perfect.ppt

29
Presentation on PI products and services to Napier University Perfect Information

Upload: ramen24

Post on 28-Oct-2014

414 views

Category:

Documents


1 download

DESCRIPTION

 

TRANSCRIPT

Page 1: perfect.ppt

Presentation on PI products and services to Napier University

Perfect Information

Page 2: perfect.ppt

Perfect Information

• Established in 1991

• Leading provider of GLOBAL financial information to investment banks, corporate stockbrokers, fund managers, consultancies, law firms, accountants and academic institutions

• Subsidiary of Centaur Holdings – formerly the second largest private publishing house in the UK now floated on AIM

• Global business with offices in London, Leeds, New York, Hong Kong

Page 3: perfect.ppt

Our Clients

• We provide content to a worldwide set of major financial and legal institutions

• Major contractual agreements with the worlds:• largest investment bank• second largest investment bank• top 3 law firms

• Over 60,000 contracted users of our services

Page 4: perfect.ppt

Our Products and Services

• We have 2 main product brands• Perfect Filings• Perfect Analysis

• Helpdesk and Consultancy Team• Highly qualified and experienced teams

• Research Service• 24 hour on demand research services with multilingual capabilities

• Perfect Learning• Conferences and learning programmes for the financial industry

Page 5: perfect.ppt

Perfect Filings

• A global database of over 6 million company filings• Original high quality images of original documents• The worlds largest collection of debt documents• The most timely source of filings data• Email alerts• Multi company searching

• Who uses it and why?• Corporate finance• Law firms• Accountants• Corporate clients• Academic institutions• Fixed income / dept professionals

• Who are our competitors?• Thomson Financial• Companies House• Europrospectus

Page 6: perfect.ppt

Perfect Filings – Service and Functionality

• We use over 3,000 indexed classifications (10,000 if you include all the synonyms)

• Powerful search engine offering search criteria such as:• Company• Industry• Document type• Industry• Issue date• Adviser• Transaction size• Market of listing• Country of Incorporation• ISIN• Maturity date

Page 7: perfect.ppt

Perfect Filings – Content

• UK• Annual reports and shareholder filings - 1990• Private company returns and reports – 1996• Equifax reports• RNS UK including interims RT – 1990• Non regulatory news

• US • Glossy reports of top 4,000 – 1999• Paper filings (144A, 20F, 11K etc)• SEC filings RT – 1994

• European• Annual, interims and shareholder filings – 1996

• Rest of World (Latin America, S Africa, Middle East)• Annual reports, interims and shareholder filings – 2000

• Asia (Japan, China, Australia, Hong Kong)• Asia/Pacific annuals and interims – 1997• Asian company shareholder filings - 1997

Page 8: perfect.ppt

Perfect Filings – Content continued

• International bond documents - 1996• Convertible bonds• Asset backed• Mortgage bonds• Floating rate bonds• Debentures• MTNs• Guaranteed bonds• Pricing supplements• Secured loan stock• Euro-commercial paper• High yield bonds

Page 9: perfect.ppt
Page 10: perfect.ppt
Page 11: perfect.ppt
Page 12: perfect.ppt
Page 13: perfect.ppt
Page 14: perfect.ppt
Page 15: perfect.ppt

Perfect Analysis

• A powerful research tool for global analysis designed to allow users to make superior investment and marketing decisions

• Highly respected sources data• Accurate information• A powerful but easy to user front end• Easily transferable content

• Who uses it and why?• Stockbrokers • Fund Managers• Corporate finance• Law firms and Accountants• Corporate clients• Academic institutions

• Who are our competitors?• Thomson Financial - Datastream• Factset• Rimes

Page 16: perfect.ppt

Perfect Analysis – Service and Functionality

• Sophisticated charting

• Report building and in depth analysis

• Flexible searching and screening across all content

• Peer analysis

• Portfolio building and user created indices

• Content can be exported into other applications at the click of a button

• Tear sheet designer (desktop publishing)

• Company briefing reports

• Powerful Excel Add In tool

• Link back to Perfect Filings

Page 17: perfect.ppt

Perfect Analysis – Content

• Global Equities – Telekurs• 20 years time series

• Indices – FTSE, MSCI• Historic archive for thousands of indices

• Fundamental data – Standard & Poors or Reuters• 10 year archive• Standardised or as stated

• Forecast estimates – Reuters (Multex) or JCF• Consensus and detailed broker forecast estimates

•International newswires – AFX • 5 years

• Exchange rate data – Reuters

• Economic data – OECD or Global Insight• GI have largest collection of economic series

Page 18: perfect.ppt
Page 19: perfect.ppt
Page 20: perfect.ppt
Page 21: perfect.ppt
Page 22: perfect.ppt
Page 23: perfect.ppt
Page 24: perfect.ppt
Page 25: perfect.ppt
Page 26: perfect.ppt
Page 27: perfect.ppt
Page 28: perfect.ppt

Conclusion

• Flexibility of data manipulation

• Flexibility and quality of data content

• Flexibility and ease of use of front end

• Flexibility of package and price

• Dedicated and great team of people with a shared interest – OUR CLIENTS

Page 29: perfect.ppt

Thank you for your interest!