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What's New for Investment Management?

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

Skip to highlights from a recent release:

Watch a video highlighting recent enhancements for Investment Management (04:27)
Platform: S&P Capital IQ Pro

What’s new: Access expanded Asia-Pacific news offering which brings together breaking news coverage from The Nikkei, Japan’s largest business newspaper, and Nikkei Asia, which provides news and analysis on regional and global business trends. Nikkei’s coverage complements APAC news coverage from Dow Jones and S&P Global. Gain unparalleled insights into Asia-Pacific markets, economies, politics and regulatory developments with Nikkei’s proprietary news and analysis, powered by a global team of 1,500+ journalists and editorial staff. 
See the release notes >

Most Relevant For:
  • Asia-Pacific focused Portfolio Managers, Research Analysts, & Investment Strategist 
Workflow Improvements:
  • Visit News Home and Industry News pages to access news stories for global markets and industries, from newly added Nikkei News and all Capital IQ Pro’s news sources.
  • Monitor Nikkei News headlines for your portfolio, company watchlists, or topics of interest from the Dashboard Newswire.
  • Read Nikkei News on companies of interest on Corporate Profile and Company News.
  • Search using a dedicated Nikkei News search vertical on the lefthand navigation to explore Nikkei’s archive of historical news coverage, including ~400,000 articles from the past 3 years.





Search 
Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded data coverage on Search by adding People data on top search, Industry documents in Filings and Nikkei News on the Advanced Search page. Additionally, users can search for Japanese entities in Japanese and search for specific topics or niche markets using topic tags.  
See the release notes >

Most Relevant For:
  • All Users
Workflow Improvements:
  • 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.
  • Search for Japan entities in Japanese in top search and also in the company search filter within Advanced search.
  • Obtain a quick snapshot of a niche sector through new Topic Tag cards on Advanced Search results.
  • Search for top private companies by Total Amount Raised and Post Money Valuation.





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

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

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



Index 
Platform: S&P Capital IQ Pro

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

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


Macroeconomic Data 
Platform: S&P Capital IQ Pro

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

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




Investor Activism
Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced an Activism Campaigns Overview page in the Capital IQ Pro platform. This interactive page provides a broad-level, market focused view of campaigns which allows users to visualize trends in investor activism across periods, industries, and by market capitalization types. 
See the release notes >

Most Relevant For:
  • Research Analysts, Portfolio Managers, Investment Strategists
Workflow Improvements:
  • Access the new Activism Campaigns Overview page and customize the view of campaigns via interactive charts with top-page filters for period, campaign status, and target industries, geographies, and market-cap types. The drill-through functionality on the charts provides quick access to the associated details of the campaigns.
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:
  • Research Analysts, Portfolio Managers, Investment Strategists
Workflow Improvements:
  • Access to CIQ Data Item IDs in the definition pop-up for Capital IQ sourced data in the templated financial pages.
  • Users can access S&P Capital IQ Financials Glossary that provides extended definitions of CIQ sourced financial data items, which details financial concepts that are included or excluded from the data items.
  • Users can now use the modern filters and the period slider on the Key Stats and As-Reported pages, which is similar to what is already available on the Templated Financial pages.


Alerts
Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced a new U.S. Morning Briefing newsletter that highlights market-driven news, key data, and events before the U.S. market opens. We also added industry specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track.  
See the release notes >

Most Relevant For:
  • Research Analysts, Portfolio Managers, Investment Strategists
Workflow Improvements:
  • Now subscribe to a daily newsletter from the new Newsletters & Recaps section, ensuring they receive key news & market data before the US business day begins.
  • Users can add industry-specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track. The alert setup process has also been upgraded, to make it easier to apply relevant metrics to companies in similar industries.


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:
  • Research Analysts, Portfolio Managers
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.
  • 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.
  • Create desktop alerts from the Newswire widget using the right click menu for the articles.


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:
  • Research Analysts, Portfolio Managers, Investment Strategists
Workflow Improvements:
  • When users navigate to Document Viewer and search for investment research documents, they will access an additional filter within the Research section named Select Contributor Groups. This new filter allows users to select contributors by classification or a user’s preselected contributors or analyst lists yielding more relevant results.

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


Additional Enhancements
Platform: S&P Capital IQ Pro


Workflow Improvements:


Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • All Users 
Workflow Improvements:
  • Access new content categories designed to search across data sets within the All tab which also enables browsing through specific content categories and subcategories.
  • Users can now search for Rates & Yields directly from the top search bar.
  • Improved search relevancy with expanded synonyms coverage and prefix searches. The new search also considers usage statistics, company size measured by market capitalization and priority exchanges for relevancy.
  • New keyboard shortcuts available in top search.
  • Navigate directly to the Market Maps page from a Topic Tag in top search and look for companies associated with a specific tag in Advanced Search.
  • Additional filters for Broadcast station and Wireless Licenses in Search results.
  • RatingsDirect users can now search using the S&P Rating entity ID to find relevant entities seamlessly.








Document Viewer 
Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced the ability to export data tables of Investment Research reports from Document Viewer into Excel and improved relevancy of search results for companies, lists, and indices. 
See the release notes >

Most Relevant For:
  • Portfolio Managers, Research Analysts, Investment Strategists
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: In this release, we redesigned the News & Analysis pages to improve discoverability of relevant content, facilitate easier navigation, and reduce page load times. 
See the release notes >

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





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

Most Relevant For:
  • Credit Analysts, Portfolio Managers 
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.).


Portfolio Analytics 
Platform: S&P Capital IQ Pro

What’s new: In this release, we introduced conditional calculations within the custom formula builder, providing an additional portfolio creation methodology for expanded analytics. We also added the New York bid price of loans provided by S&P's Price Valuation and Reference Data Services that can now be used for portfolio value and weight evaluation as well as grouping and trend analysis. 
See the release notes >

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists 
Workflow Improvements:
  • Create custom formulas using the expression builder in Portfolio Analytics to support conditional calculations.
  • Upload portfolio holdings by weight.
  • New York bid price of loans provided by S&P's Price Valuation and Reference Data Services is now available in Portfolio Analytics and can be used for portfolio value and weight evaluation as well as grouping and trend analysis.





Macroeconomics
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
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.


Estimates
Platform: S&P Capital IQ Pro

What’s new: In this release, we upgraded Estimates click throughs to leverage the enhanced Document Viewer, plus, added Estimates metric definitions and excel formulas to the desktop pages and click through. 
See the release notes >

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • Click-through for Estimates metrics have been upgraded to bring users directly to the source documents in Document Viewer, giving the users an improved search experience, enhanced navigation, and more data export options.
  • Click directly on the Estimates metric names to view definitions and the corresponding excel formulas for the consensus mean estimates. Similarly, users can view metric definitions within Estimates data item click throughs.



Dashboard
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • Access streaming pricing ticks on the ChartIQ chart title along with the ticker symbol which is more frequent than the selected periodicity and matches the price movement on other dashboard widgets like the List and Quote widgets.
  • The Top Loan Movers widget allows users to track the top loan facilities with most market movements (gainers or losers) with an option to select target industries and movement type.
  • The new Top Liquid Loans widget enables users to pull the most liquid loan facilities.
  • Access the newly added Events widget to track a list of companies, indices, view their upcoming events, and download the event calendar invites.
  • Users can now easily clear streaming session connections with the ‘Clear All Sessions’ button on the disconnect prompt.




Index
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • Users can now take advantage of our robust ChartIQ visualizations on the Index Profile page. This includes drawing tools, studies, and new chart-types.
  • Access up to 20 years of aggregated Balance Sheet, Income Statement & Cash Flow statements of indices on Index Profiles.
  • View headers that display Index Ticker and SPT Identifier/Key across all indices (Profile, Constituents, Financials/Valuation). These identifiers can be plugged into SPG formulas to pull data in S&P Capital IQ Pro Plug-in.
  • Pull additional trailing and forward multiples for index aggregates in S&P Capital IQ Pro Plug-in.


Private Markets
Platform: S&P Capital IQ Pro

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

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




Fundamentals
Platform: S&P Capital IQ Pro

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

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




Report Builder
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • Users will now be able to select a more concise one-page report containing key company information such as revenue by business and geography charts, market data, key statistics, estimates, and more.


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

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

Most Relevant For:
  • Portfolio Managers, Research Analyst
Workflow Improvements:
  • Users requiring foreign currency data conversion can take advantage of the Historical Currency Conversion Method in S&P Capital IQ Pro Plug-in and Screener.
  • Users can conveniently access exchange rate values within S&P Capital IQ Pro Plug-in.
  • Users wishing to improve the performance of large models that automatically refresh CIQ Pro formulas can independently control the refresh settings of certain function types. Performance-degrading large functions (Tables, Ranges, Screens, and Queries) can be restricted to manual refresh while single-cell formulas continue to update automatically.
  • Create and gauge the performance of a custom index via Market Capitalization Weight, Price Weight, and Equal Weight methods within S&P Capital IQ Pro Plug-in.


TMT
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • 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.
  • Access and view Kagan research reports from Advanced Search in Document Viewer.


Banks & Credit Unions
Platform: S&P Capital IQ Pro

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



Metals & Mining
Platform: S&P Capital IQ Pro

What’s new: In this release, 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:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • Users can view details on the power and fuel sources (primary, secondary, and tertiary) used at the mine site for mining and processing activities. 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.



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

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • Users can now access the latest S&P Global ESG Scores and S&P Global CSA Scores. The latest scores are based on the 2023 annual CSA methodology, which evolves annually to ensure alignment with recent updates in recognized standards and frameworks, and to accurately capture corporate efforts in answering upcoming sustainability challenges.
  • Access modeled scores for Survey Respondent companies, which were previously available only for publicly assessed companies. As part of the update, S&P Global ESG Score for all companies will include question-level scores based on the disclosed data and question-level scores based on modelling approaches in the absence of disclosure.
  • Users can now access updated fields within the ESG Scores dataset in Dashboard, Screener as well as S&P Capital IQ Pro plug-in.
  • New Research Type flags added to the company Environmental pages can be used to identify how each company’s respective Environmental profile was generated.
  • Users can see a new field, Confidence Score, on the Paris alignment page, Screener, Dashboard and S&P Capital IQ Pro Plug-in for latest and historical years.
  • Access expanded Business Involvement Screens type in both the Consumer Products and Defense & Weapons categories. Clients can now screen for companies with involvement in retail and medical cannabis, genetically modified organisms (GMOs), palm oil growth and production, pesticides and riot control equipment and weapons.
  • We have expanded our coverage from 870k assets to 1.6 million assets in Physical Risk coverage. Users will now have a more complete picture of the climate physical risks associated with a company.
  • Access the S&P Global ESG score for all companies, including Survey Respondent companies that will contain question-level scores based on disclosed data and question-level scores based on modeling approaches, in the absence of disclosure.
  • Users can find consolidated Carbon Earnings at Risk metrics to select the scenario level and year in their portfolio analytics reports.
  • Users can now view their portfolio’s current emission trajectory as well as its aligned trajectory to 2°C or well below 2°C scenarios in the Transition Pathway chart.









RatingsDirect
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Credit Analyst, Portfolio Managers
Workflow Improvements:
  • RatingsDirect® users can access the RatingsDirect Research Article Recommender on S&P Capital IQ Pro platform via the RatingsDirect® Home page and the research article viewer.
  • RatingsDirect® users can explore Scores & Factors history for corporate, financial institutions, and insurance entities on the Ratings & History page in the left-hand navigation menu.
  • RatingsDirect® users can now access the US Public Finance Benchmarking tool available in the S&P Capital IQ Pro plug-in template library.
  • RatingsDirect® users can now conduct more targeted searches for S&P Ratings research articles using specific keyword matches within the article headline, body, or the entire document.
  • RatingsDirect® users can access Sovereign Factors and BICRA group scores & components in Screener, S&P Capital IQ Pro Plug-in, and Dashboard.








June 2023 Release Highlights:

Estimates 
Platform: S&P Capital IQ Pro

What’s new: In this release, we expanded our Estimates offering with new industry-specific data points across 13 industries, with even more data points being added in late July. In addition, we added alerting capabilities to track Broker Recommendation upgrades, downgrades, and coverage changes. See the release notes >

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists 
Workflow Improvements:
  • Access 39 new Estimate data points across 13 industries including Airlines, Banks, Healthcare, Home Building, Hotels & Restaurants, Insurance, Metals & Mining, Oil & Gas, Pharma & Biotech, Real Estate, Retail and TMT, on the desktop and within the S&P Capital IQ Pro Office Plug-in. In late July, an additional 22 Estimate data points will be available, including data points for an additional industry, Education.
  • Additional Selling, General & Administrative Expense Estimates and Research & Development Estimates for all industries.
  • *Coming Soon* Set alerts for broker recommendation upgrades, downgrades, and coverage changes for companies.





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:
  • Credit Analysts, Portfolio Managers
Workflow Improvements:
  • Access 58,000 loan facilities, including ~3,000 facilities with current pricing data. This data is available on the Corporate Issuance pages within Corporate Profile, Securities Summary Screener, and in the S&P Capital IQ Pro Plug-in.
  • Enhanced coverage of security types and the IHS Markit loan facility identifier or LXID to Top Search and Fixed Income Search in Dashboard and List Manager.




*Coming Soon* Investor Activism
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists 
Workflow Improvements:
  • View all or a subset of Investor Activism campaigns launched against a target company with breakouts by year, status, objectives, and tactics.
  • Interactive timeline chart which 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.
  • 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.
  • Drill down to the details of a campaign and see key data points, including objectives, tactics, key developments, advisers, shareholder proposals, and nominee details.



Chart Builder 
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Analysts, Risk Analysts, ESG Analysts 
Workflow Improvements:
  • Plot 14 Macroeconomic data points on Chart Builder
  • Chart index data for trailing and forward TEV and Pricing multiples for the last twelve months and calendar year on Chart Builder to conduct valuation analysis



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. We also 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:
  • Portfolio Managers, ESG Analysts 
Workflow Improvements:
  • Access nature-related impacts and dependencies resulting from an issuer's direct operations based on a transparent methodology launched in collaboration with UNEP-WCMC.
  • 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.
  • Further assess the impact of financial losses on your portfolio holdings due to exposure to climate-related physical hazards across various climate change scenarios and multiple time horizons in Portfolio Analytics.
  • Quickly find ESG metrics in the data item library with the enhanced folder structures that allow for better usability of ESG data sets.
  • 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).
  • Access Greenhouse Gas (GHG) Scope 2 market-based emissions data, which provides deeper insights into the company’s carbon footprint based on their energy purchases.
  • Access Greenhouse Gas (GHG) Scope 3 downstream categories providing a higher level of granularity for Scope 3 emissions data and its concentration for a company.
  • Environmental data for 3.2 million private companies, increasing the coverage by 1 million.


Portfolio Analytics
Platform: S&P Capital IQ Pro

What’s new:  In this release, we improved the user experience by providing a repository of sample portfolios for hypothetical analysis, testing, and benchmarking and enhanced report publishing options. See the release notes >

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategists
Workflow Improvements:
  • Access our Sample Portfolio repository, a collection of model portfolios to quickly access Portfolio Analytics capabilities in advance of uploading or ingesting proprietary portfolios. These portfolios are created and maintained by S&P Capital IQ. Users can utilize these model portfolios for theoretical analysis, idea testing, or as benchmarks against portfolios under management.
  • Export enhanced PDF reports, including long names in the primary/identifier column, alongside finer control over the size of other textual data columns.


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

Insurance
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analyst
Workflow Improvements:
  • View 54 new fields in Screener that provide detailed impact of IFRS 17 on an insurance company’s income statement, balance sheet and underwriting analysis for our European and Asia Pacific Insurance coverage.

Energy
Platform: S&P Capital IQ Pro

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

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



Metals & Mining
Platform: S&P Capital IQ Pro

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

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


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

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

Most Relevant For:
  • Portfolio Managers, Research Analyst
Workflow Improvements:
  • 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.
  • 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.

Usability Improvements
Platform: S&P Capital IQ Pro

What’s new: In this release, we added audit capabilities for all CIQ Trailing and Forward Multiples data items in Chart Builder. We also enhanced ChartIQ widget functionalities on the Dashboard, integrated IHS Markit loans data and added Industry Estimate data points to Dashboard widgets. Within Screener, we added the feature to export grouped results from Companies Screener to Excel. Users will notice they can now search for companies with website URL on new Search and added IHS loan facility identifier or LXID search on Fixed Income securities on both new Search and classic Search. This release new documents and transcripts were added providing users with a comprehensive range of content, and in Document Viewer we redesigned the search panel to offer an enhanced and revamped search experience. Lastly, we enhanced S&P Capital IQ Pro Plug-In Formula Builder to be more performant and stable with seamless content loading and navigation. See the release notes >

Most Relevant For:
  • Portfolio Managers, Research Analyst, Investment Strategist
Workflow Improvements:
  • Audit Trading and Forward multiples in the Chart Builder.
  • Experience improved handling of non-trading market days on the ChartIQ widget, ensuring the display of more relevant market activity and eliminating inactive periods for a more accurate representation.
  • Loan pricing data on Dashboard through List, Quote and Chart widgets using the Fixed Income entity search. Additionally, users can utilize the field selector to pull more loan-specific data points onto the Dashboard for further analysis.
  • View 39 new industry-specific estimate metrics across 13 industries for companies around the globe in the Dashboard widgets.
  • Export screen results that are grouped by a parameter from Companies Screener to Excel. The exported Excel file will contain grouped screen results, screening criteria and an aggregates tab summarizing the distribution of entities.
  • Search for companies with the help of website URL on New Search. Website URL is added in display results for public/private companies as a dedicated column.
  • View and download event transcripts in local languages and English for Chinese and Korean events, facilitating access to transcripts from previously challenging regions.
  • Purchasing Managers' Index (PMI) documents on the Newswire widget in Dashboard and receive alerts.
  • Seamlessly switch between tabs for Transcripts, Filings, and Investment Research in Document Viewer, and navigate directly to a section from the Key Exhibits page.
  • Improved stability and performance of Formula Builder in the S&P Capital IQ Pro plug-in which will generate quicker initial load times, effortless navigation between different data sets, subfolders, and efficient formula exports.



April 2023 Release Highlights:

Enhancement To Trading Multiples 
Platform: S&P Capital IQ Pro

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

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




Dashboard 
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analysts, Investment Strategists
Workflow Improvements:
  • Users can access the new and highly functional ChartIQ widget on the Dashboard. This widget represents a significant upgrade to Dashboard charting, featuring a wealth of new capabilities, most notably the integration of 125 unique technical indicators. It is equipped with a range of out-of-the-box functionalities such as drawing tools, customizable plot colors, a revamped widget toolbar, zoom in-out, and more.
  • Users can view Purchasing Managers’ Headline Indices, Country Risk Scores and select Economic data for geographies in the List and Quote widgets of the Dashboard.




Macroeconomic Data
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analysts, Investment Strategists 
Workflow Improvements:
  • Users can better understand business conditions within a country with the addition of our Purchasing Managers’ IndexTM (PMITM) Headline Indicators. The indicators are availble on the new Purchasing Managers’ IndexTM (PMITM) page, on a Country Profile page, and the Geographic Intelligence Screener.

 

Portfolio Analytics 
Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced Portfolio Analytics by providing additional transparency on ESG coverage and the company hierarchy used for varying ESG data sets and added four Paris alignment scenario ranges for customer portfolios and benchmarks. We also added the ability to compare exclusionary strategies side-by-side through widget-level exclusions, and see how excluding certain segments, securities or geographies would have changed the portfolio makeup. This allows users to combine historical time-series reports with intraday market data to get an up-to-the-minute view on pricing and exchange rates alongside historical risk, return, and characteristics. See the release notes >

Most Relevant For:
  • Portfolio Analysts, Risk Analysts, ESG Analysts 
Workflow Improvements:
  • Users can see the company hierarchy level used for different ESG data sets as well as the Key Institution ID and GICS® Sector. For ESG scores, clients can see assessment type (survey respondent or public assessment) and score type (raw or includes estimated score).
  • Users can export PDF reports in Portfolio Analytics with several aesthetic improvements and usability options to easily create presentation-ready reports, including consistent font sizes across different widgets and improved border and margin alignment appearance. Additional options are available for font sizes within widgets displaying textual information. Users can also select chart legend positions for both bubble and scatter plots, select multiple series on the same line chart, and export with data labels enabled.
  • Users can see Portfolio and Benchmark Level of Warming measures included in the Paris Alignment data. These measures indicate whether a portfolio or benchmark is aligned with a particular scenario. There are four possible scenarios that are displayed in Portfolio Analytics: <1.5°C, 1.5 to 2°C, 2 to 3°C, and >3°C.
  • Users can analyze the impact of different exclusionary strategies side-by-side through the new widget-level Exclusions option. To test exclusionary strategies relative to the base portfolio, users can choose to exclude cash-specific asset classes.
  • Users can add intraday market data to their historical timeseries reports and select Intraday as the end of date range within the table and chart in the Timeframe Override section for the most up-to-date pricing and exchange rates alongside historical performance, risk, and characteristics.




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

Most Relevant For:
  • Portfolio Managers, Research Analysts, Credit Analysts
Workflow Improvements:
  • Users can access new FPR fields within the Companies and Regulated Depositories (U.S.) datasets in Screener as well as Peer Comps to reflect FPR reports changes.
  • Users can access FPR fields with Peer Average values for a selected company as per the NCUA defined peer group. These fields are available for Key Ratios (P2) and Historical Ratios (P4) on Screener.
  • Users can plot Banking Holding Company, Subsidiary level bank and credit union regulatory call report fields in Chart Builder.
Industry Classifications
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • All Users
Workflow Improvements:
  • Users can access revised Company’s Industry Classifications for both MI Industry and CIQ/GICS Industry as per the 2023 GICS methodology.


Fixed Income
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Portfolio Managers, Research Analysts, Credit Analysts
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:
  • All Users
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.

Alerts
Platform: S&P Capital IQ Pro

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

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


January 2023 Release Highlights:

Investment Research 
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Buy-Side Analyst/Associate, Portfolio Manager
Workflow Improvements:
  • Users can easily perform company, keyword, industry and geography searches across investment research, filings, transcripts, and investor presentations content. The results can be viewed in a new Investment Research search results widget on the Document Viewer.
  • Enhanced keyword search functionality enables users to search for keywords or phrases within an Investment Research report in the Document Viewer. This feature provides additional functionality of searching on synonymous keywords or phrases. Clicking on each instance of the keyword or phrase will automatically navigate users to the highlighted keyword or phrase within the document.
  • The Notepad annotation feature allows users to highlight a portion of text within the document, save it to a new or saved notepad, and add commentary associated to the selected excerpt.
  • The Document Sharing function for Investment Research allows users to highlight noteworthy areas of a document and share the highlighted document with colleagues who also have similar Research access in S&P Capital IQ Pro.




Portfolio Analytics 
Platform: S&P Capital IQ Pro

What’s new: In this release we enhanced the Portfolio Analytics offering with improved usability, enhanced logic for quantiling and managing custom variables. We also added the ability for users to set Market Data, Estimates, and News/Restated Financial Period alerts on Portfolios that allows users, especially our Investment Management clients, to set security-based alerts and receive important updates on their portfolios. See the release notes >

Note: Access to portfolios requires an additional subscription, please reach out to your account team for details.

Most Relevant For:
  • Portfolio Managers, Portfolio Analysts, Investment Strategists, Risk Analysts
Workflow Improvements:
  • Users can access an enhanced quantiling logic to account for duplicate values when creating custom quantiles or bins based on user-defined or automated inputs to view different data sets and visualize results in Portfolio Analytics. Duplicate values for integer-like-scores, such as Alpha Factor Library factors or ESG Scores, will be accounted for to ensure all items with the same value will be grouped into the same bin. The enhanced quantiling logic provides a powerful view for users to digest information that is unique to Portfolio Analytics.
  • Users can now access enhanced usability and discoverability of custom calculation options used in Portfolio Analytics. A majority of the ESG data sets require users to select an apportion to calculate the underlying information. Users are now specifically prompted as to what exact Custom Formula Option needs to be selected based on the metric chosen to create custom reports when and how they would like. This provides a substantial improvement for Portfolio Analytics users, specifically those who perform ESG analysis.
  • Users with portfolios access can set up Market Data, Estimates, and News/Restated Financial Period Alerts on those portfolios.





ESG
Platform: S&P Capital IQ Pro

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

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


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:
  • Buy-Side Analyst/Associate, Portfolio Managers 
Enhancements:
  • 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.



Metals & Mining
Platform: S&P Capital IQ Pro

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

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




Usability Improvements & Additional Data
Platform: S&P Capital IQ Pro

What’s new: In this release, we added new Portfolio Statistics fields on the Companies Screener to enable users to screen for portfolio-level holdings data. We also added the ability to export Sentiment Score data and charts from Document Viewer to Excel, which allows users to view, analyze and customize the data and visualizations in Excel. Lastly, we added Perpetual Indicator and Tenor for Fixed Income securities in Screener and the S&P Capital IQ Pro Plug-in. See the release notes >

Most Relevant For:
  • Portfolio Managers, Buy-Side Analyst/Associate, Investment Strategists, Risk Analyst
Workflow Improvements:
  • Users can view Portfolio Statistics for funds and firms within the Companies dataset in Screener and the S&P Capital IQ Pro Plug-in. Newly added fields include Equity Assets, Number of Positions, Sold Out Positions, and much more.
  • Users can export Transcript Sentiment Scores data and charts directly from the Document Viewer into excel.
  • Users can access Perpetual indicator and Tenor for fixed income securities in Screener and the S&P Capital IQ Pro Plug-in. Users can also access the Topic Tags data item within the Securities Summary dataset in Screener to view the unique Topic Tag attributed to a specific security.






November 2022 Release Highlights:

Enhanced 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:
  • Portfolio Managers, Buy-Side Research Analysts, Investment Strategists
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 IHS Markit Economic & Country Risk data in the Maps application.
  • 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




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

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

Most Relevant For:
  • Credit Risk, Portfolio Managers, Portfolio Analysts, Investment Strategists, Risk Analysts, Sustainability, and Investor Relations
Workflow Improvements:
  • Users can now access the harmonized Physical Risk Scores with the integration of The Climate Service (TCS) data across the platform, including the Physical Risk page, Screener, Portfolio Analytics, and the S&P Capital IQ Pro Plug-in.
  • 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 now access ~2.25 million private companies with Environmental data. This provides insights into the environmental performance for private companies, including Environmental Damage Costs, Air Pollutants, Greenhouse Gas, Land & Water Pollutants, Natural Resource Use, Waste, and Water using S&P Global Trucost’s Environmental Extended Input-Output Model.
  • Users can now view the modified structure of formulas within the Field Selector in Screener and to more easily screen for companies and environmental data based on Trucost Business Activity.





Portfolio Analytics
Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced our Portfolio Analytics offering by making improvements to the Portfolio menu options which gives users immediate access to a set of featured reports directly from the Portfolio menu. We also provided the ability for users to exclude user-defined securities from their analysis to see how hypothetical decisions impact their portfolio’s risk and return profile and added the ability for users to set news and other content Alerts on Portfolios. See the release notes >

Most Relevant For:
  • Portfolio Managers, Portfolio Analysts, Investment Strategists, Risk Analysts 
Workflow Improvements:
  • Users can now access Featured Reports directly from the Portfolio menu in Capital IQ Pro. These reports enable clients to immediately begin analyzing their portfolios using Portfolio Analytics.
  • Users can now choose to exclude specific securities, sectors, geographies, and other user-defined groups of securities from their portfolios when running Portfolio Analytics reports on Capital IQ Pro.
  • Users with access to Portfolios will now be able to set News, Documents, Events, and other related types of Alerts on their portfolios. This will allow users, especially our Investment Management clients, to receive the latest news and information about companies within their portfolios
 


RatingsDirect® 
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Private Investors, Asset Managers, Asset Owners, Credit Analyst 
Enhancements:
  • 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.
  • 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.
  • 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.
  • 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 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.



Usability Improvements and Additional Data
Platform: S&P Capital IQ Pro

What’s new: In this release we improved our Index Pages to include Key Financials and Valuation Multiples for any index, along with the ability to see Sector and Geography pie charts. We also enhanced our Sentiment Scores on Document Viewer with a new industry average data item and the ability to toggle between line and bar chart views. We also made improvements in our Screener tool when screening on Business Description and Long Business Description fields, with a new text search algorithm. Lastly, we added filters to Dow Jones News available in the Quote and Newswire widget from Dashboard, and added historical Form ADV data for Registered Investment Advisory firms in the U.S.  See the release notes >

Most Relevant For:
  • Portfolio Managers, Buy-Side Research Analysts, Investment Strategists
Workflow Improvements:
  • Users can now access pre-defined Index aggregate data for Key Financials and Valuation Multiples for any index, and add Sector and Geography pie charts to the Index Profile page.
  • Users can now access four years of sentiment analysis data in the document viewer and view this data via a line or bar chart, and see a new data item for Industry Average of sentiment scores.
  • 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).
  • Users now have additional filters for Dow Jones News content available 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.
  • 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.





July 2022 Release Highlights:

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

What’s new: In this release, we enabled users to import their portfolios by static weight, run composite Portfolio Analytics reports using Since Inception logic, display client provided symbols in their portfolio holdings and transaction page, and turn on Dark Mode. See the release notes >

Most Relevant For:
  • Portfolio Managers, Portfolio Analysts, Investment Strategists, Risk Analysts
Workflow Improvements:
  • Load and maintain static weight portfolios via Portfolio Direct (importing holdings via SFTP)
  • Specify an inception data for composites which will act as a start date and can be retroactively applied to existing composites
  • Dark Mode support


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

What’s new: In this release, we added Estimated ESG Scores and Carbon Earnings at Risk to Portfolio Analytics, allowing users to evaluate their portfolio’s exposure to future carbon price risks. See the release notes >

Most Relevant For:
  • Portfolio Managers, Portfolio Analysts, Investment Strategists, Risk Analysts
Workflow Improvements:
  • Users can now assess their potential earnings at risk from carbon pricing on a portfolio level with the Carbon Earnings at Risk report. The analysis is the calculation of the Unpriced Carbon Cost, which is defined as the difference between what a company pays for carbon today and what it may pay at a given future date.This allows users to gain a more comprehensive understanding of potential vulnerabilities as it relates to future carbon prices, which is based off Unpriced Carbon Costs and Earnings at Risk metrics.
  • Users can now incorporate Estimated ESG Scroes into reports in Portfolio Analytics for publicly assessed companies. These scores combine ESG Scores derived from company disclosures with S&P Global’s proprietary estimation methodology for improved peer comparability in portfolio analysis.


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Enhanced Fixed Income Coverage
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:
  • Portfolio Managers, Buy-Side Research Analysts, Investment Strategists, Credit Analysts
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.
  • Users can now view Program ratings including Commercial Paper, Senior Secured or Unsecured assigned by S&P Global Ratings on the Company Credit Ratings page.
 


RatingsDirect® 
Platform: S&P Capital IQ Pro

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

Most Relevant For:
  • Private Investors, Asset Managers, Asset Owners 
Enhancements:
  • Users can now view RatingsDirect U.S. Public Finance entity profiles on Capital IQ Pro, along with Entity Research, Securities Summary, and S&P Ratings Structure pages available from the left-hand navigation menu.
  • RatingsDirect U.S. Public Finance entities, securities, and research available within typeahead and Advanced Search.
  • RatingsDirect U.S. Public Finance Widgets available in Dashboard.



Usability Improvements
Platform: S&P Capital IQ Pro

What’s new: In this release we enabled users to download events and transcripts in bulk. For Investment Research users we also added Boolean Search logic. See the release notes >

Most Relevant For:
  • Portfolio Managers, Buy-Side Research Analysts, Investment Strategists
Workflow Improvements:
  • Users can now use the “Add to Calendar” button to download up to 100 calendar invites in a single ICS file, which can then me imported into your calendar.
  • Users can also bulk download up to 25 transcripts at once from the Transcript and Investor Presentation section.
  • Users now can use Boolean Search in the Investment Research section to combine keywords with modifying words like AND, NOT, and OR to produce more relevant search results.



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



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

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

Most Relevant For:
  • Portfolio Managers, Portfolio Analysts, Investment Strategists, Risk Analysts
Workflow Improvements:
  • View, Create, or Modify Portfolios and Composites
  • Create New Portfolio Reports or Utilize Pre-Built Templates
  • Create Scheduled Delivery of Reports Using the Scheduler


Screenshot-Portfolio Analytics-630x412-220527.png

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

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

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

Enhanced Fixed Income Coverage
Platform: S&P Capital IQ Pro

What’s new: In this release, we enhanced our Terms and Conditions data for corporate fixed income and US municipal securities. We also reintroduced key fields in the Screener and Office plugin and updated fixed income pricing data in the Chart Builder and several widgets on the Dashboard. Additionally, we added Realized AONIA and TOM/Next rates to our existing coverage. See the release notes >

Most Relevant For:
  • Portfolio Managers, Buy-Side Research Analysts, Investment Strategists, Credit Analysts
Enhancements:
  • Access additional Terms & Conditions data for Fixed Income corporate and municipal securities, including advisors, default details, bankruptcy details, security notes, sinking fund schedules, credit enhancers, and more.
  • Additionally, users can access conversion type and conversion requirement type in Screener and the Excel plugin, along with issue level S&P Ratings for municipal securities.
  • Users can now access the new LIBOR replacement rates, Realized AONIA and TOM/Next, in Search and on the Rates & Yields and Market Charts pages


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:
  • Private Investors, Asset Managers, Asset Owners
Workflow Improvements:
  • 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.


February 2022 Release Highlights:

Advanced Platform Capabilities
Platform: S&P Capital IQ Pro

What’s new: In this release, we delivered enhancements that provide additional insights on companies, and improved the overall usability of the platform. 

Most Relevant For:
  • Portfolio Managers, Buy-Side Research Analysts, ESG Analysts, Investment Strategists, Credit Analysts
Workflow Improvements:
  • Dashboard: Import/Export Dashboards, and view new municipal data. See the release notes >
  • Fundamentals: Access the Slider Bar period selector within templated financial pages and click through Fundamentals with New Document Viewer. See the release notes >
  • Platform Dark Mode: Switch between light and dark themes on the platform. See the release notes >
  • Alerts: Create Investment Research Alerts from the Create Alert and Research section of the platform, and migrate shared alerts from Capital IQ to Capital IQ Pro. See the release notes >
  • Investment Research Portlet: view recent research reports from the corporate profile page. See the release notes >
  • Business Relationships: Access Products & Services, and Competitor Pages under the Profile Section of an entity. See the release notes >
  • Market Data: View the Index Constituents Heat Map. See the release notes >
  • RatingsDirect on Capital IQ Pro: RatingsDirect GI ratings, Credit Research, and CreditStats direct now available on Capital IQ Pro, Access RatingsDirect widgets on the Dashboard, which includes S&P Ratings Entities, Securities, and Research Widgets. See the release notes >






Further Expansion of Private Market Data 
Platform: S&P Capital IQ Pro

What’s new: In this release, we added Preqin’s private capital benchmarks in screener and the excel plug-in to automate and drive workflow efficiencies. We enhanced our investor coverage by adding 230K+ new LP contacts from the MMD Database. We added the ability to filter by company status on Market Maps and added Topic Tags on Transaction and Private Equity Pages. See the release notes >

Most Relevant For:
  • Private Investors, Asset Managers, Asset Owners
Workflow Improvements:
  • Market Maps Filter by Company Status
  • Investor Contacts Coverage Expansion from Money Market Directories
  • Preqin’s Private Capital Benchmark data in Screener and Excel Plug-in
  • Topic Tags on Transaction and Private Equity Pages
  • Cash Flow for Private Companies (1.34 million companies added, primarily in Europe)



Enhanced ESG Content
Platform: S&P Capital IQ Pro

What’s new: In this release, we improved our people data coverage to include ESG related roles and committee, added Carbon Earnings at Risk in Screening & Excel, and SFDR data in Excel. See the release notes >

Most Relevant For:
  • Portfolio Managers, Buy-Side Research Analysts, ESG Analysts, Investment Strategists, Risk Analysts
Workflow Improvements:
  • Chief Sustainability Officer and ESG Professionals
  • Access ESG Committee membership for public companies
  • Carbon Earnings at Risk in Screening & Excel
  • Sustainable Finance Disclosure Regulation (SFDR) in Excel
  • ESG Portfolio Analytics on Capital IQ Pro, with Composites in ESG Portfolio Analysis and Scope 3 Downstream in Carbon Footprint Analysis


Expanded DMS Content Offering
Platform: CreditPro®, Marketplace, Snowflake, XpressAPI, Xpressfeed

What’s new: In this release, we expanded our content offering on several of our DMS products and partnerships.

Most Relevant For:
  • Investment Strategists, Quantitative Investment Analysts, Data Professionals, and Data Science personas
  • Credit Analysts, Risk Analysts, Risk Managers, Fixed Income Portfolio Managers
Enhancements:
  • CreditPro: Default and Recovery Data for Structured Finance Issues and Default and Recovery Data for Sovereign Entities. See the release notes >
  • Marketplace: Users can now upload their own list of CIQ Company ID’s and GV Keys in Extract using .txt file. See the release notes >
  • Snowflake: RatingsXpress and CreditPro Credit Risk and Default Data available on Snowflake. See the release notes >
  • XpressAPI: View additional ratings types and program level ratings, and the new NAICS industry code filter. See the release notes >
  • Xpressfeed: Receive S&P Global Ratings’ Final ESG score and 451 M&A Knowledge Base via Xpressfeed, and view Recalibrated PD Fundamentals pre-scores, benchmarks, and reference data in Xpressfeed. See the release notes >








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