Ownership, Insider and Institutional Profiles

Summary

Ownership, Insider and Institutional Profiles provides insight into the ‘who owns what’ for public equities and fixed income securities, and delivers intelligence on investment managers, securities firms, and their key decision makers. Coverage is sourced from more than 70 countries and includes sources such as US SEC filings, international Declarable Stakes notifications, global Mutual Fund and ETF portfolios, UK Share Registers, US, Canadian, UK and Asian directors/insiders disclosures, and Japanese Detailed Shareholdings notifications. Direct contact with institutional investors and securities firms ensures accurate and timely Profile and Contacts data.

Features and Benefits

Industry Partnered Methodology - Classification and fund characteristics measures built in conjunction to industry participants and clients

Global depth supported by regional content specialties (such as deep UK share register content) to provide local insight.

Industry Leadership - Leading provider of Ownership metrics used by the industry to measure their own performance and those of peers

Access to robust attributes and affiliations data such as associated companies, name changes, mergers, and employment history providing intelligence on investment firms and the people moving markets.

Additional Content Info

Global Coverage, Depth & History

  • Comprehensive global coverage of stocks and investors across all regions, supplemented with regional insight such as UK Share Registers, Japanese Detailed Shareholdings and Asian Insider data.
  • Built up over many years through organic growth and the acquisition of market-leading providers our global history goes back to 1997 globally and 1978 for US SEC filings.
  • Accuracy, timeliness and completeness is ensured through a global data collection team providing local knowledge, language skills, and financial data expertise. Automated and manual data validations exist to ensure accurate and timely content.

Product Delivery

Thomson Reuters Datastream

One single solution where top down macro research meets bottom up analysis
for greater insights and profits. Datastream Provides robust analytics tools,
intuitive charting application as well as seamless MS®Office integration.

CSV, HTMLAPIVaries

Thomson Reuters Eikon

Thomson Reuters Eikon delivers a powerful combination of information,
analytics and exclusive news on financial markets – delivered in an elegant
and intuitive desktop and mobile interface.

CSVFTP, APIVaries, On Demand

Thomson Reuters QA Direct

A deployed data management solution, QA Direct provides seamless access to
raw quantitative analytics content via Microsoft SQL or Oracle. Coverage
includes global equity, equity index, fixed income and CDS pricing, as well
as index constituents, fundamentals, estimates, ownership, economics and risk
models.

CSV, TextFTPDaily, Quarterly, Weekly

Thomson Reuters Datascope

Thomson Reuters Datascope is a strategic custom delivery platform that
supports a full cross-asset offering for pricing, reference data, and derived
analytics. Covering all major asset classes, including fixed income,
equities, futures and options, money, funds, loans, CDS/IRS and OTC equity
options, as well as corporate actions data, estimates, entity data and news,
DataScope Select provides flexible extraction capabilities, including file
customization, scheduling and trigger options, intraday snaps and third-party
entitlements. Cross-platform support is available for data retrieval and
includes a zero-footprint web interface, FTP connection (internet or private
network (BT Radianz (MPLS) or Delivery Direct) and API internet client
server. Fee-liable, subject to terms and conditions.

CSVAPIOn Demand

Thomson Reuters On Demand

TR On Demand delivers custom research, reports, and analytics to meet all of
your financial data needs. We get you what you want, when you want it. Our
global team of analysts operates 24/5 and typically fulfills your requests
within a few hours. We specialize in ownership, deals & private equity,
filings, fundamentals, estimates, analyst research, transcripts and pricing,
with more to come in the future.

CSV, PDF, TextDigital FilesOn Demand