ET Selected Screenshots

Transcript

1. Confidential: only for use of recipient Arkady Lefkowitz Arkady@egypttechnologies.com 914-282-6264
2. ET Opportunity Screener › See all relevant primary activity and access Relative Value on deals with one click › Screen best ways to play a thesis by combining Analyst’s credit opinion and price targets with credit drivers, market technical signals, regression and ratings based relative value › Opportunity feed constantly pushes potential ideas Confidential: only for use of recipient
3. Confidential: only for use of recipient ET Opportunity Screener continued › Screen opportunities by best cross section of Risk (Volatility/Credit Rating) vs. Reward (Spread/Yield) › Visualize favorite pair trades of both user and team, as well as system recommended pair trades › Volume Volatility Hunter identifies overlooked trades by macro variable linkage (ie underperforming O&G credits during an oil rally)
4. ET Opportunity Analysis › Dive into any potential opportunity without models, spreadsheets, and phone calls › All relevant aspects of the credit (Fundamental, Relative Value, Technicals) displayed in an easily digestible format for pre- screening purposes Confidential: only for use of recipient
5. ET Market Intelligence › Monitor activity of competing funds and the market as a whole. Visualize strategy changes, country / sector repositioning based on fund filings › Insights widget compares fund returns with the investable universe to make an educated guess on activity between filings Confidential: only for use of recipient
6. ET Market Intelligence continued › Visualize dealer positioning and client flow imbalances from available data sources Confidential: only for use of recipient
7. ET Credit Workshop › Credit Workshop houses all relevant fundamental data for every credit in the investable universe › Financial Models and Capital structure analysis performed by ET Content team, who are available for ad-hoc questions via “Ask ET Credit Team” icon” Confidential: only for use of recipient
8. ET Credit Workshop continued › Credit Cloud houses team documents, models and notes on each credit, in addition to all company filings and offering documents. Includes a portal to request access for private companies Confidential: only for use of recipient
9. ET Financial Models › Flexible financial models with the ability to performing easy scenario analysis › Watchlist feature allows users to set up triggers on specific metrics to monitor for potential ratings actions and other credit changes Confidential: only for use of recipient
10. ET Advanced Tools › Houses a variety of standalone tools for monitoring and analyzing bonds and indices Confidential: only for use of recipient
11. ET New Issue Analyzer › Quickly visualize relative value on new issues for both existing and new issuers to determine fair value versus existing curve and comparable credits Confidential: only for use of recipient
12. ET Performance Analysis › Behavioral analytics engine that identifies strategies and tracks trades to identify strengths and weaknesses › Quantitative performance analysis which splices and dices performance data for flexible attribution analysis Confidential: only for use of recipient
13. ET Portfolio Management › Visualize market exposure intuitively: custom categorization, real world beta adjustments, alerts to highlight large changes and inadvertent variable risk Confidential: only for use of recipient
14. ET Portfolio Management continued › Ad-hoc risk exposure by any variable or scenario › Portfolio filtering and analytics column selector Confidential: only for use of recipient
15. ET Home › Flexible widget organization to customize start of user’s workflow › Inbox tool allows user and team to forward selected messages or reports from any source for later consumption › Additional productivity features: Notes with tagging by credit and by user, to-do lists, report building Confidential: only for use of recipient