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1 Investment & Advisory Day One Handbook “Powering the world’s markets” Our new company is a global powerhouse that “powers the world’s markets”. We create transparency, provide insight through independent news and content to enable decisions and are the trusted connection between people, transactions and ideas. The Investment & Advisory division delivers the decision support capabilities necessary for driving the world’s markets in Corporate Services, Investment Management, Investment Banking and Wealth Management. In general, we do this by: Providing differentiated content, research & analytics to drive transparency and insight into the world’s markets for increased performance Supporting the community necessary to build connections and networks Delivering workflow capabilities to increase the efficiency and performance of decision support activities and the seamless connectivity with trading and position management Thomson Reuters: Powering the Worlds Markets

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Page 1: More detailed list

1Investment & Advisory Day One Handbook

“Powering the world’s markets”

Our new company is a global powerhouse that “powers the world’s markets”. We create transparency, provide insight through independent news and content to enable decisions and are the trusted connection between people, transactions and ideas.

The Investment & Advisory division delivers the decision support capabilities necessary for driving the world’s markets in Corporate Services, Investment Management, Investment Banking and Wealth Management. In general, we do this by:

Providing differentiated content, research & analytics to drive transparency and insight into the world’s markets for increased performance

Supporting the community necessary to build connections and networks Delivering workflow capabilities to increase the efficiency and performance of decision support activities

and the seamless connectivity with trading and position management

Thomson Reuters: Powering the Worlds Markets

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2Investment & Advisory Day One Handbook

Thomson Reuters: Powering the Worlds Markets

More specifically:

Investment Managers will rely on us to provide transparency into their portfolio performance, to provide insight and analytics that generate ideas for asset selection, to provide tools to author and manage research, to provide the critical desktop and data capabilities to drive their performance – across all asset classes, globally.

Investment Bankers and the broader deal making community will rely on us to deliver must have data, relevant commentary, research and analytics on a global and local level. Underpinning these offerings will be the data of record for the deal community. Clients will be able to access this leading array of content, analytics and workflow solutions on a range of platforms and media through intuitive interfaces wherever and whenever they chose.

Corporations rely on us to enable decision making and drive performance, to establish strategic growth plans and business development initiatives with the use of our information solutions and analytics, to effectively manage their investors and capital needs through access to our unique insight and research on the financial markets, to enable key communications to internal and external stakeholders by utilizing our suite of web based communication tools, and to leverage our unparalleled community across the financial services, media and corporate markets via our platforms and distribution channels.

Wealth Managers require us to deliver comprehensive and timely market information to enable them to make informed investment decisions, to provide desktop applications and services that deliver holistic views of their client’s accounts and portfolios, to provide asset allocation and decision support tools to help their clients achieve greater returns , to provide access to instantaneous transaction processing platforms – across the global spectrum of the wealth management industry

In summary, we are the partner that empowers these professionals to perform. We are the #1 global provider in all segments we serve and will grow that position through thoughtful but decisive integration coupled with targeted but meaningful innovation. We are well positioned to delight our customers, reward our shareholders and provide our teammates with an exciting, dynamic and enjoyable work environment.

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3Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment ManagementResearch & AnalysisCombined Product Map:

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Product type

Briefing, transcripts and events

Valuation tools

Content

Estimates, fundamentals and ownership

Desktop solutions

Mutual fund tools

Research

Survey tools

Referential data feeds

Collaboration tools

Advisory

Market views and earnings analysis

Highly sophisticated user Traditional large user Traditional small userHighly Quantitative user

(includes Algo user)

Reuters Station with Knowledge Investment Management (NA)

Reuters Knowledge Investment Management

Thomson ONE Investment Management Web (Thomson ONE Analytics)

Thomson ONE Investment Management

Reuters Knowledge Research on Demand for Investment Management

StreetEvents

Extel

Reuters StockVal

Baseline

Nelson Information

Reuters Knowledge Direct IM

Lipper

Worldscope

Reuters 3000 Xtra with Knowledge Investment Management

IBES/First CallStarMine Quantitative Models

StarMine Pro

StarMine Pro

Reuters Messaging

Reuters Space

Thomson Referential, Non Real-time Data Feeds

Reuters Insight

Thomson Proprietary Research

Institutional research

Reuters Station

Reuters 3000 Xtra

Reuters Knowledge IM

Thomson ONE IR

Reuters Insight

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4Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment ManagementAdvanced Analytics/ Portfolio Monitoring / Portfolio Accounting

Combined Product Map:

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Product type

Analytics engine & portfolio warehousing

Market QA

Performance attribution Thomson ONE Portfolio Analytics

Reuters EcoWin ProEconomic data/ time series

Datastream

Product type

Desktop solutionsThomson ONE Investment Management

Indices Lipper Active Indices

Advanced analytics

Portfolio monitoring

QA Direct

FasTick

Highly sophisticated user Traditional large user Traditional small userHighly Quantitative user

(includes Algo user) Institutional research

Highly sophisticated user Traditional large user Traditional small userHighly Quantitative user

(includes Algo user) Institutional research

Thomson ONE Institutional Research

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5Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment ManagementCombined Product Map: ENTERPRISE

*Including Reuters DataScope Select, Reuters DataScope FI, Reuters DataScope Onsite, Reuters DataScope Bondpage, Reuters DataScope Equities, Reuters DataScope for Counterparty and Compliance Data, Reuters LPC Feed Products

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Product type

Reuters Market Data System

Reuters Enterprise Data Management

Data management

Reuters Data Feed DirectLow latency data/news

JRisk on DemandRisk

Reuters NewsScope Real-timeAlgo news

Deep archive

Reuters DataScope Real-timeReal-time data feeds

Thomson Real-time Data Feeds

Thomson Quantitative News

Reuters NewsScope Archive

Reuters DataScope*NRT data feeds

Accounting and reporting

Portia

Highly sophisticated user Traditional large user Traditional small userHighly Quantitative user

(includes Algo user) Institutional research

DataScope Tick History

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6Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Credit Analysis Provides multiple channels of fixed income data and analysis with a unique link between corporate bonds, credit default swap, and the equity security of an issuer.

First Call The global financial community's leading provider of real-time broker-sourced research and earnings estimates.

I/B/E/S Detailed and consensus estimates featuring 23 forecast measures, including GAAP and pro-forma EPS, revenue/sales, net income, and pre-tax and operating profit, as well as price targets and recommendations for more than 60,000 companies in 67 countries worldwide.

Nelson Information Nelson's product line includes MarketPlace, proprietary databases, and a full line of comprehensive directories covering all facets of the institutional investment industry.

Lipper Lipper's benchmarking provides the trusted guidepost to asset managers, fund companies, financial intermediaries, traditional media, websites, and individual investors.

Reuters 3000 Xtra A high-speed, integrated information and transaction service. It gives users a commanding view of the global real-time financial arena and provides a combination of news, information and insight as well as access to the global Reuters trading community.

Reuters DataScope Pricing and Reference Data

addresses historical and reference data needs. It offers comprehensive equities, fixed income, money markets and futures data with a choice of delivery options from web based to an onsite relational database delivering end of day prices, corporate actions and global cross-reference information.

Reuters Eco Win Pro A powerful charting and reporting tool offering a comprehensive range of analytical options.

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7Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Reuters Knowledge The premier information and analytics tool for investment management professionals.

Reuters Knowledge Direct A product line which provides access to Reuters company content directly to thousands of clients via industry-tested data files (FTP), XML APIs (HTTP) and Reuters premium partner channels.

Reuters Station Fuses the information, tools and analytics you need into a single, powerful desktop that is designed around the way you work. Use the predefined screens or easily customise your desktop to view the content you use most often.

Reuters StockVal An easy-to-use Windows-based solution that offers a wide range of fundamental analysis tools and data.

StarMine Offers portfolio managers and analysts more than just analyst estimates, research and fundamental data — it includes quantitative analytics and productivity enhancements that increase insight and efficiency

Thomson Baseline Delivers instant insight into the strengths and weaknesses of North American stocks and portfolios.

Thomson Datastream Provides a macro view of the markets using advanced analytics for security evaluation.

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8Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Thomson ONE Analytics This real-time research and analytical workflow solution for institutional investors enables monitoring of markets, portfolios, and securities.

Thomson ONE Institutional Research

Delivers critical information and analytical tools to help research analysts make informed recommendations and produce effective research reports.

Thomson ONE Investment Management

The premier solution for every stage of the investment process, delivering alpha generating content and tools to improve portfolio performance and management.

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9Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Thomson ONE Spreadsheet Link

Integrated access to Thomson’s wealth of data puts global markets at your fingertips to improve your insights into the factors that drive company, industry and portfolio performance.

Thomson Portfolio Analytics

Combines timely and accurate content with powerful analytics in a single framework tailored to meet the needs of investment managers worldwide.

Thomson Quantitative Analytics

Designed with the financial researcher in mind. TQA provides accurate financial database integration, innovative software design, and first-rate customer support to clients.

Thomson StreetEvents The most complete solution for managing corporate disclosure - Transcripts, Briefs, Guidance and Delta Report.

Worldscope Fundamentals Premier financial fundamentals data resource, Worldscope Fundamentals offers a wealth of information in a user-friendly, comprehensive, and fully customized format.

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10Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment BankingIdea Generation and CRMCombined Product Map:

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Capital markets/ deal structuring Corporate finance – sr. Banker Corporate finance – jr. BankerProduct type PE/VC

Desktop solutions Reuters 3000 Xtra with Knowledge IB

Advisory

Capital Markets Consulting

Economic data/ time series

Reuters EcoWin Pro

Thomson Datastream

Reuters Knowledge Direct IB

ShareWorld

Research

Reuters Insight

Estimates, fundamentals and ownership

StreetEvents

IBES/First Call

Worldscope

Reuters Station with Knowledge IB (NA)

Reuters Knowledge Investment Banking

Reuters Knowledge Research on Demand IB

Thomson ONE BankerThomson ONE PE Thomson ONE Banker-Analytics

Reuters LPC Loan Connector and Dealscan

eMAXX

Briefing, transcripts and events

Referential data feeds

Collaboration tools Reuters Messaging

Thomson Referential, Non Real-time Data Feeds

Venture Xpert

Thomson Research (Investext)

IFR Pubs

First Contact Consulting First Contact Consulting

Citywatch

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11Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment BankingDeal Support and Business ManagementCombined Product Map:

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Product type

Ownership Reuters Knowledge Direct IB

Reuters InsightAdvisory

Reuters Knowledge Investment Banking

PE tools

VentureXpert

VCReporter (Canada)

Deals Thomson Deals SDC

Desktop solutions

Deal Support

Product type

Desktop solutionsReuters Knowledge Investment Banking

League table Thomson Deals SDC

Reuters Knowledge Direct IBOwnership Reuters LPC Loan Connector and Dealscan

Business Management

Thomson ONE Banker

Thomson ONE Banker

ShareWorld

Citywatch

ShareWorld

Citywatch

Capital Markets Consulting First Contact ConsultingFirst Contact Consulting

Thomson Datastream

Demand Services

Capital markets/ deal structuring Corporate finance – sr. Banker Corporate finance – jr. BankerPE/VC

Capital markets/ deal structuring Corporate finance – sr. Banker Corporate finance – jr. BankerPE/VC

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12Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment BankingProduct Descriptions

Product Name Value Proposition Key Contact

Deals The most comprehensive source in the financial industry for transactional information dating back to 1966. The content collection covers more than 1.9 million transactions and over 7,500 data items covering terms and conditions, pricing, and entity data for more than 220 nations and across more than 19 global and domestic transaction types.

IB Excel Add-In Add-in allows financial analysts to pull data directly into Excel from a wealth of financial databases, giving access to more than 50 income statements, cash flows, Earnings and overview reports. Alongside preformatted templates is powerful data language allowing users to construct their own custom built models.

Investext Over 6 million investment research reports from 1000 investment banks and independent research firms

Ownership A valuable resource to identify institutional and portfolio holdings and beneficial holders of global securities.

Private Equity Private Equity module provides all the critical information needed to analyze everything from investee companies and industry sectors to public market comparables, potential partners and fund performance.

Reuters Knowledge Invesment Banking

Reuters Knowledge Investment Banking provides desktop access to all of the real time and historical information bankers need to win more business and execute on more deals

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13Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment BankingProduct Descriptions

Product Name Value Proposition Key Contact

Reuters 3000Xtra A high-speed, integrated information and transaction service, providing users a customizable view of the global real-time financial arena and delivering a combination of news, information and insight.

Reuters Knowledge Direct A product line which provides access to Reuters company content directly to thousands of clients via industry-tested data files (FTP), XML APIs (HTTP) and Reuters premium partner channels.

Reuters Knowledge Invesment Banking

Reuters Knowledge Investment Banking provides desktop access to all of the real time and historical information bankers need to win more business and execute on more deals

Reuters Station Fuses the information, tools and analytics you need into a single, powerful desktop that is designed around the way you work. Use the predefined screens or easily customise your desktop to view the content you use most often.

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14Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Investment BankingProduct Descriptions

Product Name Value Proposition Key Contact

SDC Platinum Software application with web connection that is the industry standard for information on new issues, M&A, syndicated loans, private equity, project finance, poison pills, and more. Backed by Thomson Financial’s international team of expert analysts, SDC Platinum satisfies your need for a global reach from a local perspective

Thomson ONE Banking Analytics

Web-based application tailored for analysts that provides access to content and workflow flow tools, including the Excel Add-In, critical to the investment banking community includes company fundamentals, research, estimates, deals, PE, ownership, comparables, and screening.

Thomson ONE Banking Boutique

Similar to T1 IB but packaged for clients with smaller operations

Thomson ONE Investment Banking (aka Banker)

Web-based application that provides access to content and workflow flow tools critical to the investment banking community (investment banks, PE/VC firms, consulting and legal firms). Includes company fundamentals, research, estimates, deals, PE, ownership, comparables, and screening.

Thomson ONE Investment Banking Workstation

Workstation application that provides access to content and workflow flow tools critical to the investment banking community (investment banks, PE/VC firms, consulting and legal firms). Includes company fundamentals, research, estimates, deals, PE, ownership, comparables, and screening.

Thomson Research Web-based application with access to Investext, Research Select and Market Research reports, as well as international filings

VentureXpert Web-based application with comprehensive information on venture funds, private firms, executives, venture-backed companies, and limited partners, as well as an analytics source for fund performance, commitments, disbursements, and statistics.

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15Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementMarket MonitoringCombined Product Map:

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Desktop solutions

Estimates, fundamentals & ownership

Product type

Reuters Wealth Manager (EMEA/Asia)

Reuters Plus (NA)

Reuters Station

Reuters 3000 Xtra

Reuters Investor

StreetEvents

IBES/First Call

Worldscope

Thomson Markets

InvestmentView

Thomson Fund Research

Thomson ONE Wealth (Thin Web)

Thomson ONE Wealth Management

ILX

Lipper

eXimius (Europe) Thomson ONE Advisor

Ultra HNW Moderate NW Mass affluent/wire houseHNW

Mutual fund tools Insider

Briefing, transcripts and events

Content for redistribution

Referential data feeds

Collaboration toolsReuters Messaging

Thomson Referential, Non Real-time Data Feeds

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16Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementProduct Descriptions

Product Name Value Proposition Key Contact

BLServer Robust API solution, providing access to TTS databases

Broker 144 Report A proprietary broker competitive intelligence report that contains a market share analysis based on the fifty brokerage firms which account for the greatest dollar value of insider proposed sales activity from Form 144 filings. An additional add-on report helps firms with wealth prospecting by listing individual insiders, their companies, and their locations alongside the brokerage firms that will facilitate the insiders’ sales.

Company-In-Context Report Customized stock reports are created with select data, ratings, and value-add content that clients can incorporate into their research suites. The reports can be white-labeled with specified formatting and can also include client data.

eXimius A single integrated platform for the front office of Retail Wealth Management organisations providing client management, portfolio management, wealth planning and reporting capabilities.

Insider Aggregate Feed A unique data feed that aggregates multiple insider transactions reported on each filing into a single record. It contains data for purchases, sales, option exercises, stock gifts, stock awards, and proposed sales in a format that is easily understandable and is ideal

for a retail audience.

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17Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Insider Corporate Executive Feed

A listing of a company's current and historical executives with summary information on their filing history from annual company proxies, an insider's most recently reported Forms 3, 4, 5, and 144, and additional contact information from an independent source.

Insider Filing Feed A data feed designed to capture all insider activity in line-by-line detail as reported on Forms 3, 4, 5, and 144 filed with the SEC. Our unique data cleansing process adds value by making systematic interpretations on the accuracy of as-reported data and inserting “cleansed” fields for comparison. A cleanse code is also included to denote the overall level of confidence in each record. An average returns file reveals which insiders’ prior trades have been the most predictive of subsequent stock returns.

Insider Trading Model V1 A quantitative stock ranking system that provides company-level scores on a weekly basis ranging from +4 (strong buy) to -4 (strong sell) for the largest 3,000 U.S. companies. The scores are based on the relationship between recent insider trading and subsequent stock returns using criteria for insider role, trade volume, consensus activity, proven insider score, and market capitalization.

Insider Trading Model V2 A quantitative stock ranking system that provides company-level scores on a daily basis ranging from +4 (strong buy) to -4 (strong sell) for the largest 5,000 U.S. companies and ADRs. The scores are based on the relationship between recent insider trading and subsequent stock returns using criteria for trade volume, holdings ratio, insider role, proposed sales, insider buying or selling trends, and option activity.

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18Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Insider Wealth Feed A data feed providing a summary of an individual's common stock holdings, compensation, and company addresses. This information is captured from annual company proxies as well as the individual’ most recently reported Forms 3, 4, 5, and 144.

Reuters Investor (to be replaced by the RKD Delivery API (for WM)

The Reuters Investor service offers news, quotes, charts, search, portfolio tracking, alerting and analysis on financial markets worldwide for integration with your portal. The unmatched coverage, accuracy and timeliness of the Reuters financial information solutions for market professionals can be harnessed to reach new customers over the internet. Reuters Investor is focused on providing information to private, corporate and institutional portals. Powerful online talents allow quick turnaround in creating and enhancing customers' site. Flexible access to the information and associated talents put your customer in control of their portal's destiny.

Reuters Plus Reuters Plus is Reuters premier desktop solution for the U.S. and Canadian retail equity marketplace. Designed around the concept of streamlining the workflow for financial advisors and other Retail Wealth Management professionals, Reuters Plus offers a combination of real-time, historical and key fundamental data that can be completely personalized for quick access to relevant information. News, quotes, historical information, graphics and a variety of third-party services can be easily integrated with the CRM (Customer Relationship Management), Portfolio Management, Order Entry plus customers' own data and applications. Additionally, intranet sites can be integrated onto its pages and retrieved simply by clicking on a single key using context passing.

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19Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Reuters Plus Web Reuters Plus Web, which is tailored for the domestic equities marketplace, delivers dynamic market data information via a web browser. It combines the convenience of a thin-client solution with real-time, dynamically updating quotes, price monitoring, scrolling headlines, selective ticker and links to Microsoft Excel. Reuters Plus Web's intuitive and easy-to-use browser interface requires minimal training and allows users to personalize their own screen layouts. Reuters Plus Web also features market data widgets that can be integrated with customers' in-house applications and intranet sites. Both Reuters Plus Web and Reuters Plus share a similar look and feel and utilize the same market data server allowing for both maximum flexibility on the desktop and the portability of a browser-based solution that can be accessed any time, any place.

Reuters Wealth Manager for Germany & Austria

Reuters Wealth Manager Germany is the strategic Retail Wealth Management offer for Germany and Austria. It is built, delivered, hosted and supported by Financial.com from Germany, with Reuters retaining responsibility for product proposition, sales, training and administration. There are two variants of Wealth Manager Germany which are identical in every respect apart from that one offers streaming data and the other snap data.

Reuters Wealth Manager Reuters Wealth Manager offers the user a unique global perspective across the equity, bond, money, funds and commodities markets, with international and domestic coverage and world-class news, providing all the information needed to make key investment decisions. Data and news are delivered in streaming real-time (conflated) to offer a clear view of market moves and trends. Offering connectivity via the internet or via the secure financial RadianzNet financial network, Reuters Wealth Manager is fast and easy to deploy to a wide group of users across locations. A zero download and installation solution means that users only require standard hardware and browser versions to access the product.

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20Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Stock Report A comprehensive daily report with proprietary stock ratings, along with the underlying component indicators and supportive data elements. This independent research report in a 5-page or 10-page format is driven entirely by market data. Peer analysis compares a company’s metrics to those of its ten closest peers, and an automated text-generation system provides specific stock and industry highlights.

StockReports+ A sophisticated product designed to optimize the investment selection process, generate compelling ideas, and deliver time-saving research capabilities. It allows financial professionals to effectively analyze stocks, industries, portfolios, and the overall market for the United States, Canada, and the United Kingdom by incorporating value-add content and proprietary stock ratings. Intended to be transparent and easily understood, the stock ratings analyze key trends in earnings, fundamental, relative valuation, price momentum, risk, and insider trading. Unique content, such as proven insider scores and stock seasonality, is available throughout the reports.

Thomson InvestmentView Thomson InvestmentView helps advisors select and analyze suitable investment options for their clients utilizing industry leading investment data, proprietary analytics, and comprehensive market research. It allows for the creation of NASD compliant-ready hypothetical illustrations and comprehensive security profiles for individual equities, mutual funds and variable annuities, including advanced screening capabilities.

Thomson Markets Thomson Markets provides wealth managers with access to multi-asset class, global real time news and prices via a browser. All screen displays are easily and fully configurable. The product is fully thin client with very low bandwidth overhead.

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21Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementProduct Descriptions

Product Name Value Proposition Key Contact

Thomson ONE Performance Reporting

Thomson ONE Performance Reporting is a turn-key solution with integration to PORTIA Perform, the industry leading performance calculation engine. This integrated solution allows you to generate performance reports using one platform, Thomson ONE Retail Wealth Management eliminating the need for additional performance engines.

Thomson ONE Wealth Markets

Thomson ONE Wealth Markets includes best-of-breed delayed or real-time quotes and interactive charts; the ability to access over 60 news sources; summary level estimates and fundamentals; company specific information; broad market statistics and analytics; as well as productivity tools including alerts, security look-up and the Thomson contacts directory. Thomson ONE Wealth Markets allows for easy integration with an unlimited array of Thomson world-class content, third-party applications and customer proprietary data.

Thomson ONE Retail Wealth Management

Thomson ONE Retail Wealth Management supports every fact of the Retail Wealth Management process, with workflow solutions for the diverse needs of the industry. Thomson ONE combines essential Retail Wealth Management tools, real-time market data and back-office processing into one comprehensive, easy-to use solution. Key components include: Book Management (a financial advisor dashboard), Asset Allocation, Portfolio Management, Financial Planning and a robust Client Reporting Suite.

TTSAccess Relational database system providing firms the ability to download, customize and maintain TTS data in firm's own database servers.

TTSCapital Global Institutional brokerage transaction processing platform

TTSHost Comprehensive brokerage transaction processing platform

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22Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Wealth ManagementProduct Descriptions

Product Name Value Proposition Key Contact

TTSLink Comprehensive broker workstation, integrated within Thomson ONE, assimilates real-time market & customer account information into a powerful and intelligent portfolio management resource in a Windows-based format.

TTSMortgage Complete TBA processing including EPN and MBSCC Netting

TTSTrader Complete fixed income solution integrated with Trade Web Retail

TTSWorkflow Business Process Improvement

UniT (TTS) Complete UIT processing suite integrated within Thomson ONE

XTServer (TTS) Near real-time event notification

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23Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Corporate ServicesCombined Product Map

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Reuters Insight

Investor Relations Business Intelligence Capital Markets & TreasuryProduct types

Reuters Station with Knowledge Corporates

Reuters Knowledge Corporates

Reuters Knowledge Direct for Coporates

Reuters EcoWin Pro

Reuters Knowledge Research On Demand

Reuters 3000 Xtra with Knowledge Corporates Reuters 3000 XtraDesktop solutions

Advisory

Briefing, transcripts and events

Estimates, fundamentals and ownership

IBES/First Call

Worldscope

StreetEvents

Thomson ONE IR Thomson ONE Corporate Dev.

Corporate Communications

Economic data/ time series

Research

Thomson Capital Markets IntelligenceThomson Strategic Intelligence (FI)

Thomson ONE Corporate Fin.

Thomson ONE Treasury

Treasura

Referential data feeds

Collaboration tools Reuters Messaging

Thomson Referential, Non Real-time Data Feeds

Thomson Broker Research

Thomson ONE Sales Research

Thomson Capital Markets Intelligence

Thomson Strategic Intelligence (FI)

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24Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Corporate ServicesCombined Product Map

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Investor Relations Business Intelligence Capital Markets & TreasuryProduct types Corporate Communications

Contact management tools

Contact Management System

Ownership & Contacts

iTarget

Communication Web Casting/Webinars

Web Hosting

On Demand Video Services

Boardlink

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25Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Corporate ServicesCombined Product Map: ENTERPRISE

Thomson Reuters Enterprise Products

Thomson Reuters Media Products

Thomson Reuters S&T products

Thomson Reuters I&A products

Product types

Risk

Real-time data feeds

Data management

Algo news

Low latency data/news

Deep archive

Reuters Market Data System

Reuters Kondor+

Reuters JRisk

Reuters DataScope Real-time

NRT data feeds

Investor Relations Business Intelligence Capital Markets & TreasuryCorporate Communications

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26Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Corporate ServicesProduct Descriptions

Product Name Value Proposition Key Contact

Corporate Advisory Services

Corporate Advisory Services analysts provide unbiased intelligence - not just data - derived from the analysis of the same factors the institutional community uses to reach investment decisions: know who is buying and selling your financial instruments, and why; quickly identify emerging risks and opportunities critical to managing your investor base; and predict the reaction of key constituents to corporate events.

Corporate Communications

Contribute to the growth of your company through online communications that increase the reach and retention of your internal and external messages. From online press rooms and webcasts to on-demand video services, our solutions are supported by experienced and dedicated service and production teams.

IR Communications Services

From webcasts and IR Websites to on-demand video with Flash, leverage the industry’s highest quality suite of online communications services to reach an unmatched 51,000 institutional investors. Our solutions are supported by experienced and dedicated service and production teams.

Reuters Connect Delivers real-time prices and breaking news to your BlackBerry, so you can go out without missing a market move.

Reuters 3000 Xtra Provide users with a commanding view of the global real-time financial arena; a combination of news, information and insight; as well as access to the global Reuters trading community.

Reuters DataScope Select Reuters DataScope Select supplies the full range of Reuters extensive pricing and reference data with the means to extract just the items you require, exactly at the time and in the format that you need

Reuters EcoWin Tailored to the needs of the professional financial markets researcher, Reuters EcoWin Pro is a powerful charting and reporting tool offering a comprehensive range of analytical options.

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27Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Corporate ServicesProduct Descriptions

Product Name Value Proposition Key Contact

Reuters Knowledge An advanced research and analysis portal that helps you see the financial landscape clearly and to zero-in fast on the information that means most to you. It includes broker research and morning notes, real-time estimates, ownership information, company fundamental data, news, market data and events.

Reuters Knowledge Research on Demand

Reuters Knowledge Research on Demand allows investment bankers, corporate executives, consultants, lawyers and corporate librarians to "work smarter" by providing them with a single source for diverse, in-depth, global investment research from over 1000 leading providers of content globally.

Reuters-Station/Trader Provide users with a commanding view of the global real-time financial arena; a combination of news, information and insight; as well as access to the global Reuters trading community, with specific focus on US Markets and analytics

RKD (Reuters Knowledge Direct)

Facilitates the delivery of high value content through three distinct delivery mechanisms (FTP, API and Channel Partners). Data files meet the demands of users who need to store/manipulate/integrate/merge the data into proprietary analysis and other content sets. API delivery addresses clients who want to incorporate data within applications for display purposes both internal and for redistribution.

Thomson BoardLink Help your Directors make better decisions through Thomson BoardLink - the highly secure, cost-effective and easy-to-use board portal. Provide Directors with timely access to critical company and business intelligence, resulting in improved oversight and reduced risk.

Thomson Broker Research

Access the most comprehensive collection of new and archived broker reports and trade association research using a single, Web-based solution.

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28Investment & Advisory Day One Handbook

Overview of Existing Products and Content: Corporate ServicesProduct Descriptions

Product Name Value Proposition Key Contact

Thomson ONE Corporate Finance

Monitor your peers, identify acquisition and partnership opportunities, determine your funding strategy, and manage your financial exposures to optimize returns and improve valuation. Thomson ONE Corporate Finance offers integrated access to market data, company details, economic insight, deals data, fixed income intelligence and trading analytics.

Thomson ONE Corporate Development

Identify and evaluate new business and joint venture opportunities using this flexible desktop solution that provides integrated access to institutional-quality content and functionality, including market data, public and private company profiles, comparables, deals data, fundamentals and people data. Also leverage the screening capabilities and robust Excel add-in.

Thomson ONE Investor Relations

The fully integrated Web-based solution designed to support every step of the IRO's daily workflow, from gathering market information to strategically attracting new investors and measuring the impact of your IR program. The solution includes market data, First Call research and estimates, Worldscope fundamentals, news, ownership information, StreetEvents, a robust CMS and more.

Thomson ONE Sales Research

More effectively and efficiently identify and research clients and prospects, and prepare for sales calls. Web-based Thomson ONE Sales Research provides integrated access to company profiles; StreetEvents calendar, briefs, transcripts, and guidance; First Call mean estimates across 20+ measures; news; charting; and market data. Also access this information when out of the office using Thomson ONE Mobile.

Treasura Treasura brings the power of a robust treasury management solution to the Web, enabling increased productivity at lower costs and implementation timeframes while eliminating the need for IT maintenance and support.