Download Monitoring External Equity Mandates

BEST_PE_NXT_YR: (Also available as Historical field) The company's price/earnings ratio using the
BEst next year estimated earnings per share
EQY_TRR_PCT_1YR: The 1 year total return in percentage. As of date is current date for equities,
previous business day for close-end funds, and previous business day for open-end funds. Start date is
the first business day on or before twelve months (to the date) prior to the ending date (as of date).
Dividends are reinvested. For equities gross dividends are used except for UK and Australian
securities, which use net dividends. Mutual funds use gross dividends.
For funds, if no price is available on the start or end date of the current period the calculation will
look to the fund pricing frequency for a valid price. If the fund prices daily the calculation will look
back 3 business days for a price. If the fund prices weekly the calculation will look back 7 business
days for a price. If the fund prices infrequently the calculation will look back a maximum of 30
business days for a price. If no valid price is found then N.A. will be returned.
EQY_DVD_YLD_EST: BEst mean estimated annual dividend amount based on current calendar year,
divided by the current stock price.
EQY_DVD_YLD_IND: (Also available as Historical field) The most recently announced gross
dividend, annualized based on the Dividend Frequency (DV016, EQY_DVD_FREQ), then divided by
the current market price. If the security is paying an interim/final dividend, then the indicated yield is
calculated by adding the gross amount from the most recently announced interim and the most
recently announced final, and dividing the sum by the current market price. If the most recently
announced dividend is the type 'Estimated' the calculation will not take the 'Interim/Final' payment
schedule into account, it will only take the 'Estimated' dividend multiplied by the frequency and
divided that sum by the current market price.
BEST_LTG_EPS: (Also available as Historical field) The BEst LTG EPS is the estimated
Compounded Annual Growth Rate (CAGR) of the operating Earnings per Share (EPS) over the
company's next full business cycle (typically 3-5 years).
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