As our brand migration will be gradual, you will see traces of our past through documentation, videos, and digital platforms.

Transcription

1 We are now Refinitiv, formerly the Financial and Risk business of Thomson Reuters. We ve set a bold course for the future both ours and yours and are introducing our new brand to the world. As our brand migration will be gradual, you will see traces of our past through documentation, videos, and digital platforms. Thank you for joining us on our brand journey.

2 THE THOMSON REUTERS FUND SCREENER GIVES THE POWER AND FLEXIBILITY TO FIND THE RIGHT FUNDS FOR YOUR CLIENT S INDIVIDUAL INVESTMENT OBJECTIVE. Fund Analysis Access professional data provided by Lipper, a Thomson Reuters company. Profit from: Individual fact sheet creation Quick search Advanced screening Sophisticated fund comparison for a variety of criteria, such as: Total net assets Top holdings Lipper Leader ratings Customization possibilities to integrate individual content Portfolio integration and portfolio hypothetical calculations Narrow down more than mutual funds and ETFs offers by building customized screens using criteria such as fund family, Lipper leader rankings, investment objectives, performance indicators, load type, tax efficiency, risk criteria and many more. Save screening criteria for future reference, too.

3 Fund Screener Mutual fund and ETF quick search Narrow down your investment choices and save time by screening them. Sort the market on your terms and find the investment products you are looking for. Search on the spot for: Fund family Fund name Fund code Advanced screening Automatically filter over mutual funds or ETFs with more criteria including fund objective, top holdings, performance history, Lipper leader rating, risk ratios and many more. Enter any investment criteria and have our system locate possible positions for investment choices. Easy access of watch list and saved screens through intuitive flyout menu Real time drill down according to criteria set Save screening criteria Save criteria choices for future reference instead of recreating search parameters on every visit. Easy accessibility of saved screens through the intuitive fly out menu. Available criteria are among others: Key characteristics Fund attributes Fees & expenses Management information Lipper leaders Watch list Create multiple watch lists from the search results obtained. Use watch list functionality for powerful comparison and calculation of hypotheticals. Add additional funds to your existing watch lists.

4 Comparison Comparison functionality is available in both, chart view and table view. Compare Invesment growth Top holdings Risk-return and more... Easy benchmark comparison with favorite listings functionality Fund code classification customizable according to country specifics Investment growth Compare the total net assets of funds and analyze what funds are increasing in investment and which funds are not. All data since inception day is available. Top holdings Compare the top ten holdings of each fund sorted by asset classification and percentage of the total investment exposure of the fund. Screen for funds that either include or exclude a certain equity in its top holding. Retrieve historical time series for all funds available and compare against a multitude of bench- marks. Any benchmark can be added on the spot. Compare up to five funds in one chart. Hovering over the chart date will display detailed information of the performances. The table view enables comparison of up to five funds. Get even deeper insights by the column display of a multitude of performance data. Additional table views such as lists for fees & expenses or risk ratios can be added. Risk-return Analyse the risk-return ratio that compares return and volatility of a multitude of funds. Additional benchmarks can be added. In the table view the following risk ratios can be compared among others: Alpha Beta Sharpe ratio Teynor ratio Information ratio Sortino ratio SRRI Tracking error Value at risk Synthetic risk & reward indicator

5 Fact Sheets and Fund Details Retrieve a PDF report on the fund details including legal information such as desired disclaimers. Fund fact sheets are available in all languages and can be generated according to your preferences. The fact sheet and fund detail view in its basic version includes data for the following criteria: Chart performance & benchmark comparison Fund objective Fund investment strategy Dividends Fees & expenses Quartile ranking analysis Lipper leader rating Ad-hoc comparison and hypothetical calculation available Data Customization Our fund screener is fully customizable and allows customization in the backend functionality, such as integration of client data. The look and feel is also fully customizable according to your preferences. All languages are supported. Individual modules can also be incorporated in your web layouts. Lipper, a Thomson Reuters company, is a global leader in supplying mutual fund information, analytical tools and commentary. Lipper s benchmarking and classifications are widely recognized as the industry standard by asset managers, fund companies and financial intermediaries. Our reliable fund data, fund awards designations and ratings information provide valued insight to advisors, media and individual investors. Well-informed investment decisions are made with accurate, insightful and Individual fact sheet generation Fully customizable look and feel Integration of client data and content Modular integration Data import and export timely fund data and analysis offered in Lipper products and services. With over three decades of fund analysis experience, supported by the resources and knowledge of Thomson Reuters, Lipper provides unparalleled expertise and insight to the funds industry. Investment Decisions (Hypotheticals & Portfolio) Analyze the growth of any investment within just a couple of mouse clicks. Define retirement plans and let customers look brightly in the future. Import portfolio details and expose them to stress-test calculations such as worst case and best case scenarios. Compare the client s performance against any other fund performance and maximize returns. Visit thomsonreuters.com for more information or contact your representative.