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.
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 now view top 3 Trending Companies or most searched companies, within their focused industry selected on user profile and display settings page in the top search.
- 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
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’ IndexTM (PMITM) Metals, UK Jobs, and Price Pressure & Supply Shortage Indices License can see historical and current data on PMI Summary page and within the Geographic Intelligence Screener for these indices.
See the release notes>Most relevant for: Analysts
Workflow Improvements:
- Users with premium access to the named PMITM Indices can now get a detailed view of current and historical business conditions for newly added Purchasing Managers’ IndexTM (PMITM) Metals, UK Jobs and Price Pressure & Supply Shortage indices for a country/region.
- Users will now have access to broad regions in the Geographic Intelligence perspective on Screener and in Capital IQ Pro Plug -In for select macroeconomic indicators. Regional coverage now includes the World, European Union, Eurozone, Latin America, ASEAN, Asia, Developed Markets, Emerging Markets, North America, Asia ex -China, Asia ex Japan, BRIC, G7, World ex China and World ex USA.
Private Markets & Private Company Expansion
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced our private company data coverage for APAC private companies including a 3rd party vendor sourced firmographics, financials and officers and directors' data for small and medium enterprises based in India. We also added a new Custom Benchmark Excel template which helps users with additional subscription access to perform PE/VC fund benchmarking analysis. Additionally, we enhanced the existing Private Equity Firm & Fund Details Excel template to facilitate the filtering of relevant General Partners, based on specific investment criteria, preferences, and strategies.
See the release notes>Most relevant for: 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.
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: Associates, Analysts
Workflow Improvements:
- Users will have 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.
Estimates
Platform: S&P Capital IQ Pro
What’s new: In this release, we added industry specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track.
See the release notes>Most relevant for: Industry/Coverage Groups
Workflow Improvements:
- Users can add industry-specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track. The alert setup process has also been upgraded, to make it easier to apply relevant metrics to companies in similar industries.
Transactions
Platform: S&P Capital IQ Pro
What’s new: In this release, we included additional information that enhances the consideration details of M&A deals as well as new clickthrough for Target and Buyer Financials. The additional transparency will help users understand the exact securities involved as a part of the deal consideration from the perspective of the various outstanding securities of the target. Furthermore, users will be able to filter transactions on Screener using additional industry classifications such as NACE, NAICS, for Target, Buyer/Investor, Seller and M&A deal terms.
See the release notes>Most relevant for: All users
Workflow Improvements:
- Additional details for target company’s outstanding securities such as different classes of common stock, restricted stock units, performance stock units etc. have been added to the Consideration Details grid as well as click-through of various M&A valuation data points e.g. Transaction Value, Implied Enterprise Value, Implied Equity Value, etc.
- Users can now click-through into S&P Capital IQ sourced financial values for M&A deal participants, target and buyer financials.
- Users can now run transaction screens using additional industry classifications like NACE, NAICS, etc. and add M&A deal terms, Total Amount Raised using rounds of funding against transaction participants, as criteria and display columns. Additionally, users can get IPO Transaction ID of a company using Formula Builder in Excel or as a display column in the Companies dataset.
Ownership
Platform: S&P Capital IQ Pro
What’s new: In this release, we added click-through functionality in the Investor Screening tool to provide transparency into the constituents owned and aggregated market value calculations.
See the release notes>Most relevant for: All users
Workflow Improvements:
- Users can now view the calculation for Market Value and the list of constituents bought, sold, held, and not held, gaining full transparency into values displayed in the Investor Screening tool.
Investment Research
Platform: S&P Capital IQ Pro
What’s new: In this release, we added a Contributor Groups filter for Investment Research documents within Document Viewer in Capital IQ Pro to enable users to refine searches based on contributor classifications such as Brokerage, Independent or Quantitative. In addition, users can filter searches based on customized contributor and analyst lists.
See the release notes>Most relevant for: Investment research users
Workflow Improvements:
- Select Contributor Groups filter allows users to select contributors by classification or a user’s preselected contributors or analyst lists yielding more relevant results. Users can also conduct a search from the main investment research page and have their selected contributor groups carry over to Document Viewer.
Dashboard
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced the new charting widget, powered by ChartIQ, and added a new Loan Matrix widget along with other usability enhancements on the Dashboard.
See the release notes>Most relevant for: All users
Workflow Improvements:
- Users can now access a new metric selector within the new charting widget, powered by ChartIQ, on the Dashboard with the ability to select additional fields to plot on the chart.
- Users can now access the new Loan Matrix widget on the Dashboard which displays information on loans from different sectors and their S&P Global Ratings.
- Users can now access a new search experience on the Dashboard widgets with additional features in the results dropdown like the content type capsule, entity type subtext, entity description and additional entity tags based on classification.
- Users can now create desktop alerts from the Newswire widget using the right click menu for the articles.
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.
Energy
Platform: S&P Capital IQ Pro
What’s new: In this release, we have launched a new Power Evaluator tool to deliver deep insights into the true value of asset investments for users focused on the Energy sector. Additionally, we have introduced Ancillary Pricing data.
See the release notes>Most relevant for: Energy Coverage groups
Workflow Improvements:
- Power Evaluator 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.
- Global (North America excluded) Upsteam 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. Additionally, this data can be accessed at the Owner and Operator level.
- Users can now access Ancillary Pricing data for ISO regions throughout the United States, beginning with the CAISO (California Independent System Operator) region. This includes a summary widget along with an Ancillary Pricing details page.
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: FIG users
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: 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.
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: M&M coverage group
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.
See the release notes>Most relevant for: TMT industry group users
Workflow Improvements:
- Users can now access new report types 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: 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:
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:
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:
- Investment teams, Associates, Analysts
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:
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 Analysts, Fixed income teams, Debt Capital
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:
- Investment Teams, Risk teams, Industry groups
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.
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:
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.
Estimates
Platform: S&P Capital IQ Pro
What’s new: We upgraded Estimates click throughs to leverage the enhanced Document Viewer, plus, added Estimates metric definitions and excel formulas.
See the release notes >Most relevant for:
Workflow improvements:
- Bring users directly to the source documents in Document Viewer, giving the users an improved search experience, enhanced navigation, and more data export options.
- Click directly on the Estimates metric names to view definitions and the corresponding excel formulas for the consensus mean estimates.
- Users can view metric definitions within Estimates data item click throughs.
ESG
Platform: S&P Capital IQ Pro
What’s new: In this release, we have applied the updated 2023 ESG scores methodology including the release of 2023 wave 1 company scores.
See the release notes >Most relevant for:
- Energy Analysts, Investor Relations, Corporate Analysts
Workflow improvements:
- Updated 2023 ESG scores methodology.
- We expanded environmental coverage by adding Research Type flags to company environmental pages to easily identify how the respective Environmental profiles were generated.
- We also expanded Business Involvement Screens with new coverage in both the Consumer Products and Defense & Weapons categories and added a new Paris Alignment company’s confidence score for the latest and historical years.
- We added coverage of Physical Risk assets to 1.6 million.
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:
- M&A team, Deal sourcing and advisory
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.
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:
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.
Report Builder: Quick Report
Platform: S&P Capital IQ Pro
What’s new: We revamped Quick Report by reformatting the output into a concise one-page report with a fresh layout, highlighting key data relevant for public companies.
See the release notes >Most relevant for:
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.
Ownership
Platform: S&P Capital IQ Pro
What’s new: We expanded holders/investors criteria in Investor Screening to include US states and a global city search.
See the release notes >Most relevant for:
Workflow improvements:
- Users can now filter by global cities and U.S. states to screen for holders in locations of upcoming roadshows and other investor screening use cases.
Transactions
Platform: S&P Capital IQ Pro
What’s new: We added new M&A fields to analyze tangible book value dilution and the earn back period resulting from Bank M&A transactions. We also incorporated stock price changes for participants pre and post M&A deal announcements along with new visualizations to analyze a company's transaction activity across various geographies. Furthermore, we improved the audit capabilities for M&A valuation data points.
See the release notes >Most relevant for:
- M&A Bankers, Deal sourcing/advisory, Analysts etc.
Workflow improvements:
- Users can now assess transaction activity within various geographies through a map on the company's transaction summary page. This helps users in identifying the geographies a company is investing into and exiting from.
- Analyze bank M&A deals using new metrics for Tangible Book Value Dilution and Earnback Period and their corresponding values excluding AOCI. Tangible book value dilution indicates dilution to the buyer's tangible book value resulting from the M&A deal, Earnback period is the number of years it would take to earn back the dilution. In addition, users can now analyze M&A deals using the stock price changes for Target, Buyers, Ultimate Buyers, and Sellers pre and post deal announcements. Stock Price changes help analyze trends, market/investor view of the M&A deal pricing to the target, buyers, and seller stock prices.
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.
See the release notes >Most relevant for:
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.
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:
- Industry groups/M&M focused bankers and analysts
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.
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:
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:
- FIG Group Analysts and bankers
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.
- 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.
Mapping
Platform: S&P Capital IQ Pro
What’s new: In this release, users can seamlessly map the results of Company screens for a more enriched visualization experience.
See the release notes >Most relevant for:
- FIG Group Analysts and bankers
Workflow improvements:
- Users can now export criteria to Maps from the Companies screener results. Any fields included in the screen will be brought into the Map and can be easily used as labels or to style markers. The locations of the company headquarters can be used to visually identify geographic trends in the data.
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:
- FIG Group Analysts and bankers
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.
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:
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.
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
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.
June 2023 Release Highlights:
Industry-Specific Estimates Expansion
Platform: S&P Capital IQ Pro
What’s new: In this release, users can access 39 new Estimate data points across 13 industries on the desktop and within the S&P Capital IQ Pro Office Plug-in. In addition, we added 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. This will give access to an additional 63 Estimate data items, with industry-specific estimates across 14 industries. See the release notes >Most relevant for:
Workflow improvements:
- Access new estimates from the Estimates left-hand menu, under Consensus and navigate to the company level where applicable the Industry Specific section will be displayed which includes industry-specific Estimates that have broker coverage.
- Navigate to the screener and under browse criteria scroll to Estimates and to CIQ Industry Specific to expand and industry folder to view.
- Launch S&P Capital IQ Pro Excel Plug-in, open Formula Builder and within Estimates Data Items access CIQ industry specific and select desired metric to view fields by category: Consensus, Surprise & Actuals, Detailed Estimates, etc.
- Select the desired metric, and set a threshold value, period type, period, etc., on the Parameters tab to create formulas in your financial modeling templates.
Fixed Income
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:
Workflow improvements:
- Users can 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.
- Users can view loan facilities in the Company Profile, New Loan Security Detail page, Loan Sector Profile page and Securities Summary Screener.
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:
- Risk teams, Research analysts
Workflow improvements:
- Users can access additional financials and firmographics data for private companies in Thailand and Singapore with revenue greater than 10 million (Thai Baht) and 1 million (Singapore Dollars), respectively across 70k private companies.
- Users can access additional officers and directors data for Thailand and Singapore private companies across 154k private companies.
- Users can discover new niche markets with the addition of six new Topic Tags, including Digital Wellness, Digital Mental Health, Employee Assistance Program (EAP), 5G, Pet Food and Supplies, and Pet Care on Market Maps, Screener, Corporate Profiles, and Transaction pages. A new 'Companies Funded' column on the Market Maps Summary page and an enhanced Deal Activity view on the Details page can help users analyze and gain quicker insights into these emerging and niche markets.
- Users can access a new set of "Direct Alpha" Public Market Equivalents (PMEs) on Private Capital Benchmarks page and Screener for performance analysis.
- Users can view aggregated investment strategy and commitment breakdown along with top fund manager insights for a Limited Partner/Investor on the LP Investments page aggregate section within the left-hand menu as well as on the Alternatives Capital. Commitment widget on the Corporate Profile. Additionally, users with Preqin Premium access can view the Limited Partners/Investors’ investment allocation holistically and within the Alternatives space (sourced from Preqin), with the Investment Allocation widget on the Limited Partner Corporate Profile.
- Users with premium access can view new key investment criteria insights, such as Main Firm Strategy and Applied Strategies, on the Investment Criteria page and Screener. This helps users streamline matching General Partners and Limited Partners based on their investment strategies and preferences during fundraising.
*Coming Soon* Investor Activism
Platform: S&P Capital IQ Pro
What’s new: In this release, we launch three new Investor Activism pages - Investor Activism Summary, Activist Profile, and Campaign Profile. These pages enable users to visualize the level of activism and potential impact against a target company, analyze an activist's history and ownership holdings, and view key campaign data points. See the release notes >Most relevant for:
- Defense / Investor Activism teams
Workflow improvements:
- Users can view all or a subset of investor activism campaigns launched against a target company with breakouts by year, status, objectives, and tactics. An interactive timeline chart lets users plot a campaign on the company’s stock chart overlayed with relevant key developments and instantly view the top activist investors by market value owned.
- Users can see an activist’s campaign activity for a selected period while quickly identifying the activist’s success rate, objectives, tactics, target industry breakouts, top public holdings, and related news and events.
- Users can drill down to the details of a campaign and see key data points, including objectives, tactics, key developments, advisers, shareholder proposals, and nominee details.
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:
- Capital Markets Bankers, Fixed income teams, Credit Analysts
Workflow improvements:
RatingsDirect® users can
- 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.
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:
Workflow improvements:
- Users can access 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.
- ESG Scores page users will see an Under Review flag below the company’s ESG Score if a company’s current ESG Score is being assessed for a controversy. The Under Review flag will display until the Media & Stakeholder Analysis (MSA) case analytical process is complete.
- Users can view updates to the Sustainable Finance Disclosure Regulations (SFDR) model in the Excel Template Library, including comprehensive coverage for mandatory and opt-in Principal Adverse Indicators (PAIs). The model allows users to view the information at the company and portfolio levels to support SFDR reporting requirements.
- Users can 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. This data is available on the Environmental pages, Screener, and the S&P Capital IQ Pro Plug-In.
- Users can 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. Information is available on the Environmental pages, Screener, and the S&P Capital IQ Pro Plug-In.
- Users can access Environmental data for 3.2 million private companies, increasing the coverage by 1 million. This data provides insights into the environmental performance of private companies, including Environmental Damage Costs, Air Pollutants, Greenhouse Gas, Land & Water Pollutants, Natural Resources Use, Waste, and Water using S&P Global Trucost’s Environmental Extended Input-Output Model.
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:
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. 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.
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:
Workflow improvements:
- Seamlessly switch between tabs for Transcripts, Filings, and Investment Research in Document Viewer with search results cleanly displayed.
- Users can now navigate directly to a section in the Document Viewer from the Key Exhibits page.
Transactions
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced visualizations enabling users to quickly answer common transaction questions, added additional screener fields while retaining stickiness of the transactions statistics page. See the release notes >Most relevant for:
Workflow improvements:
- Users can now assess latest transaction news, key developments and top legal advisers for a company, through added visualizations and widgets on the page. This helps users answer key questions such as frequently used legal advisers besides gaining more insights into a company's transaction activity in form of News and Key Developments.
- Users can now screen for Bank M&A deals using Purchase Price to Tangible Equity (excluding AOCI). The ratio, also known as Price to Tangible Book Value (excl. AOCI), is a commonly reported ratio for Bank's and their M&A deals to study the price paid for the target company as a percent of the target's tangible equity excluding any impact of AOCI (unrealized gains or losses). In addition, users can separately pull the amount of core deposit intangibles created as a result of Bank M&A transaction at the time of deal announcement versus at deal completion.
- Users can retain Aggregates and Averages plotted on transaction statistics charts to effortlessly plot the most frequently used averages and aggregates.
- Users can view transactions made by subsidiary companies in the transactions widget on the company's corporate profile page. This will allow users to easily identify a company’s most recent five M&A or capital raising transactions or those of its subsidiaries that may have resulted in a market moving impact to a company's stock price.
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:
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: 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:
Workflow improvements:
- Introduced export option for grouped screen results.
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:
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.
Insurance
Platform: 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:
Workflow improvements:
- Users can 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: 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 Investment Bankers
Workflow improvements:
- Users can 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
- Global coverage for operational power plant units that file data with the EIA or are larger than 1 MW in North America, and 5 MW outside of North America
- 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 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
- Users will have 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: 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 Investment Bankers
Workflow improvements:
- • Users can 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 & Telecommunications (TMT)
Platform: 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:
Workflow improvements:
- Users can view new proprietary datasets visually in the Interactive Data Library. In this release we have published reports supporting the OTT/ SVOD, Tower, Broadband and Global Sports Rights space
- Users can access expanded coverage of Over-the-Top (OTT) subscription metrics on the TMT Operator & OTT Knowledge Base. The page also allows users to compare metrics across operators to understand market trends and growth rate
Chart Builder
Platform: 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:
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
Trading Multiples
Platform: 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:
Workflow improvements:
- Users can now audit the Trading and Forward multiples in the Chart Builder.
April 2023 Release Highlights:
Enhancements 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:
Workflow improvements:
Users can now:
- Access the new Multiples page within the Corporate Profile under the Templated Financials section, including trailing and forward multiples with audit capabilities to view the calculation and navigate to the source document for the relevant financial and estimates data item.
- 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.
- 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.
- 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.
- 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.
- 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 Plug-in. This allows users to view the calculation of the multiples data item and the source document of the relevant financial or estimates data item.
Dashboard
Platform: S&P Capital IQ Pro
What’s new: In this release, we have integrated ChartIQ functionality on the Dashboard, added Purchasing Managers’ Headline Indices, Country Risk and select Economic data to the List and Quote widgets, and backfilled historical cryptocurrency data. See the release notes >Most relevant for:
Workflow improvements:
- Users can access the new and highly functional ChartIQ widget on the Dashboard. This widget represents a significant upgrade to Dashboard charting, featuring a wealth of new capabilities, most notably the integration of 125 unique technical indicators. It is equipped with a range of out-of-the-box functionalities such as drawing tools, customizable plot colors, a revamped widget toolbar, zoom in-out, and more. All these features are seamlessly integrated within the Dashboard widget, which also supports broadcast and currency conversion functionalities.
- Users can view Purchasing Managers’ Headline Indices, Country Risk and Select Economic data for geographies in the List and Quote widgets of the Dashboard.
- Users can view volume data relating to cryptocurrency for more than 30 days on the Chart widget on Dashboard.
Macroeconomic Data
Platform: S&P Capital IQ Pro
What’s new: In this release, we added the Purchasing Managers’ Index™(PMI™) Headline Indicators to our economic data series to better understand business conditions within a country. PMI Headline Indicators are available for Composite, Whole Economy, Manufacturing, and Services. See the release notes >Most relevant for:
- Risk teams, Research analysts
Workflow improvements:
- Users can better understand business conditions within a country with the addition of our Purchasing Managers’ Index™(PMI™) Headline Indicators. The indicators are available on the new Purchasing Managers’ Index™(PMI™) page, on a Country Profile page, and the Geographic Intelligence Screener.
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:
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:
- Capital Markets Bankers, Fixed income teams, Credit Analysts
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:
- Deal teams, M&A Bankers, IB Analysts
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.
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:
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.
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:
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:
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.
Documents, News & Events
Platform: S&P Capital IQ Pro
What’s new: In this release, we added Earnings Call Sentiment Scores to the Transcript & Investor Presentation pages. See the release notes >Most relevant for:
Workflow improvements:
- Users can view Earnings Call sentiment scores on the multi-company or single company Transcript & Investor Presentation pages.
- Users can filter transcripts or investor presentation by Type on the multi and single company Transcript & Investor Presentations pages.
Transactions
Platform: S&P Capital IQ Pro
What’s new: In this release, we made it easy for the users to analyze and visualize the aftermarket performance of an Initial Public Offering.
See the release notes >Most relevant for:
- Equity Research analysts, Capital Market Bankers
Workflow improvements:
- Users can view the IPO aftermarket performance chart for different periods, including one day, one week, one month, three months, six months, and one year after the offering on the transaction profile page. This chart helps analyze whether the company was trading at a premium or discount to its IPO price and is commonly referred to as IPO returns.
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:
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.
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:
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.
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:
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.
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:
- FIG Coverage bankers, 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.
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:
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.
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:
- FIG/Insurance coverage bankers
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.
Transactions
Platform: S&P Capital IQ Pro
What’s new: In this release, we added M&A bid premia averages and medians on the transaction statistics page so users can study the average deal premiums paid within a sector, region or a combination of region and sector. We also added new Initial Public Offering (IPO) analytics data points for users to analyze and compare IPO price versus the expected IPO price range and the premium or discount over the expected price. See the release notes >Most relevant for:
- Investment Banking and Private Equity users
Workflow improvements:
- Users can access M&A bid premia averages and medians on the Transaction Statistics page and compare M&A deal pricing over a period in the sectors they operate in.
- Users can now access 5 new Initial Public Offering (IPO) analytics data points.
- Users can quickly navigate to the IPO profile of a company from an IPO Date displayed on a Corporate Profile.
Dashboard
Platform: S&P Capital IQ Pro
What’s new: In this release, we added Diluted market data metrics to support security valuations when companies issue new shares and continued to expand our data supporting cryptocurrency markets with the addition of volume data for cryptocurrency securities on the Dashboard Chart widget to highlight trading activity. We also added the ability to view Economics and Country Risk (ECR) data on the List and Quote widgets. See the release notes >Most relevant for:
- Investment Banking and Private Equity users
Workflow improvements:
- Users can access Diluted Market Capitalization, Diluted Shares Outstanding and other diluted market data metrics on the Dashboard within the List and Quote widgets. This will allow users to analyze the impact on a company’s market capitalization if all stock options were exercised and convertible securities were exchanged for stock.
- Users can include trade volume data relating to cryptocurrency for more than 30 days in the Chart widget.
Alerts
Platform: S&P Capital IQ Pro
What’s new: In this release, we updated the default Email Alerts subject lines to surface more relevant information earlier in the email subject, helping users to quickly determine if the email alert is relevant. See the release notes >Most relevant for:
Workflow improvements:
- The Email Alert formatting change places more relevant information forward in the subject line so users can quickly decipher if the email alert has information they are interested in sooner. For example, users can see the headline of an article and the % Change and Net Change data in their Real Time email alert subject line, depending on the type of alerts. With this format change, the Alert Type field (e.g. News, Documents, Market Data, etc.) is moved further back in the email subject line.
Mobile App
Platform: S&P Capital IQ Pro
What’s new: In this release, we added Dark Mode on both the Android and iOS versions of the Mobile App. We also added Quick Actions to the iOS version of the Mobile App. These changes will improve the overall usability of the apps in addition to giving iOS users access to common workflows straight from their home screen. See the release notes >Most relevant for:
Workflow improvements:
- Users can now experience the Mobile App in Dark Mode on both iOS and Android. Dark Mode improves the overall usability of the Mobile App, reducing eye strain and glare as well as the energy consumed by the display. The Appearance mode of the Mobile App will be independent of the users selection on the desktop version of the S&P Capital IQ Pro platform and default to their device view settings, but can be updated via the Account Settings page to specifically choose between Light Mode or Dark Mode.
- OS users can access different Quick Actions for the Mobile App from the device home screen, including Search, Saved Documents, the last company searched, and the last document viewed. This improves the user experience by providing popular multi-step workflows for the Mobile App.
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:
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.
Personalization
Platform: S&P Capital IQ Pro
What’s new: In this release, we added the option to view the S&P Capital IQ Pro common pages in Dark Mode and defaulted new users logging into the platform to Dark Mode for a more consistent and improved platform experience. See the release notes >Most relevant for:
Workflow improvements:
- Users can now see the Login, New User Sign Up, and Forgot Password pages displayed in Dark Mode.
- New users are now automatically enabled with Dark Mode by default when logging into the S&P Capital IQ Pro platform. Once logged into the platform, users can choose between Light Mode and Dark Mode in their profile settings
S&P Capital IQ Pro Plug-in
Platform: S&P Capital IQ Pro
What’s new: Below is a collection of new or enhanced Excel templates available on the S&P Capital IQ Pro platform. Find all the templates below in the Excel® template library. We also introduced SPGDATE() function to optimize the performance of Excel models leveraging market data fields. Using SPGDATE() instead of the native TODAY() function will reduce volatility in users' models, resulting in better model performance and improved plug-in stability. See the release notes >Most relevant for:
Workflow improvements:
- Private Equity Firm & Fund Details: View private equity firm and fund level details including funds, investments, investors, and performance statistics. #Preqin
- Buyout Funds Analysis: Filter buyout funds by geography with the ability to view fund details including portfolio investments. #Preqin
- Fund Performance Monitor: Monitor the risk and return of different fund strategies to assess fund performance, perform comparative fund analysis, and visualize the performance of selected funds using detailed fund profiles. #Preqin
- Returns and Performance Tracker: This model lets the user monitor Index/ETF/Portfolio returns and graphical representations of performance, estimate, and surprise data dispersion. #CIQ #charts
- Users can now leverage the SPGDATE function as an alternative to the native TODAY function in Excel when returning market data values.
November 2022 Release Highlights:
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 the release notes >Most relevant for:
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.
ESG Data and Analytics
Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded the environmental data within the platform by adding physical risk scores data from The Climate Services (TCS) and incorporated new physical risk hazards data into Portfolio Analytics. We also increased the coverage of private companies with environmental data to ~2.25 million. Physical Risk Scores coverage includes 20K companies and 870K+ asset locations. See the release notes >Most relevant for:
- ESG/Sustainability Analysts, Industry Coverage Bankers, M&A Bankers, Asset Management, Commercial Banking
Workflow improvements:
- User 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.
RatingsDirect® Structured Finance
Platform: S&P Capital IQ Pro
What’s new: In this release, we integrated Structured Finance (SF) ratings and research within pages and capabilities throughout the platform. See the release notes >Most relevant for:
- Fixed Income analysts, Debt Cap market bankers
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.
- Users can now view Structured Finance (SF) sector and sub-sector pages filtered by Domicile of Assets and Collateral Type which aggregate sector level research and rating actions. Users can also view the Structured Finance coverage tab to filter through all tranches covered by S&P Ratings and view their ratings distribution.
Private Markets
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:
- Coverage Bankers, M&A Bankers, Deal sourcing
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 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.
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:
- Coverage Bankers, M&A Bankers
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.
Form ADV Data
Platform: S&P Capital IQ Pro
What’s new: In this release, we have refined and expanded our data offering by allowing users to retrieve historical ADV data as far back as 2010Y on an annual basis. Form ADV is a required submission to the SEC by professional investment advisors managing $25M+ and includes disclosures around Assets Under Management (AUM), investment strategy, and firm structure. See the release notes >Most relevant for:
Workflow improvements:
- Users can now access historical Form ADV data as far back as 2010Y on an annual basis (previously only published on an “as of” basis). This enables users to create technical and fundamental analyses using historical ADV data for RIA-Registered Investment Advisory firms in the U.S.
Index Data and Analytics
Platform: S&P Capital IQ Pro
What’s new: In this release, we added pre-defined Index aggregate data for Key Financial metrics along with Valuation Multiples. We also added new sector and geographic pie charts on the Index Profile page to quickly assess the sector and geographic composition of an index. See the release notes >Most relevant for:
- Coverage Bankers, M&A Bankers
Workflow improvements:
- Users can now access pre-defined Index aggregate data (Index Aggregates) for Key Financials and Valuation Multiples for any index. Index Aggregates for Key Financials are available for five Actual periods (including LTM) and three Estimated periods, while Valuation Multiples are available for two Actual periods (including LTM) and three Estimated periods.
- Users can now add a sector pie chart to the Index Profile page to view the sector allocations for an index. The sector filter defaults to a user's selected industry classification but allows to toggle between the S&P Capital IQ/GICS and MI industry classifications.
Investment Research
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced the Investment Research results grid functionality when multiple documents are of interest. See the release notes >Most relevant for:
- Equity Research, Coverage Bankers, Capital Markets Bankers, M&A Bankers
Workflow improvements:
- Users can now preview, download, or print multiple research reports at a time.
Office Tools
Platform: S&P Capital IQ Pro
What’s new: With this release, we improved the compatibility of the linking functionality in Office Tools between cloud-based stored Excel, PowerPoint, and Word files, including those stored on OneDrive and Sharepoint. See the release notes >Most relevant for:
- Analysts, Associates, Bankers
Workflow improvements:
- Users can now use the linking features, including Copy with Link, Send to PPT, and Send to Word, in Office Tools to link content from cloud-based Excel files to cloud-based PowerPoint and Word files, including those on OneDrive and SharePoint. Users can also utilize additional Office Tools functions related to linking validation in cloud-based files such as Go to Source, Update Links, Highlight Links, Validate Links, and Change Source.
Ownership
Platform: S&P Capital IQ Pro
What’s new: In this release, we made improvements to Investor Targeting by expanding the ability to run ownership aggregates for up to 25 entities alongside an Index or ETF. We also enhanced the Institutions/Fund view on the Ownership Detailed page to see true roll-ups of the funds and firm relationships and their ownership in a company, as well as the ability to filter holders located in a specific geography. See the release notes >Most relevant for:
- Coverage bankers, M&A Bankers
Workflow improvements:
- Users can now run Investor Targeting tool for a maximum of 25 entities (previously only 5 entities were supported) alongside an Index or ETF. This allows for a side by side comparison of aggregate ownership for more companies than previously supported alongside an Index/ETF. This helps to easily identify investors who are underweight or overweight certain companies versus an Index or ETF.
• Users can now utilize the Institutional & Funds view on the Ownership Detailed page to see a single view of the funds that roll up to its Institutional Holders and their ownership in a company. Users can also print and export the Institutional & Funds view to Excel, Word, and PDF.
- Users can now filter on a holder’s geography on the Ownership Detailed page of a company. Filters can be applied for holders of a specific geographic region to help identify the right group of investors for a company or for comparing holders of different companies within the same region.
Transactions
Platform: S&P Capital IQ Pro
What’s new: In this release, we added the ability to customize the view of a company's transaction activity in the Details tab on the Transactions Summary page. See the release notes >Most relevant for:
- Coverage Bankers, M&A Bankers
Workflow improvements:
- Users have greater flexibility to customize this view and can now select between viewing a company’s transactions in a single list or grouped together by Transaction Type (i.e. M&A, Equity Capital Markets, Debt Capital Markets, etc.).
Screener
Platform: S&P Capital IQ Pro
What’s new: In this release, we improved the text search algorithm for Business Description and Long Business Description field screens in the Companies and Transactions datasets. See the release notes >Most relevant for:
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).
Dashboard
Platform: S&P Capital IQ Pro
What’s new: In this release, we provided the ability to surface news content related to fixed income securities and added support for historical cryptocurrency pricing data for more than 30 days. See the release notes >Most relevant for:
- Coverage Bankers, Debt Capital Markets Bankers
Workflow improvements:
- Users can now access news content related to the Fixed Income securities of an issuing company through the Newswire and Quote widgets within the Dashboard.
- Users can now view historical pricing data for cryptocurrencies for more than 30 days on the Chart widget. Additionally, users can access 7 new pricing data fields for cryptocurrencies in the List and Quote widgets. The new pricing data fields include: Day Close Price, Day High Price, Day Low Price, Day Open Price, Pricing Date, VWAP, and Volume.
- Users now have additional Dow Jones News content filters within the Newswire widget and the News tab in the Quote widget. The new filters include: The Wall Street Journal, Market Commentary, Dow Jones Top News, and Barron’s.
Transcript Sentiment Scores
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced Transcript Sentiment Scores in the Document Viewer by including the ability to view scores for the last four years, view the data via a line or bar chart, and added the Industry Average for the scores. See the release notes >Most relevant for:
- Coverage Bankers, Capital Markets Bankers, Equity Research
Workflow improvements:
- Users can now access four years of sentiment analysis data in the document viewer and view this data via a line or bar chart. These enhancements are helpful for users in better understanding the trends of sentiment analysis over time.
- Users can also access the Industry Average for the sentiment scores, which will give users a benchmark to compare company trends.
Document Viewer
Platform: S&P Capital IQ Pro
What’s new: In this release, we added new functionality on the Document Viewer related to search and document downloads, as well as support for dark mode. See the release notes >Most relevant for:
- Coverage Bankers, Capital Markets Bankers, M&A Bankers
Workflow improvements:
- Users can now use Boolean search to combine keywords with modifying words like "AND," "OR," and "NOT" to produce more relevant and granular results.
- Users with Dark Mode enabled in their Capital IQ Pro settings will now see Dark Mode enabled in Document Viewer.
- Users can now select a maximum of 25 documents and download them simultaneously.
- **COMING SOON** In December 2022, users will be able to view Investment Research reports in the Document Viewer. Users will be able to search for and navigate through research reports using keyword searches and industry/geography filtering, bookmark report sections and notes to access later, share links to specific report sections, and identify other entities mentioned in the report.
July 2022 Release Highlights:
Private Markets
Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled users to easily analyze private markets holistically through updates to Market Maps and Private Market Trends and expanded benchmark and relationship data in Screener and the Excel plug-in. See the release notes >Most relevant for:
- Financial Sponsor Bankers, Capital Markets Bankers, M&A Bankers
Workflow improvements:
- Users can now 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.
- Users can now pull Preqin’s historical Public Market Equivalents (PME) into Screener and the Excel Plug-in. These are located within the Private Capital Benchmarks folder in the field selector. Users can also 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. These can be found within the Private Markets folder.
- Users can now us the Formula Builder within the Excel Plug-in to identify relationships between Investors and Funds, between Fund Sponors and Funds, and between Funds/GPs and Portfolio Companies/Assets. Users can also 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.). These new insights into relationships and capital flows can be found in the new Private Markets Relationships and Private Ownership folders.
- 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.
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:
- Coverage Bankers, Capital Markets Bankers, M&A Bankers
Workflow improvements:
- Users now have access to expanded data coverage, including estimated revenue for ~150k private companies and ~1.5 million officers and directors’ profiles for North American (U.S. and Canada) private companies.
- Users now have access to expanded data coverage of western European private companies, including the business description for 30+ million companies, employee count for 20+ million companies, and the as-reported industry codes and registered industry classification for ~6.5 million companies.
Investment Research
Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled Boolean search for Investment Research, allowing users to return more relevant results. See the release notes >Most relevant for:
- Coverage Bankers, Capital Markets Bankers, M&A Bankers
Workflow improvements:
- Users now can use Boolean Search to combine keywords with modifying words like AND, NOT, and OR to produce more relevant search results.
Office Tools
Platform: S&P Capital IQ Pro
What’s new: In this release, we introduced support for the Trace Precedents and Trace Dependents functionality for cloud-based Excel files, including those stored in OneDrive and SharePoint. See the release notes >Most relevant for:
Workflow improvements:
- Collaborate more effectively on shared Excel models by leveraging the Trace Precedents and Trace Dependents tool to audit formulas.
Bank Fundamental Data
Platform: S&P Capital IQ Pro
What’s new: In this release, we added minimum common equity tier1 (CET1) requirement components 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). See the release notes >Most relevant for:
Workflow improvements:
- Deeper transparency into the components underpinning a bank’s minimum common equity tier1 (CET1)
Regulatory Data
Platform: S&P Capital IQ Pro
What’s new: In accordance with the SEC's Form ADV additions, in this release we have added sections 5.K.(1) and 5.K.(2) from schedule D of the Investment Advisory Details report, providing users a clearer picture of separately managed accounts maintained by US asset managers. See the release notes >Most relevant for:
Workflow improvements:
- Build advanced screens and reports incorporating line items from Form ADV around separately managed accounts in section 5.K.(1) and 5.K.(2).
Ownership
Platform: S&P Capital IQ Pro
What’s new: In this release, we added visualizations and customization options in the Ownership Summary page. See the release notes >Most relevant for:
Workflow improvements:
- View market value and money flow trends using Sparkline to easily identify investors’ ownership trends & momentum for multiple companies, indices, or ETFs within a particular peer group or sub-sector.
- Customize the Ownership Summary page by selecting the tabs they want to include while looking at company-level ownership or when building a report from the data.
Transactions
Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled users to quickly answer common transaction questions using enhanced visualizations. See the release notes >Most relevant for:
- Coverage Bankers, M&A Bankers
Workflow improvements:
- Users can now assess transaction volumes, top transactions by value and top advisers for a company through new visualizations on the page. This enhancement helps users with answering key questions like how a company raises capital and the sectors a company is investing into and exiting/divesting from.
File Downloads and Saved Reports
Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled users to download events and transcripts in bulk. See the release notes >Most relevant for:
Workflow improvements:
- Users can now use the ‘Add to Calendar’ button to download up to 100 calendar invites in a single ICS file.
- Users can now download up to 25 transcripts at once.
- Users of both Capital IQ and Capital IQ Pro will now find shared report templates originally created in Capital IQ available in Capital IQ Pro Report Builder.
Fixed Income
Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded our terms & conditions coverage for Corporate and Municipal securities, improved the Rates & Yields page, and added S&P Program Ratings. See the release notes >Most relevant for:
- Coverage Bankers, Debt Capital Markets Bankers
Workflow improvements:
- Users can now 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.
- Users can now easily search for rates and tailor page views based on a rate list or streamlined filter preferences. The page offers a new My Rates section allowing users to chart or view their custom rates lists. Filter improvements including a new search offers quicker navigation to a rate with an ability to select one or more rates to chart.
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:
- Coverage Bankers, Debt Capital Markets Bankers
Workflow improvements:
- RatingsDirect® users can now view U.S. Public Finance (USPF) entity profiles that integrate S&P Ratings and Capital IQ Pro content. Entity profiles include the highest ranked revenue source rating when Municipal ICR is unavailable. Entity Research, Securities Summary and S&P Ratings Structure pages are available in the left-hand navigation menu.
- Users can also view aggregated USPF sector and revenue source sector profiles, which include sector-level research insights, ratings distributions, coverage & recent actions. Lastly, users can filter rated USPF revenue sources and entities by parameters to view a distribution chart and list of entities on the S&P Ratings coverage page.
- RatingsDirect® users can now search for U.S. Public Finance (USPF) entities, securities, and research within Typeahead and Advanced Search. For entities, there is a new Institutions search vertical that contains all USPF entities and can be filtered by institution type. When searching for securities, Typeahead & Advanced Search will display when available, providing users a better understanding of who is financially responsible for debt payments.
- RatingsDirect® users can now view all U.S. Public Finance (USPF) securities for a given USPF entity in the Securities Summary. This page also includes filter options along with revenue source hierarchy and ratings. Users can also view the Security Detail page for individual securities, focusing on the Obligor for the maturity. In addition, users will now see not rated reason codes for NR securities.
- RatingsDirect® users can now access RatingsDirect® widgets for USPF entities and USPF securities on the Dashboard and can select desired entities, securities and lists they would like to view in the widget. USPF research is integrated with the S&P Ratings Research widget which can be broadcast to via the USPF entites and USPF securities widget.
- RatingsDirect® users can now create alerts based on USPF securities and entities (Municipal ICR) for credit rating actions and credit research articles from the Create Alert page. The alert email template provides detailed information and links to respective pages on the product. Additionally, users can create lists of USPF securities and companies from List Manager.
May 2022 Release Highlights:
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 the release notes >Most relevant for:
- Equity Research, Coverage Bankers, Capital Markets Bankers, M&A Bankers
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
Screener
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. Additionally, we added company fields as Display Columns in the Transactions screener, and added functionality to import Capital IQ screen criteria & display columns to the Capital IQ Pro Screener. Lastly, we added an option to add companies of interest to the default criteria for Peer Comps. See the release notes >Most relevant for:
- Coverage Bankers, Capital Markets Bankers, M&A Bankers
Workflow improvements:
- 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 add company fields like Business Descriptions, Company Type, Geography, Industry Classification, and more as display columns to Transaction screens.
- Users can now add companies of interest to the default peer report generated by the Peer Comps algorithm.
Further Expansion of Private Markets Data
Platform: S&P Capital IQ Pro
What’s new: In this release, we added estimated revenues, firmographics, consolidated financials and enhanced business description coverage for integrated SMEs and private companies. Users will also see the addition of new Healthcare focused topic tags, and LinkedIn Professionals link added to the People Summary page. See the release notes >Most relevant for:
- Coverage Bankers, M&A Bankers
Workflow improvements:
- Users can now access Estimated Revenues for US & Canadian private companies and firmographics & financials for Eastern-European private companies.
- Market Maps & Healthcare Focused Topic Tags: Users can now access the new Market Maps page with 266+ topic tags, covering 650K+ private and public companies and can see aggregated LTM trading multiples. Additionally, users can now explore 34 new Therapeutic tags on the Market Maps page, Screener, and company profiles.
- Users can now access the profile page of an entity on the local registry by clicking on the Registry ID for the company.
Enhanced ESG Content
Platform: S&P Capital IQ Pro
What’s new: In this release, we added Paris Alignment reporting to Portfolio Analytics, composite management, and index selection improvements. We also added Private Prisons and Predatory Lending Business Involvement screens, expanded Sustainable Financial Regulation Disclosures coverage, and Carbon Earnings at Risk in Dashboard. Additional we introduced ESG Scores with estimated inputs for publicly assessed companies. See the release notes >Most relevant for:
- ESG/Sustainability Analysts, Industry Coverage Bankers, M&A Bankers, Asset Management, Commercial Banking
Workflow improvements:
- ESG Score with Estimated Data
- Paris Alignment Portfolio Reporting
- Composite Management
- Enhanced Lookup/Ultimate-Parent Logic
- SFDR Excel Add-In Template
- Caron Earnings at Risk on Dashboard
- Private Prisons and Predatory Lending on Company Pages
Also Available in Screener and Excel Add-in
Deep Sector Content
Platform: S&P Capital IQ Pro
What’s new: In this release, we added European Power Markets Summary pages, new insurance statutory metrics to the Chart Builder, metrics derived from the newly introduced 5300 Call Report changes, launch of the new Bank Valuation Model and lithium mine economics data to the Screener and Excel Plug-In. See the release notes >Most relevant for:
- Coverage Bankers, M&A Bankers
Workflow improvements:
- Energy: Users can now view the European Power Markets Summary page and the Operating Plant Summary page. Users can also view a summary of fuel and technology information for both Operating and Planned power plants at the country level, and a more detailed analysis for Operating Plants within all of the European countries and their respective regions.
- Insurance: Users can now add over one hundred new insurance statutory financials metrics, including P&C, Life, Health Financials and more, to the Chart Builder.
- Banks: Users can now access fields pertaining to the newly introduced 5300 Call Report changes in the Screener tool. Users can now access the newly introduced 5300 Call Report changes on the Credit Union profile pages.
- Banks: Users can now estimate the value of a firm with the new Bank Valuation Model, using asset growth rates, performance analytics and discounted cash flow analysis. Users can also now edit and spread the one-time expense cost and drill down into prior periods.
- Metals & Mining: Users can now access a monthly gold Commodity Briefing Service (CBS) report published by our Metals & Mining Research team. The report focuses on the outlook for gold supply and demand, and includes assessments of macroeconomic and geopolitcal factors impacting the gold market.
- Metals & Mining: Users can now incorporate lithium mine economics data into Excel models with its addition into the M&M Properties data set in Screener and the Excel Plug-in, This data set models lithium production and costs at an asset-level, such as cash costs, all-in sustaining costs, and net present value (NPV), dating back to 1991 and forecasts out to 2040.
- Energy: Users can now incorporate lithium mine economics data into Excel models with its addition into the M&M Properties data set in Screener and the Excel Plug-in, This data set models lithium production and costs at an asset-level, such as cash costs, all-in sustaining costs, and net present value (NPV), dating back to 1991 and forecasts out to 2040.
- Real Estate: Users can now access EPRA NRV, NDV, and NTA fields in Screener and through the Excel plug-in
DMS
Platform: Xpressfeed™
What’s new: In this release, we added content from S&P Global Ratings’, including ESG Credit Indicators & Factors, Macroeconomics data, and monitoring metrics for Collateralized Loan Obligations (CLO). Additionally, we added a recalibrated Credit Model packages in Xpressfeed™. See the release notes >Most relevant for:
- Coverage Bankers, Capital Markets Bankers, M&A Bankers
Workflow improvements:
- For any questions regarding the enhancements listed above or our recent product release, please contact your Relationship Manager or one of our platform support teams.
February 2022 Release Highlights:
Expanded Private Markets Offering
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Platform: S&P Capital IQ Pro
What’s new: In this release, we incorporated Preqin’s private capital benchmarks into the Screener and the Excel plugin to automate and drive workflow efficiencies. We also enhanced our investor coverage by adding 230K+ new LP contacts from the MMD database. See the release notes>
Most relevant for:
- Financial Sponsors
- Coverage Bankers
Workflow improvements:
- Access Preqin’s current and historical Private Capital benchmark data through the Screener and the Excel plug-in to drive efficiencies in fundraising and reporting workflows.
- View additional contacts and respective professional details like job roles, education, and job history on an investor’s People Summary page.
- Filter by company status on the Market Map pages to drill down into the investible universe of private companies associated with a given Topic Tag (i.e. Cryptocurrency, E-learning, Machine Learning, etc).
- Easily access more private company financials from the last reported fiscal year.
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Additional Transactions Content
Platform: S&P Capital IQ Pro
What’s new: In this release, we added topic tags on the transaction and private equity pages to easily distinguish transactions done by unique companies that may otherwise be categorized in a broad industry classification. We also added new metrics to the Transactions screener. See the release notes >Most relevant for:
Workflow improvements:
- Filter for transactions using topic tags associated with Target/Issuer companies on various transaction and private equity pages.
- Screen using various new metrics for capital market transactions, including IPO pricing relatve to the expected range, Target/Issuer Business Descriptions, Rights Offering Details, share purchase plan details, and other industry covered metrics such as Metal & Mining Destination of Proceeds.
Cash Flow for Private Companies
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Platform: S&P Capital IQ Pro
What’s new: In this release, we made vendor-sourced cash flow data for private companies available in the Financials section. See the release notes>
Most relevant for:
Workflow improvements:
- Access cashflow statements for Small/Medium Enterprise Private Companies, which provides critical financial data summarizing net flow of cash and cash equivalents.
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Further Integration of Investment Research
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Platform: S&P Capital IQ Pro
What’s new: In this release we enabled users to add Investment Research Alerts and added the ability to view the most recent research reports from contributors directly on the Corporate Profile page. See the release notes>
Most relevant for:
- Coverage, M&A and Capital Markets Bankers
Workflow improvements:
- Set Investment & Market Research alerts from the Create Alerts screen and from the Research section of the platform
- See a curated snapshot of the five most recent Investment Research articles for a focus company directly on the Corporate Profile page, with a link through to the underlying research
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New Business Relationships Content
Platform: S&P Capital IQ Pro
What’s new: In this release, we added the Products & Services and Competitors pages to provide users additional insight into a company's business operations and challengers in their space. The data is migrated from the S&P Capital IQ platform along with additional filters to improve user experience. See the release notes >Most relevant for:
- Coverage & M&A bankers
- Equity Research Analysts
Workflow improvements:
- View the products and services a company provides to its customers, as reported from publicly available documents and key developments. Break out products & services into separate grids by recently disclosed and not recently disclosed.
- View the competitors associated with a company, as reported from a third party, competitor, or their own sources. Break out competitors into separate grids by recently disclosed and not recently disclosed.
Improved Fundamentals Capabilities and Content
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced the period selection workflow on the Templated Financial pages to improve functionality and efficiency. We added the option to select a custom set of periods or select a range of periods and quickly load them on the page. The design and placement of the filters has been updated to maximize the view of the actual financial data. We also enhanced the click through to source document functionality, now integrated with the new Document Viewer, which provides additional functionality outside of just viewing the document and data item value. See the release notes >Most relevant for:
- Coverage, M&A, and Capital Markets Bankers
- Equity Research Analysts
Workflow improvements:
- Select a range of periods and quickly load them on the page using a new date range control. In addition, use the custom period selector to hand-select a set of periods if they choose
- View the source document in the New Document Viewer when using click through for Fundamentals
- Access a set of 22 new metrics relating to Restricted Stock in the Screener and the Excel Plug-In, sourced by S&P Capital IQ
Platform Dark Mode
Platform: S&P Capital IQ Pro
What’s new: In this release, we offered the option to view the platform in Dark Mode for enhanced readability and simplified support options. See the release notes >Most relevant for:
- Coverage, M&A, and Capital Markets bankers
- Equity Research Analysts
Workflow improvements:
- Switch between light and dark themes based on their readability preferences on the platform
