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What's New for Governments?

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 Governments (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 exclusive access to The Nikkei and Nikkei Asia news and analysis. 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.
See the release notes>

Most relevant for: All users focused in Asia.

Workflow improvements:

  • Visit News Home and Industry News pages to access news stories for global markets and industries, from newly added Nikkei News and all Capital IQ Pro’s news sources.
  • Monitor Nikkei News headlines for your portfolio, company watchlists, or topics of interest from the Dashboard Newswire.
  • Read Nikkei News on companies of interest on Corporate Profile and Company News.
  • Search using a dedicated Nikkei News search vertical on the lefthand navigation to explore Nikkei’s archive of historical news coverage, including ~400,000 articles from the past 3 years.



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 before the U.S. market opens. We also added industry specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track.
See the release notes >

Most relevant for: Financial Markets Research and Analysis

Workflow improvements:
  • 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.
  • 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.


Search  
Platform: S&P Capital IQ Pro

What’s new: We 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.
  • Search for Industry Documents, including Maps and Geographic Research, Industry Research, and PMI Economic Press Releases, in Filings within the New Search experience on the advanced page.
  • Obtain a quick snapshot of a niche sector through new Topic Tag cards on Advanced Search results.
  • We have enabled search for companies on Japanese language.

Index 
Platform: S&P Capital IQ Pro

What’s new: In this release, 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: Financial Markets Research and Analysis

Workflow improvements:
  • Access index prices and constituent data for FTSE ADX and FTSE JSE SA REIT indices
    • Note: Access to constituent data of the above indices requires additional subscription, please reach out to your Relationship Manager for details.
  • Access up to 20 years of aggregated multiples for Indices in Index Profile under Financials/Valuation section for yearly, quarterly and monthly periods.
  • 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.
  • Create and gauge the performance of a custom index by pulling multiples within S&P Capital IQ Pro Plug-in.
    • Example: =SPGRANGEV("SPGI,IBM,KO","IQ_TEV_TOTAL_REV", "LTM" ,"1/1/2023","6/1/2023","Options:Aggregate=wAVG")




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: Credit Risk and Lending & Finance

Workflow improvements:
  • 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.
  • 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’ Index™ (PMI™) Metals, UK Jobs, and Price Pressure & Supply Shortage Indices license can see historical and current data on the PMI Summary page and within the Geographic Intelligence Screener for these indices.
See the release notes>

Most relevant for: Macroeconomic Research, Economists, Financial Markets Research and Analysis

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.



Fundamentals 
Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced a period slider on the Key Stats and As-Reported pages, added CIQ Data Item IDs to definition pop-up windows, and introduced the CIQ Financial Glossary to the S&P Capital IQ Pro platform. With these enhancements, clients will have access to more extended definitions for CIQ Fundamentals and be able to adjust filters and parameters with ease.
See the release notes >

Most relevant for: All users

Workflow improvements:
  • Access to CIQ Data Item IDs in the definition pop-up for Capital IQ sourced data in the templated financial pages.
  • Users can access S&P Capital IQ Financials Glossary that provides extended definitions of CIQ sourced financial data items, which details financial concepts that are included or excluded from the data items.
  • Users can now use the modern filters and the period slider on the Key Stats and As-Reported pages, which is similar to what is already available on the Templated Financial pages.



RatingsDirect
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/Fixed income focused teams & RD users, Risk Analysis, Risk

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. These enhancements facilitate a better understanding of CLO characteristics, helping users to make more informed investment decisions.
  • 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.
  • RatingsDirect® users now have access to definitions for all Scores, Factors, and Modifiers directly on the Corporate or Country/Region Profile. This enhancement allows users to gain a deeper understanding of each field and its specific scale, offering greater transparency into the components of credit ratings.
  • RatingsDirect® users can set and receive S&P Global Ratings and Credit Research alerts based on US Public Finance (USPF) Revenue Source sectors and subsectors. This new feature is designed to provide added value for users seeking real-time or scheduled alerts for credit actions for municipals within their specific segments of interest.


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 banks.
See the release notes>

Most relevant for: Bank Analysis and Credit Risk

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 <10$B by individual states, Primary Regulator (FDIC, OCC and FED) and Charter Type (Banks – State/ Federal and Credit Unions – Federally Chartered, Federally Insured and Non-Federally Insured). Additionally, users can also access these new aggregates on the U.S. Banking Industry Aggregates web page.
  • All U.S. Banks by individual states, All U.S. Banks <10$B by individual states, Primary Regulator (FDIC, OCC and FED) and Charter Type (Banks – State/ Federal and Credit Unions – Federally Chartered, Federally Insured and Non-Federally Insured).
  • 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.
  • 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 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 credit and HTM adjusted tangible common equity and book value ratios for US GAAP banks.


Insurance
Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced 40+ new data items pertaining to IFRS 17, the largest change in accounting standards for global insurers in over 20 years. IFRS 17 requires insurers to present the current value of their insurance contracts (vs. historic value) and recognize profit over the lifetime of the contracts (vs. immediate term). These new disclosures will help users better understand the impact of insurance contracts on an insurance company’s profitability.
See the release notes>

Most relevant for: Credit Risk, Regulatory Oversight

Workflow improvements:
  • Users can access 40+ new data points added in the Screener to further supplement the 50+ data points previously added. These new data points will provide key information on CSM, Risk Adjustments, and underwriting ratios for companies that adhere to IFRS 17 regulations.

Energy 
Platform: S&P Capital IQ Pro

What’s new: We have launched Power Evaluator tool which is an innovative power plant simulation & valuation suite. This tool allows users to discover & screen for projects, portfolios, and companies, build & analyze potential new plants and portfolios, simulate project or portfolio sales and track plant portfolio progress to Net Zero.
See the release notes>

Most relevant for: Energy Analysis, Sustainability Research, and ESG

Workflow improvements:
  • Portfolio Advisor: Simulate potential acquisitions and divestments and determine how these choices impact your portfolio.
  • Scenario Analysis: See how different assumptions in markets, policy and technology can impact your asset/portfolio valuation.
  • Prospector & Simulator: Use a combination of mapping layers and nodal basis forecasting to understand the impact to reliability, operating margin and emissions goals.
  • Net-Zero Benchmarks: Rank your portfolio score against three key net-zero categories – Reliable, Cost-effective, and Clean.
  • Global (North America excluded) Upstream Oil & Gas data is now available on Capital IQ Pro platform. Users can access Basins and Fields data, including ownership details, production information, reserve data, and much more.


Metals & Mining
Platform: S&P Capital IQ Pro 

What’s new: In this release, we added new mining industry metrics including acquired assets, reserves and resources in the Transactions Screener and the S&P Capital IQ Pro plug-in. We also added the mine-level power/fuel source under Mine Economics in the Metals & Mining Property profile along with a newly launched Lithium Mine model in Excel Template Library.
See the release notes >

Most relevant for: Metals & Mining Research & Analysis

Workflow improvements:
  • Users can view mining deal details within the Transactions Screener and the S&P Capital IQ Pro Plug-in, covering the individual assets, acquired and associated reserves and resources. Commodity reserves and resources and the estimated value will assist in benchmarking activities and identifying precedent deals.
  • Users can view details on the power and fuel sources across primary, secondary, and tertiary levels that are used at the mine sites for mining and processing activities. This new data item from the Mine Economics production and cost dataset provides insight into the current energy considerations for an asset’s modeled energy and infrastructure costs.


Technology, Media & Telecommunications
Platform: S&P Capital IQ Pro

What’s new: In this release, we added three new views for our U.S. Broadband and Video data with filter options for Geography for subscriber market share, operator footprint, and speed/tech health. We also added a Data Library widget on the Tech, Media & Telecom sector homepages. 

Most relevant for: TMT Research & Analysis 

Workflow improvements:
  • Users can now access new report types of DMA, County, Zip added under Report Type filter.
  • Users will be able to visualize results filtered at different geography levels based on report type for 41,000+ geographies, generate focused results by operator type, and support comprehensive entity analysis across 1,200 operators.
  • Users can now access the Data Library widget on each of the Tech, Media & Telecom sector homepages to view the latest proprietary datasets published by Kagan research analysts. Additionally, a Forecast badge is added for each relevant report, signaling datasets containing forecasted data. Users can also utilize the tick box to narrow down their selection to reports exclusively containing forecasted data.


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: Financial Markets Research and Analysis

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.




September 2023 Release Highlights:

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 and improved relevancy of search results for companies, lists, and indices.  
See the release notes >

Most relevant for:
  • Financial Markets Research and Analysis, Research Professionals
Workflow improvements:
  • Download data tables from a PDF-formatted Investment Research document and export the tabular data by clicking on the export data option from Document Viewer.
  • New filters for public or private entities in the companies tab.
  • Improved relevancy for lists and indices.







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
Enhancements to News - News Home Page.png
Workflow improvements:
  • Access a redesigned News Home page that will display market and industry news from Dow Jones and S&P Global Market Intelligence.
  • Take advantage of greater personalization options.
  • 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.
  • Updated left-hand navigation allows users to quickly access relevant sections of the page without scrolling.
Fixed Income 
Platform: S&P Capital IQ Pro

What’s new: In this release, 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 and Lending & Finance 

Workflow improvements:
  • 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.)

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: Macroeconomic Research, Economists, Financial Markets Research and Analysis 

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.


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: Risk Analysis, Non-Financial Regulators, Economists, Research Professionals  

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.


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/Fixed income focused teams & RD users, Risk Analysis, Risk Modeling 
Workflow improvements:
  • 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 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.
  • RatingsDirect® users can now 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.
  • 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.




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.




Banks and Credit Unions
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: Bank Analysis and Credit Risk  

Workflow improvements:
  • Users can now access the derived fields related to IFRS 9 standard loan staging classification for IFRS 9 adopted banks.
  • Users can now access loan and deposit maturity fields for US GAAP banks.
  • Users can 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). Additionally, users can now access the newly published UBPR Income Statement page changes. These tools help institutions prepare for regulatory examinations.


Insurance
Platform: S&P Capital IQ Pro

What’s new: In response to the largest change in accounting standards pertaining to IFRS 17 for global insurers, we introduced new disclosures and analysis across three new pages on the S&P Capital IQ Pro platform. These new disclosures will help users better understand the impact of insurance contracts on an insurance company’s profitability. We also expanded coverage of existing U.S. statutory insurance company by adding U.S. fraternal insurance companies' data, providing comprehensive coverage through our relationship with the NAIC (National Association of Insurance Commissioners), the U.S. regulator for insurance companies. 
See the release notes>

Most relevant for: Credit Risk, Regulatory Oversight 

Workflow improvements:
  • Users can access three new pages in S&P Capital IQ Pro that provide the detailed impact of IFRS 17 on an insurance company’s Income Statement, Balance Sheet, and Underwriting Analysis for our European and Asia Pacific Insurance coverage. There are also 54 new fields avaialble in Screener.
  • Users can access U.S. fraternal insurance company’s statutory data directly using existing U.S. statutory life insurance pages, Market Share & Select-A-Page applications and Screener. Furthermore, any existing U.S. life insurance models are now updated to include fraternal insurance company’s statutory data.


Energy 
Platform: S&P Capital IQ Pro

What’s new: Midcontinent Independent System Operator (MISO) recently adjusted the way they report their capacity auction results, which are now reported at the seasonal level. Going forward users can view these seasonal results for the current year and for future years directly on the S&P Capital IQ Pro platform. 
See the release notes>

Most relevant for: Energy Analysis, Sustainability Research, and ESG Research

Workflow improvements:
  • Midcontinent Independent System Operator (MISO) recently adjusted the way they report their capacity auction results, which are now reported at the seasonal level.
  • Power Plant expansion includes coverage for: Guam, Kuwait, Monaco, Niue, Norfolk Island, Northern Mariana Islands, San Marino, Tokelau, and Tuvalu.
  • Users can now retrieve power plant data for all power plants across the world.


Metals & Mining: Mining Asset Power/Fuel Source 
Platform: S&P Capital IQ Pro 

What’s new: We have added primary, secondary and tertiary power and fuel sources within the Metals & Mining Properties data set in Screener. See the release notes >

Most relevant for:
  • Metals & Mining Research & Analysis 
Workflow improvements:
  • This new data item from the Mine Economics production and cost data set provides insights into the current energy considerations for an asset’s modeled energy and infrastructure costs.


TMT
Platform: S&P Capital IQ Pro

What’s new: 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. 

Most relevant for: TMT Research & Analysis 

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.
  • Users can now access and view Kagan research reports from Advanced Search in Document Viewer.




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:
  • Financial Markets Research and Analysis
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.  
See the release notes>

Most relevant for: All users

Workflow improvements:
  • These enhancements will allow users to access similar data across the platform seamlessly.
  • Access Chart Builder tool directly from the Multiples page.
  • Quick 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.


NAICS Industry Classifications
Platform: S&P Capital IQ Pro

What’s new: In this release, 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:
  • Gain 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: Financial Markets Research and Analysis

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.


June 2023 Release Highlights:

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 added alerting capabilities to track Broker Recommendation upgrades, downgrades, and coverage changes. See the release notes >

Most relevant for:
  • Financial Markets Research and Analysis, Research Professionals
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 and Lending & Finance
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. See the release notes >

Most relevant for:
  • Risk Analysis, Non-Financial Regulators, Economists, Research Professionals
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.







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.

Most relevant for:
  • Macroeconomic Research, Research Professionals, Economists, Financial Markets Research and Analysis
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


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:
  • Risk Analysis, Risk Modeling
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.





ESG
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:
  • Sustainability Research and ESG Research, Credit Risk
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.



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:
  • Credit Risk, Regulatory Oversight
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 Vertical IQ QuickView industry description directly on the Vertical IQ section on the Business Profile page to understand the overview of the related industry linked to the business listing record.

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:
  • Bank Analysis and Credit Risk
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.







Insurance
Platform: S&P Capital IQ Pro 

What’s new: In this release, we introduced 50+ new fields pertaining to IFRS 17, the largest change in accounting standards for Global Insurers in over 20 years. IFRS 17 requires insurers to present the current, rather than historic, value of their insurance contracts, and recognize profit over the lifetime of the contracts rather than immediately. These new disclosures will help clients better understand the impact of insurance contracts on an insurance company’s profitability. See the release notes >

Most relevant for:
  • Credit Risk, Regulatory Oversight
Workflow improvements:
  • View 54 new fields in Screener that provide detailed impact of IFRS 17 on an insurance company’s income statement, balance sheet and underwriting analysis for our European and Asia Pacific Insurance coverage



Energy
Platform: S&P Capital IQ Pro 

What’s new: In this release, we expanded our Battery Materials Summary page to include Energy Storage and Battery Capacity by country, rounding out our combined Energy and Metals & Mining offering to support Energy Transition market analysis. We also expanded our Global Power Plant coverage in African and Middle Eastern regions alongside additional aggregation levels to the European Generation by Power Plant page, and new fields to the Power Plant Screener for Energy Storage information. See the release notes >

Most relevant for:
  • Energy Analysis, Sustainability Research, and ESG Research
Workflow improvements:
  • View the enhanced Battery Materials Summary page which includes our global power plants database, outlining energy storage and battery capacity on a historical, current, and near-term basis. Users can find details on project status, standalone/collocated state, as well as the technology types supported from collocated energy storage and battery sites. The Battery Materials Summary page serves as a central location for energy storage and battery related news, research and industry data drawing from Energy and Metals & Mining products.
  • Access expanded Power Plant and Power Plant Unit coverage in Screener, along with Power Project data for several new African and Middle Eastern countries and regions.
  • Perform additional analysis within the European Generation by Power Plant page at hourly, daily, monthly, and annual level frequency for the United Kingdom and hourly frequency for Austria and Germany.
  • Increased visibility to Energy Storage projects which allows for deeper analysis around energy transition risk. This includes new fields and filter options in Screener related to Energy Storage.



Metals & Mining
Platform: S&P Capital IQ Pro 

What’s new: In this release, we introduced a new page named Commodity Market Outlook, which houses proprietary supply, demand, market balance and forecast prices from our S&P Global Commodity Insights analysts. This data enables users to track changes to commodity markets, and the page features links to detailed reports outlining the macroeconomic factors, and the supply and demand fundamentals impacting individual commodities. See the release notes >

Most relevant for:
  • Metals & Mining Research & Analysis
Workflow improvements:
  • Review commodity supply, demand, market balance and price forecasts on the Commodity Market Outlook page. We have extracted annual and quarterly data, where applicable, from our monthly Commodity Briefing Service reports to provide a central location for our current outlook and historical as of dates.





Technology, Media and Telecommunications (TMT)
Platform: S&P Capital IQ Pro 

What’s new: In this release, we expanded our Over-the-Top (OTT) subscriptions coverage to supplement existing Video, Broadband and Mobile subscriptions data, offering a broader picture of trends in both traditional TV and online video universe at the operator by market level. Additionally, we also added several new interactive reports on the platform. See the release notes >

Most relevant for:
  • TMT Research & Analysis
Workflow improvements:
  • View new proprietary datasets visually in the Interactive Data Library and published reports supporting the OTT/ SVOD, Tower, Broadband and Global Sports Rights space.
  • Access expanded coverage of Over-the-Top (OTT) subscription metrics on the TMT Operator & OTT Knowledge Base.


Usability Improvements
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 Chart Builder. We also enhanced ChartIQ widget functionalities on the Dashboard, integrated IHS Markit loans data and added Industry Estimate data points to Dashboard widgets. In Ownership, we added new filter capabilities on the Investor Screening tool to screen for ESG-focused funds, Activist Investor holders and added new filter for Key Developments in Insider Activity page. Within Screener, we added the feature to export grouped results from Companies Screener to Excel. In Document Viewer we redesigned the search panel to offer an enhanced and revamped search experience. Lastly, we enhanced S&P Capital IQ Pro Plug-In Formula Builder to be more performant and stable with seamless content loading and navigation. See the release notes >

Most relevant for:
  • All Users
Workflow improvements:
  • Audit Trading and Forward multiples in the Chart Builder.
  • 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.
  • Loan pricing data on Dashboard through List, Quote and Chart widgets using the Fixed Income entity search. Additionally, users can utilize the field selector to pull more loan-specific data points onto the Dashboard for further analysis.
  • View 39 new industry-specific estimate metrics across 13 industries for companies around the globe in the Dashboard widgets.
  • Seamlessly switch between tabs for Transcripts, Filings, and Investment Research in Document Viewer, and navigate directly to a section from the Key Exhibits page.
  • Improved stability and performance of Formula Builder in the S&P Capital IQ Pro plug-in which will generate quicker initial load times, effortless navigation between different data sets, subfolders, and efficient formula exports.


April 2023 Release Highlights:

Enhancement To 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:
  • Financial Markets Research and Analysis, Research Professionals
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.
  • 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.




Dashboard
Platform: S&P Capital IQ Pro 

What’s new: In this release, we integrated charting capabilities from ChartIQ on the Dashboard, added Purchasing Managers’ Headline Indices, Country Risk Scores and select Economic data to the List and Quote widgets. See the release notes >

Most relevant for:
  • Financial Markets Research and Analysis
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.
  • Users can view Purchasing Managers’ Headline Indices, Country Risk Scores and select Economic data for geographies in the List and Quote widgets of the Dashboard.




Macroeconomic Data 
Platform: S&P Capital IQ Pro

What’s new: In this release, we added the Purchasing Managers’ IndexTM (PMITM) 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:
  • Macroeconomic Research, Research Professionals, Economists
Workflow improvements:
  • Users can better understand business conditions within a country with the addition of our Purchasing Managers’ IndexTM (PMITM) Headline Indicators. The indicators are available on the new Purchasing Managers’ IndexTM (PMITM) page, on a Country Profile page, and the Geographic Intelligence Screener.


ESG
Platform: S&P Capital IQ Pro 

What’s new: In this release, we added the Sustainability Overview Page, which combines the broad ecosystem of proprietary datasets on a single page that are essential for measuring performance and progress on sustainability. See the release notes >

Most relevant for:
  • Credit Risk, Lending & Finance, Sustainability Research, and ESG Research
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.


RatingsDirect®
Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced core U.S. Public Finance (USPF) functionality by integrating ratings content with entity, security, and revenue source data across the platform. In addition, we expanded the revenue source offering for RatingsDirect® users, providing a more robust offering for assessing USPF entities. See the release notes >

Most relevant for:
  • Risk Analysis, Risk Modeling
Workflow improvements:
  • Users can screen by or display Key Revenue Source Ratings & Municipal Issuer Credit Ratings in Screener and the S&P Capital IQ Pro Plug-in.
  • Users can screen by or display securities based on S&P Ratings Sectors and S&P Ratings Revenue Source Sectors in Screener and the S&P Capital IQ Pro Plug-in.
  • Users can leverage the new Revenue Source perspective to screen on or display revenue sources based on Revenue Source Rating, Revenue Source general information, and CreditStats Direct® financials.
  • Users can view Revenue Source ratings, research, criteria, securities, and general information on the new Revenue Source Detail page.
  • Users can select multiple S&P Ratings sectors, subsectors, and industries on the S&P Ratings Coverage page within the Corporates, Financial Institutions, Insurance, & Governments and ESG Credit Indicators tabs.






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 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:
  • Risk Analysis, Non-Financial Regulators, Economists, Research Professionals
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.




U.S. Business Listings
Platform: S&P Capital IQ Pro 

What’s new: In this release, we added new Idea Generation screens, default fields, and updated the default settings in Screener. This enables users to leverage the newly expanded coverage of business listings data, allowing for more meaningful insights and analysis. See the release notes >

Most relevant for:
  • Credit Risk, Regulatory Oversight
Workflow improvements:
  • Users can view new content for Commercial Prospecting workflows through nine newly created Idea Generation screens in Screener.
  • Users can access additional fields on the Commercial Properties data set to pull in more details to the related business listings section, such as Minority or Veteran owned businesses, Bankruptcy filed, and more.
  • Users can view updated default criteria and fields to reflect the expanded coverage of Business Listings data.





Banking
Platform: S&P Capital IQ Pro 

What’s new: In this release, we expanded our Idea Generation screens by adding Commercial Banking to the segment list and migrated all pre-existing screens for banks and credit unions to this new segment, while also introducing new Liquidity Coverage Ratio screens to provide greater insights and analysis. Additionally, we updated Financial Performance (FPR) fields for Credit Unions allowing 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:
  • Bank Analysis and Credit Risk
Workflow improvements:
  • Users can select Idea Generation screens from the newly created Commercial Banking segment. Within this segment we have added new Liquidity Coverage Ratio screens to identify banks that have published liquid asset data both in the U.S. and globally.
  • 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.


Insurance
Platform: S&P Capital IQ Pro 

What’s new: In this release, we introduced a new U.S. Insurance Product Filing search page with improved search capabilities and usability to help users create a market strategy and analyze product pricing and industry trends. See the release notes >

Most relevant for:
  • Credit Risk, Regulatory Oversight
Workflow improvements:
  • Users can access our new insurance product filing search page with added functionalities such as a new display filter, search within filter, and filing documents in addition to the existing functionalities and search capabilities
Energy
Platform: S&P Capital IQ Pro 

What’s new: In this release, we expanded our Global Power Plant coverage in Africa and Middle Eastern regions, added a new Company Fuel Analysis page and widget to complement the existing EQR offering, and improved the overall usability of the Coal pages. See the release notes >

Most relevant for:
  • Energy Analysis, Sustainability Research, and ESG Research
Workflow improvements:
  • Users can access expanded Power Plant and Power Plant Unit coverage in Screener, along with Power Project data for several new African and Middle Eastern countries and regions.
  • Users can access new Company Fuel Analysis page and widget with improved workflow capabilities in the Power Purchase Agreement (EQR) product offering. Users can also view Transactional data from a company-fuel perspective.
  • Users can access enhanced Coal data with updated page and widget titles, consistent charts on the Coal Summary page, and adjusted default selections for a more intuitive user experience.




Industry Classifications
Platform: S&P Capital IQ Pro 

What’s new: In this release, we updated the Industry Classifications across the platform to align with the 2023 revisions announced to Global Industry Classification Standard (GICS). See the release notes >

Most relevant for:
  • All users
Workflow improvements:
  • Users can access revised Company’s Industry Classifications for both MI Industry and CIQ/GICS Industry as per the 2023 GICS methodology

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 Risk and Lending & 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.

January 2023 Release Highlights:

Investment Research
Platform: S&P Capital IQ Pro 

What’s new: In this release, Investment Research reports are now available in the Document Viewer, providing users an enhanced intra-document 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:
  • Textual Analysis, Bank M&A Research
Workflow improvements:
  • Users can now 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.
  • Users can now perform enhance 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.
  • Users can now utilize 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.




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, Sustainability Research, and ESG Research
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.





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:
  • Risk Analysis, Non-Financial Regulators, Economists, Research Professionals
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.








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:
  • Risk Analysis, Risk Modeling
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:
  • Credit Risk, Regulatory Oversight
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.




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:
  • Bank Analysis and Credit Risk
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.




Insurance
Platform: S&P Capital IQ Pro 

What’s new: In this release, we enhanced our U.S. Insurance Statutory product on the Screener and the S&P Capital IQ Pro Plug-in by adding new fields sourced from the NAIC for 2022 annual data. These new data elements will enable users to analyze and monitor performance of U.S. insurance companies and the overall industry more comprehensively. See the release notes >

Most relevant for:
  • Credit Risk, Regulatory Oversight
Workflow improvements:
  • Users can access the new lines of business additions made by NAIC on the State Pages, Underwriting & Investment Exhibit, and Insurance Expense Exhibits to make all the lines consistent across all the schedules for P&C filings in Screener and the S&P Capital IQ Pro Plug-in. Newly added lines of business which are common across State pages, Underwriting & Investment Exhibit, and Insurance Expense Exhibits include: Vision only, Dental Only, Disability Income, Medicare Supplement, Medicaid Title XIX, Medicare Title XVIII, Long-Term Care, and Other Health.
  • Users can access the new asset/issuer types in the insurance investment related exhibits introduced by NAIC in Screener and the S&P Capital IQ Pro Plug-in. These exhibits are Schedule BA Part 1, Schedule D Part 1, Schedule DA Part 1, Schedule D Part 2 Section 2, Schedule D Part 1A Section 1 and Schedule D Part 1A Section 2. The newly added asset and issuer types will allow users to analyze insurance company’s exposure to these newly added asset and issuer types across P&C, Life and Health sectors.
  • Users can find uniformity in accident and health lines of business used on Schedule H with other schedules and exhibits in the annual statement within Screener. This is applicable to the P&C and Life insurance filer type. The brand new sub-categories are renamed with 2021 to mark them as historical.
  • Users can access several other updates to the NAIC statement changes in Screener, which includes Life -AVR Equity, Life - Five Year Historical and Health U&I Exhibit Part 1, 2, 2A, 2B and 2D. The additional lines proposed for residual are added in the Life AVR Equity. The Five Year Historical is updated to reflect the changes to the lines of business captured on Schedule H. The Health U&I exhibits are updated to bring the Health Statement in line with Life/Fraternal and Property Statements.






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:
  • Credit Risk, Regulatory Oversight
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.



Energy
Platform: S&P Capital IQ Pro 

What’s new: In this release, we expanded our Global Power Plant coverage in Latin America, Caribbean, and APAC regions, providing users with a broader global view of the Power Markets. We also improved the overall usability for the EQR Power Purchase Agreement product offering. See the release notes >

Most relevant for:
  • Energy Analysis, Sustainability Research, and ESG Research
Workflow improvements:
  • Users can access expanded Power Plant and Power Plant Unit coverage within Screener, along with Power Project data for several new Latin American and Caribbean countries and regions.
  • Users can access expanded Power Plant and Power Plant Unit coverage within Screener, along with Power Project data for several new APAC countries and regions.
  • Users can access enhanced Power Purchase Agreement (EQR) menu order which provides a more structured layout, from an aggregated view down to granular level transaction data. In addition, all pages feature intuitive hyperlinking that will route a user to a specific entity’s Power Purchase pages.





Battery Materials Summary
Platform: S&P Capital IQ Pro 

What’s new: In this release, we added a new Battery Materials Summary page bringing together Metals & Mining and Energy News, Research and Industry data for the batteries space, providing insights into electric vehicle and energy storage markets that are rapidly changing and insightful for any user interested in Energy Transition. See the release notes >

Most relevant for:
  • Metals and Mining Research and Analysis
Workflow improvements:
  • • Users now have a central location for battery news, research, and industry data on the Battery Materials Summary page. Drawing from Metals & Mining and Energy coverage on S&P Capital IQ Pro, the page highlights lithium, cobalt and nickel supply, demand, and price forecasts, in addition to current pricing, production costs, in-ground resources and US renewable energy credits. Later in 2023, we will continue to expand our energy storage insights with global battery power plant information.


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 Research and Analysis
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.




Ownership
Platform: S&P Capital IQ Pro 

What’s new: In this release, we 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:
  • Financial Markets Research and Analysis
Workflow improvements:
  • 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.


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 Government 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.




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:
  • Financial Markets Research and Analysis
Workflow improvements:
  • Users can export Transcript Sentiment Scores data and charts directly from the Document Viewer into Excel.



November 2022 Release Highlights:

Enhanced Macroeconomic Data
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:
  • Macroeconomic Research, Research Professionals, Economists
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 content in Screener and the S&P Capital IQ Pro Plug-in.

ESG Data & Analytics
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 hazards 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:
  • Credit Risk, Lending & Finance, Sustainability Research, and ESG Research
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.
  • Users can now analyze how various drought scenarios could impact their portfolio holdings across multiple time horizons in Portfolio Analytics. These new metrics expand the already robust physical risk hazards available by showing exposure to drought conditions based on both temperature and precipitation levels. Users can also seamlessly select a forecast year and scenario to be used in their Portfolio Analytics reports that are calculated on-the-fly. These metrics continue to expand the ESG offering provided in the platform and provide clients deeper granularity into their portfolio’s Physical Risk exposure.





Private Markets & Private Company Expansion 
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:
  • Risk Analysis, Non-Financial Regulators, Economists, Research Professionals
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 registers) along with the equivalent standard industry classifications.
  • Users can now access additional officers and directors' data for Eastern-European (Czech Republic, Croatia, and Serbia) small and medium enterprises, thereby significantly enhancing coverage for this geography.
  • 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 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 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 can now access Limited Partners (LP)’s direct investments and co-investors on S&P 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.





RatingsDirect®
Platform: S&P Capital IQ Pro 

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

Most relevant for:
  • Risk Analysis, Risk Modeling
Workflow improvements:
  • RatingsDirect® users can now search for Structured Finance (SF) entities, tranches, and research within Typeahead and Advanced Search. For entities, there is a new Structured Finance search vertical that contains all RatingsDirect® SF entities and can be filtered by S&P Ratings subsector. When searching for SF tranches, Typeahead & Advanced Search will display the issuer, deal, tranche and maturity date of a security.
  • RatingsDirect® users can now access the RatingsDirect® widgets for Structured Finance (SF) securities on the Dashboard and select desired securities and lists they would like to view in the widget. SF research is integrated with the S&P Ratings Research widget which can be broadcast via the SF securities widget.
  • RatingsDirect® users can now create alerts based on Structured Finance (SF) tranches and entities for credit rating actions and credit research articles from the Create Alert page. The alert email provides detailed information and links to respective pages on the product. Additionally, users can create lists of SF tranches and entities from List Manager.
  • RatingsDirect® Users can now view Structured Finance (SF) entity and deal profiles which will provide a summary of core S&P Ratings Content including credit ratings, research, and tranche information. Users can also explore these content sets more deeply using the security summary and tranche detail pages.




Energy Markets
Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced a new Generation by Power Plant page for the European market, which features power generation data in the United Kingdom. See the release notes >

Most relevant for:
  • Energy Analysis, Sustainability Research, and ESG Research
Workflow improvements:
  • Users can now view and analyze operating Power Plant generation data for power plants across the United Kingdom, reported every half-hour. Power Plant data can be filtered by Fuel Type and/or Technology Type, increasing user visibility into the makeup of the Power landscape across the U.K. Users can also access an accompanying widget on the European Summary page, which gives the user a snapshot view of the 5 most active plants per operating capacity.


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. The enhancements offer improved access to fixed income content with enhanced visualizations to help streamline a user’s workflow. See the release notes >

Most relevant for:
  • Credit Risk and Lending & Finance
Workflow improvements:
  • Users can now view all the Debt Securities regardless of their Seniority level under the All tab in the Debt Capital Structure grid on Securities Summary page. The All tab offers quick and easy access to all debt associated to a company.
  • Users can now pull perpetual securities on the Debt Maturity Profile page. These securities are displayed as a stand-alone bar in the Debt Maturity chart and can also be viewed in the Upcoming Maturity grid below the chart. Adding the perpetual debt to the debt profile chart helps users to view the entire debt capital structure of the entity.


Banking Data
Platform: S&P Capital IQ Pro 

What’s new: With this release, we are excited to announce the addition of the new Standard Adjustable-Rate Mortgage Products along with the Secured Overnight Financing Rate (SOFR) and Federal Home Loan Bank (FHLB) Index Rates into the Capital IQ Pro platform, providing a best-in-class solution in monitoring U.S. Depository Rates during a rising rate environment. See the release notes >

Most relevant for:
  • Bank Analysis and Credit Risk
Workflow improvements:
  • Users now have access to 4 New Standard Mortgage Products, including 3/6 ARM Conforming, 5/6 ARM Conforming, 7/6 ARM Conforming, and 10/6 ARM Conforming
  • Users will now have access to the SOFR and FHLB index rates on the Money Rates page and Money Rates Widget.

Credit Unions
Platform: S&P Capital IQ Pro 

What’s new: In this release, we added the most recent National Credit Union Administration 5300 call report fields to Screener and Peer Comps, allowing our clients to analyze the performance of individual credit unions and the industry as a whole. See the release notes >

Most relevant for:
  • Bank Analysis and Credit Risk
Workflow improvements:
  • Users can now access the Statement of Financial Condition and Statement of Income and Expense on Screener within the Companies and Regulated Depositories datasets as well as the Peer Comps tool.
  • Users can now access the latest reported call report quarterly fields for banks.

Improved Business Description Search in Screener
Platform: S&P 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 Government users
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).



July 2022 Release Highlights:

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. See the release notes >

Most relevant for:
  • Credit Risk, Lending & Finance, Sustainability Research, and ESG Research
Workflow improvements:
  • Assess the potential earnings at risk from carbon pricing on a portfolio level with the Carbon Earnings at Risk report.
  • Allows users to gain a more comprehensive understanding of potential vulnerabilities as it relates to future carbon prices, which is based off Unpriced Carbon Costs and Earnings at Risk metrics
  • 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
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:
  • Risk Analysis, Non-Financial Regulators, Economists
Workflow improvements:
  • Access estimated revenue for ~150k private companies and ~1.5 million 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
  • Access 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



Private Markets 
Platform: S&P Capital IQ

What’s new: In this release, we enabled users to more 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:
  • Risk Analysis, Research Professionals, Economists
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
  • Screen for Private Equity funds/firms using new metrics like Geographies of Interest, Fund Domicile, and Latest Fund Performance Date within Screener and the Excel Plug-in (only available to users with Preqin Premium access)
  • Use the Formula Builder within the Excel Plug-in to identify relationships between Investors and Funds, between Fund Spondors and Funds, and between Funds/GPs and Portfolio Companies/Assets
  • Use the Excel Plug-in to retrieve additional data on these relationships (i.e. relationship status, size of capital commitments from Investors to Funds, etc.)
  • On the Private Capital Benchmarks page, 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.







Energy Markets
Platform: S&P Capital IQ Pro 

What’s new: In this release, we expanded our Global Power Plant coverage within APAC regions, released the European Future Build Summary page, and introduced 20-year Renewable Energy Credit price forecasts for locations across the US. See the release notes >

Most relevant for:
  • Energy Analysis, Sustainability Research, and ESG Research
Workflow improvements:
  • Access expanded Power Plant and Power Plant Unit coverage within Screener, along with Power Project data for several new APAC countries and regions, providing users with an increased global view of the Power Markets
  • Leverage the new Future Build Summary page to dig deeper into what is being planned as it relates to power plants, including planned capacity metrics, technology and fuel information, and ownership data across all the European countries and their respective regions
  • View 20-year Renewable Energy Credit pricing forecasts via the new Renewable Energy Credit Forecast page
  • View Renewable Energy Credit Revenue forecasts available at the power plant and power plant unit level


Fixed Income
Platform: S&P Capital IQ  

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:
  • Bank Analysis and Credit Risk 
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
  • New My Rates section allows 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


Bank Fundamental Data
Platform: S&P Capital IQ Pro 

What’s new: In this release, we delivered data on minimum common equity tier1 (CET1) requirements across the globe. See the release notes >

Most relevant for:
  • Bank Analysis and Credit Risk 
Workflow improvements:
  • Access minimum common equity tier1 (CET1) requirement data available for banks reporting under GAAP or IFRS. The requirements consist of a Pillar 1 requirement, Pillar 2 , CCB, CCYB, GSIB Buffer, and Systemic Risk Buffer (SRB)

Panjiva Supply Chain Data
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 Research 
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
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:
  • Risk Analysis, Risk Modeling
Workflow improvements:
  • 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
  • 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
  • Search for U.S. Public Finance (USPF) entities, securities, and research within Typeahead and Advanced Search
  • 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 the 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
  • View the Security Detail page for individual securities, focusing on the Obligor for the maturity
  • 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
  • Create alerts based on USPF securities and entities (Municipal ICR) for credit rating actions and credit research articles from the Create Alert page
  • Create lists of USPF securities and companies from List Manager
  • Access a limited version of the Capital IQ Pro platform that only dispalys 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:

ESG Data & Analytics
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.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
  • Sustainability Research
  • ESG Research
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)

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:
  • Credit Risk
  • Bank Analysis
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.



NAICS Industry Classification Updates 
Platform: S&P Capital IQ

What’s new: In this release, we updated the North American Industry Classification System (NAICS) codes to reflect the 2022 structure changes. See the release notes >

Most relevant for:
  • All Users
Workflow improvements:
  • Access the latest version of the North American Industry Classification System (NAICS) codes

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:
  • Risk Analysis
  • Non-Financial Regulators
  • Economists
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
Private Markets
Platform: S&P Capital IQ Pro 

What’s new: In this release, we added a new Private Equity/Venture Capital fundraising trends page, and we released more fund and firm criteria within Screener and the Excel plugin. We also created new Topic Tags for the healthcare space and we added new LinkedIn links for professionals on company profiles. See the release notes >

Most relevant for:
  • Risk Analysis
  • Research Professionals
  • Economists
Workflow improvements:
  • View fundraising trends for Private Equity/Venture Capital funds over time on a new chart page, with fundraising data supplemented by Preqin.
  • Slice and dice the chart and data by fund strategy, region focus, vintage year, and/or fund sponsor location
  • Screen for Private Equity/Venture Capital funds and firms using 15 additional criteria on Screener and Excel, such as historical and latest firm AUM, women or minority owned firm, historical fund cashflow, and more (only users with premium access to Preqin can see these enhancements)
  • Access the new Market Maps page with 266+ topic tags, covering 650K+ private and public companies and can see aggregated last-twelve-month trading multiples
  • Explore 34 new Therapeutic tags on the Market Maps page, Screener, and company profiles
  • Access LinkedIn professionals through a View LinkedIn Professionals link under the Officers & Directors widget on the Corporate Profile page and the People Summary page


Credit Analytics
Platform: S&P Capital IQ  

What’s new: : In this release, we integrated RiskGauge scores and score descriptions, Insurance template support in ProSpread™, and added a Credit Risk Pricing widget on a company’s Tearsheet. See the release notes >

Most relevant for:
  • Risk Analysis
  • Risk Modeling
  • Stress Testing
Workflow improvements:
  • View RiskGauge scores on the Score Company Page, Tearsheet, and Portfolio Surveillance widget for advanced and basic views including proprietary data
  • View the score descriptions for RiskGauge scores on a company Tearsheet
  • Extract the documents using the Insurance template, in addition to Standard and Banks
  • Upload Credit Risk Pricing data to proprietary data and retrieve pricing information on the Credit Risk Pricing Page desktop, Tearsheet and Excel
  • Credit Risk Pricing widget added in the Tearsheet to display the final adjusted score, risk free rate, yield curve, proprietary data and more.


Panjiva Supply Chain Data
Platform: S&P Capital IQ Pro 

What’s new: In this release, we expanded our Vietnam data and launched two new data visualizations in our Macro Trade Data tool. See the release notes >

Most relevant for:
  • Supply Chain Research
Workflow improvements:
  • Access two new visualizations for macro-level global trade data, including a Flow Map and a Sankey chart
  • Access two additional years of global trade history, 2018-2019, from Vietnam, and view the Goods Described field translated into English from the original Vietnamese

Screen Reader Accessibility
Platform: S&P Capital IQ Pro 

What’s new: In this release, we enhanced platform accessibility through compatibility with Screen Readers. See the release notes >

Most relevant for:
  • All users
Workflow improvements:
  • Use Screen Readers to accurately read out header icons, including Saved Items, User Profile, and Help, plus the three-dot action menu to users





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