THOMSON REUTERSPORTIA Product Roadmap

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2009

PORTIA Product Roadmap

2010

Jan 2011

► eReports► PORTIA Perform v3.2.1► Thai Bonds► OSI► SQL 2008► PORTIA Perform v4.0

► PORTIA CENTRE► Single Sign On ► New Home Page

► Fund Accounting► Perform v3.1

H2 2011► PORTIA CENTRE

► Report Zone► Global Deployment

► Multiple Timezones

► Regional dates► Batch Processing

H1 2011

► Partially Paid Dividends► PORTIA Services► PORTIA CENTRE

► Job Status Dashboard► Error handling► Batch User Interface

► SWAPS

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PORTIA & PORTIA Perform

2010 eReports Enhanced performance capabilities making reports run much

faster Improved usability and workflows to allows users greater

interaction with the system

PORTIA Perform v3.2.1 Enhanced futures processing Support for security level attribution Ability to track constituents against a benchmark

Thai Bonds New security types providing support for Thai Bonds, including

Fixed Rate, Floating Rate and Amortizing Fixed and Floating Rate

OSI Changes to PORTIA to support the new naming conventions

detailed within the Options Symbology Initiative

Planned Enhancements

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PORTIA & PORTIA PerformPlanned Enhancements

2010 SQL 2008 Certification for SQL 2008

PORTIA Perform v4.0 Support for new fixed income attribution measures including

currency and country effect Historical VaR GIPS 2010/2011 Enhanced integration between PORTIA and PORTIA Perform

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PORTIA & PORTIA PerformPlanned Enhancements

H1 2011

PORTIA CENTRE Single sign on across all PORTIA modules New homepage for all users with a palette for setting up user

defined shortcuts

Partly Paid Dividends Enhanced functionality to support the tracking of partly paid

dividends in ‘Income Receivable’ until received

PORTIA Services Enhancements to PORTIA Services to streamline processing

and improve efficiency

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PORTIA & PORTIA PerformPlanned Enhancements

H1 2011

PORTIA CENTRE Job Status Dashboard with direct access to error log, ability to

monitor all PORTIA job types & control which jobs are monitored

Consolidated error log across all modules with enhanced error handling and ability to drill into error log info

New Batch Configuration User Interface

SWAPS Improved functionality including the ability to partially close

SWAPS and to enter fees and charges when rolling a SWAP Basket SWAPS

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PORTIA & PORTIA PerformPlanned Enhancements

H2 2011

PORTIA CENTRE Creation of a new report zone on the home page with the ability

to report directly from all PORTIA modules New modern report browser/user interface for viewing reports

Global Deployment Ability to support multiple timezones on one database Specific regional dates for different tasks including auditing,

batch processing & report generation

PORTIA Services Second phase in a series of enhancements to improve PORTIA

Services