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What's New for Insurance?

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 Insurance (04:27)


January 2024 Release Highlights

Nikkei News 
Platform: S&P Capital IQ Pro

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

Most relevant for: All Users

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

Alerts
Platform: S&P Capital IQ Pro

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

Most relevant for: All users

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



Search
Platform: S&P Capital IQ Pro

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

Most relevant for: All users

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




Index
Platform: S&P Capital IQ Pro

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

Most relevant for: Analysts, IR teams

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





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: DCM group users 

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



Macroeconomic Data
Platform: S&P Capital IQ Pro

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

Most relevant for: Analyst

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




Private Markets & Private Company Expansion
Platform: S&P Capital IQ Pro

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

Most relevant for: FSG, M&A  

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




ESG
Platform: S&P Capital IQ Pro

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

Most relevant for: ESG focused users

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




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: RD users, Fixed income, DCM

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.



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: FIG

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.


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: All users 

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

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: All Segment Users

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 available in Screener.
  • 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.





Fixed Income
Platform: S&P Capital IQ Pro

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

Most relevant for: Portfolio Managers, Research Analysts, Credit Analysts

Workflow improvements:
  • Access Yield, Conversion, and Advisor data for Loan facilities on the Loan Security Detail page. The price and analytics chart is enhanced with an additional custom date selector. The Loan Sector profile page is enhanced to include search functionality by borrower, depth filtering, and enhanced visualizations to view current loan universe statistics for S&P Ratings distribution as well as minimum, median and maximum values for loans within a certain pricing range. Dashboard and Screener now include price change and price change (%) fields. Top Loan Movers and Top Liquid Loan perspectives were also added on the Dashboard.
  • We are introducing new S&P Credit Ratings metrics for several data sets in Screener and Capital IQ Pro plug-in. As a part of this change, the previous S&P Credit Ratings data fields will be retired. Any saved screen or Excel plug-in model that uses the old fields will need to be updated with the new metrics. With this update, users can access S&P Ratings fields for Issuer/Borrower and security level S&P Ratings data on classic Screener views like Companies (Classic), Geographic Intelligence, Capital Structure (Classic), Insurance Statutory Financials (U.S.), Regulated Depositories (U.S.), Reinsurance Relationships (U.S.), Insurance Product Filings (U.S.), Insurance Investment Holdings (U.S.) and Insurance Investment Transactions (U.S.) on the Capital IQ Pro platform, as well as the S&P Capital IQ Pro Plug-in.



Macroeconomic Data
Platform: S&P Capital IQ Pro

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

Most relevant for: Corporate Strategy, Research Analysts, Portfolio Managers and Credit Analysts

Workflow improvements:
  • Users can 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.
  • Users can access new economic and demographic data points such as Stock Market Index, Employment, Financial Account Balance, Portfolio Investment, and International Reserves minus Gold % of GDP for the respective countries covered.


Search
Platform: S&P Capital IQ Pro

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

Most relevant for: All users

Workflow improvements:
  • Users can access new content categories designed to search across data sets within the All tab which also enables browsing through specific content categories and subcategories. Additionally, with each keyword search, users can view up to 15 destinations per category, broadening the spectrum of records displayed in one search.
  • Users can search for Rates & Yields directly from the top search bar.
  • The new search experience brings more relevant results with expanded synonyms coverage and prefix searches. The new search also considers usage statistics, company size measured by market capitalization and priority exchanges for relevancy.
  • Review tool tips for all the supported keyboard shortcuts.
  • 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.




News
Platform: S&P Capital IQ Pro

What’s new: In this release, 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 Segment Users 

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





Private Markets
Platform: S&P Capital IQ Pro

What’s new: In this release, 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: Portfolio Managers, Research Analyst, Investment Strategists 

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




RatingsDirect
Platform: S&P Capital IQ Pro

What’s new: In this release, 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 Analyst, Portfolio Managers

Workflow improvements:
  • RatingsDirect® users can access the RatingsDirect Research Article Recommender on S&P Capital IQ Pro platform via the RatingsDirect® Home page and the research article viewer.
  • 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.
  • RatingsDirect® users can now access the US Public Finance Benchmarking tool available in the S&P Capital IQ Pro plug-in template library.
  • 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.
  • RatingsDirect® users can access Sovereign Factors and BICRA group scores & components in Screener, S&P Capital IQ Pro Plug-in, and Dashboard.









Index
Platform: S&P Capital IQ Pro

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

Most relevant for: Portfolio Managers, Research Analyst, Investment Strategists 

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.
  • Access up to 20 years of aggregated Balance Sheet, Income Statement & Cash Flow statements of indices on Index Profiles.
  • 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.
  • Pull additional trailing and forward multiples for index aggregates in S&P Capital IQ Pro Plug-in.





Fundamentals
Platform: S&P Capital IQ Pro

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

Most relevant for: Portfolio Managers, Research Analyst, Investment Strategists, Corporate Strategy 

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


Industry Classifications
Platform: S&P Capital IQ Pro

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

Most relevant for: All Segment Users 

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



Report Builder
Platform: S&P Capital IQ Pro

What’s new: In this release, we revamped Quick Report by reformatting the output into a concise one-page report with a fresh layout, highlighting key data relevant for public companies.
See the release notes >

Most relevant for: All Segment Users 

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


S&P Capital IQ Pro Plug-in
Platform: S&P Capital IQ Pro

What’s new: In this release, 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: Portfolio Managers, Research Analyst, Investment Strategists 

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.
  • Create and gauge the performance of a custom index via Market Capitalization Weight, Price Weight, and Equal Weight methods within S&P Capital IQ Pro Plug-in.



Document Viewer
Platform: S&P Capital IQ Pro

What’s new: In this release, 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: Corporate Strategy 

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.






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: Corporate Strategy, Portfolio Managers, Research Analysts

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.



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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: Portfolio Managers, Research Analysts, Credit Analysts

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


Private Markets & Private Company Expansion
Platform: S&P Capital IQ Pro

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

Most relevant for: Research Analysts

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

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Chart Builder
Platform: S&P Capital IQ Pro

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

Most relevant for: Portfolio Managers, Research Analysts, Investment Strategists

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.



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: All Segment Users 

Workflow improvements:
  • Access 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.
  • 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.






Trading Multiples
Platform: S&P Capital IQ Pro

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

Most relevant for: Research Analysts, Portfolio Manager 

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

Dashboard
Platform: S&P Capital IQ Pro

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

Most relevant for: 

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

Ownership
Platform: S&P Capital IQ Pro

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

Most relevant for: Research Analysts, Portfolio Manager, Corporate Strategy 

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



Document Viewer
Platform: S&P Capital IQ Pro

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

Most relevant for: Portfolio Managers, Research Analysts, Insurance Investment Managers 

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

Investment Research
Platform: S&P Capital IQ Pro

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

Most relevant for: Research Analysts 

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


Screener
Platform: S&P Capital IQ Pro

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

Most relevant for: All Segment Users 

Workflow improvements:
  • Introduced export option for grouped screen results.

Search
Platform: S&P Capital IQ Pro

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

Most relevant for: All Segment Users 

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





Office Plug-in
Platform: S&P Capital IQ Pro

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

Most relevant for: All Segment Users 

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


ESG Data & Analytics
Platform: S&P Capital IQ Pro

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

Most relevant for: Research Analysts, Portfolio Managers, Credit Analysts 

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

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

Most relevant for: Credit Analysts 

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.



April 2023 Release Highlights

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: Insurance Product Managers

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

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: Research Analysts, Portfolio Manager, Corporate Strategy

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.







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: Portfolio Managers, Research Analysts, Credit Analysts, Insurance Investment Managers

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.  






Corporate Profile
Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced the stock price chart by integrating ChartIQ on the Corporate Profile page for improved data visualization. We also added the Special Purpose Acquisition Company (SPAC) merger date to the corporate profile page of a company, the date when it merged with a SPAC company to become public. See the release notes >

Most relevant for: All Users 

Workflow improvements:
  • Users can view the enhanced stock price chart for listed companies on the Corporate Profile page. This allows users to better customize the stock price chart using options including various time horizons, chart types, grid view, and zooming options.
  • Users can view the Special Purpose Acquisition Company (SPAC) merger date in the corporate profile page, which is effectively the date when the company went public by completing a reverse merger transaction with a SPAC company. This date is the merger's completion date and is also linked to the related Deal Profile page.



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: Portfolio Managers, Research Analysts, Insurance Investment Managers 

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: Compliance, Corporate Strategy, Portfolio Managers, Research Analysts, Insurance Investment Managers 

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: Portfolio Managers, Research Analysts, Insurance Investment Managers 

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.





Alerts
Platform: S&P Capital IQ Pro

What’s new: In this release, we added desktop alerts to provide real-time streaming updates without the need to open emails or have the S&P Capital IQ Pro platform open in the browser. We also added new U.S. Depository Rates alerts for users to be notified on any changes in specific bank products and enhanced desktop navigation to the “Alerts” and “Manage Alerts” options to help users easily find and manage their alerts. See the release notes >

Most relevant for: All Users 

Workflow improvements:
  • Users can access real-time streaming desktop alerts for all real-time alert content on the S&P Capital IQ Pro Platform. The desktop alerts panel can also be opened in its own window so users can continue to receive real-time streaming alerts without having to keep the S&P Capital IQ Pro Platform open on their browser.
  • Users can create and manage alerts focusing on U.S. Depository Rates by selecting competitors, markets, and rate change sensitivity for different Standard U.S. Depository Rates products.
  • Users can quickly create new alerts and navigate to their alerts, including the new desktop alerts, with the new Bell icon at the top of the S&P Capital IQ Pro platform.

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: Portfolio Managers, Research Analysts, Insurance Investment Managers 

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.






January 2023 Release Highlights

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 release notes >

Most relevant for: Insurance Corp Development & Corporate Finance Teams, Underwriters, Insurance Product Manage

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.



Search
Platform: S&P Capital IQ Pro

What’s new: In this release, we added enhanced search filters for companies and filings data. These enhancements will allow users to quickly and easily discover Insurance content within the platform. See release notes >

Most relevant for: Corporate Strategy, Corporate Development, Insurance Product Managers

Workflow improvements:
  • Users can filter companies based on operating status (e.g. Operating, Out of Business, etc.), allowing them to quickly find the most relevant content.
  • Users can search for Deals and Offerings of entities using the Transaction ID in the Advanced Search page.
  • Users can add Insurance Statutory Groups to the company filter on Advanced Search page to return results for related filings.


ESG
Platform: S&P Capital IQ Pro

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

Most relevant for: Insurance Investment Managers, Corporate Strategy

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


RatingsDirect®
Platform: S&P Capital IQ Pro

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

Most relevant for: All Personas, Insurance Investment Managers, Corporate Strategy 

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



Insurance Statutory
Platform: S&P Capital IQ Pro

What’s new: With this release, we launched our new Insurance Statutory Select-a-Page application, (SAP) for the insurance statutory dataset that provides a better user experience and improved file download performance. See release notes >

Most relevant for: Underwriters, Actuaries, Corporate Development, Portfolio Managers, Credit Analysts


Workflow improvements:
  • Quickly and seamlessly analyze Schedule form the Statutory Financials using the new application.
  • Users can now use the new all statutory excel templates to analyze Risk Based Capital among P&C and Life Insurers.

Fixed Income, US Municipals & Program Ratings
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. 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. 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. See release notes >

Most relevant for: Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts



Workflow improvements:
  • The enhancements offer improved access to fixed income content with enhanced visualizations to help streamline a user’s workflow.
  • Adding the perpetual debt to the debt profile chart allows for interested users to attain a more complete view of the Debt Capital Structure of an entity.

RatingsDirect
Platform: S&P Capital IQ Pro

What’s new: In this release, we integrated Structured Finance (SF) ratings and research within pages and capabilities throughout the platform. SF has now been integrated within our Search functionality, the widgets within the Dashboard, and Alerts and List Management. SF Entity and Page Integration allows users to view SF Entity and Deal profiles. Lastly, SF has now been added as a Sector within the Sector Coverage in RatingsDirect®. See release notes >

Most relevant for: Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts

Search



Entity and Tranch Pag Integration


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


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 release notes >

Most relevant for: Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts, Credit Risk, and Sustainability 





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 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.
  • 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 environment data based on Trucost Business activity.
  
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 release notes >

Most relevant for: Corporate Development, Risk Analysts, InsurTech




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 fundlevel 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 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.
  • Access business description, as-reported company codes and employee cound for western European private companies.  

Country Risk and Macroeconomic Data
Platform: S&P Capital IQ Pro

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

Most relevant for: All client segments

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 now access the country risk data from the IHS Markit Economic & Country Risk offering in the Maps application. Users can also navigate from the Country Risk page to the full Maps application via the "Customize Map" button.
  • Users can now access improved Macroeconomic data on the Capital IQ Pro platform that covers over 50 macroeconomic indicators for more than 200 countries and territories. Improved visualizations are also available to help distinguish between actual vs. forecasted data. Users can also access this new content within Screener and the S&P Capital IQ Pro Plug-in.
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 release notes >

Most relevant for: All 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).


Search
Platform: S&P Capital IQ Pro

What’s new: After this release, users can now search for Structured Finance securities and Insurance Companies in the New Search and Advanced Search, allowing them to easily access the underlying data for both content sets in a much smoother fashion. See release notes >

Most relevant for: All Users





Workflow improvements:
  • Users are now able to search for several types of structured finance securities in the New Search, including Asset Backed Securities, Collateralized Mortgage Obligations, Collateralized Loan Obligations, Collateralized Debt Obligations, and U.S. Mortgage-Backed Securities. Adding this data increases the universe of structured finance securities that users can access within the platform.
  • Users can now search for U.S. Statutory insurance companies by their NAIC codes, combined codes, or CA file numbers in the New Search, improving content discoverability and search relevance for U.S. Statutory insurance companies within the platform.

Insurance Statutory
Platform: S&P Capital IQ Pro

What’s new: With this release, we launched our new Insurance Statutory Market Share application, a more efficient solution for analyzing US Statutory Market by Lines of Business and Geography across all three insurance industries (P&C, Life & Health). See release notes >

Most relevant for : Underwriters, Actuaries, Corporate Development, Portfolio Managers, Credit Analysts 

Workflow improvements:
  • Quickly and seamlessly analyze statutory market share using the new application.
  • Users can now use the new all statutory excel templates to analyze ETF trades and detailed insurance investment holdings for an entire sector (P&C, Life, or Health).

Fixed Income, US Municipals & Program Ratings
Platform: S&P Capital IQ Pro

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

Most relevant for : Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts 

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:
  • Additionally users can access conversion type and conversion requirement type in Screener and the Excel plugin, along with issue level S&P Ratings for municipal securities.

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 release notes >

Most relevant for : Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts, Corporate Development 

Workflow improvements:
  • - Access to standalone S&P ratings data with no dependency on additional subscriptions
    - Access US public finance ratings and research.
MI-insurance-Ratings-Direct-624x288-220801.png  


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 release notes >

Most relevant for : Credit Risk, Lending & Finance, Corporate Development, Sustainability, and Investor Relations 

Workflow improvements:
  • Analyze unpriced carbon cost to understand potential vulnerabilities related to future carbon prices.
  • Access Carbon Earnings at Risk on the Dashboard.
  • The estimated ESG scores allow for improved peer comparability in porfolio analysis.
  
Private Company Data
Platform: S&P Capital IQ Pro

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

Most relevant for : Corporate Development, Risk Analysts

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

Improved Platform Capabilities
Platform: S&P Capital IQ Pro

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

Most relevant for: All users

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




May 2022 Release Highlights

Insurance Statutory, LIBOR Rates and USPF Metrics in Chart Builder
Platform: S&P Capital IQ Pro

What’s new: In this release, we added thousands of new metrics to the Chart Builder that support London Interbank Offered Rate (LIBOR) replacement, U.S. Public Finance (USPF) coverage expansion, and Insurance statutory financials. Additionally, we added the ability to audit estimates on charts and improved the quality of exported charts with clearer chart text and labels. See release notes >

Most relevant for : Underwriters, Actuaries, Corporate Development, Portfolio Managers, Credit Analysts

Workflow improvements:
  • Add over 1,200 new rates that support London Interbank Offered Rate (LIBOR) replacement, including Secured Overnight Financing Rate and Swiss Average Rate Overnight. Users can also add hundreds of new U.S. Public Finance (USPF) entities to the Chart Builder.
  • Users can now add over one hundred new insurance statutory financials metrics, including P&C, Life, Health Financials and more to the Chart Builder

US Municipals, Fixed Income & Rates Data Enhancements
Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced our Terms & Conditions data for Fixed Income corporate and municipal securities, including advisors, default details, bankruptcy details, security notes, sinking fund schedules, credit enhancers, and more. we added Realized AONIA and TOM/Next rates to our existing coverage. See release notes >

Most relevant for : Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts

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
  • Additionally users can access conversion type and conversion requirement type in Screener and the Excel plugin, along with issue level S&P Ratings for municipal securities.


ESG Data & Analytics
Platform: S&P Capital IQ Pro

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

Most relevant for : Credit Risk, Lending & Finance, Corporate Development, Sustainability, and Investor Relations

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

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

Most relevant for : Corporate Development, Risk Analysts

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

Advanced Analytics
Platform: S&P Capital IQ Pro

What’s new: In this release, we added sentiment and behavioral-based scores for earnings calls using natural language processing delivered enhancements that provide additional insights on companies and improved the overall usability of the platform. See release notes >

Most relevant for : Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts

Workflow improvements:
  • View Net Positivity, Language Complexity, and Numeric Transparency metrics for earnings call transcripts in Document Viewer and can compare scores against previous quarters and average.
  • Access sentiment and behavioral-based scores of current and historical earnings call transcripts at the total transcript, speaker, and component levels in Screener, Dashboard, and Excel plugin field selector.


Investor Targeting Tool
Platform: S&P Capital IQ Pro

What’s new: In this release, we delivered Investor Targeting, a powerful new tool that aggregates ownership for smarter investor targeting. See release notes >

Most relevant for : Portfolio Managers, Research Analysts, Investment Strategists, Credit Analysts

Workflow improvements:
  • Users can now view the top owners for a sub-sector, index or a list of companies, both in aggregate and by individual company. Users can also filter various investor attributes before analyzing the data or exporting to excel.
  • Users can now view the market value and money flow for up to 8 periods to chart investors’ ownership trends & momentum for multiple companies, indices, or ETFs within a particular peer group or sub sector.
  • Users can now decide how the selected Index or ETF is displayed within the Company view. Users can choose either to view individual companies of the selected Index or ETF or view aggregated holding details of the selected Index/ETF as separate aggregates.



Next Generation Portfolio Analytics
Platform: S&P Capital IQ Pro

What’s new: In this release, we added pre-built Portfolio Analytics reports and the ability to create new reports with traditional S&P data sets directly from the Capital IQ Pro platform. Users will now see a Portfolios tab on the top navigation bar to manage portfolios and reports and utilize the scheduler functionality. See release notes >

Most relevant for : Portfolio Managers, Portfolio Analysts, Investment Strategists, Risk Analysts

Workflow improvements:
  • View, Create, or Modify Portfolios and Composites
  • Create New Portfolio Reports or Utilize Pre-Built Templates
  • Create Scheduled Delivery of Reports Using the Scheduler



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