compass direct

Dear Sir or Madam,

Volatility in the global financial markets, combined with new regulations and directives, have led financial firms and their investors to focus even more firmly on the value of their holdings, and on assessing risk and understanding liquidity.

We’ve seen a growing demand for independent evaluated pricing, especially for the more thinly traded fixed income securities, and for more frequent valuations as tools to help investors understand their holdings. The use of multiple sources of valuations is already common practice both in the US and the UK, with the rest of Europe now moving to adopt this as best practice.

Interactive Data has recently expanded the breadth and depth of coverage available via PrimeTerminal, offering access to independent evaluated prices for 2.8 million fixed income investment products worldwide, provided daily by Interactive Data Pricing and Reference Data.

We have also enhanced the functionality of PrimeTerminal by launching a companion mobile solution for BlackBerry devices, helping professionals to keep in touch with the financial markets when they are on the move.

Please find more information on these topics and other news in the January 2010 issue of Compass.

Carsten Dirks

Managing Director
Interactive Data Managed Solutions AG

January 2011

PrimeTerminal now available for BlackBerry Mobile Devices
Evaluated Pricing Data for 2.8 Million Global Securities
New German Company Website to support local Client Base
First Roundtable for Customers in Munich
Upcoming Events

Products: PrimeTerminal now available for BlackBerry Mobile Devices

With PrimeTerminal Mobile, professional financial advisors can keep in touch with the financial markets when they are on the move. The BlackBerry® application enables users to follow developments in the financial markets in real time and monitor their own portfolios at any time and from anywhere.

PrimeTerminal Mobile offers access to a broad range of real-time quotes, historical and reference data, charts, business news and market overviews. Portfolios and watchlists can easily be accessed to check the performance of individual positions or an entire portfolio, and relevant news, events and other information on a specific security can be quickly retrieved, providing

added value when making investment decisions. PrimeTerminal Mobile replicates users’ personal portfolio settings from their desktop application, while a sophisticated, user-friendly interface allows for individual customisation of the data displayed.

Financial market professionals can benefit from the same user-specific entitlement in terms of content, asset class coverage and depth of history as for the PrimeTerminal desktop solution. Customers can access much of the time-sensitive content and functionalities defined within their desktop solution. This can help them to quickly adjust their investment decisions in changing conditions even if they are out of the office.

Please visit the PrimeTerminal section on our website for more information.

Content: Evaluated Pricing Data for 2.8 Million Global Securities  

The depth and breadth of global content available to wealth managers and financial advisors via PrimeTerminal has been significantly expanded. The customizable desktop now offers access to a vast wealth of independent fixed income evaluated pricing, securities pricing and reference data for more than 7 million instruments.

The enhanced coverage now offered via PrimeTerminal includes seamless access to the breadth and depth of content available via FTS, Interactive Data’s securities administration tool. As a leading provider of independent evaluated pricing services, Interactive Data delivers daily evaluations for approximately 2.8 million fixed income and international equity issues. The coverage spans a broad range of instruments and represents approximately 100 countries and 30 different currencies. Over 5,000 financial institutions worldwide, from central banks to large investment banks, subscribe to Interactive Data’s evaluated prices to support pricing activities, research and portfolio management.

Interactive Data was named “Best Third-Party Valuation Provider” in the Credit Awards Americas 2010, and “Best Evaluated Prices Services Provider” in the Inside Reference Data Awards in both 2009 and 2010.

Please visit the Evaluation Services section on our website for more information.

Corporation: New German Website to support local Client base  

Interactive Data has launched a German language website at It is designed to provide local language support to German-speaking clients.

The German content initially includes corporate information and presents the company’s capabilities in the Web-based Solutions and Desktop Solutions area. Additional sections of the website will gradually be translated to German to support the marketing of a wider range of capabilities.

Some highlights of the new German version of the website include the Industry Insights section ("Marktthemen"), which features German press releases, media coverage, industry event participation and the customer magazine ‘compass’. The German website marks an important first step towards the longer term goal of a multi-language website to support clients in a range of languages.

Events: First Roundtable for Customers in Munich  

Interactive Data’s German Sales team invited their South-German customers to join a half-day Roundtable event themed "New Requirements for Financial Service Providers" in Munich on 23 November, 2010.

A selected group of clients and prospects gathered at the Vier Jahreszeiten Kempinski Hotel and discussed the changing conditions financial market professionals are currently facing. Higher transparency requirements, paired with customers demanding a better advisory service and tighter communication, make it necessary for financial institutes to rethink existing paths and evaluate how to best adjust themselves to this development.

In his opening talk Peter Heister, Director of Sales Europe, presented Interactive Data's range of products and demonstrated how they could support a customers‘ value chain in the innovative advisory of Front-, Mid- and Backoffice.

Michael Diefenthäler, Manager Business Development,  then introduced the "Follow your Customer" approach, addressing web portal, desktop, mobile device and social web with consistent solutions and thus designed to help finance professionals establish efficient multichannel strategies. Finally Arne Schwappach, Head of Account Management, described current trends in wealth management advisory using best practice examples.

The subsequent networking lunch offered a good opportunity to further discuss the solutions and products presented, explain details and wrap up the event.

Upcoming Events

Frankfurt am Main:
Interactive Data will be exhibiting at the eFinance Lab's Spring Conference  themed "Financial System Stability – Can IT Infrastructure Contribute to a Solution?" The conference takes place on 22 February 2011 at the Campus Westend of Goethe University.

Interactive Data will be a sponsor of the FISD General meeting, held at the Bolsa y Mercados Españoles (BME) on 2-3 March, 2011. Bob Cumberbatch, European Business Lines Director at Interactive Data, will be on a panel discussion on "MiFIDs Impact on the Market Data Industry - Past, Present and Future".

Together with UNEDISA, a leading Spanish financial company and information company and publisher of business journal Expansión Interactive Data will again host the “Funds Awards” in March 2011. The awards recognize the most successful international fund companies over the past year. 

Germany: Interactive Data Managed Solutions AG | Sandweg 94 | 60316 Frankfurt am Main | Tel: +49 (0)69 505030 0 Fax: +49 (0)69 505030 505 | | |Local District Court | HRB 49611 | Executive Board: Carsten Dirks (Chairman), Stephan Wolf | Chairman of the Board of Directors: Mark Hepsworth