
Corporate Events (2:24)
Event Briefs (1:17)
Event Transcripts (1:27)
Events, Briefs and Transcripts (2:10)
Screening for Corporate Events (2:24)
Consensus with Guidance (2:10)
Guidance Summary (2:27)
Delta Reports (1:22) - In this course you will learn how to get the most from the Ownership tools contained within Thomson ONE Investment Banking.
This course covers the following topics:
Overview of the Ownership Summary Page (2:58)
The All Shareholders Page (1:32)
Shareholder Momentum (1:16)
Single Security Analysis (4:12)
Single Security Momentum (3:27)
Peer Analysis (4:11)
Peer Momentum (4:37)
Holding Details (3:13)
Target Contacts (2:19) - This course covers the following topics:
Introduction (1:20)
Navigating the Private Equity Module (2:10)
Using the Saved Books Feature (3:05)
Exploring the Market Overview Page (5:10)
Creating a Coverage List (3:10)
Finding a Company by Name (3:45)
Search for Companies, Firms, or Funds (3:35)
Searching for Limited Partners (1:50)
Fundraising Overview (6:45)
Fundraising Search (3:50)
Searching for Investments (3:20)
Searching for Portfolio Company Valuations (3:00)
Searching for PE Exit Information (2:50) - This course gives you a comprehensive overview of how to use the Credit Analysis Module within Thomson ONE Investment Banking.
This course covers the following topics:
Video Introduction (1:14)
Searching for Bonds by Issuer (1:41)
Exploring the Advanced Bond Search Filters (4:28)
Loading a Symbol List (2:06)
The Scatter Chart (2:54)
Exploring the Bond Information Pages (4:04)
The View Charting and Add to Charting Functions (2:19)
The Maturity Profile and Group Profile Pages (1:24)
CDS Search Overview (1:31)
Viewing Your CDS Search Results on a Scatter Plot (1:41)
The CDS Monitor (2:48)
The CDS Curve and Benchmark Curve Pages (2:35)
The Benchmark Bonds Page (0:57) - Learn to use the Navigator which is a significantly improved search tool helping you quickly find information in Thomson ONE to generate ideas and written proposals on deal making, distinguishing your firm from your competitors. Navigator will help ensure Thomson is your one-stop helping you easily find all the content and data you require.
Total Running Time: 3:08 - Thomson Reuters Messenger allows you to communicate instantly with your colleagues and counterparties. In this module we'll demonstrate:
- Key Benefits of Thomson Reuters Messenger
- Installing Thomson Reuters Messenger
- Add Contacts to Your Contact List
- Group Contacts in Messenger
- Managing Conversations
- Sharing Documents and Screenshots in Messenger
- Editorial Communities and Chat Rooms
Discover the Thomson ONE Analytical Tools (5)
- This course covers the following topics:
Installing TRSL (1:02)
Launching TRSL (1:26)
The Basics of Data Item Lookup (6:12)
Company Descriptive Information (2:55)
Locating Basic Pricing and Performance Data (5:10)
Exporting a Time Series of Prices (2:05)
Retrieving Company Fundamentals (3:11)
Retrieving Current Estimates (3:07)
Retrieving Historical Estimates (1:51)
Advanced Estimates Lookup (3:52) - This course covers the following topics:
Constituents Lookup (1:37)
Using the Screening Tool (2:10)
Adding a Fundamental Analysis to Search Results (2:25)
Saving Your Search Results as a Watchlist (1:58)
Building a Ratio (3:02)
Using the Aggregate Builder (2:14)
Creating a Custom Expression (1:51)
Template Lookup (1:58) - This course covers the following topics:
Company Lookup (3:07)
Data Item Lookup (4:24)
The Template Library (2:47)
Run a screen for companies (5:00)
Create a Custom League Table (2:35)
Create a Volume Analysis (2:09)
The Expression Builder (2:19) - This course covers the following topics:
Launching Workstation DDE (2:18)
Finding Quotes Data (2:36)
Finding Historical Data (1:55)
Choosing Data Categories (2:13)
RTD and Cell Referencing (1:24)
Accessing Help and Support (1:18) - Explore the powerful combination of Analytical tools and world class content available in Thomson Reuters Advanced Analytics for Deal Making.
Total Running Time: 3:31
On Demand Offerings for a Senior Banker/MD (9)
- In this video, learn to use the Thomson Reuters Banker mobile app for your iPhone that keeps you informed about the markets, your clients and the sectors you cover when you’re out of the office.
Total Running Time: 3:59 - This OnDemand video will give you several tools you can use to take advantage of the video services provided by Reuters Insider. You'll learn what makes Insider a unique video application in helping you make better, smarter and faster market trades. In this video, you'll also hear from Richard Lee. He's the Investment Banking specialist on Insider
Total Running Time 3:47 - In this module, learn how to access Thomson Reuters MarketBoard on your iPad and easily access Indices, news and corporate calendar events.
Total Running Time 4:38 - Thomson ONE Mobile allows you to access key, cross-asset market data and news wherever and whenever you need it. Find out how to incorporate this tool into your daily workflow in this video.
Total Running Time 3:37 - Learn to use Pitchboard to enhance collaboration between you and your colleagues during the pitchbook creation process.
Total Running Time 3:27 - Learn to access the Thomson Reuters Deal Making Intelligence website which provides up to the minute market reviews and analysis to the global Deal Making Community.
Total Running Time 3:19 - Alerts are crucial when it comes to keeping track of the latest news, research, events and market data. Watch this video to see how to easily create alerts on news and company events.
Total Running Time: 1:52 - The Target Contact screener is a simple yet effective tool for identifying global buy-side and sell-side professionals, and building relevant reports that include contact details, coverage, and information about their firm.
Total Running Time 3:26 - The Thomson Reuters On Demand team’s suite of Capital Markets Consulting solutions offer you access to Ownership and Deals analytics delivered by our team of CFA-level analysts. Learn how to get presentation-ready reports on buy-side holdings of debt and equity securities, league tables, and much more in this video.
Total Running Time 3:13
On Demand offerings for a Junior Banker/Analyst (8)
- In this course, you will learn how to create and assemble a complete pitchbook presentation.
This course covers the following topics:
Introduction (2:20)
Thomson ONE Tools Used to Create a Pitchbook (1:20)
The Company Overview Page (2:50)
Stock Price Chart (4:50)
Peer Trading Multiples (2:10)
Locating a Deals List within TRDA(7:50)
Formatting Your Deals Table with Blueprint (1:20)
Customize a League Table (2:10)
Assembling Your Pitchbook (2:20)
Updating the Data in Your Pitchbook (2:00) - This course covers the following topics:
Conducting an Advanced Search (2:16)
Exploring Your Search Results (2:08)
Saving Your Search Results (2:16)
Customizing a Search Item (3:07)
Customizing a Report (3:43)
Customizing League Table Rankings (2:43)
Customizing an Analysis (2:57)
M&A Advanced Search (1:34)
Equity Advanced Search (2:08)
Bond Advanced Search (1:39)
Loan Advanced Search (2:27) - Creating a Watchlist has never been easier using the Navigator Search Tool.
Total Running Time: 4:19 - This session will introduce how to access and customize Thomson Reuters League Table sessions.
Total Running Time 04:33 - Alerts are crucial when it comes to keeping track of the latest news, research, events and market data. Watch this video to see how to easily create alerts on news and company events.
Total Running Time: 1:52 - This course covers the following topics:
Real Time News (1:58)
Significant Developments (1:59)
Global Press (2:43) - Explore the powerful combination of Analytical tools and world class content available in Thomson Reuters Advanced Analytics for Deal Making.
Total Running Time: 3:31 - This course covers the following topics:
Getting Started with the Investor Profiling Tool (5:50)
Creating a Peer Profile (4:30)
Adding Investors to Your Profile (6:10)
Exporting Your Report to PDF (4:30)
Key Benefits of Thomson Reuters Data (5)
- Explore the power of Reuters News and a few key tools available within Thomson ONE. This video will help you learn how to go beyond the facts, and gain insight from specialized reporters and editors as well as leading market and industry experts.
Total Running Time 3:41 - Watch this video for an overview of our StreetEvents offering, which provides a unique insight into what makes this dataset stand out. With StreetEvents, you can access corporate disclosures and brokerage events from over 18,000 public companies and 100 sell-side firms in over 90 countries.
Total Running Time 2:55 - Watch this video for an overview of our Ownership & Profiles offering, providing you with a unique insight into what makes this dataset stand out. This video features Patrick Orr, Content Lead for Ownership at Thomson Reuters.
Total Running Time 3:16 - Watch this video for an overview of our Estimates offering, providing you with a unique insight into what makes this dataset stand out. This video features David Gelinas, Content Specialist at Thomson Reuters
Total Running Time 2:58 - The goal of this video is to give you an overview of our Fundamentals offering, providing you with a unique insight into what makes this dataset stand out. This video features David Coluccio, Content Specialist at Thomson Reuters.
Total Running Time 2:37
Mobile Tools (4)
- Learn to use Pitchboard to enhance collaboration between you and your colleagues during the pitchbook creation process.
Total Running Time 3:27 - In this video, learn to use the Thomson Reuters Banker mobile app for your iPhone that keeps you informed about the markets, your clients and the sectors you cover when you’re out of the office.
Total Running Time: 3:59 - Thomson ONE Mobile allows you to access key, cross-asset market data and news wherever and whenever you need it. Find out how to incorporate this tool into your daily workflow in this video.
Total Running Time 3:37 - In this module, learn how to access Thomson Reuters MarketBoard on your iPad and easily access Indices, news and corporate calendar events.
Total Running Time 4:38
Getting Started with Thomson ONE Workstation (5)
- This course covers the following topics:
Navigating the Investment Banking Workstation (3:34)
Changing Your Workspace Navigation (1:23)
Using the Entity Manager (4:36)
Introduction to the Thomson ONE Workspace Services (3:31)
Adding a New Page to Your Workstation (2:19)
Organizing Groups and Pages (1:41)
Setting the Home Page (1:00)
Navigation Short Cuts (1:35)
Back-Up Tools (2:03) - This course covers the following topics:
Launching Workstation DDE (2:18)
Finding Quotes Data (2:36)
Finding Historical Data (1:55)
Choosing Data Categories (2:13)
RTD and Cell Referencing (1:24)
Accessing Help and Support (1:18) - This course covers the following topics:
Creating a Symbol List (2:02)
Searching for a Ticker Symbol (1:10)
Entering Constituents from an Index (2:01)
Editing the Flex Monitor Layout (1:45)
Updating the Wrap Row (1:36)
Creating Symbol Groups in the Flex Monitor (1:18)
Using the Price Chart (2:32) - In this video you will learn how to use Favorites to quickly access content in your Thomson ONE Workstation.
Total Running Time 1:14 - This video contains a power tip on how to quickly find and access content in your Thomson ONE Workstation.
Total Running Time 1:23
Live Courses (8)
- ThomsonONE.com Investment Banking is a sophisticated web platform that delivers complete company and market information. It helps drive productivity and generate transaction business amongst the deal making community by delivering real time market news and commentary, top down company insight and bottom up company and transaction analysis. This course is designed to enable you to easily navigate through ThomsonONE.com to find market, industry and company information.
Course outline:
- How to use the Navigation buttons and Entity Manager
- How to use the Market Views group to find general market information
- How to use the Company Views group to find detailed company information
- How to use the Watchlist Views to create a list of companies and find related information
- Getting help and further information
- In today’s market the need to access and analyze deals information is critical for any Investment Banking professional. The Deals module within ThomsonONE.com Investment Banking provides access to all types of global financial transactions including M&A, new issues of equity and debt, syndicated loans, project finance, and more. This course will enable you to access market and company level transactional activity as well as allowing you to take a “deeper dive” to build custom reports and league tables to review deal activity in a more tailored approach.
Course outline:
- Define the benefits of ThomsonONE.com Investment Banking
- How to use the Markets View group to access the latest global deals information
- How to use the Company Views group to view deal activities for a selected company
- How to screen data items to generate reports, league tables and volume analysis
- Getting help and further information
- Financial expectations drive financial markets. ThomsonONE.com Investment Banking Estimates content provides key predictions about the future performance of a company, allowing you to keep a close watch on your clients. With over 28 financial predictive measures you get a comprehensive view and easy comparison of the future performance of both companies and industries. This course is designed to enable you to easily navigate through ThomsonONE.com to find key estimates information on a market and company level.
Course outline:
- Define the benefits of the Estimates add-on module
- How to access estimates in Market Views
- How to access estimates in Company Views
- Getting help and further information
- Getting back to the basics of examining a company based on it fundamental financial indicators has never been more important. The Financials module in ThomsonONE.com Investment Banking provides current and historical financial information across over 99% of global market capitalization through two market leading financial databases: Reuters Fundamentals and Worldscope. You can access financial statements, key ratios and hard to find segment data, operating metrics and footnote items in a user-friendly and comprehensive format. This course is designed to help you quickly and easily navigate through the financials data available in ThomsonONE.com Investment Banking to analyze companies in an efficient and detailed manner.
Course outline:
- Define the benefits of the Financials module
- How to access financials in Company Views
- How to access financials in Screening and Analysis
- Getting help and further information
- The Ownership module of ThomsonONE.com Investment Banking delivers timely and accurate coverage of global share ownership data, investor profiles and contacts. Whether you are researching the owners of a specific security or analyzing comparable ownership positions, you will find up-to-date information on securities transactions and the people and firms involved. This course is designed to enable you to easily navigate through ThomsonONE.com to find key ownership information enabling you to analyze shareholder data for a single security, comparable group, industry or region as well as target specific investors based on custom criteria.
Course outline:
- Define the benefits of the Ownership add-on module
- How to access ownership data in Company Views
- How to access ownership data in Screening & Analysis
- Getting help and further information
- Private Equity is a specialized type of deal made especially for small size companies and is watched carefully by participants. It is very important however difficult to gather PE related information as the invested companies are not publicly traded. Explore the capability of Private Equity module on ThomsonONE.com which provides comprehensive database of over 30 years of daily-updated history covering buyouts, private equity funds, firms, executives, portfolio companies and limited partners around the world.
Course outline:
- Overview of the Private Equity module
- How to monitor Private Equity market activities
- How to find search Private Equity company, firm, and fund
- How to analyze Fund Fundraising Activities
- How to find Private Equity investments and its valuation
- How to benchmark Fund Performance
- Getting help and further information
- The Street Events module for ThomsonONE.com Investment Banking is the most comprehensive source of corporate events and corporate disclosure information sourced directly from over 12,000 companies worldwide with transcripts from 5,600 companies. It provides a complete solution for managing corporate disclosure and brokerage event information to help you increase efficiency and productivity. This course is designed to help you navigate through ThomsonONE.com Investment Banking to find and analyze corporate events.
Course outline:
- How to locate and analyze Street Events in Market Views
- How to locate and analyze Street Events in Company Views
- How to use the Screening & Analysis tool to specific corporate events
- How to locate Guidance Reports
- How to locate Delta Reports
- Getting help and further information
- The Research module of ThomsonONE.com Investment Banking provides you with access to the world’s most comprehensive database of analyst research reports. This course will help you navigate ThomsonONE.com Investment Banking to access and analyse research reports.
Course outline:
- Accessing Research reports in Company and Watchlist View.
- Searching for research reports using the Screen & Analysis tool.
- Differentiate between the Research databases.
- Accessing and printing reports.
- Getting help and further training
All Courses (67)
- ThomsonONE.com Investment Banking is a sophisticated web platform that delivers complete company and market information. It helps drive productivity and generate transaction business amongst the deal making community by delivering real time market news and commentary, top down company insight and bottom up company and transaction analysis. This course is designed to enable you to easily navigate through ThomsonONE.com to find market, industry and company information.
Course outline:
- How to use the Navigation buttons and Entity Manager
- How to use the Market Views group to find general market information
- How to use the Company Views group to find detailed company information
- How to use the Watchlist Views to create a list of companies and find related information
- Getting help and further information
- In today’s market the need to access and analyze deals information is critical for any Investment Banking professional. The Deals module within ThomsonONE.com Investment Banking provides access to all types of global financial transactions including M&A, new issues of equity and debt, syndicated loans, project finance, and more. This course will enable you to access market and company level transactional activity as well as allowing you to take a “deeper dive” to build custom reports and league tables to review deal activity in a more tailored approach.
Course outline:
- Define the benefits of ThomsonONE.com Investment Banking
- How to use the Markets View group to access the latest global deals information
- How to use the Company Views group to view deal activities for a selected company
- How to screen data items to generate reports, league tables and volume analysis
- Getting help and further information
- Financial expectations drive financial markets. ThomsonONE.com Investment Banking Estimates content provides key predictions about the future performance of a company, allowing you to keep a close watch on your clients. With over 28 financial predictive measures you get a comprehensive view and easy comparison of the future performance of both companies and industries. This course is designed to enable you to easily navigate through ThomsonONE.com to find key estimates information on a market and company level.
Course outline:
- Define the benefits of the Estimates add-on module
- How to access estimates in Market Views
- How to access estimates in Company Views
- Getting help and further information
- Getting back to the basics of examining a company based on it fundamental financial indicators has never been more important. The Financials module in ThomsonONE.com Investment Banking provides current and historical financial information across over 99% of global market capitalization through two market leading financial databases: Reuters Fundamentals and Worldscope. You can access financial statements, key ratios and hard to find segment data, operating metrics and footnote items in a user-friendly and comprehensive format. This course is designed to help you quickly and easily navigate through the financials data available in ThomsonONE.com Investment Banking to analyze companies in an efficient and detailed manner.
Course outline:
- Define the benefits of the Financials module
- How to access financials in Company Views
- How to access financials in Screening and Analysis
- Getting help and further information
- The Ownership module of ThomsonONE.com Investment Banking delivers timely and accurate coverage of global share ownership data, investor profiles and contacts. Whether you are researching the owners of a specific security or analyzing comparable ownership positions, you will find up-to-date information on securities transactions and the people and firms involved. This course is designed to enable you to easily navigate through ThomsonONE.com to find key ownership information enabling you to analyze shareholder data for a single security, comparable group, industry or region as well as target specific investors based on custom criteria.
Course outline:
- Define the benefits of the Ownership add-on module
- How to access ownership data in Company Views
- How to access ownership data in Screening & Analysis
- Getting help and further information
- Private Equity is a specialized type of deal made especially for small size companies and is watched carefully by participants. It is very important however difficult to gather PE related information as the invested companies are not publicly traded. Explore the capability of Private Equity module on ThomsonONE.com which provides comprehensive database of over 30 years of daily-updated history covering buyouts, private equity funds, firms, executives, portfolio companies and limited partners around the world.
Course outline:
- Overview of the Private Equity module
- How to monitor Private Equity market activities
- How to find search Private Equity company, firm, and fund
- How to analyze Fund Fundraising Activities
- How to find Private Equity investments and its valuation
- How to benchmark Fund Performance
- Getting help and further information
- The Street Events module for ThomsonONE.com Investment Banking is the most comprehensive source of corporate events and corporate disclosure information sourced directly from over 12,000 companies worldwide with transcripts from 5,600 companies. It provides a complete solution for managing corporate disclosure and brokerage event information to help you increase efficiency and productivity. This course is designed to help you navigate through ThomsonONE.com Investment Banking to find and analyze corporate events.
Course outline:
- How to locate and analyze Street Events in Market Views
- How to locate and analyze Street Events in Company Views
- How to use the Screening & Analysis tool to specific corporate events
- How to locate Guidance Reports
- How to locate Delta Reports
- Getting help and further information
- The Research module of ThomsonONE.com Investment Banking provides you with access to the world’s most comprehensive database of analyst research reports. This course will help you navigate ThomsonONE.com Investment Banking to access and analyse research reports.
Course outline:
- Accessing Research reports in Company and Watchlist View.
- Searching for research reports using the Screen & Analysis tool.
- Differentiate between the Research databases.
- Accessing and printing reports.
- Getting help and further training
- Learn to use Pitchboard to enhance collaboration between you and your colleagues during the pitchbook creation process.
Total Running Time 3:27 - This course covers the following topics:
Navigating to the Fund Peformance Tool (1:58)
Exploring the Fund Overview (4:32)
The Grid View (1:19)
Fund Performance (3:00)
Pooled Horizon Report (1:28)
Cashflow Summary Report (1:00)
Ranked Statistics Report (1:12)
Adding Data Items to Your Report (1:13)
Saving Your Search (0:42)
Report Scheduler (1:44) - This course covers the following topics:
Real Time News (1:58)
Significant Developments (1:59)
Global Press (2:43) - This course gives you a comprehensive overview of how to use the Credit Analysis Module within Thomson ONE Investment Banking.
This course covers the following topics:
Video Introduction (1:14)
Searching for Bonds by Issuer (1:41)
Exploring the Advanced Bond Search Filters (4:28)
Loading a Symbol List (2:06)
The Scatter Chart (2:54)
Exploring the Bond Information Pages (4:04)
The View Charting and Add to Charting Functions (2:19)
The Maturity Profile and Group Profile Pages (1:24)
CDS Search Overview (1:31)
Viewing Your CDS Search Results on a Scatter Plot (1:41)
The CDS Monitor (2:48)
The CDS Curve and Benchmark Curve Pages (2:35)
The Benchmark Bonds Page (0:57) - This course covers the following topics:
The Snapshot Graphs (5:20)
The Aggregate Lookup (1:22)
The Frequently Used Aggregates Tool (1:42)
The Workflow Filter (3:45)
The Aggregate Overview (2:57)
The Valuation, Growth, Revision, and Risk Tabs (1:37) - This course covers the following topics:
Getting Started with the Investor Profiling Tool (5:50)
Creating a Peer Profile (4:30)
Adding Investors to Your Profile (6:10)
Exporting Your Report to PDF (4:30) - This course covers the following topics:
Navigating the ThomsonONE.com Home Page (3:36)
Overviews of the Market Views Group (3:03)
Deals Activity within Market Views (2:39)
Customizing the Market Monitor (3:57)
Finding Aggregate Estimates (4:16)
Introduction to Company Views (5:21)
Introduction to Watchlist Views (3.28)
Creating a Watchlist (4.09) - This course covers the following topics:
Corporate Events (2:24)
Event Briefs (1:17)
Event Transcripts (1:27)
Events, Briefs and Transcripts (2:10)
Screening for Corporate Events (2:24)
Consensus with Guidance (2:10)
Guidance Summary (2:27)
Delta Reports (1:22) - This course covers the following topics:
Accessing Financial Reports (1:07)
Reuters Fundamentals (1:57)
Comparable Analysis (2:15)
Company Screening by Financial Information (3:24) - In this course you will learn how to get the most from the comprehensive array of Estimates tools within Thomson ONE Investment Banking.
This course covers the following topics:
Aggregates and Aggregate History (2:07)
Consensus Estimates (2:00)
Detail Estimates (2:08)
Earnings Surprise (1:14)
Estimate Activity (0:56)
Estimate History (1:13) - This course covers the following topics:
Introducing the Deals Module (1:30)
Navigating the Deals Menus (6:10)
The Overview Pages (1:10)
The Recent Deals Pages (2:40)
The League Tables Pages (1:30)
Working with M&A League Tables (1:40)
Using the Volume Trends Pages (1:30)
M&A Tearsheets (1:00)
Equity Tearsheets (1:10)
Bond Tearsheets (1:20)
Loan Tearsheets (1:10)
Project Finance Tearsheets (1:00) - In this course you will learn how to get the most from the Ownership tools contained within Thomson ONE Investment Banking.
This course covers the following topics:
Overview of the Ownership Summary Page (2:58)
The All Shareholders Page (1:32)
Shareholder Momentum (1:16)
Single Security Analysis (4:12)
Single Security Momentum (3:27)
Peer Analysis (4:11)
Peer Momentum (4:37)
Holding Details (3:13)
Target Contacts (2:19) - In this course you'll learn how locate research information within Thomson ONE Investment Banking.
This course covers the following topics:
Using the Basic Search Tool (2:08)
Conduct an Advanced Search (4:21)
Research in the Watchlist Views (2:04) - This course covers the following topics:
Conducting an Advanced Search (2:16)
Exploring Your Search Results (2:08)
Saving Your Search Results (2:16)
Customizing a Search Item (3:07)
Customizing a Report (3:43)
Customizing League Table Rankings (2:43)
Customizing an Analysis (2:57)
M&A Advanced Search (1:34)
Equity Advanced Search (2:08)
Bond Advanced Search (1:39)
Loan Advanced Search (2:27) - This course covers the following topics:
Introduction (1:20)
Navigating the Private Equity Module (2:10)
Using the Saved Books Feature (3:05)
Exploring the Market Overview Page (5:10)
Creating a Coverage List (3:10)
Finding a Company by Name (3:45)
Search for Companies, Firms, or Funds (3:35)
Searching for Limited Partners (1:50)
Fundraising Overview (6:45)
Fundraising Search (3:50)
Searching for Investments (3:20)
Searching for Portfolio Company Valuations (3:00)
Searching for PE Exit Information (2:50) - This course covers the following topics:
Project Tracking Overview (2:43)
The Product Tracking Edit Page (1:36) - In this course, you will learn about:
- Real Time Research in Company Views
- Real Time Research in Watchlist Views
- Real Time Research in Screening and Analysis
- The Actions Tab - In this course, you will learn how to create and assemble a complete pitchbook presentation.
This course covers the following topics:
Introduction (2:20)
Thomson ONE Tools Used to Create a Pitchbook (1:20)
The Company Overview Page (2:50)
Stock Price Chart (4:50)
Peer Trading Multiples (2:10)
Locating a Deals List within TRDA(7:50)
Formatting Your Deals Table with Blueprint (1:20)
Customize a League Table (2:10)
Assembling Your Pitchbook (2:20)
Updating the Data in Your Pitchbook (2:00) - This course covers the following topics:
Installing TRSL (1:02)
Launching TRSL (1:26)
The Basics of Data Item Lookup (6:12)
Company Descriptive Information (2:55)
Locating Basic Pricing and Performance Data (5:10)
Exporting a Time Series of Prices (2:05)
Retrieving Company Fundamentals (3:11)
Retrieving Current Estimates (3:07)
Retrieving Historical Estimates (1:51)
Advanced Estimates Lookup (3:52) - This course covers the following topics:
Company Lookup (3:07)
Data Item Lookup (4:24)
The Template Library (2:47)
Run a screen for companies (5:00)
Create a Custom League Table (2:35)
Create a Volume Analysis (2:09)
The Expression Builder (2:19) - This course covers the following topics:
Constituents Lookup (1:37)
Using the Screening Tool (2:10)
Adding a Fundamental Analysis to Search Results (2:25)
Saving Your Search Results as a Watchlist (1:58)
Building a Ratio (3:02)
Using the Aggregate Builder (2:14)
Creating a Custom Expression (1:51)
Template Lookup (1:58) - This course covers the following topics:
Navigating the Investment Banking Workstation (3:34)
Changing Your Workspace Navigation (1:23)
Using the Entity Manager (4:36)
Introduction to the Thomson ONE Workspace Services (3:31)
Adding a New Page to Your Workstation (2:19)
Organizing Groups and Pages (1:41)
Setting the Home Page (1:00)
Navigation Short Cuts (1:35)
Back-Up Tools (2:03) - This course covers the following topics:
Launching Workstation DDE (2:18)
Finding Quotes Data (2:36)
Finding Historical Data (1:55)
Choosing Data Categories (2:13)
RTD and Cell Referencing (1:24)
Accessing Help and Support (1:18) - This course covers the following topics:
Creating a Symbol List (2:02)
Searching for a Ticker Symbol (1:10)
Entering Constituents from an Index (2:01)
Editing the Flex Monitor Layout (1:45)
Updating the Wrap Row (1:36)
Creating Symbol Groups in the Flex Monitor (1:18)
Using the Price Chart (2:32) - While many western countries are still struggling to recover from the recession, Asia's IPO space is heading up; and the Hong Kong market is of particular interest to many prominent investors. You can run searches by many different criteria within the deals pages of the Screening and Analysis view. The tools within ThomsonONE.com Investment Banking make easy to find detailed information about this compelling market.
This course covers the following topics:
Search global IPOs (6:55)
Monitoring Market News and Expectations (2:33) - Creating a Watchlist has never been easier using the Navigator Search Tool.
Total Running Time: 4:19 - In this video learn more about Deals Business Intelligence which can arm your strategy and business planning groups with data and analytical tools to be successful in today’s marketplace.
Total Running Time- 3:41 - Learn to use the Navigator which is a significantly improved search tool helping you quickly find information in Thomson ONE to generate ideas and written proposals on deal making, distinguishing your firm from your competitors. Navigator will help ensure Thomson is your one-stop helping you easily find all the content and data you require.
Total Running Time: 3:08 - In this video, learn to use the Thomson Reuters Banker mobile app for your iPhone that keeps you informed about the markets, your clients and the sectors you cover when you’re out of the office.
Total Running Time: 3:59 - This session will introduce how to access and customize Thomson Reuters League Table sessions.
Total Running Time 04:33 - Your Thomson Reuters products provide you multiple news tools to access indispensible sources of news and insight focused on the global financial community. These tools are key to helping you keep on top of the latest developments in the Eurozone crisis.
Total Running Time: 3:48 - Alerts are crucial when it comes to keeping track of the latest news, research, events and market data. Watch this video to see how to easily create alerts on news and company events.
Total Running Time: 1:52 - Explore the powerful combination of Analytical tools and world class content available in Thomson Reuters Advanced Analytics for Deal Making.
Total Running Time: 3:31 - In this short video, learn to search for the Facebook IPO S-1 Filing as well as other global IPO filings, and find out about the other Deals Intelligence resources available from Thomson Reuters.
Total Running Time 2:41
Released 2/3/12 - Use this quick video to learn how Thomson ONE.com allows you to control which brokers you are entitled to see with your subscription as well as how to submit a request for research access. Total Running Time: 3:44
- Explore the Company Deals page which will help you understand the investment banking profile of a company through their deal activity across M&A, Equity, Bonds and Loans.
Total Running Time 3:55 - The Thomson Reuters On Demand team’s suite of Capital Markets Consulting solutions offer you access to Ownership and Deals analytics delivered by our team of CFA-level analysts. Learn how to get presentation-ready reports on buy-side holdings of debt and equity securities, league tables, and much more in this video.
Total Running Time 3:13 - In this video you will learn how to use Favorites to quickly access content in your Thomson ONE Workstation.
Total Running Time 1:14 - This video contains a power tip on how to quickly find and access content in your Thomson ONE Workstation.
Total Running Time 1:23 - This video shows Reuters Fundamentals which gives you quick access to industry specific measures, ratios, and statistics.
Total Running Time 1:40 - Explore the power of Reuters News and a few key tools available within Thomson ONE. This video will help you learn how to go beyond the facts, and gain insight from specialized reporters and editors as well as leading market and industry experts.
Total Running Time 3:41 - The Target Contact screener is a simple yet effective tool for identifying global buy-side and sell-side professionals, and building relevant reports that include contact details, coverage, and information about their firm.
Total Running Time 3:26 - Watch this brief overview to learn how to use the new Fund performance pages to effectively produce customized performance reports. Total Running Time: 3:59
- Use this video for an overview on the new Fund performance Pages and learn to effectively produce Performance Reports based on your specific criteria.
Total Running Time 3:51 - The Holdings Detail custom reporting screener is a unique tool for bankers prospecting for M&A and other transaction opportunities. Learn to use this powerful tool and incorporate it into your daily investment banking workflow.
Total Running Time 3:03 - Learn to use the flexible Research Alert tool included in Thomson ONE.com which will allow you to stay abreast of critical research reports based on your set criteria.
Total Running Time 3:59 - This OnDemand video will give you several tools you can use to take advantage of the video services provided by Reuters Insider. You'll learn what makes Insider a unique video application in helping you make better, smarter and faster market trades. In this video, you'll also hear from Richard Lee. He's the Investment Banking specialist on Insider
Total Running Time 3:47 - Watch this video to learn about the Deals module within ThomsonONE.com Investment Banking which provides in depth and timely Capital Markets data - including an Equity calendar, which makes tracking events like IPO’s quick and easy.
Total Running Time 3:12 - Learn to access the Thomson Reuters Deal Making Intelligence website which provides up to the minute market reviews and analysis to the global Deal Making Community.
Total Running Time 3:19 - Use the Private Equity Module and the Private Equity Fund performance tools to quickly and easily compare fund performance to your choice of 14 public market indices.
Total Running Time 3:33 - Thomson ONE Mobile allows you to access key, cross-asset market data and news wherever and whenever you need it. Find out how to incorporate this tool into your daily workflow in this video.
Total Running Time 3:37 - The ownership module within ThomsonONE.com Investment Banking includes an Institutional Investor Search tool which allows you to search for comprehensive and in-depth information about firm and fund investors.
Total Running Time 4:30 - Learn to use the Watchlist View tool. This key feature allows you to create a list of companies to track and access news, research, dealings, events and filings associated with them.
Total Running Time 4:47 - This OnDemand Video provides you with detailed guidance on using the mergers and acquisitions tools in ThomsonOne.com IB.
Total Running Time 4:11 - In this module, learn how to access Thomson Reuters MarketBoard on your iPad and easily access Indices, news and corporate calendar events.
Total Running Time 4:38 - Watch this video for an overview of our StreetEvents offering, which provides a unique insight into what makes this dataset stand out. With StreetEvents, you can access corporate disclosures and brokerage events from over 18,000 public companies and 100 sell-side firms in over 90 countries.
Total Running Time 2:55 - Watch this video for an overview of our Ownership & Profiles offering, providing you with a unique insight into what makes this dataset stand out. This video features Patrick Orr, Content Lead for Ownership at Thomson Reuters.
Total Running Time 3:16 - Watch this video for an overview of our Estimates offering, providing you with a unique insight into what makes this dataset stand out. This video features David Gelinas, Content Specialist at Thomson Reuters
Total Running Time 2:58 - The goal of this video is to give you an overview of our Fundamentals offering, providing you with a unique insight into what makes this dataset stand out. This video features David Coluccio, Content Specialist at Thomson Reuters.
Total Running Time 2:37