Perfect Information
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Investment Managers
Leading the competition
Perfect Information provides a set of productivity tools which enable investment managers to operate efficiently and accurately in all aspects of corporate finance and research.
Powering better, faster corporate finance decision-making...
PRODUCTS AND TOOLS FOR INVESTMENT MANAGERS
Perfect Information provides a set of productivity tools which enable investment managers to operate efficiently and accurately in all aspects of corporate finance and research.
Equity Derivatives:
  • A definitive single point of access view of the market resulting in a high success rate in winning pitches
  • Ability to get ahead of the competition in terms of both knowledge and speed to market
  • Instant view on market practice and trends
Features:
  • Access the derivative structures being offered to the market by peer derivative teams
  • View selling restrictions of various derivative structures into different jurisdictions
  • Identify investment opportunities in the underlying secondary market
Equity Research:
  • A definitive single point of access view of the market resulting in a high success rate in winning pitches
  • Ability to get ahead of the competition in terms of both knowledge and speed to market
  • Reduce the man hours on searches and analysis and free up time to pursue further commercial initiatives
  • Save up to 40% of the time creating models from source financial data
Features:
  • Customise company portfolios to be alerted of market activity for corporate documents in real time
  • Access to the downloadable financials required to produce current company research notes and investment recommendations
  • Compose initiation notes on IPOs using historical comparable accounts as the basis for valuation and investment recommendation
  • Assemble comparable deals using PI's unique search taxonomy.
Portfolio Management:
  • No reliance on sell-side relationships for securities documentation
  • A definitive single point of access view of the market resulting in a high success rate in winning pitches
  • Ability to get ahead of the competition in terms of both knowledge and speed to market
  • Reduce the man hours on searches and analysis and free up time to pursue further commercial initiatives
Features:
Private Institutional:
  • A definitive single point of access view of the market resulting in a high success rate in winning pitches
  • Ability to get ahead of the competition in terms of both knowledge and speed to market
  • Reduce the man hours on searches and analysis and free up time to pursue further commercial initiatives
Features:
  • Unrivalled depth of securities documentation and shareholder filings to aid the advisory of high net worth individuals and institutions
  • Portfolio composition, re-balancing and evaluation of debt and equity deals they are offered to participate in
  • Study the security prospectus and identify investment risks and opportunities embedded in clauses and covenants of debt securities
  • Understand how an equity offering is structured and supported compared to previous deals within the same sector
  • Identify Private Investment In Public Equity (PIPE) transactions
I use annual reports a lot, so anything that can help me work more quickly is brilliant!.
PI with Investment Managers:
Bookmarked Annual Reports: All English and French language Annual Reports issued over the past five years have been bookmarked, enabling simple and quick report navigation
Immediately navigate from financials to notes to accounts
Search across multiple Annual Reports using Bookmark or Note searching
Drop financial tables straight into Excel from Annual Reports or directly from results list
Active Verification Links (AVL), 'View PDF Annual' and note hyperlinks can be cut and pasted into any Microsoft Office application
Find deal examples and precedents immediately
Access re-indexed EDGAR (SEC), IPO and Debt Prospectuses
Locate comparable reports from multiple companies
In-depth corporate action search terms
Daily alerts for time critical document releases
Send single or multiple documents as links via email
Archive of English and French language bookmarked and note linked reports from 2004
Archive of PI Annuals with extractable spreadsheets from 2006
24 hour turnaround for newly available documents
Archive of bookmarked bond prospectuses from 2001
Archive of bookmarked IPO prospectuses from 2006
Archive of bookmarked Secondary Issues from 2007
Archive of bookmarked Offer Documents from 2007
Archive of re-indexed EDGAR (SEC) Filings including IPO prospectuses back to 1997 and Debt prospectuses back to 2007