IRESS GLOBAL FINANCIALS

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1 IRESS GLOBAL FINANCIALS MONITOR THE MARKETS THAT INFLUENCE THE DECISIONS YOU MAKE

2 THE IRESS GLOBAL FINANCIALS AND ESTIMATES SERVICE IS OFFERED AS PART OF IRESS PRO, ALLOWING PROFESSIONAL AND PRIVATE TRADERS TO CHOOSE THE LEVEL OF INFORMATION AND FUNCTIONALITY THEY NEED. This solution is designed and tailored to offer IRESS Global Financials as a primary source for fundamental research. Analyse companies with the most precise and transparent financials for over 50,000 listed companies worldwide and forecast estimates for up to 20,000 listed companies worldwide. IRESS Global Financials provides coverage of company financials, past and future performance, alongside a broad set of ratios and multiples for deeper analysis, delivering unique data points faster than any other data provider. Key operating metrics are adjusted for non-recurring charges to enhance comparability. Through this solution IRESS is extending its global coverage to ensure customers are fully served in an increasingly competitive environment. Extending our data services with IRESS Global Financials empowers clients to identify investment opportunities, create insights and increase returns using our integrated platform and ensures deeper pre-trade analyses and post-trade performance measurement. KEY FEATURES Corporate profiles detailing key corporate business descriptions and details including products, customers, markets and strategy Access to the most accurate, transparent financial data in the marketplace Multicurrency conversions from reporting currency to the currency of your choice Multiple report types including published results, Interims and Annuals alongside derived reports such as Year to Date and Last 12 months, providing up-to-theminute information for a company Traceability of standardised numbers back to Annual Reports for easy understanding Comparability enabled by standardised industry templates Income Statement Multi Step approach enabling deeper Income analysis Cash Flow Indirect Approach that creates a direct link with Income Statement Ability to analyse aggregated estimate measures for a particular security and its possible future performance Actual and forecast data in one display, and submitted on an annual, half yearly or quarterly basis depending on reporting frequency 3 years of forecast data available for a majority of companies Listing and Company level forecasts Mean and Standard Deviation forecasts based on aggregates Financial Statements that can be viewed just minutes after earnings announcements Thousands of rigorous automated and manual data quality checks Content that you can leverage for analysis and modelling to better understand a company s performance STANDARDISATION Standardisation of company reports ensures consistency in presentation across industries, geographies and business cycles. Financial reports are handled in a comprehensive and uniform manner by amalgamating reported line items into financial templates, and calculating additional data and periods not explicitly disclosed by companies. REPORT TYPES The service offers five report types covering the following time periods: Quarterly Interim Final Last 12 Months Year to Date For each report type, the service offers Income Statement, Balance Sheet and Cash Flow Statement data presented in four industry-specific templates, with a layout corresponding to reporting practises and patterns accepted by the investment community: Standard/Industrial Banks Insurance Real Estate

3 RATIOS Alongside fundamental analysis, the product offers quantitative insight using ratios and multiples to measure the relationship between the current performance and past performance, and acts as an early warning system for potential improvement or deterioration in performance. Utilising multiple types of ratios, you can assess potential future growth rates, profit-generating abilities, working capital adequacy, asset performance and capital structures. IRESS Professional is an indispensable tool with up to 60 ratios across 6 evaluation categories listed below: Growth Rates Profitability Margins Asset Utilisation Liquidity Ratios Capital Structure CALCULATED REPORTING PERIODS Non-press release Q4s Quarterly Cash Flow periods Last 12 Months periods Calendar Years Annualised stub periods

4 TOP SHARE HOLDERS & SHARE HOLDER HOLDINGS This function provides global coverage of 50,000+ companies with current beneficial ownership and historic data to provide insight into changes in ownership at a company or listing level. The service also offers analysis of cross holdings for a particular shareholding, providing insight into ownership patterns or levels of shareholder control. Content is sourced from annual reports, regulatory data, and institutional ownership. HISTORICAL DATA The service offers a basic and premium service, which enables the user to choose how much historical data they want to view or analyse. Time series data includes: 3 Years (Basic Package) 10 Years (Premium Package) 15+ Years (Premium Package) Australia and New Zealand Companies only

5 COMPANY FINANCIALS SCREEN IRESS Professional delivers dynamic market data for professional equity market participants, and is a comprehensive solution with an intuitive user interface. In addition to the standard feature set available in all IRESS solutions, IRESS Global Financials offers the ability to: View detailed profiles for each company to gain insight into the industry, regions and markets a company operates in View individual financial statements and ratios View totals or analyse breakdowns View multiple reporting periods including actual and derived reporting periods View up to 60 ratios across all reporting periods Set a default currency Copy and paste values into Excel Display tooltips for detailed field definitions

6 ESTIMATES DATA SCREENS IRESS Estimates Data offers the following features: Aggregate Estimate measures for up to 20,000 securities Annual, half yearly and quarterly data Current recommendations and futures earnings estimates 3 years of forecast data Current average recommendations and ratings for each listing Actual growth rates and projected growth rates for each listing AUSTRALIA ASIA CANADA NEW ZEALAND EUROPE AFRICA Melbourne Sydney Brisbane Perth Adelaide Hong Kong Singapore Toronto Auckland Wellington Cape Town Durban Johannesburg London [email protected] WEB