Training

ThomsonONE Private Equity

News In Refinitiv Products - Key Benefits
(03:41)

Explore the power of Refinitiv News and a few key tools available within Thomson ONE. This video will help you learn how to go beyond the facts, and gain insight from specialized reporters and editors as well as leading market and industry experts. Total Running Time 3:41

scheduled expert led training
Live introduction: Private Equity Scheduled
Creating a Watchlist with Navigator
(04:19)

Creating a Watchlist has never been easier using the Navigator Search Tool. Total Running Time: 4:19

Discover the Navigator Search Tool
(03:08)

Learn to use the Navigator which is a significantly improved search tool helping you quickly find information in Thomson ONE to generate ideas and written proposals on deal making, distinguishing your firm from your competitors. Navigator will help ensure Thomson is your one-stop helping you easily find all the content and data you require. Total Running Time: 3:08

Using and Customizing Standard Deals Sessions
(03:37)

This session will introduce how to access and customize Refinitiv League Table sessions. Total Running Time 04:33

Refinitiv Advanced Analytics For Deal Making
(03:53)

Explore the powerful combination of Analytical tools and world class content available in Refinitiv Advanced Analytics for Deal Making. Total Running Time: 3:31

Capital Markets Consulting Solutions
(02:54)

The Refinitiv On Demand team’s suite of Capital Markets Consulting solutions offer you access to Ownership and Deals analytics delivered by our team of CFA-level analysts. Learn how to get presentation-ready reports on buy-side holdings of debt and equity securities, league tables, and much more in this video. Total Running Time 3:13

Thomson ONE Workstation Power Tip- Favorites
(01:14)

In this video you will learn how to use Favorites to quickly access content in your Thomson ONE Workstation. Total Running Time 1:14

Fundamentals- Segments and Metrics
(01:40)

This video shows Fundamentals which gives you quick access to industry specific measures, ratios, and statistics. Total Running Time 1:40

News In Refinitiv Products - Key Benefits
(03:41)

Explore the power of Refinitiv News and a few key tools available within Thomson ONE. This video will help you learn how to go beyond the facts, and gain insight from specialized reporters and editors as well as leading market and industry experts. Total Running Time 3:41

Intro to Research Alerts
(03:59)

Learn to use the flexible Research Alert tool included in Thomson ONE.com which will allow you to stay abreast of critical research reports based on your set criteria. Total Running Time 3:59

Creating Global Watchlist Views
(04:47)

Learn to use the Watchlist View tool. This key feature allows you to create a list of companies to track and access news, research, dealings, events and filings associated with them. Total Running Time 4:47

Pitch Book Creation with Pitchboard
(03:27)

Learn to use Pitchboard to enhance collaboration between you and your colleagues during the pitchbook creation process. Total Running Time 3:27

Getting Started with T1.com Investment Banking
Playlist

This course covers the following topics:

  • Navigating the ThomsonONE.com Home Page (3:36)
  • Overviews of the Market Views Group (3:03)
  • Deals Activity within Market Views (2:39)
  • Customizing the Market Monitor (3:57)
  • Finding Aggregate Estimates (4:16)
  • Introduction to Company Views (5:21)
  • Introduction to Watchlist Views (3.28)
  • Creating a Watchlist (4.09)
Getting Started: Street Events
Playlist

This course covers the following topics:

  • Corporate Events (2:24)
  • Event Briefs (1:17)
  • Event Transcripts (1:27)
  • Events, Briefs and Transcripts (2:10)
  • Screening for Corporate Events (2:24)
  • Consensus with Guidance (2:10)
  • Guidance Summary (2:27)
  • Delta Reports (1:22)
Getting Started: Financials
Playlist

This course covers the following topics:

  • Accessing Financial Reports (1:07)
  • Reuters Fundamentals (1:57)
  • Comparable Analysis (2:15)
Getting Started: Deals
Playlist

This course covers the following topics:

  • Introducing the Deals Module (1:30)
  • Navigating the Deals Menus (6:10)
  • The Overview Pages (1:10)
  • The Recent Deals Pages (2:40)
  • The League Tables Pages (1:30)
  • Working with M&A League Tables (1:40)
  • Using the Volume Trends Pages (1:30)
  • M&A Tearsheets (1:00)
  • Equity Tearsheets (1:10)
  • Bond Tearsheets (1:20)
  • Loan Tearsheets (1:10)
  • Project Finance Tearsheets (1:00)
Getting Started: Ownership
Playlist

In this course you will learn how to get the most from the Ownership tools contained within Thomson ONE Investment Banking. This course covers the following topics:

  • Overview of the Ownership Summary Page (2:58)
  • The All Shareholders Page (1:32)
  • Shareholder Momentum (1:16)
  • Single Security Analysis (4:12)
  • Single Security Momentum (3:27)
  • Peer Analysis (4:11)
  • Peer Momentum (4:37)
  • Holding Details (3:13)
  • Target Contacts (2:19)
Getting Started: Research
Playlist

In this course you'll learn how locate research information within Thomson ONE Investment Banking. This course covers the following topics:

  • Using the Basic Search Tool (2:08)
  • Conduct an Advanced Search (4:21)
  • Research in the Watchlist Views (2:04)
Getting Started: Deals Advanced Search
Playlist

This course covers the following topics:

  • Conducting an Advanced Search (2:16)
  • Exploring Your Search Results (2:08)
  • Saving Your Search Results (2:16)
  • Customizing a Search Item (3:07)
  • Customizing a Report (3:43)
  • Customizing League Table Rankings (2:43)
  • Customizing an Analysis (2:57)
  • M&A Advanced Search (1:34)
  • Equity Advanced Search (2:08)
  • Bond Advanced Search (1:39)
  • Loan Advanced Search (2:27)
Getting Started with Refinitiv SL (Refinitiv Spreadsheet Link)
Playlist

This course covers the following topics:

  • Installing TRSL (1:02)
  • Launching TRSL (1:26)
  • The Basics of Data Item Lookup (6:12)
  • Company Descriptive Information (2:55)
  • Locating Basic Pricing and Performance Data (5:10)
  • Exporting a Time Series of Prices (2:05)
  • Retrieving Company Fundamentals (3:11)
  • Retrieving Current Estimates (3:07)
  • Retrieving Historical Estimates (1:51)
  • Advanced Estimates Lookup (3:52)
Getting Started in Excel: Refinitiv Advanced Analytics
Playlist

This course covers the following topics:

  • Company Lookup (3:07)
  • Data Item Lookup (4:24)
  • The Template Library (2:47)
  • Run a screen for companies (5:00)
  • Create a Custom League Table (2:35)
  • Create a Volume Analysis (2:09)
  • The Expression Builder (2:19)
Advanced Features in Refinitiv SL
Playlist

This course covers the following topics:

  • Constituents Lookup (1:37)
  • Using the Screening Tool (2:10)
  • Adding a Fundamental Analysis to Search Results (2:25)
  • Saving Your Search Results as a Watchlist (1:58)
  • Building a Ratio (3:02)
  • Using the Aggregate Builder (2:14)
  • Creating a Custom Expression (1:51)
  • Template Lookup (1:58)
Global M&A Data
(04:13)

This OnDemand Video provides you with detailed guidance on using the mergers and acquisitions tools in ThomsonOne.com IB. Total Running Time 4:11

scheduled expert led training
Live Introduction: ThomsonOne.com Investment Banking
scheduled expert led training
Live Introduction: Deals
scheduled expert led training
Live Introduction: Financials
scheduled expert led training
Live introduction: Private Equity
scheduled expert led training
Live Introduction: Research