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What's New for Corporations?

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 Corporations (04:27)


January 2024 Release Highlights:
Nikkei News
Platform: S&P Capital IQ Pro

What’s new: We are pleased to inform you of our partnership with Nikkei News for the exclusive access ESGto The Nikkei and Nikkei Asia news and analysis. Our clients will have access to news covering business activity in Asia-Pacific and global financial markets. Additionally, enhancements to the Capital IQ Pro News Home page and Industry News pages will now make it easier for you to find relevant news and analysis from all our news sources, including Nikkei News, Dow Jones, and S&P Global’s in-house journalists and analysts. 
See the release notes >

Most relevant for: Treasury, Corporate Development, Strategy, FP&A, Sales & Marketing, Investor Relations

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.
  • Nikkei’s coverage complements APAC news coverage from Dow Jones and S&P Global. Gain unparalleled insights into Asia-Pacific markets, economies, politics and regulatory developments with Nikkei’s proprietary news and analysis, powered by a global team of 1,500+ journalists and editorial staff.
  • Users can also 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.
  • Industry News pages have also been enhanced with the addition of Nikkei News and a redesigned Editors’ Picks widget, which displays proprietary news analysis and industry research from S&P Global.




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.

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: Sustainability, Investor Relations Corporate Development, Strategy

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.
  • 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.


Fixed Income (Loans)
Platform: S&P Capital IQ Pro

What’s new: 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.  
See the release notes >

Most relevant for: Treasury, Corporate Development, Strategy, FP&A

Workflow improvements:
  • Users can access select the new Country filter at the top of the page to filter or sort the loan facilities based on the Issuer’s Country and use the enhanced Sector filter which now has four levels of granularity for an Issuer’s industry classification.
  • We are introducing new widget enhancements where users can access two separate tabs displaying average Live Bid Price Change and Live Spread-To-Maturity (STM) data for select S&P rated loan securities grouped by the Issuer’s sector.

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 cab access Purchasing Managers’ Index™ (PMI™) 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: FP&A, Corporate Development, Strategy, Treasury, Procurement, Supply Chain Risk Management

Workflow improvements:
  • Users with premium access to the named PMI™ Indices can now get a detailed view of current and historical business conditions for newly added Purchasing Managers’ Index™ (PMI™) 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 Data (PCD)

Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced our private company data coverage for APAC private companies including third-party vendor-sourced firmographics, financials and officers and directors' data for small and medium enterprises based in India. 
See the release notes >

Most relevant for: Corporate Development, Strategy, M&A, FP&A, Sales & Marketing 

Workflow improvements:
  • Users can access additional financials & firmographics data for small and medium enterprises in India, significantly enhancing coverage for this geography. ~ India (APAC) 35k firms.
  • Users can access additional officers and directors' data for small and medium enterprises in India, significantly enhancing coverage for this geography.



Estimates

Platform: S&P Capital IQ Pro

What’s new: In this release, we added industry specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track. 
 
Most relevant for: Corporate Development, Strategy, M&A, Investor Relations 

Workflow improvements:
  • Users can add industry-specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track. The alert setup process has also been upgraded, to make it easier to apply relevant metrics to companies in similar industries.
  • Companies are now grouped by industry to make it easier to apply relevant metrics to multiple companies at the same time.


Transactions 

Platform: S&P Capital IQ Pro

What’s new: In this release, we included additional information that enhances the consideration details of M&A deals as well as new clickthrough for Target and Buyer Financials. The additional transparency will help users understand the exact securities involved as a part of the deal consideration from the perspective of the various outstanding securities of the target. Furthermore, users will be able to filter transactions on Screener using additional industry classifications such as NACE, NAICS, for Target, Buyer/Investor, Seller and M&A deal terms. 
See the release notes >

Most relevant for: Corporate Development, Strategy, M&A, FP&A, 

Workflow improvements:
  • Additional details for target company’s outstanding securities such as different classes of common stock, restricted stock units, performance stock units etc. have been added to the Consideration Details grid as well as click-through of various M&A valuation data points e.g., Transaction Value, Implied Enterprise Value, Implied Equity Value, etc.
  • Users can now click-through into S&P Capital IQ sourced financial values for M&A deal participants, target and buyer financials.






September 2023 Release Highlights:
Fixed Income
Platform: S&P Capital IQ Pro

What’s new: We enhanced our Loan Sector profile by adding functionality to enable a 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:
  • Treasury, Corporate Development, Strategy, FP&A

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.
  • We are introducing new S&P Credit Ratings metrics for several data sets in Screener and 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. With this update, users can access S&P Ratings fields for Issuer/Borrower and security level S&P Ratings data on classic Screener views like 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.) on the Capital IQ Pro platform, as well as the S&P Capital IQ Pro Plug-in.
Fixed Income-Enhancements to Loan Securities_1.png


Fixed Income- S&P Rating Field Updates on Screener_1.png
Macroeconomics 
Platform: S&P Capital IQ Pro

What’s new: In this release, 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: FP&A, Corporate Development, Strategy

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.

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.
  • Review tool tips for all the supported keyboard shortcuts.
  • Users can 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.

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:

  • Investor Relations, Corporate Development, Market Research, Strategy
Workflow improvements:
  • Users can now 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.
  • Users can filter through public or private companies in the Companies tab in Document Viewer. Relevancy for lists as well as indices has also been improved.


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:
  • Investor Relations, Corporate Development, Strategy, FP&A, Market Research, Business Development
Workflow improvements:
  • Users can now 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. Users can browse news and analysis handpicked by our editors, read personalized recommendations based on their reading history, and organize this landing page based on their topics of interest. Additionally, an updated left-hand navigation allows users to quickly access relevant sections of the page without scrolling.
  • Users can view redesigned industry news pages that will highlight the most important and relevant sector-focused news from Dow Jones and S&P Global Market Intelligence. Users can browse news and analysis handpicked by our editors, read personalized recommendations based on their reading history, read the latest news on industries of interest, and filter news by region and source.
  • Users will see an enhanced news dropdown menu, which will facilitate easier navigation to key pages featuring news & analysis on the Capital IQ Pro platform. It will include links to the redesigned News Home and Industry News pages, widely used topic pages, and other relevant pages on the platform.
Enhancements to News - News Home Page.png

Private Markets & PCD

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:
  • Corporate Development, Strategy, Market Research 

Workflow improvements:
  • Users can now 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.
  • Users can access additional financials & firmographics data for small and medium enterprises in Taiwan, significantly enhancing coverage for the geography.
  • Users can access additional financials & firmographics 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:
  • Investor Relations, Sustainability Teams, Corporate Development

Workflow improvements:
  • Users can now 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.
  • Users can access modeled scores for Survey Respondent companies, which were previously available only for publicly assessed companies. As part of the update, S&P Global ESG Score for all companies will include question-level scores based on the disclosed data and question-level scores based on modelling approaches in the absence of disclosure. The S&P Global Corporate Sustainability Assessment (CSA) Score is the S&P Global ESG Score without the inclusion of any modelling approaches.
  • Users can now 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. These options are available across company-level, dimension-level and criteria-level scores and weight-related fields. Updated ESG criteria score and weight-related fields are also available as part of the 2023 CSA methodology updates.
  • New Research Type flags added to the company Environmental pages can be used to identify how each company’s respective Environmental profile was generated. A company’s Environmental data can either be part of the Trucost fully researched universe or modeled.
  • 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.
  • Users can access expanded Business Involvement Screens type in both the Consumer Products and Defense & Weapons categories. Clients can now 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.
  • We have expanded our coverage from 870k assets to 1.6 million assets in Physical Risk coverage. Users will now have a more complete picture of the climate physical risks associated with a company. Additionally, 2022 Physical Risk methodology has been updated for ~270K asset records. With this update, all assets are now aligned with the most up-to-date Physical Risk harmonized data set.



RatingsDirect

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. 
 
Most relevant for:
  • Credit, Treasury

Workflow improvements:
  • RatingsDirect® users can 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.
  • RatingsDirect® users can 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.
  • RatingsDirect® users can now 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.
  • RatingsDirect® users can 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.
  • RatingsDirect® users can search using the S&P Rating entity ID to find relevant entities seamlessly.


Technology, Media, and Telecommunications 

Platform: S&P Capital IQ Pro

What’s new: In this release, we launched a brand-new data library highlighting thousands of historical and current datasets to further support data discoverability. Additionally, Kagan Research and Documents are now integrated in Document Viewer. 
See the release notes >

Most relevant for:
  • Corporate Development, Strategy, TMT Market Analysts, FP&A, Marketing, Business Development

Workflow improvements:
  • Users can now view all TMT data on the newly built Data Library page. This page will allow users to quickly filter through all interactive reports, visualizations reports, templates and excel documents including forecasts by sector, topic, geography, and period breakouts.
  • With additional filters for Broadcast station and Wireless Licenses in the new Search experience, users can narrow down their search results more easily.


Index

Platform: S&P Capital IQ Pro

What’s new: In this release, 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 Development, FP&A, Investor Relations
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: In this release, 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:
  • Corporate Development, FP&A, Strategy

Workflow improvements:
  • Users can 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.
  • Users now have access to S&P Capital IQ Pro Plug-in aliases in the definition pop-up for Capital IQ sourced data in the templated financial pages.
  • Users can 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 to the desktop pages and click through. 
See the release notes >

Most relevant for:
  • Investor Relations, Corporate Development, FP&A

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.
  • Users can click directly on the Estimates metric names to view definitions and the corresponding excel formulas for the consensus mean estimates. Similarly, users can view metric definitions within Estimates data item click throughs.

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, FP&A, Strategy

Workflow improvements:
  • Users can now 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.
  • Users can now further 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.

Ownership

Platform: S&P Capital IQ Pro

What’s new: We expanded holders/investors criteria in Investor Screening to include US states and a global city search. 
See the release notes >

Most relevant for:
  • Investor Relations

Workflow improvements:
  • Users can now filter by global cities and U.S. states to screen for holders in locations of upcoming roadshows and other investor screening use cases.

Dashboard

Platform: S&P Capital IQ Pro

What’s new: We enhanced ChartIQ widget functionalities on the Dashboard, added three new widgets and introduced various usability enhancements.  
See the release notes >

Most relevant for:
  • Investor Relations, Corporate Development, FP&A, Treasury 

Workflow improvements:
  • Users can access streaming pricing ticks on the ChartIQ chart title along with the ticker symbol which is more frequent than the selected periodicity and matches the price movement on other dashboard widgets like the List and Quote widgets.
  • The Top Loan Movers widget allows users to track the top loan facilities with most market movements (gainers or losers) with an option to select target industries and movement type.
  • The new Top Liquid Loans widget enables users to pull the most liquid loan facilities.
  • Users can access the newly added Events widget to track a list of companies, indices, view their upcoming events, and download the event calendar invites. The Events Calendar widget supports easy broadcasting and filters future events into today, tomorrow, this week, and the following week's date range options. Also, users can filter specific event types and join a livestreaming call when it is in progress.


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:
  • Corporate Development, FP&A, Investor Relations, Strategy, Data Analysts 

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.
  • Users can 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.


June 2023 Release Highlights:
Estimates
Platform: S&P Capital IQ Pro

What’s new: We added 41 new industry-specific Estimate 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. In addition, we added alerting capabilities to track Broker Recommendation upgrades, downgrades, and coverage changes. See the release notes >

Most relevant for:
  • All client segments.

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.
  • *Coming Soon*: An additional 22 Estimate data points will be available, including data points for an additional industry, Education. Set up alerts for broker recommendation upgrades, downgrades and coverage changes for companies.
Fixed Income
Platform: S&P Capital IQ Pro

What’s new: We introduced the first content integration from IHS Markit with the addition of Loans facilities in the 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:
  • Finance Analyst, Corp development, FP&A, Corp Strategy.

Workflow improvements:
  • Workflow Improvements: Users can access 58,000 loan facilities, including approximately 3,000 facilities with current pricing data such as live prices and evaluated pricing.
  • We also introduced the IHS Markit loan facility identifier or LXID to the Top Search and Fixed Income Search in Dashboard and List Manager.

*Coming soon* Investor Activism

Platform: S&P Capital IQ Pro

What’s new: Three new Investor Activism pages - Investor Activism Summary, Activist Profile, and Campaign Profile. These pages enable users to visualize the level of activism and potential impact against a target company, analyze an activist's history and ownership holdings, and view key campaign data points. See the release notes >

Most relevant for:
  • M&A professionals, Corp Development, Corp Strategy, Investor relations professionals, Corporate Analysts 

Workflow improvements:
  • Investor Activism Summary Page: Users can view all or a subset of investor activism campaigns launched against a target company with breakouts by year, status, objectives, and tactics.
  • Activist Profile Page: Users can see an activist’s campaign activity for a selected period.
  • Campaign Profile Page: Users can drill down to the details of a campaign and see key data points.



Dashboard

Platform: S&P Capital IQ Pro

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

Most relevant for:
  • All client segments.

Workflow improvements:
  • Users can experience improved handling of non-trading market days on the ChartIQ widget, ensuring the display of more relevant market activity and eliminating inactive periods for a more accurate representation.
  • Users can access Loan pricing data on Dashboard through List, Quote and Chart widgets using the Fixed Income entity search.
  • New industry-specific estimate metrics across 13 industries for companies around the globe in the Dashboard widgets.


Screener

Platform: S&P Capital IQ Pro

What’s new: 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 client segments.

Workflow improvements:
  • Export screen results grouped by a parameter from Companies Screener to Excel. The exported Excel file will contain grouped screen results, screening criteria and an aggregates tab summarizing the distribution of entities.

Transactions 

Platform: S&P Capital IQ Pro

What’s new: Users can now assess latest transaction news, key developments and top legal advisers for a company, through added visualizations and widgets on the page. See the release notes >

Most relevant for:
  • Corp Development, M&A Analyst, FP&A.

Workflow improvements:
  • Enhanced Data Visualization in Transaction Summary
  • Transaction Statistics Enhancements: Aggregates and Averages now available on transaction statistics charts

Ownership

Platform: S&P Capital IQ Pro

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

Most relevant for:
  • Corp Development, M&A Analyst, Investor Relations professionals.

Workflow improvements:
  • ESG and Activist Investor Holders Criteria in Investor Screening:
  • Key Developments in Insider Activity Chart

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

Private Markets & Private Company Expansion

Platform: S&P Capital IQ Pro

What’s new: We 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 Thailand and Singapore. We also added six new Topic Tags, additional investment criteria for Fund Managers and Limited Partners. See the release notes >

Most relevant for:
  • Valuation & Advisory, Management Consulting.

Workflow improvements:
  • Users can access additional financials and firmographics data for private companies in Thailand and Singapore with revenue greater than 10 million (Thai Baht) and 1 million (Singapore Dollars), respectively.
  • Users can access additional officers and directors' data for Thailand and Singapore private companies.
  • Addition of six new Topic Tags, including Digital Wellness, Digital Mental Health, Employee Assistance Program (EAP), 5G, Pet Food and Supplies, and Pet Care on Market Maps, Screener, Corporate Profiles, and Transaction pages.


Trading Multiples

Platform: S&P Capital IQ Pro

What’s new: We added audit capabilities for all CIQ Trailing and Forward Multiples data items in the Chart Builder. See the release notes >

Most relevant for:
  • M&A Analysts, Corp Development, Financial Analysts

Workflow improvements:
  • Access to full audit forward Multiples in Chart Builder

Document Viewer

Platform: S&P Capital IQ Pro

What’s new: 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 client segments.

Workflow improvements:
  • Users can easily switch between tabs for Transcripts, Filings and Investment Research with search results cleanly displayed. Easily navigation to Document Viewer from Key Exhibits.

S&P Capital IQ Pro Plug-In and Office Tools

Platform: S&P Capital IQ Pro

What’s new: We enhanced the Formula Builder and reference functions to easily locate the source cell. We also enhanced the Formula Builder to be more stable with seamless content, delivering fast loading and navigation. We also added several new or enhanced Excel templates to meet data analysis needs. See the release notes >

Most relevant for:
  • All client segments.

Workflow improvements:
  • Support for LOOKUP and Reference Functions in Trace Precedents to easily locate the source cell of the value retrieved.
  • Users can apply alignment and distribution presentation tool commands in PowerPoint using quick key shortcuts.
  • Quicker initial load times, effortless navigation between different data sets, subfolders, and efficient formula exports.
  • S&P Capital IQ Pro Plug-in Templates: Public Ownership & Sustainable Finance Disclosure Regulation (SFDR)


Investment Research

Platform: S&P Capital IQ Pro

What’s new: We improved the purchase workflow of AMR documents within the Investment Research page and Document Viewer to reduce the number of clicks required for users to purchase and access their investment research reports on the platform. See the release notes >

Most relevant for:
  • Investor Relations professionals, M&A Analysts, FP&A 

Workflow improvements:
  • Users can purchase a single AMR document reducing the number of additional clicks before they can access their desired report.
  • Faster loading experience in Document Viewer & Research page.



April 2023 Release Highlights:
Multiples
Platform: S&P Capital IQ Pro

What’s new: 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. See the release notes >

Most relevant for:
  • All client segments
Workflow improvements:
  • New Multiples section within corporate profile page
  • New Multiples Page 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
  • New Diluted Trailing and Forward Multiples TEV and Market Cap available in Screener, S&P Capital IQ Pro Plug-in and Chart builder
  • New Trailing and Forward Multiples Excluding Operating Lease Adjustments
  • New Period Types for Trailing Multiples: FY, FQ, CQ, FH and CH
  • High, Low and Average Values of Multiples in the S&P Capital IQ Pro Plug-in
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.
ChartIQ integration
Platform: S&P Capital IQ Pro

What’s new: We have integrated Chart IQ functionality on the Dashboard. See the release notes >

Most relevant for:
  • All segment users
Workflow improvements:
  • ChartIQ Widget on Dashboard - a significant upgrade to Dashboard charting, featuring a wealth of new capabilities, most notably the integration of 125 unique technical indicators.

Macroeconomic Data

Platform: S&P Capital IQ Pro

What’s new: 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. See the release notes >

Most relevant for:
  • All Segments 
Workflow improvements:
  • Users can better understand business conditions within a country with the addition of our Purchasing Managers’ Index™ (PMI™) Headline Indicators. The indicators are available on the new Purchasing Managers’ Index™ (PMI) page, on a Country Profile page, and the Geographic Intelligence Screener.
  • Also, Purchasing Managers’ Headline Indices, Country Risk, and select Economic data are available on the List and Quote widgets on the Dashboard.


ESG

Platform: S&P Capital IQ Pro

What’s new: We added the Sustainability Overview Page. See the release notes >

Most relevant for:
  • Compliance, Investor Relations, Corporate Strategy
Workflow improvements:
  • Users can now access the Sustainability Dashboard that provides 12 different tiles on the ESG Overview page highlighting a broad ecosystem of proprietary ESG datasets, including Corporate Sustainability Assessments (CSA), environmental, and climate risk measurements.


Private Data and Private Company Expansion

Platform: S&P Capital IQ Pro

What’s new: New added coverage for private company data for APAC private companies and updated firmographics data. 
See the release notes >
 
Most relevant for:
  • Deal Teams, M&A Teams, Corporate Development, Industry Specialists
Workflow improvements:
  • Financials and Firmographics Data for APAC Private Companies
  • Officers and Directors Data for APAC Private Companies
  • Market Maps Summary Page Enhancements

Fixed Income 

Platform: S&P Capital IQ Pro

What’s new: We augmented our coverage of Debt Capital Structure (DCS) securities to include additional coverage of a company’s commercial papers, loans, and credit facilities with about 80,000 additional securities and expanded terms and conditions.  See the release notes >

Most relevant for:
  • Corporate finance, Treasury, Corporate Debt Team
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.
  • Quick access to the Corporate Profile or Security Detail pages via our new hyperlinks on the Issuer Name or Instrument Item ID fields.

Documents, News & Events

Platform: S&P Capital IQ Pro

What’s new: We added Earnings Call Sentiment Scores to the Transcript & Investor Presentation pages. See the release notes >

Most relevant for:
  • Investor Relations, Corporate Strategy, Corporate Finance
Workflow improvements:
  • Sentiment Scores on Transcript & Investor Presentations pages
  • Type Filter on the Transcript & Investor Presentations pages


Alerts

Platform: S&P Capital IQ Pro

What’s new: We added desktop alerts to provide real-time streaming updates. See the release notes >

Most relevant for:
  • All segment users
Workflow improvements:
  • Desktop Alerts
  • U.S. Depositary Rates Alerts to be notified on any changes in specific bank products
  • Enhanced desktop navigation to the “Alerts” and “Manage Alerts” options to help users easily find and manage their alerts.



January 2023 Release Highlights:
Investment Research in Document Viewer
Platform: S&P Capital IQ Pro

What’s new: Investment Research reports are now available in the Document Viewer, providing users an enhanced intradocument search, document sharing, and annotations. These features will provide users with improved data discovery and interactivity with our library of Investment Research reports. See the release notes >

Most relevant for:
  • Corporate Development, FP&A, Strategy, Market Research, Investor Relations
Workflow improvements:
  • When users opt to Download or Print from the Report Preview feature from the Acquire Reports menu, the Document Viewer will now automatically launch. The selected research document(s) will still download or print to a user's local machine concurrently.
  • Users can easily perform company, keyword, industry and geography searches across investment research, filings, transcripts, and investor presentations content. The results can be viewed in a new Investment Research search results widget on the Document Viewer.
  • Enhanced keyword search functionality enables users to search for keywords or phrases within an Investment Research report in the Document Viewer. This feature provides additional functionality of searching on synonymous keywords or phrases. Clicking on each instance of the keyword or phrase will automatically navigate users to the highlighted keyword or phrase within the document.
  • The Notepad annotation feature allows users to highlight a portion of text within the document, save it to a new or saved notepad, and add commentary associated to the selected excerpt.
  • The Document Sharing function for Investment Research allows users to highlight noteworthy areas of a document and share the highlighted document with colleagues who also have similar Research access in S&P Capital IQ Pro.
Trucost Business Activity Integration for ESG Data
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. See the release notes >

Most relevant for:
  • Sustainability, Investor Relations, Strategy 
Workflow improvements:
  • Users can now screen for companies and access revenue related information associated at the Trucost Business Activity level in Screener, S&P Capital IQ Pro Plug-in, and Dashboard.

Enhancements to RatingsDirect Content

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:
  • Treasury, Credit, Counterparty Risk 
Workflow improvements:
  • 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.



Private Markets & Private Company Expansion

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our private markets offering by adding valuation data on Market Maps to provide users with more insights during the deal exploration process and enhanced the Limited Partners view with investment criteria and LP Co-Investor information to assist users in fundraising and manager selection workflows. We added a time series view of aggregated Dry Powder & Assets Under Management (AUM) trends to provide users with insights on deployed and undeployed capital within Private Equity over time. We expanded the coverage of portfolio relationships and added new fund and firm criteria to Screener and the S&P Capital IQ Pro Plug-in for users with Preqin Premium access. We also expanded our private company people data coverage for Eastern European private companies, thereby significantly enhancing coverage for the geography. See the release notes >

Most relevant for:
  • Corporate Development, Strategy, FP&A, Business Development
Workflow improvements:
  • Users can view additional valuation metrics, such as Total Amount Raised, Latest Post Money Valuation, and Latest Round Size within the Private and Public Companies tabs in the Market Maps page.
  • Users can access Limited Partners' Investment Criteria and LP Co-Investor data within the left-hand navigation menu for Limited Partners/Investors.
  • Users can access aggregated Private Equity Dry Powder & AUM trends, derived from performance data sourced from Preqin, organized by fund strategy and geographic focus.
  • Users with Preqin Premium subscription access can view additional portfolio relationship data (sourced from Preqin) on the PE Investors page, a firm/fund's Corporate Structure, Funds/Partnerships pages, and on the portfolio company's Private Ownership page.
  • Users with Premium access will be able to screen for Investment Firms and Funds using new criteria in Screener, such as fund quartile, oversubscribed or undersubscribed fundraising, and management team staff. Users can also benefit from these premium additions within the S&P Capital IQ Pro Plug-in.
  • Users can access additional officers and directors' data for small and medium enterprises in Slovenia and Slovakia in Eastern Europe.


OTT & Wireless Content Expansion for Technology, Media & Telecom

Platform: S&P Capital IQ Pro

What’s new: In this release, we added OTT (Over-the-top) subscription metrics to supplement existing Video, Broadband and Mobile subscriptions data, offering a broader picture to viewer trends in traditional TV and online video universe at the operator by market level. We also expanded our wireless spectrum dataset by adding new license types along with an additional wireless geographic market.  See the release notes >
 
Most relevant for:
  • Strategy, Corporate Development, Market Analysts, Business Development, Licensing
Workflow improvements:
  • Users will now have access to OTT and Virtual Multichannel Service subscription metrics for select operators and markets on the TMT Operator & OTT Knowledge Base. The page also allows users to compare metrics across operators to understand market trends and growth rate.
  • Users can access three new Wireless License types, i.e., 3.5 GHz CBRS (Citizens Broadband Radio Service), 600MHz UHF (Ultra High Definition), and 3.7-3.98GHz C-Band on all relevant Wireless interactive pages. With 20k+ CBRS, 5k+ 3.7 GHz, 2500+ 600MHz UHF and the recent addition of 16k+ UMFUS (Upper Microwave Flexible Use Service), licenses, our total wireless license coverage now stands at over 70k (from 28k previously).
  • Users can access PAL D ‘Priority Access License D’ County FIPS market on all relevant wireless interactive pages on the Capital IQ Pro platform, including Market Demographics, Licenses in Market and Related Wireless Markets pages.

Ownership Analytics Renamed to Investor Screening 

Platform: S&P Capital IQ Pro

What’s new: In this release, the Investor Targeting tool is renamed to Investor Screening. We also added new Portfolio Statistics fields on the Companies Screener to enable users to screen for portfolio-level holdings data.  See the release notes >

Most relevant for:
  • Investor Relations
Workflow improvements:
  • Users can see Investor Screening in all areas of the platform where it was previously labeled Investor Targeting. With the Investor Screening tool, users can view the top owners for a sub-sector, index, or a list of companies, both in aggregate and by individual company. Users can also filter various investor attributes before analyzing the data or exporting to Excel.
  • Users can view Portfolio Statistics for funds and firms within the Companies dataset in Screener and the S&P Capital IQ Pro Plug-in. Newly added fields include Equity Assets, Number of Positions, Sold Out Positions, and much more.

New IHS Markit Data & Geography Enhancements to Supply Chain Intelligence

Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our supply chain data with the new U.S. Exports Paper Bills of Lading (BOL) data, enriched existing data for Vietnam ports, and implemented usability improvements for when data is unavailable. See the release notes >

Most relevant for:
  • Supply Chain, Compliance, Procurement
Workflow improvements:
  • Users can view U.S. Exports Bills of Lading (BOL) data that are available as paper manifests only. This data comprises 13% of U.S. Exports by BOL number and greater than 80% of US Exports by weight. This data must be collected in person at the ports that still use paper, and is available through our acquisition of IHS Markit.
  • Users can access a new field representing domestic ports for Vietnam shipment data. This field is derived from the Customs Office data entry and users can select the nearest port to the listed Customs Office as the most likely port of lading/unlading.
  • Users can see a new row labelled “Unknown” on the first page of the summary report within the Shipment Search results that helps provide a clearer analysis on which aggregate shipment data is missing key information, including Shipper/Consignee names (company names), ports, and other data.

Content Expansion in 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 quickly and easily discover TMT and other content 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.

Transaction Visualization and Analytics Enhancements 

Platform: S&P Capital IQ Pro

What’s new: In this release, we added M&A bid premia averages and medians on the transaction statistics page so users can study the average deal premiums paid within a sector, region or a combination of region and sector. We also added new Initial Public Offering (IPO) analytics data points for users to analyze and compare IPO price versus the expected IPO price range and the premium or discount over the expected price. See the release notes >

Most relevant for:
  • Corporate Development, Strategy, FP&A, Investor Relations
Workflow improvements:
  • Users can access M&A bid premia averages and medians on the Transaction Statistics page and compare M&A deal pricing over a period in the sectors they operate in.
  • Users can now access 5 new Initial Public Offering (IPO) analytics data points.
  • Users can quickly navigate to the IPO profile of a company from an IPO Date displayed on a Corporate Profile

Sentiment Score Updates in Document Viewer 

Platform: S&P Capital IQ Pro

What’s new: In this release, we added the ability to export Sentiment Score data and charts from Document Viewer to Excel, which allows users to view, analyze and customize the data and visualizations in Excel. See the release notes >

Most relevant for:
  • Investor Relations, Strategy, Corporate Development, Market Research
Workflow Improvements:
  • Users can export Transcript Sentiment Scores data and charts directly from the Document Viewer into Excel.


November 2022 Release Highlights:
Macroeconomic Data from IHS Markit
Platform: S&P Capital IQ Pro

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

Most relevant for:
  • Corporate Development
  • Finance
  • Treasury
  • Credit
Workflow improvements:
  • Users can now access the enhanced Country Risk Scores to compare strategic risk for more than 200 countries and territories worldwide. Strategic risk scores offer six categories, including Security, Operational, Political, Economic, Tax, and Legal, with an overall risk score that encompasses the full spectrum of risks for private commercial enterprises operating in the given country or territory. Users can also view Outlook arrows that represent the projected direction of risk trends after a 12-month period for each score as well as the level or translated description of each risk score. To help users understand risk direction, the dates for Country Risk Score updates and the Prior Risk Scores are also available. Users can also view the Country Risk page in Dark Mode.
  • Country risk data from the IHS Markit Economic & Country Risk offering is now also available in the Maps application. Additionally, users can navigate from the Country Risk page to the full Maps application via the "Customize Map" button.
  • Users can now access improved Macroeconomic data on the Capital IQ Pro platform that covers over 50 macroeconomic indicators for more than 200 countries and territories. Improved visualizations are also available to help distinguish between actual vs. forecasted data. Users can also access this new content within Screener and the S&P Capital IQ Pro Plug-in.
Physical Risk Enhancements to ESG
Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded the environmental data in S&P Capital IQ Pro by adding physical risk scores data from The Climate Services (TCS) and incorporated new physical risk hazard data in Portfolio Analytics. We also increased coverage of private companies with environmental data to ~2.25 million. Physical Risk Scores coverage includes 20K companies and 870K+ asset locations. See the release notes >

Most relevant for:
  • Investor Relations
  • Sustainability
  • Finance
  • Corporate Development 
Workflow improvements:
  • Users can now 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. As part of the integration, users will also see the addition of a new hazard (Drought), a new scenario (Medium-High), outputs for additional years of coverage (from 2020s to 2090s), an update to the Physical Risk universe of companies, and the renaming of existing hazards (i.e. Heatwave and Coldwave are now called “Extreme Heat” and “Extreme Cold”, respectively).
  • Users can now access ~2.25 million private companies with Environmental data. This provides insights into the environmental performance for private companies, including Environmental Damage Costs, Air Pollutants, Greenhouse Gas, Land & Water Pollutants, Natural Resource Use, Waste, and Water using S&P Global Trucost’s Environmental Extended Input-Output Model.
  • Users can now view the modified structure of formulas within the Field Selector in Screener and to more easily screen for companies and environmental data based on Trucost Business Activity





Private Markets & Private Company Data Expansions
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. We have also expanded our private markets offering by adding five new Topic Tags for all users, expanding coverage of portfolio relationships, and adding key fund data metrics like Dry Powder, Assets Under Management and Unrealized Value for users with Preqin Premium access. See the release notes >

Most relevant for:
  • Corporate Development
  • Strategy
  • Sales/Marketing 
Workflow improvements:
  • Users can now access additional industry classifications for European companies, including NACE & UKSIC classifications. These industry classifications help users view as-reported industry codes (per the local registrars) along with the equivalent standard industry classifications.
  • Users can now access additional officers and directors' data for Eastern-European small and medium enterprises, thereby significantly enhancing coverage for Czech Republic, Croatia, and Serbia.
  • Users with premium access to Preqin data can now access additional portfolio relationship data, sourced from Preqin, within the Portfolio Companies page, Private Investment Timeline page and the Firm and Fund Profiles page. This enhancement provides an expanded view of the investments made by a fund or firm.
  • Users with premium access to Preqin data can now improve their Investor/Limited Partner screens with new Investor data items, such as Investor Involvement and various investment preferences in Screener and the S&P Capital IQ Pro Plug-in. Users can also improve their Private Equity fund screens with new Fundraising criteria.
  • Users with premium access to Preqin data can now view fund-level Dry powder, Unrealized Value, and Assets Under Management provided by Preqin on the Private Equity Fund profile page, Screener, and the S&P Capital IQ Pro Plug-in. These metrics help users assess the investment progress and performance of the fund and its fund manager.
  • Users can now access Limited Partners direct investments and co-investors on Capital IQ Pro. Direct investments (Portfolio Companies) and Co-Investors information on Investors/Limited Partners profiles will assist users in the deal exploration, fundraising, and manager selection workflows.
  • Users can now access five new Topic Tags (Sports Franchises, Leagues & Clubs; Employee Benefits; Insurtech; CleanTech; and Video Games) on Market Maps, Screener, and the Corporate Profile page, providing them with the capability to identify private and public companies within these
  • niche markets.



Broadband, Video, and Wireless Market Updates
Platform: S&P Capital IQ Pro

What’s new: In this release, we added a new view of our U.S. Broadband and Video data with filtering options for subscriber market share, operator footprint, and speed/tech health. We have also expanded our spectrum coverage by ingesting additional Wireless Licenses. See the release notes >

Most relevant for:
  • Technology, Media, and Telecom users 
Workflow improvements:
  • Users can now visualize results filtered at different geography levels (State, DMA, County, Zip) for 41,000+ geographies, generate focused results by operator type, and support comprehensive entity analysis across 1,200 operators
  • Users now have access to the expanded UMFUS (Upper Microwave Flexible Use Service) coverage with ingestion of an additional 16k+ licenses from 40 new channel blocks completing UMFUS 24, 28, 37, 39 and 47 GHz band coverage for PEA and BTA markets.



Investor Targeting Enhancements and Fund-Level Views in Ownership

Platform: S&P Capital IQ Pro

What’s new: In this release, we made improvements to Investor Targeting by expanding the ability to run ownership aggregates for up to 25 entities alongside an Index or ETF. We also enhanced the Institutions/Fund view on the Ownership Detailed page to see true roll-ups of the funds and firm relationships and their ownership in a company, as well as the ability to filter holders located in a specific geography. See the release notes >

Most relevant for:
  • Investor Relations
  • Corporate Development 
Workflow improvements:
  • Users can now add up to a maximum of 25 entities in Investor Targeting, alongside an Index or ETF. This allows for a side by side comparison of aggregate ownership for more companies than previously supported. This helps users to easily identify investors who are underweight or overweight in certain companies versus an Index or ETF.
  • Users can now utilize the Institutional & Funds view on the Ownership Detailed page to see a single view of the funds that roll up to its Institutional Holders and their ownership in a company. Users can also print and export the Institutional & Funds view to Excel, Word, and PDF.
  • Users can now filter on a holder’s geography on the Ownership Detailed page of a company. Filters can be applied for holders of a specific geographic region to help identify the right group of investors for a company or for comparing holders of different companies within the same region.


New Transactions View

Platform: S&P Capital IQ Pro

What’s new: In this release, we added the ability to customize the view of a company's transaction activity in the Details tab on the Transactions Summary page. See the release notes >

Most relevant for:
  • Corporate Development
  • Strategy
Workflow improvements:
  • Users have greater flexibility to customize this view and can now select between viewing a company’s transactions in a single list or grouped together by Transaction Type (i.e. M&A, Equity Capital Markets, Debt Capital Markets, etc.).


Improved Business Description Search in Screener

Platform: S&P Capital IQ Pro

What’s new: In this release, we improved the text search algorithm for Business Description and Long Business Description field screens in the Companies and Transactions datasets. See the release notes >
 
Most relevant for:
  • Corporate Development
  • Strategy
  • Sales & Marketing 
Workflow improvements:
  • Users can now return more relevant companies and transactions in the Screener when screening on the Business Description and Long Business Description fields. The new text search algorithm leverages both stemming (e.g. the keyword “vaccine” returns descriptions with words such as “vaccines,” “vaccination,” “vaccine,” etc.) and proximity searching (e.g. the keyword “digital payments” returns descriptions where “digital” and “payment” appear within 10 words of each other).
Transcript Sentiment Scores
Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced Transcript Sentiment Scores in the Document Viewer by including the ability to view scores for the last four years, view the data via a line or bar chart, and added the Industry Average for the scores. See the release notes >

Most relevant for:
  • Investor Relations
  • Strategy 
Workflow improvements:
  • Users can now access four years of sentiment analysis data in the document viewer and view this data via a line or bar chart. These enhancements are helpful for users in better understanding the trends of sentiment analysis over time.
  • Users can also access the Industry Average for the sentiment scores, which will give users a benchmark to compare company trends.


New Datasets and News Filtering in the Dashboard
Platform: S&P Capital IQ Pro

What’s new: In this release, we provided the ability to surface news content related to fixed income securities and added support for historical cryptocurrency pricing data for more than 30 days. See the release notes >

Most relevant for:
  • Treasury
  • Investor Relations 
Workflow improvements:
  • Users can now access news content related to the Fixed Income securities of an issuing company through the Newswire and Quote widgets within the Dashboard.
  • Users can now view historical pricing data for cryptocurrencies for more than 30 days on the Chart widget. Additionally, users can access 7 new pricing data fields for cryptocurrencies in the List and Quote widgets. The new pricing data fields include: Day Close Price, Day High Price, Day Low Price, Day Open Price, Pricing Date, VWAP, and Volume.
  • Users now have additional Dow Jones News content filters within the Newswire widget and the News tab in the Quote widget.

Office Tools Compatability with Cloud Files

Platform: S&P Capital IQ Pro

What’s new: With this release, we improved the compatibility of the linking functionality in Office Tools between cloud-based stored Excel, PowerPoint, and Word files, including those stored on OneDrive and Sharepoint. See the release notes >

Most relevant for:
  • Corporate Development
  • Investor Relations
  • Finance
Workflow improvements:
  • - Users can now use the linking features, including Copy with Link, Send to PPT, and Send to Word, in Office Tools to link content from cloud-based Excel files to cloud-based PowerPower and Word files, including those on OneDrive and SharePoint. Users can also utilize additional Office Tools functions related to linking validation in cloud-based files such as Go to Source, Update Links, Highlight Links, Validate Links, and Change Source.

Document Viewer Enhancements

Platform: S&P Capital IQ Pro

What’s new: In this release, we 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:
  • Corporate Development
Workflow improvements:
  • Users can now use Boolean search to combine keywords with modifying words like "AND," "OR," and "NOT" to produce more relevant and granular results.
  • Users with Dark Mode enabled in their Capital IQ Pro settings will now see Dark Mode enabled in Document Viewer too.
  • Users can now select a maximum of 25 documents and download them simultaneously.
  • In December 2022, users will be able to view Investment Research reports in the Document Viewer. Users will be able to search for and navigate through research reports using keyword searches and industry/geography filtering, bookmark report sections and notes to access later, share links to specific report sections, and identify other entities mentioned in the report.

Supply Chain Visualizations

Platform: Panjiva Platform

What’s new: In this release, we enhanced the Supply Chain graph that gives users the ability to group a company's supply chain by corporate parent, providing a clearer view of a company's risks and business dependencies. We also provided the ability to filter a company's supply chain activity by whether the shipment is internal or external. We also added a new field that provides data on the ports from Vietnam in any given shipment transaction. See the release notes >

Most relevant for:
  • Supply Chain
  • Procurement
Workflow improvements:
  • Users of our supply chain graph visualization can now group relationships by ultimate corporate parent, providing a clearer picture of risks and business dependencies within a single corporate family.
  • Users can now filter the data displayed on supply chain company profiles to include or exclude internal shipments, allowing visibility and analytics around a company's external supply chain activity. A shipment is marked as internal if a company is shipping to itself or another company in the same corporate family.


July 2022 Release Highlights:
Continued Private Company Data Expansion
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
  • Sales/Marketing
  • Credit
  • Finance
Workflow improvements:
  • Users now have access to expanded data coverage, including estimated revenue for ~150k private companies and ~1.5m officers and directors’ profiles for North American (U.S. and Canada) private companies
  • Access expanded data coverage for Eastern European private companies, including financials for ~50K small and medium enterprises that report revenues above 1 million EUR, as well as ~350K officers and directors' profiles.
  • Users now have access to expanded data coverage of western European private companies, including the business description for 30+ million companies, employee count for 20+ million companies, and the as-reported industry codes and registered industry classification for ~6.5 million companies.


Investor Targeting and Ownership

Platform: S&P Capital IQ Pro

What’s new: : In this release, we added visualizations and customization options in the Ownership Summary page.  See the release notes >

Most relevant for:
  • Investor Relations
  • Corporate Development
Workflow improvements:
  • View the market value and money flow trends using Sparkline to easily identify investors’ ownership trends & momentum for multiple companies, indices, or ETFs within a particular peer group or sub-sector.
  • Users can now customize the Ownership Summary page by selecting the tabs they want to include while looking at company-level ownership or when building a report from the data.
Enhancements to Private Markets Data and Analytics
Platform: S&P Capital IQ Pro

What’s new: In this release, we enabled users to easily analyze private markets holistically through updates to Market Maps and Private Market Trends and expanded benchmark and relationship data in Screener and the Excel plug-in. See the release notes >

Most relevant for:
  • Corporate Development
  • Strategy
  • Investor Relations
  • Sales/Marketing 
Workflow improvements:
  • View Topic Tag definitions and methodology directly on the Market Maps pages to better understand the data behind the tag. The definitions for all 266 topic tags are available through the Methodology toolbar button. Additionally, magnitudes for all financial figures have been aligned to Millions on the page.
  • Pull Preqin’s historical Public Market Equivalents (PME) into Screener and the Excel Plug-in. These are located within the Private Capital Benchmarks folder in the field selector.
  • Users with Preqin Premium access can now view an expanded list of Private Equity Benchmarks fund constituents and their corresponding fund performance data on the Constituent tab, as reported by Preqin.



New Transactions Visualizations
Platform: S&P Capital IQ Pro

What’s new: In this release, we enabled users to quickly answer common transaction questions using enhanced visualizations. See the release notes >

Most relevant for:
  • Corporate Development
  • Strategy
  • Finance 
Workflow improvements:
  • Assess transaction volumes, top transactions by value and top advisers for a company through new visualizations on the page. This enhancement helps users with answering key questions like how a company raises capital and the sectors a company is investing into and exiting/divesting from.




Supply Chain Intelligence
Platform: S&P Capital IQ Pro

What’s new: In this release, we added new measurement units for macroeconomic trade and enabled the ability to screen and build models for companies that have certain geographic exposures in their supply chain. See the release notes >

Most relevant for:
  • Supply Chain
  • Risk/Compliance
  • Sales/Marketing
  • Corporate Development 
Workflow improvements:
  • Users of Macro Trade data on Panjiva and Capital IQ Pro can now view and analyze macroeconomic trade flows in measurement units relevant to the good, e.g. barrels of petrochemicals, pairs of shoes, etc.
  • Screen for companies that import and export goods from various countries around the globe and leverage common trade metrics to understand shipping activity.


Expanded Access to Fixed Income Securities and Rates

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:
  • Corporate Development
  • Credit
  • Treasury 
Workflow improvements:
  • Access additional terms & conditions fields related to Advisors, Default & Bankruptcy Details, Reg D indicator and Credit Enhancers for Fixed Income Corporate securities and US Municipals in Screener and in the Office plug-in.
  • Easily search for rates and tailor page views based on a rate list or streamlined filter preferences. The page offers a new My Rates section allowing users to chart or view their custom rates lists. Filter improvements including a new search offers quicker navigation to a rate with an ability to select one or more rates to chart.
  • View Program ratings including Commercial Paper, Senior Secured or Unsecured assigned by S&P Global Ratings on the Company Credit Ratings page.



Improvements to File Downloads and Saved Reports

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:
  • All Users 
Workflow improvements:
  • Use the ‘Add to Calendar’ button to download up to 100 calendar invites in a single ICS file.
  • Download up to 25 transcripts at once
  • Users of both Capital IQ and Capital IQ Pro will now find shared report templates originally created in Capital IQ available in Capital IQ Pro Report Builder.



Continued RatingsDirect® Integration

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:
  • Risk/Credit
  • Treasury 
Workflow improvements:
  • RatingsDirect® users can now view U.S. Public Finance (USPF) entity profiles that integrate S&P Ratings and Capital IQ Pro content. Entity profiles include the highest ranked revenue source rating when Municipal ICR is unavailable. Entity Research, Securities Summary and S&P Ratings Structure pages are available in the left-hand navigation menu.
  • Users can also view aggregated USPF sector and revenue source sector profiles, which include sector-level research insights, ratings distributions, coverage & recent actions. Lastly, users can filter rated USPF revenue sources and entities by parameters to view a distribution chart and list of entities on the S&P Ratings coverage page.
    Company Financials and People & Professionals for Eastern-European small- and medium-sized enterprises (SMEs) that report revenues above €1 million
  • Search for U.S. Public Finance (USPF) entities, securities, and research within Typeahead and Advanced Search. For entities, there is a new Institutions search vertical that contains all USPF entities and can be filtered by institution type. When searching for securities, Typeahead & Advanced Search will display when available, providing users a better understanding of who is financially responsible for debt payments.
  • View all U.S. Public Finance (USPF) securities for a given USPF entity in the Securities Summary. This page also includes filter options along with revenue source hierarchy and ratings. Users can also view the Security Detail page for individual securities, focusing on the Obligor for the maturity. In addition, users will now see not rated reason codes for NR securities.
  • Access RatingsDirect® widgets for USPF entities and USPF securities on the Dashboard and can select desired entities, securities and lists they would like to view in the widget. USPF research is integrated with the S&P Ratings Research widget which can be broadcast to via the USPF entities and USPF securities widget.
  • Create alerts based on USPF securities and entities (Municipal ICR) for credit rating actions and credit research articles from the Create Alert page. The alert email template provides detailed information and links to respective pages on the product. Additionally, users can create lists of USPF securities and companies from List Manager.
  • Access a limited version of the Capital IQ Pro platform that only displays RatingsDirect® pages and select Market Intelligence content. With this offering, users with RatingsDirect®-only access on the Capital IQ platform can gain the same access level on Capital IQ Pro.



May 2022 Release Highlights:
Textual Data Analytics Application on Earnings Transcript Documents
Platform: S&P Capital IQ Pro

What’s new: Users can now view net positivity, language complexity, and numeric transparency metrics in Earnings Transcript Documents in the Document Viewer. Users can also view sentiment and behavioral-based scores in Screener, on the Dashboard, and in the Excel plugin.
Coverage includes current and historical earnings call transcripts supplemented with English language as sourced from Scripts Asia. See the release notes >

Most relevant for:
  • All users
Workflow improvements:
  • Users can also compare the scores to the previous four quarters' and the average of the prior four quarters.
  • The sentiment and behavioral-based scores of current and historical earnings call transcripts are available on transcript, speaker, and component levels.
For more information on Transcripts, navigate to our dedicated Help page.

Estimated and Disclosure-based ESG Scores

Platform: S&P Capital IQ Pro

What’s new: Users can now view estimated scores for publicly assessed companies, using best in class data estimating approaches, where the estimated scores address data gaps and improve comparability across survey respondent and publicly assessed companies. See the release notes >

Most relevant for:
  • Business/Corporate Development
  • Sustainability Teams
  • Investor Relations 
ESG Filings in Documents and Transcripts
Platform: S&P Capital IQ Pro

What’s new: ESG filings for companies, including TCFD, Sustainability and Corporate Governance Reports are now available on the Corporate Profile through the Documents page. See the release notes >

Most relevant for:
  • Business/Corporate Development
  • Sustainability Teams
  • Investor Relations 
Workflow improvements:
  • Access the ESG filings through the integrated new Document Viewer
  • ESG filings now included in the section
    • Sustainability Reports
    • Corporate Social Responsibility Reports
    • Corporate Governance Reports
    • Sustainability Reports
    • TCFD Reports



Sustainable Financial Regulation Disclosures (SFDR)
Platform: S&P Capital IQ Pro

What’s new: Users can now view an enhanced Sustainable Finance Disclosure Regulations (SFDR) template on a real-time basis with expanded coverage, and updates to SFDR Template to include aggregations of portfolio. See the release notes >

Most relevant for:
  • Business/Corporate Development
  • Sustainability Teams
  • Investor Relations 
Workflow improvements:
  • Around 22,000 companies are included in this coverage


Investor Targeting Tool
Platform: S&P Capital IQ Pro

What’s new: : We added the Investor Targeting Tool, which is a powerful ownership aggregation tool designed to assist with finding potential investors in publicly traded equities. Users can update investor attributes and then see the top holders for a sub-sector, index or a list of companies. See the release notes >

Most relevant for:
  • Investor Relations
  • Corporate Development 
Workflow improvements:
  • Users can now quickly view the top owners for a sub-sector, index or a list of companies, both in aggregate and by individual company.
  • Users can also filter various investor attributes before analyzing the data or exporting to Excel for further analysis.
  • Users can now monitor and track the market value and money flow over time for up to 8 periods to chart investors’ ownership trends & momentum for multiple companies.
For more information on the Investor Targeting tool, navigate to our dedicated Help page.


Indices, ETFs and Lists as Aggregates in Investor Targeting

Platform: S&P Capital IQ Pro

What’s new: Users can now toggle between viewing holders for individual companies falling within indexes and ETF’s and viewing indexes and ETFs as individual constituent(s) in the company view. See the release notes >

Most relevant for:
  • All Users 
Workflow improvements:
  • Users can monitor and track the market value and money flow over time for up to 8 periods to chart investors’ ownership trends & momentum for multiple companies, indexes or ETFs within a particular peer group or sub sector.
Note: Company View is currently supported for maximum of 100 individual companies only, in case the number of companies constituting an Index or ETF exceed 100, Index and ETF would be showed as an individual Constituent by default.



Estimated Revenues & Business Contacts for North American Private Companies

Platform: S&P Capital IQ Pro

What’s new: Users can now access Estimated Revenue and vendor sourced business listing contacts for US & Canadian private companies, significantly enhancing our coverage for North America. See the release notes >

Most relevant for:
  • All Users 
Workflow improvements:
  • Users can now access vendor sourced business listing contacts for US & Canadian private companies with corresponding email addresses, significantly enhancing our coverage for the North American region.
  • Coverage includes around 250K North American companies and 1.7 million North American business contacts.

Expansion of Private Company Coverage in European Markets

Platform: S&P Capital IQ Pro

What’s new: Users can now access an enhanced coverage for European companies, which includes:
  • Company Financials and People & Professionals for Eastern-European small- and medium-sized enterprises (SMEs) that report revenues above €1 million
  • Consolidated financials for small and medium enterprises in France & Sweden
  • Business description for all the Western-European private companies
  • Profile page of the entity on the local registry by clicking on the Registry ID for the company, increasing the transparency and ease of access for registry level data.  See the release notes >

Expanded Vietnam Data Coverage

Platform: S&P Capital IQ Pro

What’s new: Users can now access an expanded coverage of global trade history from Vietnam. See the release notes >

Most relevant for:
  • Corporate Development 
Workflow improvements:
  • Additional historical trade data from 2018-2019 have been added into Panjiva’s current coverage from 2020 onwards
  • Users can view Goods Described field translated into English from Vietnamese for additional detail on shipments

New Visualizations in Macro Trade Data

Platform: S&P Capital IQ Pro

What’s new: Users will now gain a unique view of global trade flows from added new visualizations for macro-level global trade data. See the release notes >

Most relevant for:
  • Corporate Development 
Workflow improvements:
  • New tools have been added including a Flow Map and a Sankey chart in Panjiva to offer more ways to analyze historical trade data on the platform.


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