Thomson/Refinitiv

Serving more than 40,000 institutions in approximately 190 countries, Refinitiv provides information, insights and technology that drive innovation and performance in global financial markets. Our heritage of integrity enables our customers to make critical decisions with confidence while our best-in-class data and cutting-edge technologies enable greater opportunity.

For more information, go to http://refinitiv.com

13-F Filings:  Access Institutional Common Stock Holdings and Transactions, as reported on Form 13F filed with the SEC by institutional managers with $100 million or more in Assets Under Management.

Dealscan: The world’s pre-eminent source for extensive and reliable information on the global syndicated bank loan market, this robust database contains detailed terms and conditions on over 240,000 loan transactions.

GSI Online  Mergers and Acquisitions database covers change in control transactions as well as significant acquisitions or sale of assets, equity, subsidiaries or business divisions. Registrations & Prospectus Database covers registration statements (and associated Prospectus if any) by companies making offerings of securities to the public.

I/B/E/S Earning Estimates:   Best of Breed Global Database on Earnings Estimates covering over 5800+ US Companies, 12,400 International Companies, unrivaled history dating back to 1976.  This is the database used by every financial professional for Earnings Data.  I/B/E/S was created over 30 years ago to provide both summary and individual analyst forecasts of company earnings, cash flows, and other important financial items, as well as buy-sell-hold recommendations.

I/B/E/S Guidance provides everything surrounding the time guidance is issued – including timestamp, guidance value, and what the mean was at that moment.  Allows you to directly compare analyst and management expectations on company performance.

I/B/E/S Global Aggregates provide earnings forecasts plus related data for 87 countries and major international indices — a unique source of data for use in many global investment applications, including global asset allocation, cross-border valuation, sector and industry aggregation and derivatives.

I/B/E/S Key Performance Indicators (KPI) allow researchers to effectively evaluate a business and how likely it is to perform in the medium and long terms.

Insider Filings: Capture all U.S. insider activity as reported on Forms 3, 4, 5, and 144 in line-by-line detail. A unique cleansing process is used by Thomson Reuters that adds value by making systematic interpretations on the accuracy of as-reported data and inserts “cleansed” fields for comparison.

Lipper TASS Database: The most reliable source of timely, high quality hedge fund data for over 20 years.  The Tass Lipper Hedge Fund Database offers quantitative performance data on over 7,500 actively reporting hedge funds and funds of hedge funds, plus over 11,000 graveyard funds.

Mutual Funds Data: Thomson-Reuters Mutual Fund Holdings database provides security holding information for all registered mutual funds that report their holdings with the SEC, plus 3,000 global funds. Reported securities include all NYSE/AMEX/NASDAQ, Toronto, and Montreal common stocks.

SDC M&A Tracks changes in economic ownership at ultimate parent level in going business concerns 150+ data elements, including target and acquirer profile information, deal terms, financial and legal advisor, stock premia, synopsis history, deal status, and more. Coverage from 1970.

SDC New Issues Access issues of global equity and equity-related securities, including offerings of common stock (includes IPOs, secondary offerings, and Rule 144a stock offerings), convertible debt, and convertible preferred stock.

Worldscope:  Coverage on over 78,000 companies in 119 countries, including full standardized coverage of over 30 developed and emerging markets.

Mitchell Reisman
Partnership Director
Email: mitchell.reisman@refinitiv.com