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DATE:
AUTHOR:
S&P Global
TABLE OF CONTENTS:
    Document Intelligence Private Markets & Private Company Fixed Income Banks and Credit Unions Insurance Real Estate U.S. Business Listings Technology Media & Telecommunications Energy Sustainability Portfolio Analytics RatingsDirect® Transactions Corporate Profile S&P Capital IQ Pro Labs

    June 2024 S&P Capital IQ Pro Release Notes

    DATE:
    AUTHOR: S&P Global
    TABLE OF CONTENTS:

      S&P Capital IQ Pro Release Highlights

      In this release, we added new datasets and tools on Capital IQ Pro designed to enhance your daily workflows:

      • We integrated more than 19.4 million Government, Supranational, Agency, and Corporate securities from Markit, enhancing our Pricing, Analytics and Reference data coverage.

      • We introduced Transcript Summarization, which provides a summary of earnings call transcripts organized by Topics and Sentiment that offers a comprehensive overview of the discussions within each call.

      • We expanded our private markets offering by adding 14 new energy-related topic tags and added Preqin's Private Debt asset class on S&P Capital IQ Pro.

      • We added the ability for users to automatically sync corporate and industry events within the Events Calendar to their personal calendars to seamlessly receive all related event updates.

      • We added industry-level content for Banking, Insurance, Real Estate, Energy, and TMT

        Watch a video highlighting the enhancements from our latest release:


        Visit S&P Capital IQ Pro and Contact Us for additional details.

      Fixed Income

      In this release, we integrated more than 19.4 million Government, Supranational, Agency, and Corporate (GSAC) securities from Markit, enhancing our Pricing, Analytics and Reference data coverage. In addition, we refined certain reference data to be more granular and descriptive. This includes nomenclature adjustments for fields like Bond Type, Coupon Type, Coupon Interest Frequency, Green Bond Type, Ownership Type, and Default Type, as well as modifications to historical pricing for select securities. As these fields are integral to Search, Dashboard, Screener, S&P Capital IQ Pro Plug-in and page filters, users can experience changes in their result sets. Please note that as we update the database, you may notice differences between page views and Screener results.

      Expanded coverage include:

      • Live Pricing: About 60,000 GSAC securities with Live Prices: Bid, Mid and Ask as well as corresponding Yield to Maturity (YTM), Yield to Worst (YTW) and Benchmark spreads for each price type

      • Evaluated Pricing: About 400,000 GSAC securities with Evaluated Prices: Bid, Mid and Ask as well as corresponding Yield to Maturity (YTM), Yield to Worst (YTW) and Spread to Worst (STW) data

      • Liquidity Scores: Daily Liquidity Scores and Quote Counts

      • Expanded EOD Pricing, Analytics and coverage: Bid, Mid and Ask Prices as well as more Spread, Yield, OAS, Duration and Convexity data, including YTM, YTW, STW, Z- and G-spreads for each price type

      • Improved Reference and Bond Schedule Information: Benchmark clarity, Regulatory Details, Interest Rate expansion and ESG details as well as Schedules for Amortizations, Calls, Put and Sinking Funds

      • Enhanced User Experience: New GSAC Sector Overview page, Improved Bond Security Detail page, and Enhanced Securities Summary Screener to include new and expanded data fields in addition to integration within our existing Capital Issuance pages and Dashboard widgets

      • Later in June, Capital IQ Pro users will have access to quality, independent pricing for illiquid loans with history from 2018. We are expanding coverage of evaluated prices for 2000+ loans by using our loan composite data to price a comparable global loan universe and cluster the comparable loans to value facilities using multi-stage filtering with more than 15 unique factors

      Corporate, Supranational, Agency, and Government bonds on S&P Capital IQ Pro

      Users now have access to over 19.4 million Markit-covered securities with additional terms and conditions (T&C) data. Of these, around 60,000 have live prices and 1.6M will have end of day prices. This data is available on Corporate Issuance pages within the Corporate Profile, Securities Summary Screener and the S&P Capital IQ Pro Plug-in. With this release, we have also created new views such as Bond Sector Overview and Bond Security Detail with live pricing, improved charting and enhanced interactive visuals. The new Bond Security Detail page includes added bond reference data and a tab for relevant Schedule information. The expanded coverage is also included in Search, Dashboards and List Manager.

      Find it in the platform:

      • Corporate Profile:

        • Search for and select an entity from the top search bar and navigate to Corporate Profile

        • Expand the Corporate Issuance tab from the left-hand navigation menu

        • Click on the Securities Summary page to view the GSAC securities displayed in Debt Capital Structure grid

        • Similarly, users can view these securities on the Debt Maturity Profile and Securities Pipeline tabs within the Fixed Income Profile page for a focus company

      • Corporate and Sovereign Bond Overview:

        • Navigate to Markets tab from the top navigation and select Corporate & Sovereign Bond Overview page under Highlights

        • Notice tabs for Corporate Bonds or Governments, Agencies & Sovereign bonds and choose desired market

        • Utilize the filters or visuals to drill down your preferred market and understand current pricing dynamics

        • Use the Search filter at the top of the data grid to search by ISIN, Issuer or other data

        • View S&P Ratings distribution chart for the selected securities

      • Bond Security Detail:

        • Search for a bond, using market identifiers such as CUSIP, ISIN, SEDOL, etc. from the top search bar and select the security to navigate to the new Bond Security Detail page which will have all information on a security, including pricing, coupon type, YTM, etc.

        • Or Navigate to Bond Security Detail from a bond’s hyperlink on a Corporate Issuance page or from the Corporate and Sovereign Bonds Overview 

      • Screener:

        • Navigate to Screener from the top navigation or from the Apps menu

        • Select Securities under Recommended Criteria, choose Fixed Income Type > Debt Capital Markets

        • Expand Corporate Bonds, Government Bonds, Agency Bonds, Sovereign Bonds or Supranational Bonds folders

        • Or from Edit Criteria or Display Columns, expand Fixed Income folder

        • Expand sub-folders Live Price (Loan and Bonds) and Close Price and Liquidity (Loan and Bonds), Price Analytics, Trace Statistics to see additional Price or Terms & Conditions data items for GSAC securities

      Document Viewer

      With the advent of Generative AI, we continue to build on our AI-driven enhancements across the platform in partnership with Kensho and our data science teams. In this release, we are introducing Generative AI Transcript Summarization, which provides a summary of earnings call transcripts that saves time for users and complements our NLP-derived sentiment scores within the AI-powered Document Viewer. These new transcript summaries are organized by Topics and Sentiment, offering users a comprehensive overview of the earnings call. Summaries are available for global earnings call transcripts from January 1, 2023 onward.

      Earnings Call Transcripts Summarization

      Users will have the option to select summaries organized by Topic or Sentiment. Topical summaries cover financial results, company strategy, products & services, external factors and partnerships, while Sentiment summaries are categorized as positives or negatives. With this new Generative AI Transcript Summarization, users can quickly glean the tone and mood of an earnings call, identify signals of management's optimism or challenges. As with any document within the Document Viewer, users can directly navigate to text related to the summaries, share with colleagues, and export all summaries to PDF or Word documents. Summaries are available for global earnings call transcripts from January 1, 2023.

      Find it in the platform:

      • Expand the News menu in the top navigation bar, select Transcripts & Investor Presentations and earnings call in the Document Viewer

      • Or Navigate to a company profile and select Transcripts & Investor Presentations under News, Events and Filings from the left-hand menu

      • Alternatively, navigate to the Apps menu from top navigation bar and select Document Viewer

      • Use the left panel to search by keyword(s) or apply any of the available filters

      • Navigate to Transcripts tab in the Results pane

      • Click on the dropdown menu, unselect everything and type Earnings Call to generate the desired results

      Private Markets

      In this release, we expanded our private markets offering by adding 14 new energy-related topic tags and added Preqin's Private Debt asset class on S&P Capital IQ Pro. We enhanced the view of the Private Capital Benchmarks and aggregated Dry Powder & AUM trends, allowing users to gain insights into the private debt industry trends. In addition, for premium users, we expanded our private markets coverage by adding Preqin's Private Debt asset class across investors, fund managers, funds, fund performance and cashflow, benchmark constituent funds, investment criteria and preferences, as well as lender relationships and investor fund commitments.

      New Topic Tags

      Users can access 14 new Topic Tags available in Market Maps, Screener, and Corporate Profile, allowing users to identify companies that operate in these niche markets, supporting the deal sourcing workflow. The new topic tags are - Residential Solar; Utility-Scale Solar; Onshore and Offshore Wind; Advanced Nuclear; Battery Energy Storage System; Electric Vehicle Charging Infrastructure; Anaerobic Digestion; Hydrogen; Carbon Capture, Utilization and Sequestration; Direct Air Capture; Green Steel; Renewable Ammonia; Bio-based & Renewable Materials; and Sustainable Aviation Fuel. With these additions, users can now access over 290 market maps to get a top level view of the fundraising and deal activity and its participants in these niche industries.

      Find it in the platform:

      • Market Maps:

        • From the top navigation menu, select Transactions & Private Equity

        • Click Market Maps and select a Topic Tag to deep dive into the deal activity

      • Screener:

        • Navigate to Screener from the top navigation bar or from the Apps menu

        • In the Field Selector, go to General Business Details folder and select Topic Tags to see the new additions

       Coverage stats:

      • 800K+ private and public companies associated with 290+ Topic Tags

      Private Debt Asset Class

      Users can now access Preqin's private debt data across firm, fund, and investor (LP) profiles on the S&P Capital IQ Pro Platform. This enhancement provides users with an expanded view of the private debt asset class within private markets.

      • All users can view comprehensive insights into Private Debt via the Private Capital Benchmarks and Dry Powder & AUM Trends pages.

      • Users with premium Preqin access can benefit from the expanded Private Debt coverage across Corporate Profile pages of firms, funds, and investors, and deep dive into the investment criteria, strategy, and preferences via the Investment Criteria page.

      • Additionally, users can monitor capital flows in the Private Debt industry via Fund Manager/Fund lender relationships on the Portfolio Companies page and view Limited Partner's Private Debt fund commitments on the LP Investments page.

      Find it in the platform:

      • From the top navigation menu, select Transactions & Private Equity

      • Navigate to the Private Capital Benchmarks page to view aggregate insights on private debt benchmarks (available to all users)

      • Deep dive into specific fund profiles by exploring the constituent funds within the benchmark (feature available only to premium users)

      • Navigate to the Dry Powder & AUM Trends page for detailed breakdown of realized and unrealized value overtime across private debt strategies (available to all users)

      • Or Navigate to a Firm, Fund or an Investor (LP) Corporate Profile to access Private Debt data across the profiles (available only to premium users)

      • Or Within the left-hand menu of a firm, fund, or investor profile, navigate to the left-hand menu and select Funds/Partnerships, Portfolio Companies, Investment Criteria, or LP Investments to view the private debt funds managed by a fund manager, debt relationships, investment preferences, or private debt fund commitments by an LP, respectively (available only to premium users)

      Coverage stats:

      • Private Debt coverage expansion by 7000+ investors, 5800+ funds, 2800+ fund managers

      Note: Access only to users with Preqin Private Debt entitlements, please contact your account team for details on accessing Preqin Premium and Preqin Private Debt

      Events

      In this release, users can automatically sync corporate and industry events within the Events Calendar to their personal calendars. My Calendar auto sync allows users to subscribe to Capital IQ Pro Events calendar and receive all related  updates in their personal calendar seamlessly.

      My Calendar Auto Sync

      S&P Capital IQ Pro users can seamlessly sync Events Calendar invites to their work and personal calendars by using the new My Calendar Auto Sync feature. This functionality allows users to subscribe to relevant corporate, industry, and economic events, and receive updates directly in their calendars without downloading invites from the Capital IQ Pro platform.

      Filter level preferences, when added to My Calendar, are dynamic, and in the future, any events that match the filters will automatically synchronize without any manual intervention. In addition, users can also sync individual events by adding them to My Calendar from either Calendar or List view. The updated Events Calendar and My Calendar pages also simplify the process of identifying subscribed events and effortlessly remove any undesired ones.

      Find it in the platform:

      • Navigate to Events Calendar from the Events & Transcripts tab or News tab from the top navigation or from the left-hand navigation of a Company Profile page

      • Add the desired list of companies, select required filter options and Apply Filters

      • Click Add to My Calendar on the top right to add selected preferences and results to My Calendar

      • From My Calendar page, click Sync Your Calendars toggle to initiate the sync process

      • Add any individual invites to My Calendar once Enable Sync process is established

      Transactions

      In this release, we added click-through functionality for S&P Capital IQ sourced financials used in M&A deal valuation and general ratios calculations. We also enhanced the client level filters on the clients’ tab of the Advisory & Underwriting summary page where users can now apply financial filters, including industry and geography, at the Ultimate Parent level, when filtering to roll up on Ultimate Parent company. Additionally, M&A league tables now feature reverse mergers, including the buyer's industry and geography.

      Financials Click-Through for M&A Valuation and General Ratios

      Users can click through into S&P Capital IQ-sourced financial values used in M&A valuation and general ratios.

      Find it in the platform:

      • Search for and select an entity in the top search bar to navigate to Corporate Profile page

      • Expand Transactions in the left-hand menu, select the Transactions Summary > Details tab

      • Open a M&A transaction, and navigate to General Ratios

      • Click on Implied Enterprise Value/ Total Revenue value to open the click through pop-up window and audit Total Revenue to the source document

      • Similarly click any hyperlinked metric to view the calculation details

      • Click through is also available for M&A valuation and general ratios in Screener and S&P Capital IQ Pro Plug-in

      Roll-Up Client on Advisory & Underwriting Summary Page

      Users can now filter for clients of an advisor/underwriter by Ultimate Parent using the Roll-up Client dropdown selection on the Advisory & Underwriting Summary page. This feature provides users with a view of an adviser-client relationship and client subsidiaries, and the ability to understand the depth of the existing relationship. Additionally, all the client level filters, including Industry and Geography filters on the clients’ tab, can now be applied at the Ultimate Parent level, enabling a top-level view of the clients of an advisor/underwriter.

      Find it in the platform:

      • Search for and select an entity in the top search bar to navigate to Corporate Profile page

      • Navigate to Transactions in the left-hand menu, select Advisor & Underwriting Summary page

      • Click Filters > Client Filters > Roll-Up Client and select Ultimate Parent Company in the dropdown menu and Apply Filters

      Screen by Exchange for an IPO in Screener

      Users can now screen for companies and IPO transactions based on the exchange that the company is listed, following the IPO.

      Find it in the platform:

      • Transactions Screener:

        • Navigate to Screener from the top navigation or from the Apps menu and select Transactions under Key Workflows

        • Search for IPO Exchange in the Add Search Criteria

        • Or select Browse All to open the Field Selector and navigate to Offerings > IPO Details to select IPO Exchange

      • Companies Screener

        • Navigate to Screener from the top navigation bar or from the Apps menu and select Companies under Key Workflows

        • Search for IPO Exchange in the Add Search Criteria

        • Or select Browse All to open the Field Selector and navigate to Offerings > IPO Details to select IPO Exchange

      Adjusting Industry & Geography for Reverse Mergers in League Tables

      Users can now create league table rankings whereby all reverse merger transactions, including SPAC backdoor IPO’s and reverse mergers, are classified using buyer’s industry and geography for ranking purposes.

      Find it in the platform:

      • Navigate to Transaction League Tables under Transactions & Private Equity from the top navigation

      • Run M&A league tables for a specific industry or geography or a combination of both

      • Notice Reverse Merger transactions included in rankings using the buyer’s industry and geography instead of the traditional target industry and geography

      Corporate Profile

      In this release, we enhanced the top ribbon of the Corporate Profile of public and private companies with the addition of commonly sought after information to provide our users with quicker access to the latest updates of a company.

      Top Ribbon for Public & Private Companies

      Users can now get quick access to earnings call details, key documents, latest share price and other metrics in the top ribbon for public companies. Similarly, for private companies, users can view parent company information, total funding and other key metrics with this update.

      Find it in the platform:

      • Navigate to Corporate Profile of a public or a private company

      • Top Ribbon will display a quick snapshot below the Currency and Financials Source dropdown

      Banks and Credit Unions

      In this release, we added auto-derived ratios related to Balance Sheet, Income Statement, capital adequacy, and asset quality for both U.S. and global banks. We incorporated Form ADV data from Section 7.A & Section 7.B of Schedule D for all registered investment advisors and exempt filers. Additionally, we added new CDFI fields and updated Uniform Bank Performance Report (UBPR) fields. Finally, we updated & aligned the Herfindahl-Hirschman Index for Change in Market to 100 within the Branch Analytics Merger Planning/HHI Analysis Application.

      Bank Fundamentals Derived Ratios

      Users can now access derived ratios related to Balance Sheet, Income Statement, capital adequacy, and asset quality for US and global banks.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Companies dataset and expand SNL Financial Fundamentals > Banks- US, Banks- Non-US, Banks- Global Summary

      • Expand Balance Sheet > Balance Sheet Ratios menu & Income statement > Income statement Ratios

      • Or Select Companies (Classic) and expand Financial > Balance Sheet > Balance Sheet Ratios and Financial > Income Statement > Income statement Ratios

      Form ADV Schedule D - Section 7.A & 7.B

      Users can now access additional disclosure details available from section 7.A of Schedule D where a U.S. asset manager is required to disclose their financial industry affiliations and any related person that provides certain financial services. Additionally, users can access section 7.B of Schedule D, which provides basic information on the size and organizational, operational, and investment characteristics of each private fund that it advises.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Go to Financials > Specialty Financial Services (U.S.)

      • Choose Asset Manager in the Company Types drop-down

      • Click Display Columns under results and expand Form ADV category

      • Find new subcategories of Financial Industry Affiliations and Private Fund Reporting

      New Community Development Financial Institutions (CDFI) Fields

      Users can now access newly introduced Community Development Financial Institutions (CDFI) fields in Screener.

      Find it in the platform:

      • Navigate to Screener from the top navigation menu or from the Apps menu and select Regulated Depositories (U.S.)

      • Within Add Criteria, select relevant Company Types and set the Entity Type dropdown to Companies

      • Click Display Columns, select the newly added CDFI fields within Company Identification of the Corporate category

      • Or In the Companies dataset, expand Company Details > Legacy SNL Industry & Corporate Data > U.S. Bank Regulatory Corporate Data to find the new data items

      Updated Uniform Bank Performance Report (UBPR) fields in Screener

      Users can now access updated fields within UBPR Balance Sheet (P4) sub-category on Screener.

       Find it in the platform:

      • Navigate to Screener from the top navigation bar or from the Apps menu and select Regulated Depositories (U.S.)

      • Within Add Criteria, select relevant Bank Company Types and set the Entity Type dropdown to Companies

      • Click Display Columns, expand the Bank Reg Financials (UBPR) to view updates within UBPR Balance Sheet (P4) sub-category

      • Or Expand U.S.Bank Regulatory Corporate Data within the Company Details folder of the Companies dataset to find similar updates

      Change in Market Update for Branch-Merger Planning HHI Analysis

      When assessing competition and potential monopolistic behavior within a market, the Change in Market default index is now set to 100 for proforma and current years. This update is in accordance with the new guidelines introduced by the Department of Justice.

      Find it in the platform:

          

      U.S. Business Listings

      In this release, we introduced the U.S. Commercial Real Estate Aggregates page, providing users with access to a consolidated view of maturing CRE (Commercial Real Estate) mortgages by State, MSA, or County. Additionally, we enhanced integration between Companies data and Business Listings by adding MI Institution Keys to the Business Listings dataset. Lastly, we released new and improved Idea Generation screens, further enhancing Prospecting workflows.

      U.S. Commercial Real Estate Aggregates

      Users can now access an aggregated view of Commercial Real Estate (CRE) mortgages by state, MSA, or county on a single page with an option to filter further by Land Use category, making it easier to track and analyze trends in the CRE mortgage market.

      Find it in the platform:

      • Select Banks & Credit Unions from the top navigation

      • Navigate to U.S. Industry Analysis and select U.S. Commercial Real Estate Aggregates

      MI Institution Key for Business Listings data

      Users can now pull in MI Institution Key within Business Listings data. This data integration will help establish stronger connections between company profiles and business listings, allowing for more effective prospecting.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Under Commercial Prospecting, select Marketing List: Businesses (U.S.)

      • Click Add Search Criteria or Display Columns and expand Business Detail

      • Select the required fields

      Idea Generation Screens for Commercial Prospecting

      Users can access both new and enhanced Idea Generation screens for Commercial Prospecting workflows.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Under Idea Generation screens, select Commercial Prospecting on the Segment drop-down to view the Idea Generation screens

      Insurance

      In this release, we enhanced the U.S. Insurance Statutory offering by adding the most relevant line items on the U.S. Statutory financials, providing comprehensive coverage through our relationship with the NAIC (National Association of Insurance Commissioners), the U.S. regulator for insurance companies. Additionally, we expanded our insurance coverage in North America to include financial data for Canadian insurance companies within Screener. This data is directly sourced from the Canadian regulator OSFI (Office of the Superintendent of Financial Institutions), including the newly adopted IFRS 17 regulatory disclosures by Canadian insurance companies.

      Lines of Business updates on U.S. Statutory pages

      Users can access updates to Lines of Business which are reflected in the following pages to ensure consistency across Life/Fraternal filings.

      • Life/Fraternal Financial Highlights

        • New Lines added under Premiums & Annuity Considerations by Major Segment (%)

      • Life/Fraternal Income Statement

        • Multiple sections updated with the new line of business

      • Life/Fraternal Underwriting Analysis

        • New lines added within these sections: Net Premiums, Annuities, and Consid, Benefit Ratio, General Expense Ratio and Net Commission Ratio

      • Life/Fraternal Reserve Analysis

        • Four new sections added to present the appropriate reserve analysis based on the new lines of business

      • Life/Fraternal Five-Year Historical Data

        • As per the NAIC statement - 51 new rows added to present the same details as company filings

      Find it in the platform:

      • Search for and select any insurance statutory company from the top search e.g., Aetna Life Insurance Company; NAIC #60054

      • In the left hand menu, go to Financials > U.S. Statutory & U.S. Life Statutory, NAIC Format

      New Life/Fraternal folders in Screener

      Users can access two new subcategories in Life/Fraternal exhibits in Screener for State Page Footnotes and Exhibit 1 – Quarterly data points.

      • Core Financial Pages > Exhibit 1- Qrtly Direct Prem and Dep Type Contract | Life/Fraternal

      • State Level Data > State Page - Footnotes (Annual) | Life/Fraternal

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Insurance Statutory Financials (U.S)

      • Click Add Search Criteria or Display Columns and navigate to Core Financial Pages and State Level Data folders to find the new subcategories

        

      Canadian Insurance Financial Statements in Screener

      Users can access consolidated and non-consolidated financial data for Canadian insurance companies in Screener. We added new categories and subcategories of fields reported by Canadian P&C and Life insurance companies spanning across core financial statements, premiums, claims and adjustment expenses, investments, provincial and territorial summaries, commissions and reinsurance in the companies dataset in Screener. We also added Canadian Insurance corporate fields to allow users to filter and identify Canadian insurance companies by sector.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Companies dataset, navigate to Company Details > Legacy SNL Industry & Corporate Data > Canadian Insurance Corporate and add necessary criteria to filter required Canadian Insurance companies

      • Navigate to Financials > Canadian Insurance Statements

      Coverage stats:

      • Complete financial coverage of Canadian Insurance companies including P&C, Mortgage, Life and Fraternal companies.

      Canadian Insurance Corporate fields in Screener

      Users can access all the required insurance corporate fields for Canadian insurance companies in the Screener companies dataset. These fields allow users to filter relevant Canadian insurance companies, identify their status, pull the official company code, identify filer and entity type, and view additional details on Canadian insurance domicile type.

      Find it in the platform:

      • Navigate to Screener from the top navigation or from the Apps menu

      • Select Companies dataset, navigate to Company Details > Legacy SNL Industry & Corporate Data > Canadian Insurance Corporate to add required corporate fields

      Real Estate

      In this release, we introduced Real Estate Market Overview page providing users with a streamlined view of Real Estate data to seamlessly access critical market insights. We also added Net Operating Income (NOI) financial data, specifically for US REITs, empowering users to make more informed decisions.

      U.S. Real Estate Market Overview

      Users can now access real estate and related datasets at a glance with the addition of the Real Estate Market Overview page.

      Find it in the platform:

      • On the Real Estate profile specialization, select Real Estate from the top navigation

      • Under Key Workflows, select U.S. Real Estate Market Overview

      Net Operating Income for REITs

      Users can view net operating income (NOI) for U.S. REITs on the financial highlights page in Capital IQ Pro platform.

      Find it in the platform:

      • Search for and select a U.S. REIT and go to Corporate Profile

      • Navigate to Financials in the left navigation

      • Expand Templated > Financial Highlights to see the new metric

      Energy

      In this release, we enhanced coverage of power pricing with the introduction of Global Power Pricing data, accessible on the Global Power Prices Summary page, the Global Day-Ahead Power Prices page, and the Global Power Futures page. Additionally, we expanded our Ancillary Pricing Data coverage to include two new regions, NYISO (New York ISO) and MISO (Midcontinent ISO).

      Global Power Prices

      Users can access Day-Ahead Power Pricing for United Kingdom and Power Futures for select countries in Europe and Asia. This feature enables users to value generating assets and portfolios and track impact of renewable integration in these regions.

      Find it in the platform:

      • On the Energy profile specialization, navigate to Market Prices tab from the top navigation menu

      • Select Global Power Prices Summary within the tab

      • Global Day-Ahead Power Prices widget features pricing data for select countries in Europe

      • Global Power Futures widget features pricing data for select countries in Europe and Asia

      • Navigate to the detail pages by clicking on the widget title, the view more links, the Global Day-Ahead Power Prices or Global Power Futures links on the left-hand navigation menu

      Coverage stats:

      • Global Day-Ahead Power Prices: United Kingdom

      • Global Power Futures: Spain, Netherlands, Croatia, Slovakia, Hungary, Poland, Austria, France, Romania, Germany, Greece, Italy, Czech Republic, Switzerland, Bulgaria, Nordic Region, Belgium, United Kingdom, Slovenia, Serbia and Japan

      Ancillary Pricing

      Users can access Ancillary Pricing data for ISO regions throughout the United States, including the NYISO and MISO regions. This enhancement empowers users with deeper insights into ancillary markets and helps with decisions around grid optimization and generating resource procurement.

      Find it in the platform:

      • On the Energy profile specialization, navigate to Market Prices tab from the top navigation menu

      • Select Power Summary within the tab

      • Day-Ahead Ancillary Pricing widget features the pricing data for NYISO and MISO regions

      • Navigate to Ancillary Pricing Details page by clicking on the widget title, the view more links or the Ancillary Pricing link on the left-hand navigation menu

      Coverage stats:

      • Added coverage for NYISO and MISO regions, in addition to the existing CAISO, ERCOT and PJM regions

      Tech, Media & Telecommunications

      In this release, we introduced a new preview functionality on the Data Library page. This feature allows users to open a preview window within the existing screen, providing a glimpse of available interactive pages, visualization reports, or Excel file previews without redirecting from the page. Additionally, we added two new pages on the Corporate Profile, to provide a comprehensive and centralized view of a company's asset and operations portfolio. We also introduced a new MediaCensus research widget and added alerts to keep users updated on the latest developments within our MediaCensus offering. Finally, we expanded TMT (Tech, Media & Telecom) menu on the top navigation panel to include additional links for improved content discoverability.

      Data Preview

      Users can now preview multiple report types available in the Data Library directly within a pop-up window, including interactive pages, Excel spreadsheets, and visualization reports.

      Find it in the platform:

      • On the TMT profile specialization, navigate to Tech, Media & Telecom from the top navigation

      • Click on Data Library

      • Within the page, access preview pop up by clicking View icon in Source column

      Deep Sector Company and Asset Linking

      Users can access OTT Services & Devices dataset along with subscribers’ metrics by service type and Vendors-in-use dataset under the Assets and Operations section of a company's Corporate Profile page.

      Find it in the platform:

      • On the TMT profile specialization, search for and select a TMT company from the top search

      • Navigate to Assets and Operations in the left-hand menu and expand the section

      • Click on OTT Services & Devices and Vendors-in-use pages

      MediaCensus Alerts

      Users can access a new feature on the MediaCensus Homepage, enabling them to set up alerts and receive notifications on upcoming release dates, data updates and key insights.

      Find it in the platform:

      • On the TMT profile specialization, navigate to Tech, Media & Telecom from the top navigation

      • Click on U.S. MediaCensus under Sector Highlights section

      • Select on MediaCensus Homepage and click on Create Alert at the top right

      MediaCensus Feature

      Users can access a new widget on the MediaCensus Homepage designed for our proprietary U.S. Broadband and Video data within the MediaCensus offering.  This enhancement will allow users to efficiently find all related research articles, alerts, and notifications in one centralized location. 

      Find it in the platform:

      • On the TMT profile specialization, navigate to Tech, Media & Telecom from the top navigation

      • Click on U.S. MediaCensus under Sector Highlights section

      • Select on MediaCensus Homepage and scroll through the articles on the top left

      Top Navigation Menu

      Users can view a streamlined Tech, Media & Telecom (TMT) menu which consolidates all our coverage into a unified location. Additionally, we introduced two new sections under the TMT menu that features all Kagan research, proprietary datasets, visualizations, templates, and key workflow pages. This centralization enhances discoverability and simplifies access to TMT's proprietary data and research for users.

      Find it in the platform:

      • On the TMT profile specialization, navigate to Tech, Media & Telecom from the top navigation to see the new menu

      Portfolio Analytics

      In this release, we expanded coverage for closed end mutual funds by offering Net Asset Value alongside day close price. We also expanded scenario analysis by including multiple portfolio and benchmark combinations within a single report for various 'What If' scenarios and made usability enhancements for portfolio creation and upload by providing a visual interactive guide in Portfolio Management section.

      Net Asset Value for Closed-End Funds

      Users can view extended coverage for closed-end funds by using Net Asset Value (NAV) as pricing in their portfolios.

      Find it in the platform:

      • Navigate to Portfolio Analytics report page and open an existing or create a new report

      • Add Net Asset Value by choosing closed-end funds as benchmarks, construct composites and a source fund in Share Allocator

      Scenario Analysis

      Users can conduct comprehensive comparisons with multiple portfolio and benchmark combinations, under different market conditions, in a single report. Portfolio Analytics enhances the depth of scenario analysis by testing against different indices, peer groups, exploring alternative asset allocation and attribution analysis.

      Find it in the platform:

      • Navigate to Portfolio Analytics report page and create a new report

      • Add one or more widgets and add desired metrics to each widget

      • Navigate to Overrides tab in each widget, and select Portfolio/Benchmark section

      • Select desired combinations of portfolios and indices or custom benchmarks

      • Run the report and analyze the output

      Portfolio Upload Tour from Portfolio Dashboard

      Users can access a new in-platform tour to learn how to  populate portfolios via file uploads, copy, paste or use an existing list, portfolio, index, or fund.

      Find it in the platform:

      • Navigate to Portfolio Dashboard

      • Create a new portfolio and Save after providing essential metadata

      • Access the in-platform walk through tool which displays how to import holdings, transactions or portfolio returns from a file, copy and paste above contents from a file, add a holding or transaction on an individual basis

      • Or use Share Allocator tool to start with one or more existing universe and assign custom or one of the weighting schemes to populate new portfolio

      Sustainability

      In this release, we introduced as-reported Scope 3 Upstream categories, offering granular insights into a company's Scope 3 emissions. We also added Year and Effective date dropdowns in the Net Zero Commitments tracker, and improved user experience on Nature Risk & Biodiversity and Sustainability Overview pages. We added new data points including as-reported Scope 3 Upstream categories, Nature & Biodiversity data, and Physical Risk Financial Impact fields in Screener, Capital IQ Pro Plug-in, and Dashboard. Within Portfolio Analytics, we added new Nature & Biodiversity metrics and Sustainable Investing metrics. Finally, we replaced the terminology ‘ESG’ with Sustainability to align with S&P Global's sustainability messaging and updated terminology used to describe assets within our Physical Risk product, ensuring the data remains current and valuable.

      Scope 3 Upstream As-reported Categories

      Users can access as-reported greenhouse gas (GHG) Scope 3 upstream categories in a company's Environmental pages, Screener, S&P Capital IQ Pro Plug-in, and Dashboard providing detailed Scope 3 emissions data and its concentration.

      Find it in the platform:

      • Company Environmental Pages

        • Search and select a company from the top search bar

        • From the left menu, navigate to ESG & Climate > Environmental Analytics, and select either Environmental Profile or Environmental History

        • Or view the list of covered companies on the Sustainability Coverage List page under the Sustainability menu in the top navigation

        • In the row of your company of interest, locate the Environmental column and click Yes to navigate to the company’s Environmental Profile page

      • Screener

        • Navigate to Screener from the top navigation or the Apps menu

        • Select Companies view, navigate to Sustainability category under Browse Criteria on the left 

        • Expand Environmental > Environmental KPI > As Reported to find related metrics

      • S&P Capital IQ Pro Plug-in

        • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

        • Under Data Items, expand Sustainability > Environmental folder

      • Dashboard

        • Navigate to Dashboard and select List or Portfolio or Quote widget using the Add Widget menu

        • Go to Field Selector and expand Sustainability > Environmental folder

       

      Nature & Biodiversity Risk Company Page Enhancements

      Users can now access the expanded fields on Nature & Biodiversity Risk company page, including Year and Effective Date dropdown for point-in-time analysis and global GICS sector averages for interpretation of headline impact, dependency metrics and peer comparison. Users can also view an asset’s latitude, longitude, overlap with Key Biodiversity Area flag, area overlapping with Key Biodiversity Area, overlap with Protected Area flag, and area overlapping with Protected Area. Additionally, users can view all assets associated with a company on a map, and can see metric definitions in tooltips.

      Find it in the platform:

      • Search and select a company from the top search bar

      • From the left menu, navigate to ESG & Climate > Environmental Analytics, and select Nature & Biodiversity Risk 

      • Or view the list of covered companies on the Sustainability Coverage List page under the Sustainability menu in the top navigation 

      • In the row of your company of interest, locate the Nature & Biodiversity Risk column and click Yes to navigate to the company’s Nature & Biodiversity Risk page

      Nature & Biodiversity metrics in Screener, S&P Capital IQ Pro Plug-in and Portfolio Analytics

      Users can access Nature & Biodiversity related metrics to understand, manage, and mitigate exposure of a list of companies  or companies in your saved portfolios to nature-related risks and impacts within Screener, S&P Capital IQ Pro Plug-in and Portfolio Analytics. Users can access a set of core Ecosystem Footprint metrics to measure impact and use dependency scores to measure aggregated dependencies across a company’s direct operations. This dataset is aligned with the Taskforce on Nature-related Financial Disclosures (TNFD) LEAP approach, enabling users to leverage these metrics to measure alignment of companies of interest  with TNFD recommendations.

      Find it in the platform:

      • Screener: 

        • Navigate to Screener from the top navigation or the Apps menu

        • Select Companies view, under Browse Criteria on the left, expand Sustainability > Nature & Biodiversity Risk to find dependency and impact metrics

      • S&P Capital IQ Pro Excel Plug-in

        • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

        • Expand Sustainability > Nature & Biodiversity Risk

      • Dashboard

        • Navigate to Dashboard and select List or Portfolio or Quote widget using Add Widget option

        • In the Field Selector, expand Sustainability > Nature & Biodiversity Risk folder

      • Portfolio Analytics: 

        • Navigate to the Portfolio Analytics report page and open an existing or create a new report

        • Select Nature & Biodiversity from the metrics selection

      Note: Access to Nature & Biodiversity metrics in Portfolio Analytics requires an additional subscription  , please contact your account team for details.

      Year & Effective Date in Net Zero Commitments Tracker

      Users can access Year and Effective Date dropdowns in Net Zero Commitments Tracker, providing a point-in-time view for Net Zero data and an easy way to identify when the dataset was last updated for a company.

      Find it in the platform:

      • Search and select a target company from the top search bar

      • From the left menu, navigate to ESG & Climate > Climate Analytics, and select Net Zero Commitments Tracker

      • Or view the list of covered companies on the Sustainability Coverage List page under the Sustainability menu in the top navigation

      • In the row of your company of interest, locate the Net Zero column and click Yes to navigate to the company’s Net Zero Commitments Tracker page

      Net Zero Commitments Tracker metrics in Screener, S&P Capital IQ Pro Plug-in and Dashboard

      Users can now screen for companies with targets or commitments for the longest term that meet their criteria with the addition of Net Zero Commitments Tracker. This will help them with target setting and comparing commitments across companies for their portfolio optimization.

      Find it in the platform:

      • Screener

        • Navigate to Screener from the top navigation or from the Apps menu

        • Select Companies view, navigate to Sustainability folder under Browse Criteria on the left

        • Find the related dependency and impact metrics within the Net Zero Commitments Tracker folder

      • S&P Capital IQ Pro Excel plug-in:

        • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

        • Under Data Items, expand Sustainability > Net Zero Commitments Tracker folder

      • Dashboard

        • Navigate to Dashboard and select List or Portfolio or Quote widget using the Add Widget menu

        • Go to Field Selector and expand Sustainability > Net Zero Commitments Tracker folder

      Sustainable Investment Framework metrics in Portfolio Analytics

      Users can assess sustainability of their portfolios according to the Sustainable Finance Disclosure Regulation (SFDR) definition of Sustainable Investment. With the introduction of Sustainable Investment Framework solution on Portfolio Analytics, users can conduct portfolio-level assessments and align their products with Markets in Financial Instruments Directive (MiFID II) and the SFDR regulations, incorporating sustainability considerations into investment decision-making. This empowers investors to make informed choices based on the sustainability profile of the products they invest in.

      Find it in the platform:

      • Navigate to Portfolio Analytics report page and open an existing or create a new report

      • Select Sustainable Investment from the metrics selection

      Note: Access to Sustainable Investment Framework metrics in Portfolio Analytics requires entitlements, please contact your account team for details.

      Physical Risk Financial Impact metrics in Screener, S&P Capital IQ Pro Plug-in and Dashboard

      Users can screen for companies and access information related to financial losses from exposure to climate-related physical hazards across various climate change scenarios and multiple time horizons within Screener, S&P Capital IQ Pro Plug-in and Dashboard. These metrics continue to expand on our harmonized Physical Risk offering, providing users deeper granularity into a company’s exposure to physical risks that are related to climate change.

      Find it in the platform:

      • Screener: 

        • Navigate to Screener from the top navigation or the Apps menu

        • Select Companies view, under Browse Criteria on the left, expand Sustainability > Physical Risk > Financial Impact to find the related metrics

      • S&P Capital IQ Pro Excel Plug-in:

        • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

        • Expand Sustainability > Physical Risk > Financial Impact

      • Dashboard:

        • Navigate to Dashboard and select List or Portfolio or Quote widget using Add Widget option

        • In the Field Selector, expand Sustainability > Physical Risk > Financial Impact folder

      Standard Annual Updates to Physical Risk data

      Users can now access recalculated sensitivity scores based on 2023 data. Additionally, we refreshed existing assets to reflect new data, including ownership changes, and integrated additional assets sourced from both internal and external sources.

      Find it in the platform:

      • Search and select a target company from the top search bar

      • From the left menu, navigate to ESG & Climate > Climate Analytics and select Physical Risk Profile

      Coverage stats:

      • Total asset count in Core plus universe 3m+, Geolocations covering 1.8m+ unique assets

      • Total company count in Core plus universe 21,601 companies

      Additional Business Involvement Screens - Animal Welfare & Uranium Mining

      Users can access two new options for Business Involvement screens which relates to animal welfare and uranium mining. Users can review a company’s involvement in Animal Welfare, which is measured under the sub-categories of Animal Testers and Breeders, Chemicals Animal Testing, Food and Beverage Animal Testing, Household, Cosmetics and Personal Care, and Product Animal Testing.
      A business involvement screen for uranium mining is measured for nuclear power generation.

      Find it in the platform:

      • Company Profile

        • Search and select a target company from the top search bar

        • From the left menu, navigate to ESG & Climate > Business Involvement Screens

      • Screener

        • Navigate to Screener from the top navigation or the Apps menu

        • Select Companies view and under Browse Criteria on the left, navigate to Sustainability > Business Involvement Screens > Revenue and Ownership Exposure

        • To find Animal Welfare, go to Consumer products & services and go to Energy & Fossil fuel for Uranium Mining

      Label Change from ESG to Sustainability

      To align product & service taxonomy to S&P Global's sustainability messaging, we updated page navigation labels and drop-down options from ‘ESG’ to ‘Sustainability’ within News and updated ESG Score metric names and score type labels within Portfolio Analytics. 

      Find it in the platform:

      • Page Navigation

        • Search for and select a target company from the top search bar

        • From the left menu, select News and search Sustainability in the MI News topic drop-down

      • Portfolio Analytics

        • Navigate to the Portfolio Analytics report page and open an existing or create a new report

        • Add a new widget from the widget library and navigate to the Metrics tab

        • Expand Sustainability > ESG Scores to view updated metric names and score type options

        

      RatingsDirect

      With this release, users of RatingsDirect focused on Corporates, will benefit from the integration of Outlook Financial Thresholds, a concise one-page credit memo, and the Credit Default Swap source update to S&P Market Intelligence. U.S. Public Finance users can leverage the new U.S. State Ratings page, while Structured Finance users can access the full collateral universe with the complete list of collateralized issues.

      Outlook Financial Thresholds

      RatingsDirect users can access Outlook Financial Thresholds on Corporate Profile, Analyst Peers page, Screener, and the S&P Capital IQ Pro Plug-in. Outlook Financial Thresholds are the key metrics and thresholds that can potentially lead to rating actions. With the help of Generative AI, the Outlook Financial Thresholds are extracted from the upside and downside scenarios of research articles for entities in the Corporate sector. Users no longer need to navigate through research reports to find these critical data points, but can leverage these triggers to effectively monitor the credit risk of one or more entities, for quicker informed decision-making.

      Find it in the platform:

      • Corporate Profile

        • Navigate to the Corporate Profile via search or hyperlinks throughout the S&P Capital IQ Pro platform

        • Within the Outlook tab of the Ratings Snapshot, expand Financial Thresholds to display upside and downside outlook trigger metrics, thresholds, and recent CreditStats Direct values

      • Analyst Peers Page

        • On the Corporate Profile, click More link from the S&P Ratings Analyst Peers widgets or select Analyst Peers in the RatingsDirect section in the left-hand menu

        • Expand Outlook section to view upside and downside scenarios, trigger metrics, and thresholds

      • Screener

        • Navigate to Screener from the top navigation menu or from the Apps menu  

        • Within Companies screener, navigate to Company Details > Issuer Ratings > S&P > Outlook, Upside and Downside Scenario to find S&P Ratings Upside Financial Thresholds and S&P Ratings Downside Financial Thresholds criteria

      • S&P Capital IQ Pro Plug-in

        • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

        • Under Data Items, expand Company Details > Issuer Ratings > S&P > Outlook, Upside and Downside Scenario to find S&P Ratings Upside Financial Thresholds and S&P Ratings Downside Financial Thresholds data points

       

      U.S. Public Finance State Ratings

      RatingsDirect users interested in U.S. Public Finance can access a new page featuring an interactive map of the United States, displaying credit ratings of each state. The ratings are based on either the state's issuer credit rating or its general obligation debt rating. Users can interact with the map and filter by rating and outlook to gain valuable insights into the current ratings of U.S. states, across different regions of the country.

      Find it in the platform:

      • Navigate to RatingsDirect menu on the top navigation

      • Expand S&P Ratings Sectors and select U.S. Public Finance Home or States subsector profile

      • Within Analysis & Insights widget, select U.S. State Ratings

      Export RatingsDirect Credit Memo

      RatingsDirect users can export a one-page credit tearsheet for Corporates, Financial Institutions, and Insurance entities directly from the Corporate Profile to get a quick snapshot of an entity's credit health. The credit memo provides an overview of key credit metrics for an entity, such as issuer credit ratings, outlook/upside/downside scenarios, scores & modifiers, outlook financial thresholds, analyst peers, and more.

      Find it in the platform:

      • Navigate to the Corporate Profile via search or hyperlinks throughout the S&P Capital IQ Pro platform

      • Within the Export menu in the top right, select Export RatingsDirect Credit Memo to export or print the credit memo

      Credit Default Swaps and Market Derived Signals Source Update

      RatingsDirect on Capital IQ Pro is updating the source of Credit Default Swaps (CDS) and market-derived signals to S&P Market Intelligence (Markit) pricing, valuation & reference data from ICE. This update will be reflected on the Corporate Profile, Sector Profile pages, Screener, Dashboard, and the S&P Capital IQ Pro Plug-in. The Corporate Profile now includes a chart that overlays Issuer Credit Ratings, CDS Market-Derived Signal Scores, and Probability of Default Derived Signal Score in one view.

      The migration to S&P Market Intelligence (Markit) sourced CDS and market-derived signal data offers key benefits, including a larger universe of entities with a history dating back to 2010. Additionally, it leverages more composite pricing based on actual CDS pricing, as opposed to evaluated pricing derived from bond spreads. This enhancement ensures users have access to comprehensive and reliable CDS and market-derived signals data for informed decision-making.

       Find it in the platform:

      • Corporate Profile

        • Navigate to the Corporate Profile via search or hyperlinks for a company throughout the S&P Capital IQ Pro platform

        • Within Market Derived Signals tab in the Credit Story, all fields will be sourced from S&P Market Intelligence

      • Sector Profile

        • Navigate to RatingsDirect menu on the top navigation and select any sector from S&P Ratings Sectors

        • Within the Biggest Movers & Benchmarks widget, all CDS pricing and market derived signals will be sourced from S&P Global Market Intelligence

      • Screener

        • Navigate to Screener from the top navigation menu or from the Apps menu  

        • Within Companies screener, navigate to Company Details > Issuer Ratings > S&P > Market Derived Signals to find the Credit Default Swap Based Signal and Credit Default Swap Based Spread (BPS) sourced from S&P Market Intelligence

      • Dashboard

        • Launch Dashboard and open Field Selector in an entities widget

        • Within Field Selector, expand Company Details > Issuer Ratings > S&P > Market Derived Signals to find the Credit Default Swap Based Signal and Credit Default Swap Based Spread (BPS) sourced from S&P Market Intelligence

      • S&P Capital IQ Pro Plugin

        • Launch S&P Capital IQ Pro Plug-in and open Formula Builder 

        • Under Data Items, expand Company Details > Issuer Ratings > S&P > Market Derived Signals to find the Credit Default Swap Based Signal and Credit Default Swap Based Spread (BPS) sourced from S&P Market Intelligence

        

      Structured Finance Loans and Bonds

      RatingsDirect users with Structured Finance capabilities can access the universe of collateralized and uncollateralized S&P-rated corporate loans & bonds to gain visibility into the outstanding loans & bonds market that can be included in existing and future CLOs.

      • Deep-dive into specific obligors to gain a more complete understanding of the credit risk of a specific set of loans or bonds

      • Visualize Derived Opinion Distribution across different security types

      • Utilize comprehensive filters and smart search to find the desired data and download to excel

      • Export performance data for Collateralized Loan Obligation (CLO) deals and the CLO Market Overview page to excel for in-depth analysis

      Find it in the platform:

      • Navigate to RatingsDirect menu on the top navigation and select Structured Finance Home or Structured Credit (Including CLO) subsector profile

      • In Analysis & Insights widget, select Collateral  Universe

      Coverage stats:

      • 1200+ Bonds and 3600+ Loans

      Analyst Peers Integration

      RatingsDirect users can utilize S&P Capital IQ Pro plugin to import a list of S&P Ratings analyst peers for entities and Sovereign BICRA analyst peers for sovereigns to seamlessly compare entities and sovereigns against their peers in customized excel views.

      Find it in the S&P Capital IQ Pro Plug-in:

      • Launch S&P Capital IQ Pro Plug-in and open Formula Builder

      • Under Data Items, expand Company Details > Issuer Ratings > S&P > Analyst Peers to find  Entity Analyst Peers and Sovereign BICRA Analyst Peers to pull in a list of peers in multiple cells

      Coverage stats:

      • 90+ Sovereigns

       

      Security Ratings Distribution

      RatingsDirect users can access Security Ratings Distribution for unrated entities with rated securities. Even if an entity does not have an issuer level rating, users can easily access the underlying rated debt from the entity profile. Security Ratings Distribution is a calculated aggregate count of securities by Debt Type, Rating Type, Rating, and CreditWatch/Outlook when the available ratings are only at the security level.

      Find it in the platform:

      • Navigate to the Corporate Profile via search or hyperlinks throughout the S&P Capital IQ Pro platform.

      • Security Ratings Distribution will be visible on top left of page when unrated entity has rated securities

      Securities Summary Enhancements

      RatingsDirect users can access an interactive security distribution chart on the Securities Summary page for an entity. This allows users to visualize how an entity’s debt is distributed by maturity date or debt type. The chart is interactive and updates the detailed security summary grid when clicked.

      Find it in the platform:

      • On the Corporate Profile, click Securities Summary in the top ribbon or in the RatingsDirect section in the left-hand menu

      S&P Capital IQ Pro Labs

      S&P Capital IQ Pro Labs is the new home of innovation within S&P Capital IQ Pro.

      Marketplace Data & Solutions January 2024 Communiqué

      S&P Capital IQ Pro Labs

      S&P Capital IQ Pro Labs enables collaboration with users on innovation initiatives for Capital IQ Pro and showcases beta applications and solutions allowing clients to explore, experiment, and provide feedback. 

      Find it in the platform: 

      • Visit Labs on the top Menu

      • For those with editable navigation, add the Labs to your list of current menu items by selecting Edit on the top Menu. Select Labs and drop it into Current Menu Items and select Save

      Marketplace Data & Solutions Communiqué

      The Marketplace Data & Solutions Communiqué reflects developments in the S&P Global Marketplace, your discovery tool for differentiated data and robust solutions with an integrated support site.

      Marketplace Data & Solutions Communiqué

      Data: Leverage premium fundamental and alternative datasets available seamlessly, along with expert analysis, to accelerate your journey from data to insight.

      Solutions: Gain maximum value from your big data with technology solutions designed to enhance your workflow, increase your insights, and complement your datasets. Our solutions, including Snowflake, Kensho NERD, Xpressfeed, Xpressfeed Loader, and API Solutions, help you make the most of all your data.

      If you wish to subscribe, sign up on the Communiqué Marketplace site.

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