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What's New with Commercial Banks & Real Estate?


Feedback from our clients is the primary catalyst for our products’ continuous evolution. With each release, we address your feedback and deliver new features, functionality, and data to meet your changing needs. Below, we highlight enhancements from recent releases that are most relevant to you and your workflow.

Skip to highlights from a recent release:

Watch a video highlighting recent enhancements for Commercial Banks & Real Estate (04:27)


Nikkei News

Platform: S&P Capital IQ Pro

What’s new: We partnered with Nikkei News for exclusive access to The Nikkei and Nikkei Asia news and analysis. Users now have access to news covering business activity in Asia-Pacific and global financial markets from Nikkei.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users can access expanded Asia-Pacific news offering which brings together breaking news coverage from The Nikkei, Japan’s largest business newspaper, and Nikkei Asia, which provides news and analysis on regional and global business trends.
  • Users can search for specific articles of Nikkei News using the New Search experience on Capital IQ Pro, using keywords, applying filters such as Industry, Geography, Date, Topic, Companies and using Boolean search operators.
  • Nikkei News will be in the Content filter within Market Intelligence news in the Newswire widget.
  • News Home now features Top Articles that are curated from Exclusive Insights from the newly added proprietary news analysis from Nikkei Asia, S&P Global’s veteran journalists and analysts, and Dow Jones editors.



Alerts

Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced a new U.S. Morning Briefing newsletter that highlights market-driven news, key data, and events for you before the U.S. market opens.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users can now subscribe to a daily newsletter from the new Newsletters & Recaps section, ensuring they receive key news & market data before the US business day begins.


Search

Platform: S&P Capital IQ Pro

What’s new: We enhanced search experience with expanded data coverage on Search by adding People data on top search, Industry documents in Filings and Nikkei News on Advanced Search page.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users can search for Officers’ data directly from Search and further navigate to Professional Summary in a single click.
  • Users can search for Industry Documents, including Maps and Geographic Research, Industry Research, and PMI Economic Press Releases, in Filings within the New Search experience.
  • Users can search for Japan entities in Japanese in top search and also in the company search filter within Advanced search.
  • Users can now obtain a quick snapshot of a niche sector through new Topic Tag cards on Advanced Search results. Topic Tag cards will also have helpful links for quick navigation to additional details. Users can also search for top private companies by Total Amount Raised and Post Money Valuation.



Banks & Credit Unions

Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced new U.S. Bank Regulatory Aggregates and updated Credit Union Regulatory Financial Summary pages with the latest credit union summary fields. Additionally, we added Rate fields for Deposit and Consumer Loan products in all three Branch Analytics Applications (Market Share, Market Overlap, Merger Planning / HHI Analysis), which will achieve Rate-type field consistency across Screener, Desktop, and Branch Analytics. Furthermore, we added six new As-Reported Financials pages along with a new Basel III/IV templated page for banks globally and added credit & HTM-adjusted common equity and tangible book value ratios for US GAAP.
See the release notes >

Most relevant for:

  • Credit Risk, Corporate Development 

Workflow improvements:

  • Users can now access 126 newly introduced aggregates including All Banks with new asset ranges, All U.S. Banks by individual states, All U.S. Banks Users can access additional financials & firmographics data for small and medium enterprises in India, significantly enhancing coverage for this geography.
  • Users can now access a new Basel III/IV templated page with all the fields related to Basel III/IV on Capital IQ Pro for banks globally.
  • Users can now access six new As-Reported Financials pages related to loans, segments, and ESG (Environmental, Social & Governance) metrics on Capital IQ Pro for banks globally.
  • Users can now access updated Credit Union Regulatory Summary Financial pages on the Capital IQ Pro platform with the latest 5300 Call Report fields. Updates made to Deposit & Loan Composition, Delinquent Loans, Charge Offs and Other Loan Info, Comm, Off-Bal Sheet & Contingent Liabilities and Net Worth pages.
  • Users can now add Rate fields in the U.S. Depository Consumer Rates within all three Branch Analytics Applications Market Share, Market Overlap and Merger Planning / HHI Analysis. For each Branch Analytics application these new Rate Fields can be added to respective Report tabs in addition to selecting APY for Deposit products and APR for Loan products.




Index

Platform: S&P Capital IQ Pro

What’s new: We added region-focused FTSE ADX and FTSE JSE SA REIT index families. We also expanded Index financial valuation aggregates coverage by adding multiples on the respective Index Profiles as well as financial metrics for Balance Sheet, Income Statement, Cash Flow Statement & Ratios for Indices and Trailing Multiples & Forward Multiples for Custom Indices in S&P Capital IQ Pro plug-in.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users can now access index prices and constituent data for FTSE ADX and FTSE JSE SA REIT indices (constituent data requires licensing).
  • Users can access up to 20 years of aggregated multiples for Indices in Index Profile under Financials/Valuation section for yearly, quarterly, and monthly periods. The expanded aggregates will allow users to conduct better benchmarking and more insightful analysis.
  • Users can access up to 20 years of aggregated Balance Sheet, Income Statement, Cash Flow Statements as well as Ratios for Indices in S&P Capital IQ Pro Plug-in.
  • Users can create and gauge the performance of a custom index by pulling multiples within S&P Capital IQ Pro Plug-in.




Fixed Income (Loans)

Platform: S&P Capital IQ Pro

What’s new: In this release, we improved navigation, content display and page performance for Loans data in Dashboard, Loan Sector Profile and Loan Security Detail pages.
See the release notes >

Most relevant for: All users, Credit Analysts

Workflow improvements:

  • Users can access the new Loan Matrix widget in Dashboard, which displays an aggregate view of S&P-rated facilities based on an Issuer’s Industry/Sector, and an option to navigate to Loan Sector Profile to see the security details. Users can view improved data displays on Loan Security Detail, coupled with enhanced filtering on Loan Sector Profile with the addition of more granular industry classifications and a new Country filter.



Macroeconomic Data

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced Macroeconomic data within the Geographic Intelligence Screener by adding select economic indicators for broad regions. Additionally, users with premium access to the Purchasing Managers’ IndexTM (PMITM) Metals, UK Jobs, and Price Pressure & Supply Shortage Indices License can see historical and current data on PMI Summary page and within the Geographic Intelligence Screener for these indices. 
See the release notes >

Most relevant for: All users, Credit Risk teams, Corporate Strategy

Workflow improvements:

  • Users with premium access to the named PMITM Indices can now get a detailed view of current and historical business conditions for newly added Purchasing Managers’ IndexTM (PMITM) Metals, UK Jobs and Price Pressure & Supply Shortage indices for a country/region.
  • Users will now have access to broad regions in the Geographic Intelligence perspective on Screener and in Capital IQ Pro Plug -In for select macroeconomic indicators. Regional coverage now includes the World, European Union, Eurozone, Latin America, ASEAN, Asia, Developed Markets, Emerging Markets, North America, Asia ex -China, Asia ex Japan, BRIC, G7, World ex China and World ex USA.




Private Markets & Private Company Expansion

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced our private company data coverage for APAC private companies including a 3rd party vendor sourced firmographics, financials and officers and directors' data for small and medium enterprises based in India. We also added a new Custom Benchmark Excel template which helps users with additional subscription access to perform PE/VC fund benchmarking analysis. Additionally, we enhanced the existing Private Equity Firm & Fund Details Excel template to facilitate the filtering of relevant General Partners, based on specific investment criteria, preferences, and strategies.
See the release notes >

Most relevant for: All users, Corporate Development

Workflow improvements:

  • Users can access additional financials & firmographics data for small and medium enterprises in India, significantly enhancing coverage for this geography.
  • Users can access additional officers and directors' data for small and medium enterprises in India, significantly enhancing coverage for this geography.
  • Users with the Premium subscription add-on can access a new Custom Benchmark Excel template to perform custom PE/VC fund benchmarking. The model enables users to filter for a desired group of funds based on relevant fund criteria and further slice and dice fund performance metrics, allowing comparison with any funds within a customized benchmark group.




ESG

Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced new Net Zero commitments, providing users the ability to assess corporate climate targets. Additionally, we have continued to update ESG scores based on the 2023 annual CSA methodology and updated modeled scores for prior years. Furthermore, we added environmental point-in-time (PiT) and As Reported (AR) data allowing users to access data at a historical point in time and as reported data by the company. Lastly, we introduced a new screen capturing the involvement of companies in the expansion of Coal Mines, Power Plants and Transportation Infrastructure.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users can now access the latest S&P Global ESG Scores and S&P Global CSA Scores for 8000+ companies. The latest scores are based on the 2023 annual CSA methodology which evolves annually to ensure alignment with recent updates in recognized standards and frameworks, and to accurately capture corporate efforts in answering upcoming sustainability challenges.
  • Users now have the ability to assess corporate climate targets on their comprehensiveness, adequacy, credibility, completion and examine long-term forecasts of Scopes 1, 2, and 3 GHG emissions through 2050 on the Capital IQ Pro platform.
  • Users can now access the modeled scores for prior years based on the updated methodology. These are not restatements of the historical S&P Global ESG Scores and are only provided for comparative assessment to show what the S&P Global ESG Scores would have been including modeling approaches for the years prior to 2023.
  • Users can access and view a company’s profile at a historical point in time. If adjustments or amendments were implemented, we would identify the reasons behind the change while preserving access to the historical data. Additionally, users can access the raw, as reported data as published by the company. This will help highlight what was, or was not, included in a company’s sustainability reporting and the value S&P Global brings in its modeling process to normalize and standardize the data.
  • Users can access a new screen on the company page and Screener. The Coal Expansion screen captures the involvement of companies in the expansion of coal mines, power plants and transportation infrastructure, including relevant metrics per activity and whether the company has a commitment to phase it out.

Ratings Direct

Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced a series of new functionalities and core enhancements designed to streamline and enrich workflows for RatingsDirect® users across multiple sectors. The enhancements, spanning across various areas of the platform, introduce new experiences for Collateralized Loan Obligations and Sustainable Finance, enhance the Coverage page, and expand US Public Finance alert functionality.
See the release notes >

Most relevant for: Credit Analysts, Corporate Strategy, CIB analysts   

Workflow improvements:

  • RatingsDirect® users now have access to an enhanced Collateralized Loan Obligations (CLO) experience, featuring an expanded deal page and comprehensive CLO performance data. This upgrade offers insights into deal collateral characteristics and underlying exposures, along with robust performance content. Users can use numeric relative constants in their excel models. Relative constants are numerical values assigned to the current period and users can add or subtract from these constants to retrieve future or historical information.
  • RatingsDirect® users now have access to a dedicated Sustainable Finance page, offering access to Second Party Opinions (SPOs) and Sustainability Research & Insights. Our SPOs, grounded in the methodology of the recently acquired Shades of Green, provide transparent evaluations of a company’s financing or framework. Together with our Sustainability Research & Insights, users gain valuable insights into contributions towards a sustainable future.
  • RatingsDirect® users now have access to a dedicated S&P Ratings Macroeconomic Credit Indicators page for sovereigns that displays sovereign risk and economic conditions. Users will have access to historical, current, and forecasted data, while gaining a deeper understanding and transparency into the credit analysis process for sovereigns.




S&P Capital IQ Pro Plug-in

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced the excel model creation experience in S&P Capital IQ Pro Plug-in by utilizing numeric relative constants and implementing padding to market data.
See the release notes >

Most relevant for: Credit Analysts, Corporate Strategy, CIB analysts

Workflow improvements:

  • Users can use numeric relative constants in their excel models. Relative constants are numerical values assigned to the current period and users can add or subtract from these constants to retrieve future or historical information.
  • Users can retrieve market data of a previous day close price on non-trading days, such as weekends and holidays in S&P Capital IQ Pro plug-in formulas.
  • Notable Template Library Additions:
    • Transcript Sentiment Analysis - Analyze Transcript Sentiment Scores for a focus company and their peers, or at the portfolio level. The model also provides the ability to compare financial metrics and multiples against sentiment scores for further analysis.
    • Custom Benchmark - Perform custom PE/VC fund benchmarking by filtering the desired group of funds based on relevant criteria to further slice and dice fund performance metrics and draw comparisons with any funds within a customized benchmark group. (Available to users with premium access).
    • Private Equity Firm/Fund Details - Identify relevant PE/VC General Partners (GPs) using specific investment criteria, preferences, and strategies to further deep dive into the GP's funds, fund performance, portfolios, and investor information in greater detail.




Banking

Platform: S&P Capital IQ Pro

What’s new: We added derived ratios related to IFRS 9 loan staging classification for IFRS 9 adopted banks, and loan & deposit maturity fields for US GAAP banks. Additionally, we updated Credit Union Financial Performance (FPR) fields for Credit Unions, added new Uniform Bank Performance Report (UBPR) for banks and latest regulatory fields in Screener. These field additions for Banks and Credit Unions allow users to measure financial performance, key trends, balance sheet compositions for one entity or a group of companies. 
See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Corporate Development, and Investor Relations

Workflow improvements:

  • Access derived fields related to IFRS 9 standard loan staging classification for IFRS 9 adopted banks.
  • Access loan and deposit maturity fields for US GAAP banks.
  • Access FPR fields with updated average values for a selected company as per the NCUA (National Credit Union Administration) defined guidelines and new datapoints within Borrowing Arrangements (P26).
  • Access the newly published UBPR Income Statement page changes. These tools help institutions prepare for regulatory examinations.


Fixed Income

Platform: S&P Capital IQ Pro

What’s new: We enhanced our Loan Sector profile by adding functionality to enable borrower search, new page filters, and distribution visualizations to allow for a deeper understanding of the current loan market. We also updated S&P Ratings fields within various Screener views and S&P Capital IQ Pro Plug-in and expanded Rating and Debt types. In Debt Capital Structure, we now have additional data fields for loan securities and in Dashboard, a Top Loan Movers and Top Liquid Loan widgets are now available. 
See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Fixed Income teams

Workflow improvements:

  • Access Yield, Conversion, and Advisor data for Loan facilities on the Loan Security Detail page.
  • The price and analytics chart is enhanced with an additional custom date selector.
  • The Loan Sector profile page is enhanced to include search functionality by borrower, depth filtering, and enhanced visualizations to view current loan universe statistics for S&P Ratings distribution as well as minimum, median and maximum values for loans within a certain pricing range.
  • Dashboard and Screener now include price change and price change (%) fields.
  • Top Loan Movers and Top Liquid Loan perspectives were also added on the Dashboard.
  • S&P Ratings field updates in screener and S&P Capital IQ Pro Plug-in
    • As a part of this change, the previous S&P Credit Ratings data fields will be retired. Any saved screen or Excel plug-in model that uses the old fields will need to be updated with the new metrics. Please refer to the full release notes for more details on the field changes and contact your account team or Client Support for more help with the updates.
    • Impacted screener types: Companies (Classic), Geographic Intelligence, Capital Structure (Classic), Insurance Statutory Financials (U.S.), Regulated Depositories (U.S.), Reinsurance Relationships (U.S.), Insurance Product Filings (U.S.), Insurance Investment Holdings (U.S.) and Insurance Investment Transactions (U.S.).






Macroeconomic Data

Platform: S&P Capital IQ Pro

What’s new: We introduced the new Country/Regional PMI Summary page that includes PMITM Headline data, PMI™ Press Releases, and PMI™ News. Within the page, users with the Purchasing Managers’ Index™ (PMI™) Global Index or Sector Index add-on subscription can access historical and current index levels for the Details, Flash and Outlook data series for Composite, Manufacturing, Services and Whole Economy as well as Market Groups, Electronics, Construction, Derived, Dubai and Canadian Region Indices. Five new Economic & Demographic data points have also been added. 
See the release notes >

Most relevant for:

  • Corporate Development, Credit Risk, Economics and Research

Workflow improvements:

  • Access the new Country/Regional PMI Summary page within the Country/Regional Profile page that includes PMI™ Headline data, PMI™ Press Releases, and PMI™ News. Users with access to the PMI™ add-on subscription can get additional data points related to historical and current index levels for the Details, Flash and Outlook data series for Composite, Manufacturing, Services and Whole Economy as well as Market Groups, Electronics, Construction, Derived, Dubai and Canadian Region Indices.
  • Access new economic and demographic data points such as Stock Market Index, Employment, Financial Account Balance, Portfolio Investment, and International Reserves minus Gold % of GDP for the respective countries covered.



Investment Research and Document Viewer

Platform: S&P Capital IQ Pro

What’s new: We introduced the ability to export data tables of Investment Research reports from Document Viewer into Excel. We also improved relevancy of search results for companies, lists, and indices. 

See the release notes >

Most relevant for: All users 

Workflow improvements:

  • Download any data tables from a PDF-formatted Investment Research document and export the tabular data by clicking on the export data option from Document Viewer.
  • Filter through public or private companies in the companies tab in Document Viewer. Relevancy for lists as well as indices has also been improved.



Transactions

Platform: S&P Capital IQ Pro

What’s new: We added new M&A fields to analyze tangible book value dilution and the earnback period resulting from Bank M&A transactions. We also incorporated stock price changes for participants pre and post M&A deal announcements along with new visualizations to analyze a company's transaction activity across various geographies. Furthermore, we improved the audit capabilities for M&A valuation data points. 

See the release notes >

Most relevant for:

  • Corporate Development, and Corporate and Investment Banking 

Workflow improvements:

  • Assess transaction activity within various geographies through a map on the company's transaction summary page. This helps users in identifying the geographies a company is investing into and exiting from.
  • Analyze bank M&A deals using new metrics for Tangible Book Value Dilution and Earnback Period and their corresponding values excluding AOCI.
  • Analyze M&A deals using the stock price changes for Target, Buyers, Ultimate Buyers, and Sellers pre and post deal announcements. Stock Price changes help analyze trends, market/investor view of the M&A deal pricing to the target, buyers, and seller stock prices.
  • Audit the individual components summing up to the consideration value while auditing M&A valuation and consideration data points like Transaction Value, Deal Value, Implied Enterprise Value, etc.




Search

Platform: S&P Capital IQ Pro

What’s new: We enhanced Search with the introduction of a new interface and improved relevancy. We also expanded coverage of searchable results with the addition of Rates & Yields as a heading in the top search navigation, incorporated Topic Tags, introduced S&P Ratings entity ID search and improved overall usability for Media sector related search relevancy.

See the release notes >

Most relevant for: All users

Workflow improvements:

  • Access new content categories designed to search across data sets within the All tab which also enables browsing through specific content categories and subcategories.
  • Search for Rates & Yields directly from the top search bar.
  • The new search experience brings more relevant results with expanded synonyms coverage and prefix searches. The new search also considers usage statistics, company size measured by market capitalization and priority exchanges for relevancy.
  • Review tool tips for all the supported keyboard shortcuts.
  • Directly navigate to the Market Maps page from a Topic Tag in top search and look for companies tagged to the specific topic tags in Advanced Search.






News

Platform: S&P Capital IQ Pro

What’s new: We redesigned the News & Analysis pages to improve discoverability of relevant content, facilitate easier navigation, and reduce page load times. 

See the release notes >

Most relevant for: All users   

Workflow improvements:

  • Access a redesigned News Home page that will display market and industry news from Dow Jones and S&P Global Market Intelligence, with greater personalization options.
  • Browse news and analysis handpicked by our editors, and read personalized recommendations based on reading history, and organize this landing page based on topics of interest.
  • Updated left-hand navigation allows users to quickly access relevant sections of the page without scrolling.
  • Redesigned industry news pages that will highlight the most important and relevant sector focused news from Dow Jones and S&P Global Market Intelligence.
  • Enhanced news dropdown menu, which will facilitate easier navigation to key pages featuring news & analysis on the Capital IQ Pro platform.






Private Markets & Private Company Expansion

Platform: S&P Capital IQ Pro

What’s new: We enhanced our private companies offering by adding new Products, Services, and End Markets data to help users understand the company’s business operations and map out the end-consumer ecosystem. We also expanded private company data coverage for APAC private companies to provide vendor sourced firmographics, financials, officers, and directors data for small and medium enterprises based in Taiwan. 

See the release notes >

Most relevant for:

  • Credit Risk, and Lending & Finance   

Workflow improvements:

  • Gain additional insights into products, services, and end markets for private companies on the Products & Services page, enabling them to discover and understand the company’s core business, primary products/services, and consumers in a more granular way.
  • Access additional financials & firmographics data for small and medium enterprises in Taiwan, significantly enhancing coverage for the geography.
  • Access additional officers and directors data for small and medium enterprises in Taiwan, significantly enhancing coverage for the geography.





ESG

Platform: S&P Capital IQ Pro

What’s new: We have applied the updated 2023 ESG scores methodology including the release of 2023 wave 1 company scores. In addition, we expanded environmental coverage by adding Research Type flags to company environmental pages to easily identify how the respective Environmental profiles were generated. We also expanded Business Involvement Screens with new coverage in both the Consumer Products and Defense & Weapons categories and added a new Paris Alignment company’s confidence score for the latest and historical years. Furthermore, we expanded coverage of Physical Risk assets to 1.6 million. 

See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Sustainability, and Investor Relations   

Workflow improvements:

  • Access the latest S&P Global ESG Scores and S&P Global CSA Scores. The latest scores are based on the 2023 annual CSA methodology, which evolves annually to ensure alignment with recent updates in recognized standards and frameworks, and to accurately capture corporate efforts in answering upcoming sustainability challenges.
  • Access modeled scores for Survey Respondent companies, which were previously available only for publicly assessed companies.
  • Access updated fields within the ESG Scores dataset in Dashboard, Screener as well as S&P Capital IQ Pro plug-in. These updated fields allow users to screen companies based on S&P Global CSA scores as well as modeled S&P Global ESG scores in the absence of disclosure.
  • New Research Type flags added to the company Environmental pages can be used to identify how each company’s respective Environmental profile was generated.
  • Users can see a new field, Confidence Score, on the Paris alignment page, Screener, Dashboard and S&P Capital IQ Pro Plug-in for latest and historical years.
  • Be able to screen for companies with involvement in retail and medical cannabis, genetically modified organisms (GMOs), palm oil growth and production, pesticides and riot control equipment and weapons.
  • Expanded coverage to 1.6 million assets in Physical Risk coverage. Additionally, 2022 Physical Risk methodology has been updated for ~270K asset records.









RatingsDirect® on S&P Capital IQ Pro

Platform: S&P Capital IQ Pro

What’s new: We introduced a series of enhancements designed to streamline RatingsDirect® users research processes and provide them with valuable insights. These enhancements span various areas of the S&P Capital IQ Pro platform, providing users with personalized recommendations, additional data, and improved search capabilities. 

See the release notes >

Most relevant for:

  • Credit Risk and Fixed Income   

Workflow improvements:

  • Access the RatingsDirect Research Article Recommender on S&P Capital IQ Pro platform via the RatingsDirect® Home page and the research article viewer which leverages readers’ past usage to create custom article recommendations, enabling better article discovery.
  • Explore Scores & Factors history for corporate, financial institutions, and insurance entities on the Ratings & History page in the left-hand navigation menu. This new feature provides valuable insights into companies' historical scores & factors, enabling investors to contextualize past ratings and make informed decisions based on long-term trends.
  • Access Insurance financial highlights from CreditStats Direct financials for insurance entities. This addition provides clients with important financial metrics considered in the S&P Global Ratings Analysts' assessment of insurance companies' creditworthiness.
  • Access the US Public Finance Benchmarking tool available in the S&P Capital IQ Pro plug-in template library. This tool provides users with the ability to efficiently display economic & financial data from revenue sources and compare financial metrics against up to 10 peers. Additionally, this capability offers a 5-year history of the subject entities’ financials and computes peer benchmarking statistics including maximum, minimum, mean and median values.
  • Conduct more targeted searches for S&P Ratings research articles using specific keyword matches within the article headline, body, or the entire document. This feature enhances the searchability and findability of research articles, catering to users who are familiar with the exact headline of an article or are looking for specific keywords mentioned throughout the article.
  • Access Sovereign Factors and BICRA group scores & components in Screener, S&P Capital IQ Pro Plug-in, and Dashboard. This enhancement enables users to screen the sovereign universe based on these criteria and display information in Excel and Dashboard.










US Business Listings

Platform: S&P Capital IQ Pro

What’s new: We continued to expand our prospecting workflow by adding absolute probability of default to the Business Listings data set. Users will be able to pull in NAICS and county-level probability of default data for improved prospecting and additional credit risk analysis. We further integrated Vertical IQ Industry Intelligence offering into the S&P Capital IQ Pro platform under the Companies data set providing users insight on industry data alongside entity reporting and analysis. 

See the release notes >

Most relevant for:

  • Lending & Finance

Workflow improvements:

  • Access probability of default estimates for 2 and 4 quarter time horizons calculated for all combinations of counties and states across the United States with 4- and 2-digit NAICS codes.
  • Subscribing users can now access Vertical IQ Industry data directly under the companies' data set in Capital IQ Pro platform. Vertical IQ provides NAICS-level industry data allowing users to supplement entity-level analysis and reporting with insights on industry intelligence.



Index

Platform: S&P Capital IQ Pro

What’s new: We introduced a more robust index charting capability on the Index Profile page, expanded index financial aggregate coverage, and added intraday open-high-low data points. Additionally, we integrated Index identifiers and expanded Index trailing and forward multiples in the S&P Capital IQ Pro Plug-in. 

See the release notes >

Most relevant for:

  • Corporate and Investment Banking, and Economics and Research

Workflow improvements:

  • Users can now take advantage of our robust ChartIQ visualizations on the Index Profile page. This includes drawing tools, studies, and new chart-types. These additional capabilities will enable users to undertake more meaningful analysis and offer a modernized interface experience for charting.
  • Users can access up to 20 years of aggregated Balance Sheet, Income Statement & Cash Flow statements of indices in Index Profile. The expanded financial aggregates will allow users to conduct better benchmarking and more insightful analysis.
  • Users can now view headers that display Index Ticker and SPT Identifier/Key across all indices (Profile, Constituents, Financials/Valuation). These identifiers can be plugged into SPG formulas to pull data in S&P Capital IQ Pro Plug-in.
  • Users can now pull additional trailing and forward multiples for index aggregates in S&P Capital IQ Pro Plug-in.





Fundamentals

Platform: S&P Capital IQ Pro

What’s new: We enhanced the Multiples page by offering a Charting option, added the S&P Capital IQ Pro Plug-In alias to CIQ definitions on the Templated Financial pages, and inserted additional CIQ Fundamentals data items to the S&P Capital IQ Pro Plug-In and Screener. These enhancements will allow users to access similar data across the platform seamlessly. 

See the release notes >

Most relevant for: All users

Workflow improvements:

  • Access Chart Builder tool directly from the Multiples page with the selected entity and data item pre-loaded in the Chart in a new tab.
  • Access S&P Capital IQ Pro Plug-in aliases in the definition pop-up for Capital IQ sourced data in the templated financial pages.
  • Access 20 new Capital IQ fundamentals data items in the S&P Capital IQ Pro Plug-In and Screener.

Estimates

Platform: S&P Capital IQ Pro

What’s new: We upgraded Estimates click throughs to leverage the enhanced Document Viewer, plus, added Estimates metric definitions and excel formulas. 

See the release notes >

Most relevant for:

  • Corporate and Investment Banking, Corporate Development, and Investor Relations

Workflow improvements:

  • Click-through for Estimates metrics have been upgraded to bring users directly to the source documents in Document Viewer, giving the users an improved search experience, enhanced navigation, and more data export options.
  • Click directly on the Estimates metric names to view definitions and the corresponding excel formulas for the consensus mean estimates.
  • Users can view metric definitions within Estimates data item click throughs.



Report Builder

Platform: S&P Capital IQ Pro

What’s new: We revamped Quick Report by reformatting the output into a concise one-page report with a fresh layout, highlighting key data relevant for public companies. 

See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users will now be able to select a more concise one-page report containing key company information such as revenue by business and geography charts, market data, key statistics, estimates, and more.


NAICS Industry Classifications

Platform: S&P Capital IQ Pro

What’s new: We added North American Industry Classification System (NAICS) classification taxonomy for companies in S&P Capital IQ Pro platform. 

See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users can view the North American Industry Classification System (NAICS) classification details for a company in Corporate Profile. This enhancement will be available for both public and private companies.
  • Users can now run screens using North American Industry Classification System (NAICS) classification as a criteria as well as add NAICS classification as a display column for their screens from the Companies perspectives.




Office Plug-in

Platform: S&P Capital IQ Pro

What’s new: S&P Capital IQ Pro Plug-in users can calculate Custom Index performance, conveniently pull relevant FX Rates, utilize Historical Currency Conversion methods for a variety of data types, and streamline the performance of large Excel files with a new Refresh option. 

See the release notes >

Most relevant for: All users

Workflow improvements:

  • Users requiring foreign currency data conversion can take advantage of the Historical Currency Conversion Method in S&P Capital IQ Pro Plug-in and Screener.
  • Users can conveniently access exchange rate values within S&P Capital IQ Pro Plug-in.
  • Users wishing to improve the performance of large models that automatically refresh CIQ Pro formulas can independently control the refresh settings of certain function types. Performance-degrading large functions (Tables, Ranges, Screens, and Queries) can be restricted to manual refresh while single-cell formulas continue to update automatically. The following functionality will be available only for users with a S&P Capital IQ Pro Office version of 23.09 or higher.
  • Create and gauge the performance of a custom index via Market Capitalization Weight, Price Weight, and Equal Weight methods within S&P Capital IQ Pro Plug-in.



Real Estate

Platform: S&P Capital IQ Pro

What’s new: We added Tenant Institution Key and CIQ ID on Screener in Companies and Companies (Classic) data sets. This will allow users to build models for Tenant Risk Analysis for REITs. 

See the release notes >

Most relevant for:

  • REITs, Commercial Lending

Workflow improvements:

  • Access Tenant Institution Key and CIQ ID on both Companies Screener and Companies (Classic) Screener data sets. This will allow users to build models for Tenant Risk Analysis for REITs.





Estimates

Platform: S&P Capital IQ Pro

What’s new: In this release, we added 41 new Estimate data points including 39 industry-specific data points across 13 industries comprising Airlines, Banks, Healthcare, Home Building, Hotels & Restaurants, Insurance, Metals & Mining, Oil & Gas, Pharma & Biotech, Real Estate, Retail and TMT, with a further 22 data points being added in late July. In addition, we will add alerting capabilities to track Broker Recommendation upgrades, downgrades, and coverage changes. See the release notes >

Most relevant for:

  • Corporate and Investment Banking, Coverage, Corporate Development, and Investor Relations

Workflow improvements:

  • Addition of 39 new industry-specific Estimate data points across 13 industries, plus Selling, General & Administrative Expense Estimates and Research & Development Estimates for all industries.
  • In late July, an additional 22 Estimate data points will be available, including data points for an additional industry, Education.
  • *Coming soon* Set up alerts for broker recommendation upgrades, downgrades, and coverage changes for companies.





Fixed Income: Loan Facilities in S&P Capital IQ Pro

Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced the first fixed income content integration from IHS Markit with the addition of Loans facilities in S&P Capital IQ Pro platform. Users will have access to enhanced Loan Terms and Conditions (T&C) data and multiple levels of pricing data, analytics, and a liquidity score for these loan facilities. See the release notes >

Most relevant for:

  • Credit Risk, Debt Capital Markets and Treasury

Workflow improvements:

  • Access 58,000 loan facilities, including ~3,000 facilities with current pricing data such as live prices, New York close, London close, and evaluated pricing. This data is available on the Corporate Issuance pages within Corporate Profile, Securities Summary Screener, and in S&P Capital IQ Pro Plug-in.
  • We also enhanced coverage of security types and introduced the IHS Markit loan facility identifier or LXID to Top Search and Fixed Income Search in Dashboard and List Manager.





Private Markets & Private Company Expansion

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded private company data coverage for APAC private companies to provide vendor-sourced firmographics, financials, and officers and directors data for small and medium enterprises based in Thailand and Singapore. We also added six new Topic Tags, additional investment criteria for Fund Managers and Limited Partners and a new set of “Direct Alpha” PMEs on Private Capital Benchmark page and Screener for performance analysis. Additionally, we enhanced Limited Partner (LP) profiles with two new widgets to provide capital commitment breakdown and investment allocations insights. See the release notes >

Most relevant for:

  • Credit Risk, and Lending & Finance

Workflow improvements:

  • Access additional financials and firmographics data for private companies in Thailand and Singapore.
  • Access additional officers and directors’ data for Thailand and Singapore private companies.
  • Addition of six new Topic Tags (Digital Wellness, Digital Mental Health, Employee Assistance Program (EAP), 5G, Pet Food and Supplies, and Pet Care).
  • Analyze and gain quicker insights into emerging and niche markets through a new 'Companies Funded' column on the Market Maps Summary page and an enhanced Deal Activity view on the Details page
  • Access a new set of "Direct Alpha" Public Market Equivalents (PMEs) on Private Capital Benchmarks page and Screener for performance analysis.
  • View aggregated investment strategy and commitment breakdown along with top fund manager insights for a Limited Partner/Investor.
  • Preqin Premium access users can view the Limited Partners/Investors’ investment allocation holistically and within the Alternatives space (sourced from Preqin).
  • Preqin Premium access users can view new key investment criteria insights, such as Main Firm Strategy and Applied Strategies.









Chart Builder

Platform: S&P Capital IQ Pro

What’s new: In this release, we added 14 Macroeconomic data points on Charting to help users better understand and visualize business conditions within a country, in addition to 10 trailing and forward index multiples for all pre-calculated indices to conduct valuation analysis.
See the release notes >

Most relevant for:

  • Corporate Development, Credit Risk, Economics, and Country Analytics 

Workflow improvements:

  • Plot 14 Macroeconomic data points through Chart Builder.
  • Conduct valuation analysis by charting index data for trailing and forward TEV and Pricing multiples for the last twelve months and calendar year through Chart Builder



Banking

Platform: S&P Capital IQ Pro

What’s new: In this release we added Credit Union Financial Performance (FPR) Peer Average fields for Credit Unions, Uniform Bank Performance Report (UBPR) for banks, and the latest regulatory fields on the Screener tool. These field additions allow users to measure financial performance, key trends, balance sheet composition for companies and help these institutions prepare for regulatory examinations. All of these metrics are also available on the Peer Comps and the Chart Builder tool. We also added minimum capital and leverage requirements for banks reporting under GAAP or IFRS worldwide. See the release notes >

Most relevant for:

  • Credit Risk, Corporate Development, and Investor Relations 

Workflow improvements:

  • Access Financial Performance Report fields populating Peer Average values for a selected company as per the peer group defined by the Credit Union regulatory agency, the NCUA. These fields are available for Key Ratios (P2) and Historical Ratios (P4) on Screener. Users can also access UBPR fields within the Companies screen in the Screener alongside all other content sets.
  • Access the latest Credit Union 5300 Call Report and Bank Call Report updates on Screener.
  • Addition of minimum capital and leverage requirements available for banks reporting under GAAP or IFRS which includes Minimum Tier 1 Capital, Total Capital, Leverage, TLAC, and MREL requirements.
  • View new Industry Data aggregate pages in the left-hand navigation menus: Economic Data, Banking, and Insurance on US Country/Region profile and Insurance menu on UK Country/Region profile.







U.S. Business Listings

Platform: S&P Capital IQ Pro

What’s new: In this release, we continued to integrate Vertical IQ Industry Intelligence offering into the S&P Capital IQ Pro platform by adding 30+ key data items in Screener, allowing users to seamlessly incorporate Industry-level metrics for better prospecting. In addition, we added QuickView industry description from the Vertical IQ Industry profile to the Business Profile page. See the release notes >

Most relevant for:

  • REITs, and Lending & Finance   

Workflow improvements:

  • Access 30+ data items from Vertical IQ Industry Intelligence directly in Screener and data items ranging from Bank Financial data to Bank Product usage.
  • View the Vertical IQ QuickView industry description directly on the Vertical IQ section on the Business Profile page, allowing users to quickly understand the overview of the related industry linked to the business listing record.



Trading Multiples

Platform: S&P Capital IQ Pro

What’s new: In this release, we added audit capabilities for all CIQ Trailing and Forward Multiples data items in the Chart Builder. This allows users to view the calculation of the Multiples data items and the source document of the relevant Financial or Estimates data items.
See the release notes >

Most relevant for:

  • Corporate and Investment Banking, Coverage, and Investor Relations   

Workflow improvements:

  • Users can now audit the Trading and Forward multiples in the Chart Builder.


Dashboard

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced ChartIQ widget functionalities on the Dashboard, integrated IHS Markit loans data and added Industry Estimate data points to Dashboard widgets. See the release notes >

Most relevant for: All users   

Workflow improvements:

  • Enhancement of ChartIQ widget such as improved handling of non-trading market days to ensure display of more relevant market activity and eliminate inactive periods.
  • Access Loan pricing data on Dashboard through List, Quote and Chart widgets using the Fixed Income entity search.
  • Utilize the field selector to pull more loan-specific data points onto the Dashboard.
  • Access 39 newly added industry-specific estimate metrics across 13 industries for companies around the globe in the Dashboard widgets.



Ownership

Platform: S&P Capital IQ Pro

What’s new: In this release, we added new filter capabilities on the Investor Screening tool to easily screen for and identify ESG-focused funds and Activist Investor holders. In addition, we added a new filter for Key Developments in Insider Activity page to enable users to plot Key Developments directly on the Insider Activity chart. See the release notes >

Most relevant for:

  • Corporate and Investment Banking, Sustainability, and Investor Relations   

Workflow improvements:

  • Identify ESG-focused funds and Activist Investors in the Investor Screening tool with the newly added criteria filters. The screen results include a new red flag icon for Activist Investors and a new column for the ESG focus designation.
  • View a new filter added on the Insider Activity page which provides deeper insights into relevant Key Developments by plotting them on the chart along with Insider activity for any available period selection.



Ownership-Key-Developments-on-Insider-Activity-Chart-Release-2306.jpg

Document Viewer

Platform: S&P Capital IQ Pro

What’s new: In this release, we redesigned the search panel in Document Viewer providing users with an enhanced and revamped search experience. See the release notes >

Most relevant for: All users   

Workflow improvements:

  • Seamlessly switch between tabs for Transcripts, Filings, and Investment Research in Document Viewer with search results cleanly displayed.
  • Users can now navigate directly to a section in the Document Viewer from the Key Exhibits page.


Transactions

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced visualizations enabling users to quickly answer common transaction questions, added additional screener fields while retaining stickiness of the transactions statistics page. See the release notes >

Most relevant for:

  • Corporate Development, and Corporate and Investment Banking

Workflow improvements:

  • Assess latest transaction news, key developments and top legal advisers for a company, through added visualizations and widgets on Transaction Summary page.
  • Addition of Bank M&A data points: Purchase Price to Tangible Equity (excluding AOCI) ratio and Core Deposits Intangibles.
  • Users can retain Aggregates and Averages plotted on transaction statistics charts to effortlessly plot the most frequently used averages and aggregates.
  • View transactions made by subsidiary companies in the transactions widget on the company's corporate profile page.






Investment Research

Platform: S&P Capital IQ Pro

What’s new: In this release, we improved the purchase workflow of AMR documents within Investment Research page and Document Viewer to substantially reduce the number of clicks required for users to purchase and access their desired investment research reports on S&P Capital IQ Pro similar to that of the S&P Capital IQ platform. Additionally, we enhanced our Report Preview page to provide a faster loading experience for related report information including Keywords in Context (with keyword searching), Table of Contents and document details per document.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Ability to purchase a single AMR document within the Research page, significantly reducing the number of additional clicks before they can access their desired report.
  • Ability to purchase a single AMR document within Document Viewer which will provide report details prior to the purchase.
  • Ability to purchase multiple AMR documents within the Research page.




Screener

Platform: S&P Capital IQ Pro

What’s new: In this release, we have added the feature to export grouped results from the Companies Screener to Excel so users can easily and conveniently transfer Screener results into Excel for further analysis. See the release notes >

Most relevant for: All users

Workflow improvements:

  • Introduced export option for grouped screen results.


Search

Platform: S&P Capital IQ Pro

What’s new: In this release, we have added the ability to search for companies with website URL on new Search and added IHS loan facility identifier or LXID search on Fixed Income securities on both new Search and classic Search to help users quickly access the data they need.
See the release notes >

Most relevant for: All users

Workflow improvements:

  • Search for companies with the help of website URL on New Search
  • Search for Fixed Income securities with IHS loan facility identifier or LoanX ID (LXID)



Office Plug-in

Platform: S&P Capital IQ Pro

What’s new: In this release, we added support for selected LOOKUP and Reference Functions in the Trace Precedents functionality to display the source cell and created Quick Keys for the alignment and distribution commands in PowerPoint. See the release notes >

Most relevant for: All users

Workflow improvements:

  • Quickly locate the source cell of the value retrieved using select LOOKUP and Reference Functions in the Trace Precedents side panel that shows the source cell, header of the source cell (if any) and the value retrieved.
  • Addition of new quick key shortcuts for alignment and distribution presentation tool commands in PowerPoint.



ESG Data & Analytics

Platform: S&P Capital IQ Pro

What’s new: In this release, we added Nature & Biodiversity Risk data to assess nature exposure using maps visualizations and Greenhouse Gas (GHG) Scope 2 market-based emissions data to provide insights into the company’s carbon footprint based on energy purchases. Also, we have introduced a new Media & Stakeholders Analysis (MSA) under review flag which will help reduce the time required to alert a client of an open MSA case that could have a potential impact on their respective ESG score. See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Sustainability, Corporate Development, and Investor Relations

Workflow improvements:

  • Assess nature-related impacts and dependencies resulting from an issuer's direct operations based on a transparent methodology launched in collaboration with UNEP-WCMC. The dataset provides a quantitative approach to measure the impacts and dependencies of assets, companies, and portfolios on nature and to report in line with TNFD recommendations.  
  • Addition of Under Review flag below the company’s ESG Score if a company’s current ESG Score is being assessed for a controversy. 
  • Assess impact of financial losses on portfolio holdings due to exposure to climate-related physical hazards across various climate change scenarios and multiple time horizons in Portfolio Analytics. 
  • Redesigned folder structure for ESG metrics to provide easy access and improve discoverability  
  • Updates made to Sustainable Finance Disclosure Regulations (SFDR) model in the Excel Template Library to further support SFDR reporting requirements. 
  • Access Greenhouse Gas (GHG) Scope 2 market-based emissions data, which provides deeper insights into the company’s carbon footprint based on their energy purchases.  
  • Access Greenhouse Gas (GHG) Scope 3 downstream categories providing a higher level of granularity for Scope 3 emissions data and its concentration for a company.  
  • Access Environmental data for 3.2 million private companies, increasing the coverage by 1 million.





RatingsDirect®

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced core Structured Finance functionality by integrating Performance data, Servicer Evaluations, and Covered Bonds. We also enhanced US Public Finance search functionality to include revenue sources and integrated S&P Global Ratings terms & conditions with Screener, Excel, and Dashboard. See the release notes >

Most relevant for:

  • Credit Risk

Workflow improvements:

  • Access Performance data for Structured Finance deals on the Performance Data widget on the deal page, the top ribbon, and an expanded view in the left-hand menu.
  • Access Servicer Evaluations on the Subsector Profile, Corporate Profile, S&P Global Ratings Coverage page, and through Alerts, Dashboard, Screener, and the S&P Capital IQ Pro Plug-in.
  • Access Covered Bonds content on the Subsector Profile and through Quarterly Reports.
  • Search for US Public Finance (USPF) revenue sources within Typeahead and Advanced Search. A new US Public Finance Revenue Sources search vertical contains all USPF revenue sources and can be filtered by Revenue Source Sector and Geography.
  • View securities based on their S&P Ratings Terms & Conditions in Dashboard, Screener, and the S&P Capital IQ Pro Plug-in.
  • Access criteria used to determine credit rating for a Global Issuer security or Structured Finance tranche





Macroeconomic Data

Platform: S&P Capital IQ Pro

What’s new: In this release we added the Purchasing Managers’ Index (PMI) Headline Indicators to our economic data series to better understand business conditions within a country. PMI Headline Indicators are available for Composite, Whole Economy, Manufacturing, and Services. We also improved the navigation from the Geographic Intelligence Screener to a Country Profile page. See the release notes >

Most relevant for:

  • Credit Risk, Procurement, Corporate Development

Workflow improvements:

  • Users can better understand business conditions within a country with the addition of our Purchasing Managers’ Index (PMI) Headline Indicators.
  • Users are better able to navigate from the Geographic Intelligence Screener to a Country Profile page.



Credit Unions

Platform: S&P Capital IQ Pro

What’s new: In this release, we updated Financial Performance (FPR) fields for Credit Unions to allow users to access newly reported FPR fields by the National Credit Union Administration (NCUA). We also added U.S. Bank Regulatory fields in Chart Builder to help users analyze trends for one or more companies over time. See the release notes >

Most relevant for:

  • FIG Analyst, FIG Coverage, Credit Risk

Workflow improvements:

  • Users can access new FPR fields within the Companies and Regulated Depositories (U.S.) datasets in Screener as well as Peer Comps to reflect FPR reports changes.
  • Users can access FPR fields with Peer Average values for a selected company as per the NCUA defined peer group. These fields are available for Key Ratios (P2) and Historical Ratios (P4) on Screener.
  • Users can plot Banking Holding Company, Subsidiary level bank and credit union regulatory call report fields in Chart Builder.

Trading Multiples

Platform: S&P Capital IQ Pro

What’s new: In this release, we created a new Multiples page within the Corporate Profile. We also added trailing and forward multiples data items and parameters in Screener, the S&P Capital IQ Pro Plug-in, and Chart Builder, including new Diluted basis multiples and Total Enterprise Value (TEV) multiples excluding operating lease adjustments. These additional features allow users to conduct valuation analysis using different versions of trading multiples that meet their personal fundamental preferences and allow them to calibrate to reflect nuances between countries, sectors, and industries. See the release notes >

Most relevant for:

  • FIG Analyst, FIG Coverage, Portfolio Analysts

Workflow improvements:

  • Users can access the new Multiples page within the Corporate Profile under the Templated Financials section, including trailing and forward multiples with audit capabilities to view the calculation and navigate to the source document for the relevant financial and estimates data item.
  • Users can pull TEV and Market Cap multiples on a diluted outstanding or diluted exercisable share basis in addition to the existing trailing and forward multiples in Screener, the S&P Capital IQ Pro Plug-in, and Chart Builder.
  • Users can find new trailing and forward TEV multiples excluding operating lease adjustments in addition to the standard TEV multiples. The new TEV multiples excluding operating leases only apply to U.S. GAAP companies. If operating leases do not apply, this field will return the same value as the data item without these adjustments.
  • Users can have the option to choose additional period types for trailing multiples data items, including fiscal year and fiscal quarter, in addition to LTM and last fiscal quarter.
  • Users can access High, Low, and Average values for trailing and forward multiples in the S&P Capital IQ Pro Plug-in in addition to the Close values.
  • Users can now utilize the audit capabilities for all trailing and forward multiples data items on the new Multiples page as well as the Corporate Profile, Key Stats page, Estimate Highlights page, Chart Builder, Screener, and the S&P Capital IQ Pro Plugin. This allows users to view the calculation of the multiples data item and the source document of the relevant financial or estimates data item.



Dashboard

Platform: S&P Capital IQ Pro

What’s new: In this release, we have integrated ChartIQ functionality on the Dashboard, added Purchasing Managers’ Headline Indices, Country Risk and select Economic data to the List and Quote widgets, and backfilled historical cryptocurrency data. See the release notes >

Most relevant for:

  • Credit Analysts, Portfolio Analysts, Investment Strategists 

Workflow improvements:

  • Users can access the new and highly functional ChartIQ widget on the Dashboard. This widget represents a significant upgrade to Dashboard charting, featuring a wealth of new capabilities, most notably the integration of 125 unique technical indicators. It is equipped with a range of out-of-the-box functionalities such as drawing tools, customizable plot colors, a revamped widget toolbar, zoom in-out, and more. All of these features are seamlessly integrated within the Dashboard widget, which also supports broadcast and currency conversion functionalities.
  • Users can view Purchasing Managers’ Headline Indices, Country Risk and Select Economic data for geographies in the List and Quote widgets of the Dashboard.
  • Users can view volume data relating to cryptocurrency for more than 30 days on the Chart widget on Dashboard.





Private Company Data

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded private company data coverage for APAC private companies and updated firmographics data for private companies. This coverage expansion provides vendor-sourced firmographics, financials, officers, and directors data for small and medium enterprises based in Malaysia, Thailand, and Singapore, significantly enhancing our private company coverage within APAC. We also expanded our coverage of niche markets by adding five new Topic Tags for users to explore and identify investible opportunities in the markets. We also enhanced the Market Maps Summary page by adding tag-level data that will support clients during the deal exploration process. See the release notes >

Most relevant for:

  • Corporate Development, Credit Risk, Sales 

Workflow improvements:

  • Users can access additional financials and firmographics data for Malaysia, Thailand, Singapore small and medium enterprises.
  • Users can access additional officers and directors' data for Malaysia, Thailand, and Singapore small and medium enterprises.
  • Users can access five new Topic Tags, including Buy Now Pay Later (BNPL), E-Sports, Amateur Sports, ClimateTech, and Web3, on the Market Maps page, Screener, and the Corporate Profile page.
  • Users can explore all 260+ Topic Tags on the Market Maps Summary page in both sector and alphabetical view along with some key metrics, such as Total Companies and Total Funding. Users can also utilize enhanced export and filter functionalities on the Market Maps Details page.

Fixed Income

Platform: S&P Capital IQ Pro

What’s new: In this release, we augmented our coverage of Debt Capital Structure (DCS) securities to include additional coverage of a company’s commercial paper, loans, and credit facilities with about 80,000 additional securities and expanded terms and conditions coverage. We also improved the navigation from the Securities Summary Screener to the Corporate Profile page or Security Detail page. See the release notes >

Most relevant for:

  • Credit Analysts, Credit/Lending, Accounting/ Finance   

Workflow improvements:

  • Users can view additional Debt Capital Structure (DCS) securities, including commercial papers, loans, and credit facilities, as well as more terms and conditions (T&C) data items in the Corporate Issuance pages within the Corporate Profile, Securities Summary Screener, and S&P Capital IQ Pro Plug-in. Users can also see enhanced security types and debt capital markets classification to easily identify shorter-maturity securities as well as U.S. Agencies and Structured Finance securities.
  • Users can navigate to the Corporate Profile or Security Detail pages via our new hyperlinks on the Issuer Name or Instrument Item ID fields. This is available for both equities and fixed income securities in the Securities Summary Screener and S&P Capital IQ Pro Plug-in.


Banking

Platform: S&P Capital IQ Pro

What’s new: In this release we added fields from the Credit Union Financial Performance (FPR) for credit unions, Uniform Bank Performance Report (UBPR) for banks, the latest regulatory fields for Bank Holding companies, and expanded coverage of FFIEC schedules on Screener. These field additions for Banks and Credit Unions allow users to measure financial performance, key trends, balance sheet compositions for individual or a group of companies. We also added liquidity coverage ratio (LCR) composition for U.S. and global banks to have a better understanding of the liquidity risk inherent within banks or in the banking sector of the country. See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Corporate Development  

Workflow improvements:

  • Users can access the Credit Union Financial Performance Report (FPR) fields within the Companies and Regulated Depositories (U.S.) datasets in Screener as well as Peer Comps
  • Users can access the most recent Uniform Bank Performance Report fields published by FDIC within the Regulated Depositories (U.S.) dataset in Screener
  • Users can access the latest reported Y-9C fields for bank holding companies within the Companies and Regulated Depositories (U.S.) datasets in Screener
  • Users can access Market Risk Capital Report (FFIEC 102) and RWAs & Operational Risk (Schs B, S) information within the Companies dataset in Screener
  • Users can access liquidity coverage ratio (LCR) composition data in Screener and the S&P Capital IQ Pro Plug-in. This will help users conduct risk assessments as LCR composition data is an essential component of the supervisory approach to managing liquidity risk.


Fixed Income

Platform: S&P Capital IQ Pro

What’s new: In this release, we added new fields in Securities Summary Screener to help users identify additional fixed income security features including tenor. We also added company Topic Tags which are niche industry classifications to provide more insight into a company’s operations and markets. See the release notes >

Most relevant for:

  • Fixed Income, Credit Risk   

Workflow improvements:

  • Users can access new fixed income securities fields, which include Default, Guarantee and Exchangeable flags, in addition to Tenor in Screener and the S&P Capital IQ Pro Plug-in. Users can also access the Topic Tags data item within the Securities Summary dataset in Screener to view the unique Topic Tag attributed to a specific security.

Search

Platform: S&P Capital IQ Pro

What’s new: In this release, we added Technology, Media and Telecommunications (TMT) content to New Search and enhanced search filters for companies and filings data. These enhancements will allow users to discover TMT and other content quickly and easily within the platform. See the release notes >

Most relevant for: All users  

Workflow improvements:

  • Users can now search for Technology, Media, and Telecommunications (TMT) content within typeahead in New Search, allowing them to easily access TMT asset data on S&P Capital IQ Pro
  • Users can filter companies based on operating status (e.g. Operating, Out of Business, etc.), allowing them to quickly find the most relevant content.
  • Users can search for Deals and Offerings of entities using the Transaction ID in the Advanced Search page.
  • Users can add Insurance Statutory Groups to the company filter on Advanced Search page to return results for related filings.






ESG

Platform: S&P Capital IQ Pro

What’s new: In this release, we added new fields for revenue related information associated at the Trucost Business Activity level in Screener, S&P Capital IQ Pro Plug-in, and Dashboard that helps users to easily screen for companies and environmental data based on Trucost Business Activity. We also enhanced our ESG Portfolio Analytics capabilities by adding new Scenario and Forecast Decades for Harmonized Physical Risk Scores, enabling full Portfolio Analytics access to S&P Capital IQ Pro users with ESG subscription access, enhancing our ESG Scores criteria level coverage, and updating our Climate/Environmental analytics calculation logic. See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Corporate Development, Sustainability, and Investor Relations 

Workflow improvements:

  • Users can access new revenue related information associated at the Trucost Business Activity level within the Field Selector in Screener, the S&P Capital IQ Pro Plug-in, and Dashboard.
  • Users can find consolidated Physical Risk Metrics to select the scenario level and forecast year in their Portfolio Analytics reports, which also include a new scenario (Medium-High) as well as outputs for an additional five decades of coverage (through the 2090s). The library of metrics has been refined, making the selection process more intuitive. These metrics continue to expand on our ESG offering and provide users deeper granularity into their portfolio’s Physical Risk exposure.
  • Users with ESG profile specialization can access Portfolio Analytics tool directly, without having to switch their user profile selection to either Generalist or Cross Sector.
  • Users can find updated ESG criteria score and weight metrics in Portfolio Analytics as part of the 2022 CSA Methodology updates.
  • Users can analyze their portfolios using the same latest available version of Physical Risk and Paris Alignment data across all their holdings, without any look-back. However, for Carbon Earnings at Risk, when data is not available for a company in the selected year, users would see data using a three-year look-back logic to substitute the most recently available data, as is the case with Environmental data.




 

RatingsDirect®

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced screening functionality, platform updates, enhanced page usability, and integrated ESG Credit Indicators within the S&P Ratings Coverage page. These updates augment the user experience for RatingsDirect users on S&P Capital IQ Pro, with more integrated data from Capital IQ and new ESG data. See the release notes >

Most relevant for:

  • Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts, Corporate Development 

Workflow improvements:

  • Users can screen by or display Bank Factors in Dashboard, Screener, and the S&P Capital IQ Pro Plug-in.
  • Users can screen for securities based on their S&P Ratings Participants and their respective Participant Roles.
  • Users can access Infrastructure & Project Finance sector pages where they can view broad topic research, recent actions, ratings distributions, and coverage for the Infrastructure & Project Finance sectors and its underlying industries.
  • Users can add countries directly to a new or existing list from the Country/Region Profile.
  • Users can set S&P Global Ratings Credit Research alerts based on keywords found in the article headline and/or body.
  • Users can view ESG Credit Indicator coverage on the S&P Ratings Coverage page. Users can filter results by S&P Ratings Sector, Geography, and Environmental, Social & Governance credit indicators and factors.






U.S. Business Listings

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our U.S. business listings and related contact coverage for over 44.5 million businesses, enabling better matches with existing commercial properties and UCC filing datasets. This will allow banks and other lenders to grow their Commercial Real Estate and Commercial & Industrial lending pipeline. We also added new data points enabling our users to pinpoint better targets for Commercial prospecting. See the release notes >

Most relevant for:

  • REITs, Lending & Finance, Corporate Development   

Workflow improvements:

  • Users can access 44.5 million+ records within our expanded Business Listings data set. Subscribing to Commercial Prospecting data will enable users to see enhanced matches of Business Listings data with Commercial Properties and UCC filings information.
  • Users can access financial, marketability, and business risk details in the Business Profile pages, in addition to contact details for businesses and owners. We have also added Revenue/Sales for Business Location in addition to corporate level information for better screening on businesses.



Real Estate

Platform: S&P Capital IQ Pro

What’s new: In this release, we increased the Top Tenants for Real Estate companies in Screener to the Top 50, and expanded property data coverage to include previously reported properties for companies whose disclosures changed. See the release notes >

Most relevant for:

  • REITs, Commercial Lending, Corporate Development  

Workflow improvements:

  • Users can view the Top 50 Tenants, which is expanded from the Top 30 Tenants, within the Companies and Companies (Classic) datasets in Screener.
  • Users can access Previously Reported Properties as an investment status criterion in Screener, thus exposing details of all such properties where a company had stopped reporting





Economics and Country Risk (ECR)

Platform: S&P Capital IQ Pro

What’s new: In this release, we updated and expanded our Country Risk Scores by integrating data from the IHS Markit Economic & Country Risk offering, which provides more frequent updates, additional categories of risk, and country outlooks, as well as our Macroeconomic content, offering our users value-added insights to help understand global economies and mitigate risks.  See the release notes >

Most relevant for:

  • Credit Risk Analysts, Procurement, Corporate development  

Workflow improvements:

  • Access enhanced Country Risk Scores for more than 200 countries and territories worldwide
  • Access improved Macroeconomic data that covers over 50+ macroeconomic indicators on Country profiles and Screener





Bank Fundamental Data

Platform: S&P Capital IQ Pro

What’s new: We added the new Standard Adjustable-Rate Mortgage Products along with the SOFR and FHLB Index Rates into the Capital IQ Pro platform, providing a best-in-class solution in monitoring U.S. Depository Rates. See the release notes >

Most relevant for:

  • Credit Risk Analysts, Corporate development   

Workflow improvements:

  • Access 4 New Standard Mortgage Products, including 3/6 ARM Conforming, 5/6 ARM Conforming, 7/6 ARM Conforming, and 10/6 ARM Conforming.
  • Access SOFR and FHLB index rates on the Money Rates page and Money Rates Widget

Regulatory Data

Platform: S&P Capital IQ Pro

What’s new: In this release, we have refined and expanded our data offering by allowing users to retrieve historical ADV data as far back as 2010Y on an annual basis. See the release notes >

Most relevant for:

  • Investment Managers, Corporate development  

Workflow improvements:

  • Create technical and fundamental analyses using historical ADV data for RIA-Registered Investment Advisory firms in the U.S.
  • Access the newly introduced Form ADV data from Corporate Profile page and Screener.

Real Estate

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded the view of the Top 10 Property-level Tenants on the Property profile page that provides access to more tenant information in a clear and concise format. See the release notes >

Most relevant for:

  • REITs, Investment Managers 

Workflow improvements:

  • Access enhanced coverage of the tenant information by an additional 5 tenants on Property Profile page and Screener


 

ESG Data & Analytics

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded the environmental data within the platform by adding physical risk scores data from The Climate Services (TCS) and incorporated new physical risk hazards data into Portfolio Analytics. We also increased the coverage of private companies with environmental data to ~2.25 million. See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Corporate Development, Sustainability, and Investor Relations 

Workflow improvements:

  • Expanded fixed income coverage for enhanced research.
  • Access S&P Program ratings and updated rates and yield page.
  • Access the harmonized Physical Risk Scores with the integration of The Climate Service (TCS) data across the platform, including the Physical Risk page, Screener, Portfolio Analytics, and the S&P Capital IQ Pro Plug-in
  • Analyze how various drought scenarios could impact your portfolio holdings across multiple time horizons in Portfolio Analytics

Private Company Data

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our private company data coverage including people data and as-reported industry codes for Eastern & Western Europe private companies. See the release notes >

Most relevant for:

  • Corporate Development, Bankers, Risk Analysts   

Workflow improvements:

  • Access industry classifications for European companies, including NACE & UKSIC classifications.
  • Access additional officers and directors’ data for Eastern-European small and medium enterprises.

Fixed Income

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced the Corporate Issuance pages by adding more options to easily view the debt capital securities across various pages along with a separate view of perpetual debt on the Debt Maturity profile page. See the release notes >

Most relevant for:

  • Fixed Income, Credit Risk  

Workflow improvements:

  • View all the Debt Securities regardless of their Seniority level under the All tab in the Debt Capital Structure grid on Securities Summary page.
  • Access Perpetual securities on the Debt Maturity Profile


RatingsDirect

Platform: S&P Capital IQ Pro

What’s new: In this release, we integrated Structured Finance (SF) ratings and research within pages and capabilities throughout the platform. See the release notes >

Most relevant for:

  • Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts, Corporate Development   

Workflow improvements:

  • Access SF public finance entities, tranches and research within typeahead and advanced search
  • New Strucuted Finance Dashboard widget.
  • Create alerts based on Structured Finance (SF) tranches and entities for credit rating actions and credit research articles from the Create Alert page





Screener

Platform: Capital IQ Pro

What’s new: In this release, we improved the text search algorithm when screening on the Business Description and Long Business Description fields in the Companies and Transactions datasets. See the release notes >

Most relevant for: All users 

Workflow improvements:

  • Return more relevant companies and transactions in the Screener when screening on the Business Description and Long Business Description fields.

Document Viewer

Platform: Capital IQ Pro

What’s new: In this release, we have added new functionality on the Document Viewer related to search and document downloads as well as support for dark mode.  See the release notes >

Most relevant for: All users 

Workflow improvements:

  • Use Boolean search to combine keywords with modifying words like "AND," "OR," and "NOT" to produce more relevant and granular results.
  • Select a maximum of 25 documents and download them simultaneously.
  • Dark Mode is now enabled in Document Viewer

Bank Fundamental Data

Platform: S&P Capital IQ Pro

What’s new: We added minimum common equity tier1 (CET1) requirement available for banks reporting under GAAP or IFRS which can be found in screener under regulatory capital.  See the release notes >

Most relevant for:

  • Credit Risk Analysts, Corporate development  

Workflow improvements:

  • Access CET1 ratios for global banks in screener.

Credit Union

Platform: S&P Capital IQ Pro

What’s new: In this release, we added the new National Credit Union Administration 5300 call report fields to both screener and platform. See the release notes >

Most relevant for:

  • Credit Risk Analysts, Corporate development  

Workflow improvements:

  • Access fields pertaining to the newly introduced 5300 Call Report changes in the Screener tool.
  • Access the newly introduced 5300 Call Report changes on the Credit Union profile pages.

ESG Data & Analytics

Platform: S&P Capital IQ Pro

What’s new: In this release, we added Estimated ESG Scores and Carbon Earnings at Risk to Portfolio Analytics, allowing users to evaluate their portfolio’s exposure to future carbon price risks. Additionally, users can incorporate Estimated ESG Scores into reports in Portfolio Analytics for publicly assessed companies. These scores combine ESG Scores derived from company disclosures with S&P Global’s proprietary estimation methodology for improved peer comparability in portfolio analysis. See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Corporate Development, Sustainability, and Investor Relations 

Workflow improvements:

  • Analyze unpriced carbon cost to get understanding of potential vulnerabilities related to future carbon prices.
  • Access Carbon Earnings at Risk on the Dashboard
  • The estimated ESG scores allow for improved peer comparability in porfolio analysis

Private Company Data

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our private company data coverage, including people data, financials, revenues, business descriptions, and more for North America, Eastern Europe, and Western Europe.  See the release notes >

Most relevant for:

  • Corporate Development, Bankers, Risk Analysts 

Workflow improvements:

  • Access Estimated Revenue for US & Canadian private companies.
  • Access officers and directors’ profiles for US & Canadian private companies.
  • Access business description, as-reported company codes and employee cound for western European private companies.


 

Fixed Income

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our terms & conditions coverage for Corporate and Municipal securities, improved the Rates & Yields page, and added S&P Program Ratings. See the release notes >

Most relevant for:

  • Fixed Income, Credit Risk 

Workflow improvements:

  • Expanded fixed income coverage for enhanced research.
  • Access S&P Program ratings and updated rates and yield page.


RatingsDirect

Platform: S&P Capital IQ Pro

What’s new: In this release, we integrated U.S. Public Finance (USPF) ratings and research with platform pages and capabilities. We also released the standalone RatingsDirect® offering for users who only want to see S&P Ratings content.   See the release notes >

Most relevant for:

  • Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts, Corporate Development   

Workflow improvements:

  • Access to standalone S&P ratings data with no dependency on additional subscriptions
  • Access US public finance ratings and research.

Improved Platform Capabilities

Platform: S&P Capital IQ Pro

What’s new: In this release, we enabled users to download events and transcripts in bulk. See the release notes >

Most relevant for:

  • Risk and IR professionals, All users  

Workflow improvements:

  • Bulk download of events and documents allows for quick analysis and time saving.




Bank Fundamental Data

Platform: S&P Capital IQ Pro

What’s new: In this release, we added the newly introduced National Credit Union Administration 5300 call report changes to our datasets, and we introduced the newly revamped Bank Valuation model. See the release notes >

Most relevant for:

  • Corporate Development, Lending & Finance, Marketing, and Credit Risk 

Workflow improvements:

  • Access fields pertaining to the newly introduced 5300 Call Report changes in the Screener tool
  • Access the newly introduced 5300 Call Report changes on the Credit Union profile pages.
  • Estimate the value of a firm with the new Bank Valuation Model, using asset growth rates, performance analytics and discounted cash flow analysis; edit and spread the one-time expense cost and drill down into prior periods.

LIBOR Replacement Rates

Platform: S&P Capital IQ Pro

What’s new: In this release, we added Realized AONIA and TOM/Next rates to our existing coverage. We also added over 1,200 new metrics to the Chart Builder that support London Interbank Offered Rate (LIBOR) Replacement. See the release notes >

Most relevant for:

  • Corporate Development, Lending & Finance, Marketing, and Credit Risk 

Workflow improvements:

  • Access the new LIBOR repalcement rates, Realized AONIA and TOM/Next, in Search and on the Rates & Yields and Market Charts pages. Coverage includes:
    • Realised AONIA 1 Month
    • Realised AONIA 2 Month<
    • Realised AONIA 3 Month
    • Realised AONIA 4 Month
    • Realised AONIA 5 Month
    • Realised AONIA 6 Month
    • Danish Tomorrow/Next Interest Rate
    • Copenhagen Interbank Tomorrow/Next Average Rate 12 Month
    • Copenhagen Interbank Tomorrow/Next Average Rate 9 Month
    • Copenhagen Interbank Tomorrow/Next Average Rate 6 Month
    • Copenhagen Interbank Tomorrow/Next Average Rate 3 Month
    • Copenhagen Interbank Tomorrow/Next Average Rate 2 Month
    • Copenhagen Interbank Tomorrow/Next Average Rate 1 Month
  • Add over 1,200 new rates that support LIBOR replacement, including Secured Overnight Financing Rate and Swiss Average Rate Overnight, to Chart Builder.

ESG Data & Analytics

Platform: S&P Capital IQ Pro

What’s new: In this release, we added Paris Alignment reporting to Portfolio Analysis, composite management and index selection improvements. We also added new Private Prisons and Predatory Lending Business Involvement screens, expanded Sustainable Financial Regulation Disclosures coverage, and Carbon Earnings at Risk in Dashboards. Additionally, we introduced ESG scores with estimated inputs for publicly assessed companies. See the release notes >

Most relevant for:

  • Credit Risk, Lending & Finance, Corporate Development, Sustainability, and Investor Relations 

Workflow improvements:

  • View scores with estimated inputs for publicly assessed companies on ESG company pages
  • Analyze a portfolio's alignment to 2°C , or well below 2°C, scenarios using SDA and GEVA alignment methodologies for reduced emissions in line with carbon budget scenarios
  • Access Composite Management from the ESG menu in the top navigation bar to easily create and maintain composites
  • More transparency into whether or not users are entitled to run a report with an index as a portfolio or benchmark
  • Analyze public debt instruments of private companies, if the immediate parent or ultimate parent is a public company and is covered
  • View an enhanced Sustainable Finance Disclosure Regulations (SFDR) template in real-time, with expanded coverage, and aggregations of the portfolio
  • Access two new screens, Private Prisons and Predatory Lending, on the Business Involvement Screens page on a company profile page
  • Access the new screens, Private Prisons and Predatory Lending, in Screener and the Excel Plug-in under Business Involvement Screens
  • Access Carbon Earnings at Risk on the Dashboard
  • View key ESG filings for companies, including TCFD, Sustainability and Corporate Governance Reports, directly within the Documents & Transcripts widget on the Corporate Profile page (also viewable in the Document Viewer)

Private Company Data


Platform: S&P Capital IQ Pro

What’s new: In this release, we added estimated revenues, firmographics, financials, and consolidated financials for various private companies. Furthermore, we released a sentiment signal page for private companies, and we added click through to national Registry for private company profiles. Lastly, we increased business description coverage by publishing a natural language algorithm-generated business description for integrated SME companies. See the release notes >

Most relevant for:

  • Corporate Development, Bankers, Risk Analysts 

Workflow improvements:

  • Access Estimated Revenue for US & Canadian private companies
  • Access vendor sourced firmographics and financials for Eastern-European small and medium enterprises that report revenues above €1 million
  • Access consolidated financials for small and medium enterprises in France & Sweden
  • View business descriptions for all Western European private companies on the Corporate Profile page
  • Access the Private Company Sentiment Signal page for private companies
  • Access the profile page of an entity on the local registry by clicking on the Registry ID for the company
 

Real Estate Data

Platform: S&P Capital IQ Pro

What’s new: In this release, we added EPRA fields in Screener for real estate companies in Europe. See the release notes >

Most relevant for:

  • Credit Risk 

Workflow improvements:

  • - Access EPRA NRV, NDV, and NTA fields in Screener and through the Excel plug-in.

Improved Fundamentals Capabilities

Platform: S&P Capital IQ Pro

What’s new: In this release, we added the new Period Selector to the Segment Analysis page and updated the period selection filters on the Capital Structure Details pages. See the release notes >

Most relevant for:

  • Corporate Development, Bankers, Risk Analysts 

Workflow improvements:

  • Quickly load multiple periods on the Segment Analysis page using the new Period Selector
  • View updated period selection filters on the Capital Structure Details page






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