January 2024 Release Highlights:
Nikkei News
Platform: S&P Capital IQ Pro
What’s new: We are pleased to inform you of our partnership with Nikkei News for the exclusive access to The Nikkei and Nikkei Asia news and analysis. Our clients will have access to news covering business activity in Asia-Pacific and global financial markets. Additionally, enhancements to the Capital IQ Pro News Home page and Industry News pages will now make it easier for you to find relevant news and analysis from all our news sources, including Nikkei News, Dow Jones, and S&P Global’s in-house journalists and analysts.
See release notes >
Most relevant for:
- Advisory, Valuation, Consulting, Law Firms, Executive Recruiting
Workflow improvements:
- Users can access expanded Asia-Pacific news offering which brings together breaking news coverage from The Nikkei, Japan’s largest business newspaper, and Nikkei Asia, which provides news and analysis on regional and global business trends. Nikkei’s coverage complements APAC news coverage from Dow Jones and S&P Global. Gain unparalleled insights into Asia-Pacific markets, economies, politics and regulatory developments with Nikkei’s proprietary news and analysis, powered by a global team of 1,500+ journalists and editorial staff.
- Users can search for specific articles of Nikkei News using the New Search experience on Capital IQ Pro, using keywords, applying filters such as Industry, Geography, Date, Topic, Companies and using Boolean search operators.
- Nikkei News will be available in the Content filter within the Dashboard Newswire widget.
- News Home now features Top Articles that are curated from Exclusive Insights from the newly added proprietary news analysis from Nikkei Asia, S&P Global’s veteran journalists and analysts, and Dow Jones editors. Users can quickly navigate to topics of interest using a new, streamlined lefthand navigation. Click “see more topics” below the lefthand navigation to personalize the topics that appear on News Home. Industry News pages have also been enhanced with the addition of Nikkei News and a redesigned Editors’ Picks widget, which displays proprietary news analysis and industry research from S&P Global.
Alerts
Platform: S&P Capital IQ Pro
What’s new: In this release, we introduced a new U.S. Morning Briefing newsletter that highlights market-driven news, key data, and events for you before the U.S. market opens.
See release notes >
Most relevant for:
- Advisory, Consulting, Business Development, Law Firms
Workflow improvements:
- Users can now subscribe to a daily newsletter from the new Newsletters & Recaps section, ensuring they receive key news & market data before the US business day begins.
Search
Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded data coverage on Search by adding People data on top search, Industry documents in Filings and Nikkei News on Advanced Search page. Additionally, users can search for Japanese entities in Japanese and search for specific topics or niche markets using our private companies topic tags.
See release notes >
Most relevant for:
Workflow improvements:
- Users can search for Officers’ data directly from Search and further navigate to Professional Summary in a single click.
- Users can search for Industry Documents, including Maps and Geographic Research, Industry Research, and PMI Economic Press Releases, in Filings within the New Search experience.
- Users can search for Japan entities in Japanese in top search and also in the company search filter within Advanced search.
- Users can now obtain a quick snapshot of a niche sector through new Topic Tag cards on Advanced Search results. Topic Tag cards will also have helpful links for quick navigation to additional details. Users can also search for top private companies by Total Amount Raised and Post Money Valuation.
Index
Platform: S&P Capital IQ Pro
What’s new: 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 release notes >
Most relevant for:
- Advisory, Consulting, Valuation
Workflow improvements:
- Users can now access index prices and constituent data for FTSE ADX and FTSE/JSE SA REIT indices.
- Users can access up to 20 years of aggregated multiples for Indices in Index Profile under Financials/Valuation section for yearly, quarterly and monthly periods. The expanded aggregates will allow users to conduct better benchmarking and more insightful analysis.
- Users can access up to 20 years of aggregated Balance Sheet, Income Statement, Cash Flow Statements as well as Ratios for Indices in S&P Capital IQ Pro Plug-in.
- Users can create and gauge the performance of a custom index by pulling multiples within S&P Capital IQ Pro Plug-in.
Loans
Platform: S&P Capital IQ Pro
What’s new: In this release, we improved navigation, content display and page performance for Loans data in Dashboard, Loan Sector Profile and Loan Security Detail pages.
See release notes >
Most relevant for:
- Advisory, Consulting, Valuation, Transfer Pricing, Law Firms
Workflow improvements:
- Users can access the new Loan Matrix widget in Dashboard, which displays an aggregate view of S&P-rated facilities based on an Issuer’s Industry/Sector, and an option to navigate to Loan Sector Profile to see the security details. Users can view improved data displays on Loan Security Detail, coupled with enhanced filtering on Loan Sector Profile with the addition of more granular industry classifications and a new Country filter.
Macroeconomic Data
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced Macroeconomic data within the Geographic Intelligence Screener by adding select economic indicators for broad regions. Additionally, users with premium access to the Purchasing Managers’ Index™ (PMI™) Metals, UK Jobs, and Price Pressure & Supply Shortage Indices License can see historical and current data on PMI Summary page and within the Geographic Intelligence Screener for these indices.
See release notes >
Most relevant for:
- Advisory, Consulting, Valuation
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 release notes >
Most relevant for:
- Advisory, Executive Recruiting, Compensation Consulting
Workflow improvements:
- Users can 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.
Private Markets & Private Company Expansion
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced our private company data coverage for APAC private companies including a 3rd party vendor sourced firmographics, financials and officers and directors' data for small and medium enterprises based in India. We also added a new Custom Benchmark Excel template which helps users with additional subscription access to perform PE/VC fund benchmarking analysis. Additionally, we enhanced the existing Private Equity Firm & Fund Details Excel template to facilitate the filtering of relevant General Partners, based on specific investment criteria, preferences, and strategies.
See release notes >
Most relevant for:
- Advisory, Consulting, Valuation, Law Firms, Business Development
Workflow improvements:
- Users can access additional financials & firmographics data for small and medium enterprises in India, significantly enhancing coverage for this geography.
- Users can access additional officers and directors' data for small and medium enterprises in India, significantly enhancing coverage for this geography.
- Users with the Premium subscription add-on can access a new Custom Benchmark Excel template to perform custom PE/VC fund benchmarking. The model enables users to filter for a desired group of funds based on relevant fund criteria and further slice and dice fund performance metrics, allowing comparison with any funds within a customized benchmark group.
- Users can access the enhanced Private Equity Firm/Fund Details Excel template to gain insights into the General Partner's funds, fund performance, portfolios, and investor information in greater detail using specific investment criteria, preferences, and strategies. This enables users to filter through and find relevant GPs, assisting the fund manager selection workflow.
ESG
Platform: S&P Capital IQ Pro
What’s new: In this release, we introduced new Net Zero commitments, providing users the ability to assess corporate climate targets. Additionally, we have continued to update ESG scores based on the 2023 annual CSA methodology and updated modeled scores for prior years. Furthermore, we added environmental point-in-time (PiT) and As Reported (AR) data allowing users to access data at a historical point in time and as reported data by the company. Lastly, we introduced a new screen capturing the involvement of companies in the expansion of Coal Mines, Power Plants and Transportation Infrastructure.
See release notes >
Most relevant for:
- Advisory, Consulting, Valuation, Audit, Assurance, Sustainability
Workflow improvements:
- Users can now access the latest S&P Global ESG Scores and S&P Global CSA Scores for 8000+ companies. The latest scores are based on the 2023 annual CSA methodology which evolves annually to ensure alignment with recent updates in recognized standards and frameworks, and to accurately capture corporate efforts in answering upcoming sustainability challenges.
- Users now have the ability to assess corporate climate targets on their comprehensiveness, adequacy, credibility, completion and examine long-term forecasts of Scopes 1, 2, and 3 GHG emissions through 2050 on the Capital IQ Pro platform.
- Users can now access the modeled scores for prior years based on the updated methodology. These are not restatements of the historical S&P Global ESG Scores and are only provided for comparative assessment to show what the S&P Global ESG Scores would have been including modeling approaches for the years prior to 2023.
- Users can access and view a company’s profile at a historical point in time. If adjustments or amendments were implemented, we would identify the reasons behind the change while preserving access to the historical data. Additionally, users can access the raw, as reported data as published by the company. This will help highlight what was, or was not, included in a company’s sustainability reporting and the value S&P Global brings in its modeling process to normalize and standardize the data.
- Users can access a new screen on the company page and Screener. The Coal Expansion screen captures the involvement of companies in the expansion of coal mines, power plants and transportation infrastructure, including relevant metrics per activity and whether the company has a commitment to phase it out.
Fundamentals
Platform: S&P Capital IQ Pro
What’s new: In this release, we introduced a period slider on the Key Stats and As-Reported pages, added CIQ Data Item IDs to definition pop-up windows, and introduced the CIQ Financial Glossary to the S&P Capital IQ Pro platform. With these enhancements, clients will have access to more extended definitions for CIQ Fundamentals and be able to adjust filters and parameters with ease.
See release notes >
Most relevant for:
Workflow improvements:
- Users will have access to CIQ Data Item IDs in the definition pop-up for Capital IQ sourced data in the templated financial pages.
- Users can access S&P Capital IQ Financials Glossary that provides extended definitions of CIQ sourced financial data items, which details financial concepts that are included or excluded from the data items.
- Users can now use the modern filters and the period slider on the Key Stats and As-Reported pages, which is similar to what is already available on the Templated Financial pages.
Estimates
Platform: S&P Capital IQ Pro
What’s new: 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.
See release notes >
Most relevant for:
- Advisory, Consulting, Valuation, Law Firms
Workflow improvements:
- Users can add industry-specific estimates to Surprise Alerts, which allow users to receive alerts on earnings beats and misses for companies they track. The alert setup process has also been upgraded, to make it easier to apply relevant metrics to companies in similar industries.
RatingsDirect
Platform: S&P Capital IQ Pro
What’s new: In this release, we introduced a series of new functionalities and core enhancements designed to streamline and enrich workflows for RatingsDirect® users across multiple sectors. The enhancements, spanning across various areas of the platform, introduce new experiences for Collateralized Loan Obligations and Sustainable Finance, enhance the Coverage page, and expand US Public Finance alert functionality.
See release notes >
Most relevant for:
- Advisory, Consulting, Valuation
Workflow improvements:
- RatingsDirect® users now have access to an enhanced Collateralized Loan Obligations (CLO) experience, featuring an expanded deal page and comprehensive CLO performance data. This upgrade offers insights into deal collateral characteristics and underlying exposures, along with robust performance content. These enhancements facilitate a better understanding of CLO characteristics, helping users to make more informed investment decisions.
- RatingsDirect® users now have access to a dedicated Sustainable Finance page, offering access to Second Party Opinions (SPOs) and Sustainability Research & Insights. Our SPOs, grounded in the methodology of the recently acquired Shades of Green, provide transparent evaluations of a company’s financing or framework. Together with our Sustainability Research & Insights, users gain valuable insights into contributions towards a sustainable future.
- RatingsDirect® users now have access to a dedicated S&P Ratings Macroeconomic Credit Indicators page for sovereigns that displays sovereign risk and economic conditions. Users will have access to historical, current, and forecasted data, while gaining a deeper understanding and transparency into the credit analysis process for sovereigns.
- RatingsDirect® users now have an improved Coverage page experience where they can interact with the ratings distribution chart and filter entities or securities via click-through. The page now includes search functionality for specific entities or securities. Additionally, users can create, edit, and monitor custom lists of entities and securities directly from the Coverage page. These enhancements significantly improve usability and discoverability of entity and security.
- RatingsDirect® users now have access to definitions for all Scores, Factors, and Modifiers directly on the Corporate or Country/Region Profile. This enhancement allows users to gain a deeper understanding of each field and its specific scale, offering greater transparency into the components of credit ratings.
- RatingsDirect® users can set and receive S&P Global Ratings and Credit Research alerts based on US Public Finance (USPF) Revenue Source sectors and subsectors. This new feature is designed to provide added value for users seeking real-time or scheduled alerts for credit actions for municipals within their specific segments of interest.
Transactions
Platform: S&P Capital IQ Pro
What’s new: In this release, we included additional information that enhances the consideration details of M&A deals as well as new clickthrough for Target and Buyer Financials. The additional transparency will help users understand the exact securities involved as a part of the deal consideration from the perspective of the various outstanding securities of the target. Furthermore, users will be able to filter transactions on Screener using additional industry classifications such as NACE, NAICS, for Target, Buyer/Investor, Seller and M&A deal terms.
See release notes >
Most relevant for:
Workflow improvements:
- Additional details for target company’s outstanding securities such as different classes of common stock, restricted stock units, performance stock units etc. have been added to the Consideration Details grid as well as click-through of various M&A valuation data points e.g., Transaction Value, Implied Enterprise Value, Implied Equity Value, etc.
- Users can now click-through into S&P Capital IQ sourced financial values for M&A deal participants, target and buyer financials.
- Users can now run transaction screens using additional industry classifications like NACE, NAICS, etc. and add M&A deal terms, Total Amount Raised using rounds of funding against transaction participants, as criteria and display columns. Additionally, users can get IPO Transaction ID of a company using Formula Builder in Excel or as a display column in the Companies dataset.
Ownership
Platform: S&P Capital IQ Pro
What’s new: In this release, we added click-through functionality in the Investor Screening tool to provide transparency into the constituents owned and aggregated market value calculations.
See release notes >
Most relevant for:
- Advisory, Consulting, Valuation, Executive Recruiting
Workflow improvements:
- Users can now view the calculation for Market Value and the list of constituents bought, sold, held, and not held, gaining full transparency into values displayed in the Investor Screening tool.
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 release notes >
Most relevant for:
- Advisory, Consulting, Valuation, Business Development
Workflow improvements:
- Users can now access a new metric selector within the new charting widget, powered by ChartIQ, on the Dashboard with the ability to select additional fields to plot on the chart.
- Users can now access the new Loan Matrix widget on the Dashboard which displays information on loans from different sectors and their S&P Global Ratings.
- Users can now access a new search experience on the Dashboard widgets with additional features in the results dropdown like the content type capsule, entity type subtext, entity description and additional entity tags based on classification.
- Users can now create desktop alerts from the Newswire widget using the right click menu for the articles.
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 release notes >
Most relevant for:
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. Users can also conduct a search from the main investment research page and have their selected contributor groups carry over to Document Viewer.
Office 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 release notes >
Most relevant for:
Workflow improvements:
- Users can use numeric relative constants in their excel models. Relative constants are numerical values assigned to the current period and users can add or subtract from these constants to retrieve future or historical information.
- Users can retrieve market data of a previous day close price on non-trading days, such as weekends and holidays in S&P Capital IQ Pro plug-in formulas.
September 2023 Release Highlights:
Fixed Income
Platform: S&P Capital IQ Pro
What’s new: We enhanced our Loan Sector profile by adding functionality to enable a borrower search, new page filters, and distribution visualizations to allow for a deeper understanding of the current loan market. We also updated S&P Ratings fields within various Screener views and S&P Capital IQ Pro Plug-in and expanded Rating and Debt types. In Debt Capital Structure, we now have additional data fields for loan securities and in Dashboard, a Top Loan Movers and Top Liquid Loan widgets are now available. See release notes >
Most relevant for:
- Advisory, Valuation, Transfer Pricing, Consulting
Workflow improvements:
- Access Yield, Conversion, and Advisor data for Loan facilities on the Loan Security Detail page. The price and analytics chart is enhanced with an additional custom date selector. The Loan Sector profile page is enhanced to include search functionality by borrower, depth filtering, and enhanced visualizations to view current loan universe statistics for S&P Ratings distribution as well as minimum, median and maximum values for loans within a certain pricing range. Dashboard and Screener now include price change and price change (%) fields. Top Loan Movers and Top Liquid Loan perspectives were also added on the Dashboard.
- We are introducing new S&P Credit Ratings metrics for several data sets in Screener and Capital IQ Pro plug-in. As a part of this change, the previous S&P Credit Ratings data fields will be retired. Any saved screen or Excel plug-in model that uses the old fields will need to be updated with the new metrics. With this update, users can access S&P Ratings fields for Issuer/Borrower and security level S&P Ratings data on classic Screener views like Companies (Classic), Geographic Intelligence, Capital Structure (Classic), Insurance Statutory Financials (U.S.), Regulated Depositories (U.S.), Reinsurance Relationships (U.S.), Insurance Product Filings (U.S.), Insurance Investment Holdings (U.S.) and Insurance Investment Transactions (U.S.) on the Capital IQ Pro platform, as well as the S&P Capital IQ Pro Plug-in.
Macroeconomic Data
Platform: S&P Capital IQ Pro
What’s new: In this release, we introduced the new Country/Regional PMI Summary page that includes PMI® Headline data, PMI® Press Releases, and PMI® News. Within the page, users with the Purchasing Managers’ Index® (PMI®) Global Index or Sector Index add-on subscription can access historical and current index levels for the Details, Flash and Outlook data series for Composite, Manufacturing, Services and Whole Economy as well as Market Groups, Electronics, Construction, Derived, Dubai and Canadian Region Indices. Five new Economic & Demographic data points have also been added. See release notes >
Most relevant for:
- Advisory, Consulting, Valuation
Workflow improvements:
- Users can access the new Country/Regional PMI Summary page within the Country/Regional Profile page that includes PMI® Headline data, PMI® Press Releases, and PMI® News. Users with access to the PMI® add-on subscription can get additional data points related to historical and current index levels for the Details, Flash and Outlook data series for Composite, Manufacturing, Services and Whole Economy as well as Market Groups, Electronics, Construction, Derived, Dubai and Canadian Region Indices.
- Users can access new economic and demographic data points such as Stock Market Index, Employment, Financial Account Balance, Portfolio Investment, and International Reserves minus Gold % of GDP for the respective countries covered.
Search
Platform: S&P Capital IQ Pro
What’s new: We enhanced Search with the introduction of a new interface and improved relevancy. We also expanded coverage of searchable results with the addition of Rates & Yields as a heading in the top search navigation, incorporated Topic Tags, introduced S&P Ratings entity ID search and improved overall usability for Media sector related search relevancy. See release notes >
Most relevant for:
Workflow improvements:
- Users can access new content categories designed to search across data sets within the All tab which also enables browsing through specific content categories and subcategories. Additionally, with each keyword search, users can view up to 15 destinations per category, broadening the spectrum of records displayed in one search.
- Users can search for Rates & Yields directly from the top search bar.
- The new search experience brings more relevant results with expanded synonyms coverage and prefix searches. The new search also considers usage statistics, company size measured by market capitalization and priority exchanges for relevancy.
- Review tool tips for all the supported keyboard shortcuts.
- Users can directly navigate to the Market Maps page from a Topic Tag in top search and look for companies tagged to the specific topic tags in Advanced Search.
Document Viewer
Platform: S&P Capital IQ Pro
What’s new: We introduced the ability to export data tables of Investment Research reports from Document Viewer into Excel. We also improved relevancy of search results for companies, lists, and indices. See release notes >
Most relevant for:
Workflow improvements:
- Users can now download any data tables from a PDF-formatted Investment Research document and export the tabular data by clicking on the export data option from Document Viewer.
- Users can filter through public or private companies in the Companies tab in Document Viewer. Relevancy for lists as well as indices has also been improved.
Industry Classifications
Platform: S&P Capital IQ Pro
What’s new: We added North American Industry Classification System (NAICS) classification taxonomy for companies in S&P Capital IQ Pro platform. See release notes >
Most relevant for:
Workflow improvements:
- Users can view the North American Industry Classification System (NAICS) classification details for a company in Corporate Profile. This enhancement will be available for both public and private companies.
- Users can now run screens using North American Industry Classification System (NAICS) classification as a criteria as well as add NAICS classification as a display column for their screens from the Companies perspectives.
News
Platform: S&P Capital IQ Pro
What’s new: We redesigned the News & Analysis pages to improve discoverability of relevant content, facilitate easier navigation, and reduce page load times. See release notes >
Most relevant for:
Workflow improvements:
- Users can now access a redesigned News Home page that will display market and industry news from Dow Jones and S&P Global Market Intelligence, with greater personalization options. Users can browse news and analysis handpicked by our editors, read personalized recommendations based on their reading history, and organize this landing page based on their topics of interest. Additionally, an updated left-hand navigation allows users to quickly access relevant sections of the page without scrolling.
- Users can view redesigned industry news pages that will highlight the most important and relevant sector-focused news from Dow Jones and S&P Global Market Intelligence. Users can browse news and analysis handpicked by our editors, read personalized recommendations based on their reading history, read the latest news on industries of interest, and filter news by region and source.
- Users will see an enhanced news dropdown menu, which will facilitate easier navigation to key pages featuring news & analysis on the Capital IQ Pro platform. It will include links to the redesigned News Home and Industry News pages, widely used topic pages, and other relevant pages on the platform.
Private Markets & PCD
Platform: S&P Capital IQ Pro
What’s new: We enhanced our private companies offering by adding new Products, Services, and End Markets data to help users understand the company’s business operations and map out the end-consumer ecosystem. We also expanded private company data coverage for APAC private companies to provide vendor sourced firmographics, financials, officers, and directors data for small and medium enterprises based in Taiwan. See release notes >
Most relevant for:
Workflow improvements:
- Users can now gain additional insights into products, services, and end markets for private companies on the Products & Services page, enabling them to discover and understand the company’s core business, primary products/services, and consumers in a more granular way.
- Users can access additional financials & firmographics data for small and medium enterprises in Taiwan, significantly enhancing coverage for the geography.
ESG
Platform: S&P Capital IQ Pro
What’s new: We have applied the updated 2023 ESG scores methodology including the release of 2023 wave 1 company scores. In addition, we expanded environmental coverage by adding Research Type flags to company environmental pages to easily identify how the respective Environmental profiles were generated. We also expanded Business Involvement Screens with new coverage in both the Consumer Products and Defense & Weapons categories and added a new Paris Alignment company’s confidence score for the latest and historical years. Furthermore, we expanded coverage of Physical Risk assets to 1.6 million. See release notes >
Most relevant for:
- Consulting, Advisory, Assurance, Audit, Law Firms
Workflow improvements:
- Users can now access the latest S&P Global ESG Scores and S&P Global CSA Scores. The latest scores are based on the 2023 annual CSA methodology, which evolves annually to ensure alignment with recent updates in recognized standards and frameworks, and to accurately capture corporate efforts in answering upcoming sustainability challenges.
- Users can access modeled scores for Survey Respondent companies, which were previously available only for publicly assessed companies. As part of the update, S&P Global ESG Score for all companies will include question-level scores based on the disclosed data and question-level scores based on modelling approaches in the absence of disclosure. The S&P Global Corporate Sustainability Assessment (CSA) Score is the S&P Global ESG Score without the inclusion of any modelling approaches.
- Users can now access updated fields within the ESG Scores dataset in Dashboard, Screener as well as S&P Capital IQ Pro plug-in. These updated fields allow users to screen companies based on S&P Global CSA scores as well as modeled S&P Global ESG scores in the absence of disclosure. These options are available across company-level, dimension-level and criteria-level scores and weight-related fields. Updated ESG criteria score and weight-related fields are also available as part of the 2023 CSA methodology updates.
- New Research Type flags added to the company Environmental pages can be used to identify how each company’s respective Environmental profile was generated. A company’s Environmental data can either be part of the Trucost fully researched universe or modeled.
- Users can see a new field, Confidence Score, on the Paris alignment page, Screener, Dashboard and S&P Capital IQ Pro Plug-in for latest and historical years.
- Users can access expanded Business Involvement Screens type in both the Consumer Products and Defense & Weapons categories. Clients can now screen for companies with involvement in retail and medical cannabis, genetically modified organisms (GMOs), palm oil growth and production, pesticides and riot control equipment and weapons.
- We have expanded our coverage from 870k assets to 1.6 million assets in Physical Risk coverage. Users will now have a more complete picture of the climate physical risks associated with a company. Additionally, 2022 Physical Risk methodology has been updated for ~270K asset records. With this update, all assets are now aligned with the most up-to-date Physical Risk harmonized data set.
RatingsDirect
Platform: S&P Capital IQ Pro
What’s new: We introduced a series of enhancements designed to streamline RatingsDirect® users research processes and provide them with valuable insights. These enhancements span various areas of the S&P Capital IQ Pro platform, providing users with personalized recommendations, additional data, and improved search capabilities. See release notes >
Most relevant for:
Workflow improvements:
- RatingsDirect® users can access the RatingsDirect Research Article Recommender on S&P Capital IQ Pro platform via the RatingsDirect® Home page and the research article viewer which leverages readers’ past usage to create custom article recommendations, enabling better article discovery.
- RatingsDirect® users can explore Scores & Factors history for corporate, financial institutions, and insurance entities on the Ratings & History page in the left-hand navigation menu. This new feature provides valuable insights into companies' historical scores & factors, enabling investors to contextualize past ratings and make informed decisions based on long-term trends.
- RatingsDirect® users can now conduct more targeted searches for S&P Ratings research articles using specific keyword matches within the article headline, body, or the entire document. This feature enhances the searchability and findability of research articles, catering to users who are familiar with the exact headline of an article or are looking for specific keywords mentioned throughout the article.
- RatingsDirect® users can access Sovereign Factors and BICRA group scores & components in Screener, S&P Capital IQ Pro Plug-in, and Dashboard. This enhancement enables users to screen the sovereign universe based on these criteria and display information in Excel and Dashboard.
- RatingsDirect® users can search using the S&P Rating entity ID to find relevant entities seamlessly.
Banking
Platform: S&P Capital IQ Pro
What’s new: We added derived ratios related to IFRS 9 loan staging classification for IFRS 9 adopted banks, and loan & deposit maturity fields for US GAAP banks. Additionally, we updated Credit Union Financial Performance (FPR) fields for Credit Unions, added new Uniform Bank Performance Report (UBPR) for banks and latest regulatory fields in Screener. These field additions for Banks and Credit Unions allow users to measure financial performance, key trends, balance sheet compositions for one entity or a group of companies. See release notes >
Most relevant for:
- Valuation, Advisory, Audit, Assurance, Consulting
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 release notes >
Most relevant for:
- Valuation, Advisory, Audit, Assurance, Consulting
Workflow improvements:
- Users can access three new pages in S&P Capital IQ Pro that provide the detailed impact of IFRS 17 on an insurance company’s Income Statement, Balance Sheet, and Underwriting Analysis for our European and Asia Pacific Insurance coverage. There are also 54 new fields available in Screener.
- Users can access U.S. fraternal insurance company’s statutory data directly using existing U.S. statutory life insurance pages, Market Share & Select-A-Page applications and Screener. Furthermore, any existing U.S. life insurance models are now updated to include fraternal insurance company’s statutory data.
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 release notes >
Most relevant for:
- Valuation, Advisory, Consulting
Workflow improvements:
- Users can now take advantage of our robust ChartIQ visualizations on the Index Profile page. This includes drawing tools, studies, and new chart-types. These additional capabilities will enable users to undertake more meaningful analysis and offer a modernized interface experience for charting.
- Users can access up to 20 years of aggregated Balance Sheet, Income Statement & Cash Flow statements of indices in Index Profile. The expanded financial aggregates will allow users to conduct better benchmarking and more insightful analysis.
- Users can now view headers that display Index Ticker and SPT Identifier/Key across all indices (Profile, Constituents, Financials/Valuation). These identifiers can be plugged into SPG formulas to pull data in S&P Capital IQ Pro Plug-in.
- Users can now pull additional trailing and forward multiples for index aggregates in S&P Capital IQ Pro Plug-in.
Fundamentals
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced the Multiples page by offering a Charting option, added the S&P Capital IQ Pro Plug-In alias to CIQ definitions on the Templated Financial pages, and inserted additional CIQ Fundamentals data items to the S&P Capital IQ Pro Plug-In and Screener. These enhancements will allow users to access similar data across the platform seamlessly. See release notes >
Most relevant for:
- Valuation, Audit, Advisory, Assurance, Consulting
Workflow improvements:
- Users can access Chart Builder tool directly from the Multiples page with the selected entity and data item pre-loaded in the Chart in a new tab.
- Users now have access to S&P Capital IQ Pro Plug-in aliases in the definition pop-up for Capital IQ sourced data in the templated financial pages.
- Users can access 20 new Capital IQ fundamentals data items in the S&P Capital IQ Pro Plug-In and Screener.
Estimates
Platform: S&P Capital IQ Pro
What’s new: We upgraded Estimates click throughs to leverage the enhanced Document Viewer, plus, added Estimates metric definitions and excel formulas to the desktop pages and click through. See release notes >
Most relevant for:
- Valuation, Audit, Advisory, Assurance, Consulting
Workflow improvements:
- Click-through for Estimates metrics have been upgraded to bring users directly to the source documents in Document Viewer, giving the users an improved search experience, enhanced navigation, and more data export options.
- Users can click directly on the Estimates metric names to view definitions and the corresponding excel formulas for the consensus mean estimates. Similarly, users can view metric definitions within Estimates data item click throughs.
Transactions
Platform: S&P Capital IQ Pro
What’s new: We added new M&A fields to analyze tangible book value dilution and the earn back period resulting from Bank M&A transactions. We also incorporated stock price changes for participants pre and post M&A deal announcements along with new visualizations to analyze a company's transaction activity across various geographies. Furthermore, we improved the audit capabilities for M&A valuation data points. See release notes >
Most relevant for:
- Valuation, Audit, Advisory, Assurance, Consulting, Law Firms
Workflow improvements:
- Users can now assess transaction activity within various geographies through a map on the company's transaction summary page. This helps users in identifying the geographies a company is investing into and exiting from.
- Users can now further audit the individual components summing up to the consideration value while auditing M&A valuation and consideration data points like Transaction Value, Deal Value, Implied Enterprise Value, etc.
Report Builder
Platform: S&P Capital IQ Pro
What’s new: We revamped Quick Report by reformatting the output into a concise one-page report with a fresh layout, highlighting key data relevant for public companies. See release notes >
Most relevant for:
- Consulting, Business Development, Law Firms
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.
Office Plug-In
Platform: S&P Capital IQ Pro
What’s new: S&P Capital IQ Pro Plug-in users can calculate Custom Index performance, conveniently pull relevant FX Rates, utilize Historical Currency Conversion methods for a variety of data types, and streamline the performance of large Excel files with a new Refresh option. See release notes >
Most relevant for:
Workflow improvements:
- Users requiring foreign currency data conversion can take advantage of the Historical Currency Conversion Method in S&P Capital IQ Pro Plug-in and Screener.
- Users can conveniently access exchange rate values within S&P Capital IQ Pro Plug-in
- Users wishing to improve the performance of large models that automatically refresh CIQ Pro formulas can independently control the refresh settings of certain function types. Performance-degrading large functions (Tables, Ranges, Screens, and Queries) can be restricted to manual refresh while single-cell formulas continue to update automatically. The following functionality will be available only for users with a S&P Capital IQ Pro Office version of 23.09 or higher.
- Users can create and gauge the performance of a custom index via Market Capitalization Weight, Price Weight, and Equal Weight methods within S&P Capital IQ Pro Plug-in.
June 2023 Release Highlights:
Estimates
Platform: S&P Capital IQ Pro
What’s new: We added 41 new industry-specific Estimate data points across 13 industries comprising Airlines, Banks, Healthcare, Home Building, Hotels & Restaurants, Insurance, Metals & Mining, Oil & Gas, Pharma & Biotech, Real Estate, Retail and TMT. In addition, we added alerting capabilities to track Broker Recommendation upgrades, downgrades, and coverage changes. See release notes >
Most relevant for:
Workflow improvements:
- Addition of 39 new industry-specific Estimate data points across 13 industries, plus Selling, General & Administrative Expense Estimates and Research & Development Estimates for all industries.
- *Coming Soon*: An additional 22 Estimate data points will be available, including data points for an additional industry, Education. Set up alerts for broker recommendation upgrades, downgrades and coverage changes for companies.
Fixed Income
Platform: S&P Capital IQ Pro
What’s new: We introduced the first content integration from IHS Markit with the addition of Loans facilities in the Capital IQ Pro platform. Users will have access to enhanced Loan Terms and Conditions (T&C) data and multiple levels of pricing data, analytics, and a liquidity score for these loan facilities. See release notes >
Most relevant for:
- Corp Strategy Advisors, Transfer Pricing Analysts, Accounting Firms
Workflow improvements:
- Users can access 58,000 loan facilities, including approximately 3,000 facilities with current pricing data such as live prices and evaluated pricing.
- We also introduced the IHS Markit loan facility identifier or LXID to the Top Search and Fixed Income Search in Dashboard and List Manager.
*Coming soon* Investor Activism
Platform: S&P Capital IQ Pro
What’s new: Three new Investor Activism pages - Investor Activism Summary, Activist Profile, and Campaign Profile. These pages enable users to visualize the level of activism and potential impact against a target company, analyze an activist's history and ownership holdings, and view key campaign data points. See release notes >
Most relevant for:
- Corp Strategy Advisors, Accounting Firms, Law firms, Valuation Advisors
Workflow improvements:
- Investor Activism Summary Page: Users can view all or a subset of investor activism campaigns launched against a target company with breakouts by year, status, objectives, and tactics.
- Activist Profile Page: Users can see an activist’s campaign activity for a selected period.
- Campaign Profile Page: Users can drill down to the details of a campaign and see key data points.
Screener
Platform: S&P Capital IQ Pro
What’s new: We have added the feature to export grouped results from the Companies Screener to Excel so users can easily and conveniently transfer Screener results into Excel for further analysis. See release notes >
Most relevant for:
Workflow improvements:
- Export screen results grouped by a parameter from Companies Screener to Excel. The exported Excel file will contain grouped screen results, screening criteria and an aggregates tab summarizing the distribution of entities.
Transactions
Platform: S&P Capital IQ Pro
What’s new: Users can now assess latest transaction news, key developments and top legal advisers for a company, through added visualizations and widgets on the page. See release notes >
Most relevant for:
- Corp Strategy Advisors, Accounting Firms, Valuation and Strategy advisors, Marketing & Sales professionals
Workflow improvements:
- Enhanced Data Visualization in Transaction Summary
- Transaction Statistics Enhancements: Aggregates and Averages now available on transaction statistics charts
Ownership
Platform: S&P Capital IQ Pro
What’s new: We added new filter capabilities on the Investor Screening tool to easily screen for and identify ESG-focused funds and Activist Investor holders. Also, we added a new filter for Key Developments in the Insider Activity page to enable users to plot Key Developments directly on the Insider Activity chart. See release notes >
Most relevant for:
- Corp Strategy Advisors, Accounting Firms, Valuation and Strategy advisors, Marketing & Sales professionals, Law Firms
Workflow improvements:
- ESG and Activist Investor Holders Criteria in Investor Screening
- Key Developments in Insider Activity Chart
Private Markets & Private Company Expansion
Platform: S&P Capital IQ Pro
What’s new: We expanded private company data coverage for APAC private companies to provide vendor-sourced firmographics, financials, officers and directors data for small and medium enterprises based in Thailand and Singapore. We also added six new Topic Tags, additional investment criteria for Fund Managers and Limited Partners. See release notes >
Most relevant for:
- Valuation & Advisory, Management Consulting
Workflow improvements:
- Users can access additional financials and firmographics data for private companies in Thailand and Singapore with revenue greater than 10 million (Thai Baht) and 1 million (Singapore Dollars), respectively.
- Users can access additional officers and directors' data for Thailand and Singapore private companies.
- Addition of six new Topic Tags, including Digital Wellness, Digital Mental Health, Employee Assistance Program (EAP), 5G, Pet Food and Supplies, and Pet Care on Market Maps, Screener, Corporate Profiles, and Transaction pages.
Document Viewer
Platform: S&P Capital IQ Pro
What’s new: We redesigned the search panel in Document Viewer providing users with an enhanced and revamped search experience. See release notes >
Most relevant for:
Workflow improvements:
- Users can easily switch between tabs for Transcripts, Filings and Investment Research with search results cleanly displayed.
Easily navigation to Document Viewer from Key Exhibits.
S&P Capital IQ Pro Office Tools
Platform: S&P Capital IQ Pro
What’s new: We added support for selected LOOKUP and Reference functions in the Trace Precedents functionality to display the source cell. See release notes >
Most relevant for:
Workflow improvements:
- Support for LOOKUP and Reference Functions in Trace Precedents to easily locate the source cell of the value retrieved.
- Users can apply alignment and distribution presentation tool commands in PowerPoint using quick key shortcuts.
Investment Research
Platform: S&P Capital IQ Pro
What’s new: We improved the purchase workflow of AMR documents within the Investment Research page and Document Viewer to reduce the number of clicks required for users to purchase and access their investment research reports on the platform. See release notes >
Most relevant for:
Workflow improvements:
- Users can purchase a single AMR document reducing the number of additional clicks before they can access their desired report.
- Faster loading experience in Document Viewer & Research page.
April 2023 Release Highlights:
Multiples
Platform: S&P Capital IQ Pro
What’s new: We created a new Multiples page within the Corporate Profile. We also added trailing and forward multiples data items and parameters in Screener, the S&P Capital IQ Pro Plug-in, and Chart Builder, including new Diluted Basis multiples and Total Enterprise Value (TEV) multiples excluding operating lease adjustments. See release notes >
Most relevant for:
Workflow improvements:
- New Multiples section within corporate profile page
- New Multiples Page under the Templated Financials section, including trailing and forward multiples with audit capabilities to view the calculation and navigate to the source document for the relevant financial and estimates data item
- New Diluted Trailing and Forward Multiples TEV and Market Cap available in Screener, S&P Capital IQ Pro Plug-in and Chart builder
- New Trailing and Forward Multiples Excluding Operating Lease Adjustments
- New Period Types for Trailing Multiples: FY, FQ, CQ, FH and CH
- High, Low and Average Values of Multiples in the S&P Capital IQ Pro Plug-in
These additional features allow users to conduct valuation analysis using different versions of trading multiples that meet their personal fundamental preferences and allow them to calibrate to reflect nuances between countries, sectors, and industries.
ChartIQ integration
Platform: S&P Capital IQ Pro
Most relevant for:
Workflow improvements:
- ChartIQ Widget on Dashboard - a significant upgrade to Dashboard charting, featuring a wealth of new capabilities, most notably the integration of 125 unique technical indicators.
Macroeconomic Data
Platform: S&P Capital IQ Pro
What’s new: We added the Purchasing Managers’ Index™ (PMI™) Headline Indicators to our economic data series to better understand business conditions within a country. PMI Headline Indicators are available for Composite, Whole Economy, Manufacturing, and Services. See release notes >
Most relevant for:
- Valuation/Advisory, Management Consulting, M&A / Capital Markets
Workflow improvements:
- Users can better understand business conditions within a country with the addition of our Purchasing Managers’ Index™ (PMI™) Headline Indicators. The indicators are available on the new Purchasing Managers’ Index™ (PMI) page, on a Country Profile page, and the Geographic Intelligence Screener.
- Also, Purchasing Managers’ Headline Indices, Country Risk, and select Economic data are available on the List and Quote widgets on the Dashboard.
Private Data and Private Company Expansion
Platform: S&P Capital IQ Pro
What’s new: New added coverage for private company data for APAC private companies and updated firmographics data. See release notes >
Most relevant for:
- Valuation & Advisory, Management Consulting, Prospecting
Workflow improvements:
- Financials and Firmographics Data for APAC Private Companies
- Officers and Directors Data for APAC Private Companies
U.S Business Listings
Platform: S&P Capital IQ Pro
What’s new: We added new Idea Generation screens, default fields, and updated the default settings in Screener. This enables users to leverage the newly expanded coverage of business listings data, allowing for more meaningful insights and analysis. See release notes >
Most relevant for:
- Market & Sales Analysts, M&A Team
Workflow improvements:
- New Commercial Prospecting Idea Generation Screens: Users can view new content for Commercial Prospecting workflows through nine newly created Idea Generation screens in Screener.
- Enhanced Commercial Properties Data: Users can access additional fields on the Commercial Properties data set to pull in more details to the related business listings section, such as Minority or Veteran owned businesses, Bankruptcy filed, and more.
- Updated Screener Default Settings: Users can view updated default criteria and fields to reflect the expanded coverage of Business Listings data.
Alerts
Platform: S&P Capital IQ Pro
What’s new: We added desktop alerts to provide real-time streaming updates. See release notes >
Most relevant for:
Workflow improvements:
- Desktop Alerts
- U.S. Depositary Rates Alerts to be notified on any changes in specific bank products
- Enhanced desktop navigation to the “Alerts” and “Manage Alerts” options to help users easily find and manage their alerts
January 2023 Release Highlights:
Investment Research in Document Viewer
Platform: S&P Capital IQ Pro
What’s new: Investment Research reports are now available in the Document Viewer, providing users an enhanced intradocument search, document sharing, and annotations. These features will provide users with improved data discovery and interactivity with our library of Investment Research reports. See release notes >
Most relevant for:
- Advisory, Valuation, Consulting, Law Firms, Business Development, Research
Workflow improvements:
- When users opt to Download or Print from the Report Preview feature from the Acquire Reports menu, the Document Viewer will now automatically launch. The selected research document(s) will still download or print to a user's local machine concurrently.
- Users can easily perform company, keyword, industry and geography searches across investment research, filings, transcripts, and investor presentations content. The results can be viewed in a new Investment Research search results widget on the Document Viewer.
- Enhanced keyword search functionality enables users to search for keywords or phrases within an Investment Research report in the Document Viewer. This feature provides additional functionality of searching on synonymous keywords or phrases. Clicking on each instance of the keyword or phrase will automatically navigate users to the highlighted keyword or phrase within the document.
- The Notepad annotation feature allows users to highlight a portion of text within the document, save it to a new or saved notepad, and add commentary associated to the selected excerpt.
- The Document Sharing function for Investment Research allows users to highlight noteworthy areas of a document and share the highlighted document with colleagues who also have similar Research access in S&P Capital IQ Pro.
Trucost Business Activity Integration for ESG Data
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Platform: S&P Capital IQ Pro
What’s new: In this release, we added new fields for revenue related information associated at the Trucost Business Activity level in Screener, S&P Capital IQ Pro Plug-in, and Dashboard that helps users to easily screen for companies and environmental data based on Trucost Business Activity. See release notes >
Most relevant for:
- ESG Advisory, Audit, Consulting
Workflow improvements:
- Users can now screen for companies and access revenue related information associated at the Trucost Business Activity level in Screener, S&P Capital IQ Pro Plug-in, and Dashboard.
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Private Markets & Private Company Expansion
Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded our private markets offering by adding valuation data on Market Maps to provide users with more insights during the deal exploration process and enhanced the Limited Partners view with investment criteria and LP Co-Investor information to assist users in fundraising and manager selection workflows. We added a time series view of aggregated Dry Powder & Assets Under Management (AUM) trends to provide users with insights on deployed and undeployed capital within Private Equity over time. We expanded the coverage of portfolio relationships and added new fund and firm criteria to Screener and the S&P Capital IQ Pro Plug-in for users with Preqin Premium access. We also expanded our private company people data coverage for Eastern European private companies, thereby significantly enhancing coverage for the geography. See release notes >
Most relevant for:
- Advisory, Valuation, Tax, Law Firms, Consulting, Executive Recruiting
Workflow improvements:
- Users can view additional valuation metrics, such as Total Amount Raised, Latest Post Money Valuation, and Latest Round Size within the Private and Public Companies tabs in the Market Maps page.
- Users can access Limited Partners' Investment Criteria and LP Co-Investor data within the left-hand navigation menu for Limited Partners/Investors.
- Users can access aggregated Private Equity Dry Powder & AUM trends, derived from performance data sourced from Preqin, organized by fund strategy and geographic focus.
- Users with Preqin Premium subscription access can view additional portfolio relationship data (sourced from Preqin) on the PE Investors page, a firm/fund's Corporate Structure, Funds/Partnerships pages, and on the portfolio company's Private Ownership page.
- Users with Premium access will be able to screen for Investment Firms and Funds using new criteria in Screener, such as fund quartile, oversubscribed or undersubscribed fundraising, and management team staff. Users can also benefit from these premium additions within the S&P Capital IQ Pro Plug-in.
- Users can access additional officers and directors' data for small and medium enterprises in Slovenia and Slovakia in Eastern Europe.
Expanded Coverage for US Business Listings
Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded our U.S. business listings and related contact coverage for over 44.5 million businesses, enabling better matches with existing commercial properties and UCC filing datasets. See release notes >
Most relevant for:
- Audit, Recruiting, Business Development, Research
Workflow improvements:
- Users can access 44.5 million+ records within our expanded Business Listings data set. Subscribing to Commercial Prospecting data will enable users to see enhanced matches of Business Listings data with Commercial Properties and UCC filings information.
- Users can access financial, marketability, and business risk details in the Business Profile pages, in addition to contact details for businesses and owners. We have also added Revenue/Sales for Business Location in addition to corporate level information for better screening on businesses.
Fixed Income Data Improvements
Platform: S&P Capital IQ Pro
What’s new: In this release, we added new fields in Securities Summary Screener to help users identify additional fixed income security features including tenor. We also added company Topic Tags which are niche industry classifications to provide more insight into a company’s operations and markets. See release notes >
Most relevant for:
- Advisory, Valuation, Tax, Law Firms, Consulting
Workflow improvements:
- Users can access new fixed income securities fields, which include Default, Guarantee and Exchangeable flags, in addition to Tenor 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.
Content Expansion in Search
Platform: S&P Capital IQ Pro
What’s new: In this release, we added Technology, Media and Telecommunications (TMT) content to New Search and enhanced search filters for companies and filings data. These enhancements will allow users to quickly and easily discover TMT and other content within the platform. See release notes >
Most relevant for:
- Advisory, Valuation, Tax, Law Firms, Consulting, Research, Business Development
Workflow improvements:
- Users can now search for Technology, Media, and Telecommunications (TMT) content within typeahead in New Search, allowing them to easily access TMT asset data on S&P Capital IQ Pro.
- Users can filter companies based on operating status (e.g. Operating, Out of Business, etc.), allowing them to quickly find the most relevant content.
- Users can search for Deals and Offerings of entities using the Transaction ID in the Advanced Search page
- Users can add Insurance Statutory Groups to the company filter on Advanced Search page to return results for related filings.
Transaction Visualization and Analytics Enhancements
Platform: S&P Capital IQ Pro
What’s new: In this release, we added M&A bid premia averages and medians on the transaction statistics page so users can study the average deal premiums paid within a sector, region or a combination of region and sector. We also added new Initial Public Offering (IPO) analytics data points for users to analyze and compare IPO price versus the expected IPO price range and the premium or discount over the expected price. See release notes >
Most relevant for:
- Advisory, Audit, Consulting, Law Firms, Research
Workflow improvements:
- Users can access M&A bid premia averages and medians on the Transaction Statistics page and compare M&A deal pricing over a period in the sectors they operate in.
- Users can now access 5 new Initial Public Offering (IPO) analytics data points.
- Users can quickly navigate to the IPO profile of a company from an IPO Date displayed on a Corporate Profile
Sentiment Score Updates in Document Viewer
Platform: S&P Capital IQ Pro
What’s new: In this release, we added the ability to export Sentiment Score data and charts from Document Viewer to Excel, which allows users to view, analyze and customize the data and visualizations in Excel. See release notes >
Most relevant for:
- Advisory, Consulting, Law Firms, Research, Executive Recruiting
Workflow improvements:
- Users can export Transcript Sentiment Scores data and charts directly from the Document Viewer into Excel.
November 2022 Release Highlights:
Macroeconomic Data and Risk Scores from IHS Markit
Platform: S&P Capital IQ Pro
What’s new: In this release, we updated and expanded Country Risk Scores and Macroeconomic data by integrating data from the IHS Markit Economic & Country Risk offering. This enhancement provides more frequent updates, additional categories of risk, and country outlooks, offering desktop users value-added insights to help understand global economies and mitigate risks. See release notes >
Most relevant for:
- Advisory
- Tax
- Risk & Compliance
- Consulting
- Law Firms
Workflow improvements:
- Users can now access the enhanced Country Risk Scores to compare strategic risk for more than 200 countries and territories worldwide. Strategic risk scores offer six categories, including Security, Operational, Political, Economic, Tax, and Legal, with an overall risk score that encompasses the full spectrum of risks for private commercial enterprises operating in the given country or territory. Users can also view Outlook arrows that represent the projected direction of risk trends after a 12-month period for each score as well as the level or translated description of each risk score. To help users understand risk direction, the dates for Country Risk Score updates and the Prior Risk Scores are also available. Users can also view the Country Risk page in Dark Mode.
- Country risk data from the IHS Markit Economic & Country Risk offering is now also available in the Maps application. Additionally, users can navigate from the Country Risk page to the full Maps application via the "Customize Map" button.
- Users can now access improved Macroeconomic data on the Capital IQ Pro platform that covers over 50 macroeconomic indicators for more than 200 countries and territories. Improved visualizations are also available to help distinguish between actual vs. forecasted data. Users can also access this content in Screener and the S&P Capital IQ Pro Plug-in.
Phyiscal Risk and Private Company Coverage Enhancements to ESG
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Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded the environmental data in S&P Capital IQ Pro by adding physical risk scores data from The Climate Services (TCS) and incorporated new physical risk hazards data in Portfolio Analytics. We also increased coverage of private companies with environmental data to ~2.25 million. Physical Risk Scores coverage includes 20K companies and 870K+ asset locations. See release notes >
Most relevant for:
- Advisory
- Tax
- Audit
- ESG Consulting
- Law Firms
Workflow improvements:
- Users can now access the harmonized Physical Risk Scores with the integration of The Climate Service (TCS) data across the platform, including the Physical Risk page, Screener, Portfolio Analytics, and the S&P Capital IQ Pro Plug-in. As part of the integration, users will also see the addition of a new hazard (Drought), a new scenario (Medium-High), outputs for additional years of coverage (from 2020s to 2090s), an update to the Physical Risk universe of companies, and the renaming of existing hazards (i.e. Heatwave and Coldwave are now called “Extreme Heat” and “Extreme Cold”, respectively).
- Users can now access ~2.25 million private companies with Environmental data. This provides insights into the environmental performance for private companies, including Environmental Damage Costs, Air Pollutants, Greenhouse Gas, Land & Water Pollutants, Natural Resource Use, Waste, and Water using S&P Global Trucost’s Environmental Extended Input-Output Model.Users can now view the modified structure of formulas within the Field Selector in Screener and to more easily screen for companies and environmental data based on Trucost Business Activity.
- Users can now 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.
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Private Markets & Private Company Data Expansions
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Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded our private company data coverage including people data and as-reported industry codes for Eastern & Western Europe private companies. We have also expanded our Private Markets offering by adding five new Topic Tags for all users, expanding coverage of portfolio relationships, and adding key fund data metrics like Dry Powder, Assets Under Management and Unrealized Value for users with Preqin Premium access. See release notes >
Most relevant for:
- Advisory
- Consulting
- Law Firms
Workflow improvements:
- Users can now access additional industry classifications for European companies, including NACE & UKSIC classifications. These industry classifications help users view as-reported industry codes (per the local registrars) along with the equivalent standard industry classifications.
- Users can now access additional officers and directors' data for Eastern-European small and medium enterprises, thereby significantly enhancing coverage for Czech Republic, Croatia, and Serbia.
- Users with premium access to Preqin data can now access additional portfolio relationship data, sourced from Preqin, within the Portfolio Companies page, Private Investment Timeline page and the Firm and Fund Profiles page. This enhancement provides an expanded view of the investments made by a fund or firm.
- Users with premium access to Preqin data can now view fund-level Dry powder, Unrealized Value, and Assets Under Management provided by Preqin on the Private Equity Fund profile page, Screener, and the S&P Capital IQ Pro Plug-in. These metrics help users assess the investment progress and performance of the fund and its fund manager.
- Users with premium access to Preqin data can now improve their Investor/Limited Partner screens with new Investor data items, such as Investor Involvement and various investment preferences in Screener and the S&P Capital IQ Pro Plug-in. Users can also improve their Private Equity fund screens with new Fundraising criteria.
- Users can now access Limited Partners (LP)’s direct investments and co-investors on S&P Capital IQ Pro. Direct investments (Portfolio Companies) and Co-Investors information on Investors/Limited Partners profiles will assist users in the deal exploration, fundraising, and manager selection workflows.
- Users can now access five new Topic Tags (Sports Franchises, Leagues & Clubs; Employee Benefits; Insurtech; CleanTech; and Video Games) on Market Maps, Screener, and the Corporate Profile page, providing them with the capability to identify private and public companies within these niche markets.
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New Transactions View
Platform: S&P Capital IQ Pro
What’s new: In this release, we added the ability to customize the view of a company's transaction activity in the Details tab on the Transactions Summary page. See release notes >
Most relevant for:
Workflow improvements:
- Users have greater flexibility to customize this view and can now select between viewing a company’s transactions in a single list or grouped together by Transaction Type (i.e. M&A, Equity Capital Markets, Debt Capital Markets, etc.).
Investor Targeting Enhancements and Fund-Level Views in Ownership
Platform: S&P Capital IQ Pro
What’s new: In this release, we made improvements to Investor Targeting by expanding the ability to run ownership aggregates for up to 25 entities alongside an Index or ETF. We also enhanced the Institutions/Fund view on the Ownership Detailed page to see true roll-ups of the funds and firm relationships and their ownership in a company, as well as the ability to filter holders located in a specific geography. See release notes >
Most relevant for:
Workflow improvements:
- Users can now add up to a maximum of 25 entities in Investor Targeting, alongside an Index or ETF. This allows for a side by side comparison of aggregate ownership for more companies than previously supported. This helps users to easily identify investors who are underweight or overweight in certain companies versus an Index or ETF.
- Users can now utilize the Institutional & Funds view on the Ownership Detailed page to see a single view of the funds that roll up to its Institutional Holders and their ownership in a company. Users can also print and export the Institutional & Funds view to Excel, Word, and PDF.
- Users can now filter on a holder’s geography on the Ownership Detailed page of a company. Filters can be applied for holders of a specific geographic region to help identify the right group of investors for a company or for comparing holders of different companies within the same region.
Improved Business Description Search in Screener
Platform: S&P Capital IQ Pro
What’s new: In this release, we improved the text search algorithm for Business Description and Long Business Description field screens in the Companies and Transactions datasets. See release notes >
Most relevant for:
Workflow improvements:
- Users can now return more relevant companies and transactions in the Screener when screening on the Business Description and Long Business Description fields. The new text search algorithm leverages both stemming (e.g. the keyword “vaccine” returns descriptions with words such as “vaccines,” “vaccination,” “vaccine,” etc.) and proximity searching (e.g. the keyword “digital payments” returns descriptions where “digital” and “payment” appear within 10 words of each other).
Transcript Sentiment Scores
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Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced Transcript Sentiment Scores in the Document Viewer by including the ability to view scores for the last four years, view the data via a line or bar chart, and added the Industry Average for the scores. See release notes >
Most relevant for:
- Advisory
- Consulting
- Law Firms
Workflow improvements:
- Users can now access four years of sentiment analysis data in the document viewer and view this data via a line or bar chart. These enhancements are helpful for users in better understanding the trends of sentiment analysis over time.
- Users can also access the Industry Average for the sentiment scores, which will give users a benchmark to compare company trends.
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New Index Aggregates for Key Stats and Valuation Multiples
Platform: S&P Capital IQ Pro
What’s new: In this release, we added pre-defined Index aggregate data for Key Financial metrics along with Valuation Multiples. We also added new sector and geographic pie charts on the Index Profile page to quickly assess the sector and geographic composition of an index. See release notes >
Most relevant for:
Workflow improvements:
- Users can now access pre-defined index aggregate data (Index Aggregates) for select Key Financials and Valuation Multiples for any index. Index Aggregates for Key Financials are available for five Actual periods (including LTM) and three Estimated periods, while Valuation Multiples are availablse for two Actual periods (including LTM) and three Estimated periods.
- Users can now add a sector pie chart to the Index Profile page to view the sector allocations for an index. The sector filter defaults to a user's selected industry classification but allows to toggle between the S&P Capital IQ/GICS and MI industry classifications.
- A new geography pie chart on the Index Profile will enable users to view the geography allocations of an index.
Investment Research
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Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced the Investment Research results grid functionality when multiple documents are of interest. See release notes >
Most relevant for:
Workflow improvements:
- Users can now preview, download or print multiple research reports at a time.
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Office Tools
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Platform: S&P Capital IQ Pro
What’s new: With this release, we improved the compatibility of the linking functionality in Office Tools between cloud-based stored Excel, PowerPoint, and Word files, including those stored on OneDrive and Sharepoint. See release notes >
Most relevant for:
Workflow improvements:
- Users can now use the linking features, including Copy with Link, Send to PPT, and Send to Word, in Office Tools to link content from cloud-based Excel files to cloud-based PowerPoint and Word files, including those on OneDrive and SharePoint. Users can also utilize additional Office Tools functions related to linking validation in cloud-based files such as Go to Source, Update Links, Highlight Links, Validate Links, and Change Source.
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Fixed Income
Platform: S&P Capital IQ Pro
What’s new: In this release, we enhanced the Corporate Issuance pages by adding more options to easily view the debt capital securities across various pages along with a separate view of perpetual debt on the Debt Maturity profile page. The enhancements offer improved access to fixed income content with enhanced visualizations to help streamline a user’s workflow. See release notes >
Most relevant for:
Workflow improvements:
- Users can now view all the Debt Securities regardless of their Seniority level under the All tab in the Debt Capital Structure grid on Securities Summary page. The All tab offers quick and easy access to all debt associated to a company.
- Users can now pull perpetual securities on the Debt Maturity Profile page. These securities are displayed as a stand-alone bar in the Debt Maturity chart and can also be viewed in the Upcoming Maturity grid below the chart. Adding the perpetual debt to the debt profile chart helps users to view the entire debt capital structure of the entity.
Report Builder
Platform: S&P Capital IQ Pro
What’s new: In this release, users can import "shared" report templates ecosystem from Capital IQ to the S&P Capital IQ Pro platform, record notes into reports offline, and introduce spacing or blank pages in a report. See release notes >
Most relevant for:
Workflow improvements:
- Users can now import any shared report template from S&P Capital IQ to S&P Capital IQ Pro using the Import function in Report Builder.
- Users can now include a blank page in their report after the content of each platform page, which can be used to either record notes offline or as content separators.
July 2022 Release Highlights:
Continued Private Company Data Expansion
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Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded our private company data coverage, including people data, financials, revenues, business descriptions, and more for North America, Eastern Europe, and Western Europe. See release notes >
Most relevant for:
- Audit
- Advisory
- Tax
- Consulting
- Law Firms
- Risk/Compliance
Workflow improvements:
- Users now have access to expanded data coverage, including estimated revenue for ~150k private companies and ~1.5m officers and directors’ profiles for North American (U.S. and Canada) private companies
- Access expanded data coverage for Eastern European private companies, including financials for ~50K small and medium enterprises that report revenues above 1 million EUR, as well as ~350K officers and directors' profiles.
- Users now have access to expanded data coverage of western European private companies, including the business description for 30+ million companies, employee count for 20+ million companies, and the as-reported industry codes and registered industry classification for ~6.5 million companies
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Enhancements to Private Markets Data and Analytics
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Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled users to easily analyze private markets holistically through updates to Market Maps and Private Market Trends and expanded benchmark and relationship data in Screener and the Excel plug-in. See release notes >
Most relevant for:
- Advisory
- Consulting
- Law Firms
Workflow improvements:
- View Topic Tag definitions and methodology directly on the Market Maps pages to better understand the data behind the tag. The definitions for all 266 topic tags are available through the Methodology toolbar button. Additionally, magnitudes for all financial figures have been aligned to Millions on the page.
- Pull Preqin’s historical Public Market Equivalents (PME) into Screener and the Excel Plug-in. These are located within the Private Capital Benchmarks folder in the field selector.
- Users with Preqin Premium access can now view an expanded list of Private Equity Benchmarks fund constituents and their corresponding fund performance data on the Constituent tab, as reported by Preqin.
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Office Tools Cloud File Support
Platform: S&P Capital IQ Pro
What’s new: In this release, we introduced support for the Trace Precedents and Trace Dependents functionality for cloud-based Excel files, including those stored in OneDrive and SharePoint. See release notes >
Most relevant for:
Workflow improvements:
- Use the Trace Precedents and Trace Dependents functionality in Office Tools to audit their models and formulas in cloud-based Excel files while continuing to collaborate and synchronize changes with other co-editors of the file.
New Transactions Visualizations
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Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled users to quickly answer common transaction questions using enhanced visualizations. See release notes >
Most relevant for:
- Advisory
- Consulting
- Law Firms
Workflow improvements:
- Assess transaction volumes, top transactions by value and top advisers for a company through new visualizations on the page. This enhancement helps users with answering key questions like how a company raises capital and the sectors a company is investing into and exiting/divesting from.
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Boolean Search Capabilites in Investment Research
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Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled Boolean search for Investment Research, allowing users to return more relevant results. See release notes >
Most relevant for:
- Advisory
- Tax
- Consulting
- Law Firms
- Executive Recruiting
Workflow improvements:
- Users now can use Boolean Search to combine keywords with modifying words like AND, NOT, and OR to produce more relevant search results.
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Expanded Access to Fixed Income Securities and Rates
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Platform: S&P Capital IQ Pro
What’s new: In this release, we expanded our terms & conditions coverage for Corporate and Municipal securities, improved the Rates & Yields page, and added S&P Program Ratings. See release notes >
Most relevant for:
Workflow improvements:
- Access additional terms & conditions fields related to Advisors, Default & Bankruptcy Details, Reg D indicator and Credit Enhancers for Fixed Income Corporate securities and US Municipals in Screener and in the Office plug-in.
- Easily search for rates and tailor page views based on a rate list or streamlined filter preferences. The page offers a new My Rates section allowing users to chart or view their custom rates lists. Filter improvements including a new search offers quicker navigation to a rate with an ability to select one or more rates to chart.
- View Program ratings including Commercial Paper, Senior Secured or Unsecured assigned by S&P Global Ratings on the Company Credit Ratings page.
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Improvements to File Downloads and Saved Reports
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Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled users to download events and transcripts in bulk. See release notes >
Most relevant for:
Workflow improvements:
- Use the ‘Add to Calendar’ button to download up to 100 calendar invites in a single ICS file.
- Download up to 25 transcripts at once
- Users of both Capital IQ and Capital IQ Pro will now find shared report templates originally created in Capital IQ available in Capital IQ Pro Report Builder.
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Continued Integration of RatingsDirect® into S&P Capital IQ Pro
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Platform: S&P Capital IQ Pro
What’s new: In this release, we integrated U.S. Public Finance (USPF) ratings and research with platform pages and capabilities. We also released the standalone RatingsDirect® offering for users who only want to see S&P Ratings content. See release notes >
Most relevant for:
Workflow improvements:
- RatingsDirect® users can now view U.S. Public Finance (USPF) entity profiles that integrate S&P Ratings and Capital IQ Pro content. Entity profiles include the highest ranked revenue source rating when Municipal ICR is unavailable. Entity Research, Securities Summary and S&P Ratings Structure pages are available in the left-hand navigation menu.
- Users can also view aggregated USPF sector and revenue source sector profiles, which include sector-level research insights, ratings distributions, coverage & recent actions. Lastly, users can filter rated USPF revenue sources and entities by parameters to view a distribution chart and list of entities on the S&P Ratings coverage page.
- Search for U.S. Public Finance (USPF) entities, securities, and research within Typeahead and Advanced Search. For entities, there is a new Institutions search vertical that contains all USPF entities and can be filtered by institution type. When searching for securities, Typeahead & Advanced Search will display when available, providing users a better understanding of who is financially responsible for debt payments.
- View all U.S. Public Finance (USPF) securities for a given USPF entity in the Securities Summary. This page also includes filter options along with revenue source hierarchy and ratings. Users can also view the Security Detail page for individual securities, focusing on the Obligor for the maturity. In addition, users will now see not rated reason codes for NR securities.
- Access RatingsDirect® widgets for USPF entities and USPF securities on the Dashboard and can select desired entities, securities and lists they would like to view in the widget. USPF research is integrated with the S&P Ratings Research widget which can be broadcast to via the USPF entities and USPF securities widget.
- Create alerts based on USPF securities and entities (Municipal ICR) for credit rating actions and credit research articles from the Create Alert page. The alert email template provides detailed information and links to respective pages on the product. Additionally, users can create lists of USPF securities and companies from List Manager.
- Access a limited version of the Capital IQ Pro platform that only displays RatingsDirect® pages and select Market Intelligence content. With this offering, users with RatingsDirect®-only access on the Capital IQ platform can gain the same access level on Capital IQ Pro.
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May 2022 Release Highlights:
Additions to ESG Content and Analytics
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Platform: S&P Capital IQ Pro
What’s new: In this release, we added Paris Alignment reporting to Portfolio Analysis, composite management and index selection improvements. We also added new Private Prisons and Predatory Lending Business Involvement screens, expanded Sustainable Financial Regulation Disclosures coverage, and Carbon Earnings at Risk in Dashboards. Additionally, we introduced ESG scores with estimated inputs for publicly assessed companies. See release notes >
Most relevant for:
- Audit
- Advisory
- Tax
- Consulting
- Law Firms
Workflow improvements:
- View scores with estimated inputs for publicly assessed companies on ESG company pages.
- Access Composite Management from the ESG menu in the top navigation bar to easily create and maintain composites.
- Analyze public debt instruments of private companies, if the immediate parent or ultimate parent is a public company and is covered.
- More transparency into whether or not they are entitled to run a report with an index as a portfolio or benchmark.
- 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. They can also click through to view these in the Document Viewer.
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Private Company Data Expansion
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Platform: S&P Capital IQ Pro
What’s new: In this release, we added estimated revenues, firmographics, financials, and consolidated financials for various private companies. Furthermore, we released a sentiment signal page for private companies, and we added click through to national Registry for private company profiles. Lastly, we increased business description coverage by publishing a natural language algorithm-generated business description for integrated SME companies. See release notes >
Most relevant for:
- Advisory
- Tax
- Law Firms
- Consulting
- Risk
Workflow improvements:
- Access Estimated Revenue for US & Canadian private companies.
- View vendor sourced firmographics and financials for Eastern-European small and medium enterprises that report revenues above €1 million.
- Access consolidated financials for small and medium enterprises in France & Sweden.
- Access the Private Company Sentiment Signal page for private companies.
- Access the profile page of an entity on the local registry by clicking on the Registry ID for the company.
- See business descriptions for all Western European private companies
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Private Markets Enhancements
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Platform: S&P Capital IQ Pro
What’s new: In this release, we added a new Private Equity/Venture Capital fundraising trends page, and we released more fund and firm criteria within Screener and the Excel plugin. We also created new Topic Tags for the healthcare space and we added new LinkedIn links for professionals on company profiles. See release notes >
Most relevant for:
- Advisory
- Consulting
- Law Firms
Workflow improvements:
- View fundraising trends for Private Equity/Venture Capital funds over time on a new chart page, with fundraising data supplemented by Preqin. Additionally, users can slice and dice the chart and data by fund strategy, region focus, vintage year, and/or fund sponsor location.
- Users with premium access to Preqin data can now screen for Private Equity/Venture Capital funds and firms using 15 additional criteria on Screener and Excel, such as historical and latest firm AUM, women or minority owned firm, historical fund cashflow, and more.
- Access the new Market Maps page with 266+ topic tags, covering 650K+ private and public companies and can see aggregated last-twelve-month trading multiples. Additionally, users can now explore 34 new Therapeutic tags on the Market Maps page, Screener, and company profiles.
- Access LinkedIn professionals through a View LinkedIn Professionals link under the Officers & Directors widget on the Corporate Profile page and the People Summary page.
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Corporate Data and Gender Representation
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Platform: S&P Capital IQ Pro
What’s new: In this release, we enabled users to pull historical and current gender representation at a company level in Excel and Screening, and expanded Grant & Option coverage for Canadian companies. See release notes >
Most relevant for:
- Advisory
- Tax
- Consulting
- Law Firms
- Executive Recruiting
Workflow improvements:
- Pull the number of male, female, and non-binary gender representation at a company level for top executives, board members and other role categories. User can pull current representation and aggregates on a historical basis, with data starting from Q1 of 2022.
- Access Grants & Options data for Canadian companies, consisting of eight fields for the 2021 fiscal year and beyond.
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Transaction Analytics
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Platform: S&P Capital IQ Pro
What’s new: In this release, we updated the transaction types tabs on the Transaction Statistics page and Dashboard. Additionally, we released the ability to download multiple documents tagged to a Deal or Offering at once, along with the ability on Screener to use deal conditions and deal response fields. See release notes >
Most relevant for:
Workflow improvements:
- Easily navigate between transaction types such as M&A, Equity Capital Markets, Rounds of Funding, etc. through newly created tabs. Users can also plot additional averages on the chart such as average transaction value, average IPO aftermarket performance, etc. Users can also now leverage the new tabs on the Dashboard as separate widgets to analyze market activity for multiple transaction types in one view.
- Download multiple documents at once for M&A and Offering transactions
- Filter and view deal conditions and deals responses for M&A deals in Screener.
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Natural Language Processing in Documents, News & Events
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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. Additionally, we improved user feedback on Recommended News Articles. See release notes >
Most relevant for:
Workflow improvements:
- View Net Positivity, Language Complexity, and Numeric Transparency metrics for earnings call transcripts.
- Users can now view sentiment and behavioral-based scores of current and historical earnings call transcripts at the total transcript, speaker, and component levels. Users can view these scores in Screener, on the Dashboard, and in the Excel plugin.
- More easily provide feedback on Recommended News and receive more timely updates to their recommended articles.
- Zoom in and out of documents, jump to a specific page, and, where available, navigate to a specific page within a PDF document.
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Data Management Solutions Enhancements
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Platform: S&P Capital IQ Pro
What’s new: In this release, we added content from S&P Global Ratings’, including ESG Credit Indicators & Factors, ESG Evaluations, credit research, underlying scores & factors for issuer credit ratings, and additional Macroeconomics data into the XpressAPI and Xpressfeed. See release notes >
Most relevant for:
Workflow improvements:
- Attain additional disclosure about the material influence ESG factors have on various analytical components during our rating analysis. Users can now quickly ingest ESG credit indicators and factors in a systematic way via XpressAPI and Xpressfeed.
- Receive S&P Global Ratings’ ESG Evaluation final score and sub-scores via XpressAPI.
- Access research reports published by S&P Global Ratings via RatingsXpress: Research on XpressAPI, with the reports and supporting data available by asset class, global issuers, sovereigns, international public finance and government entities, structured finance, and US public finance.
- Gain transparency into how S&P Global Ratings analysts establish an Issuer Credit Rating via RatingsXpress: Scores & Factors on XpressAPI
- Access additional macroeconomic data via the RatingsXpress: Macroeconomics dataset on XpressAPI and Xpressfeed, providing indicators from S&P Global Ratings.
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