- DATE:
- AUTHOR:
- S&P Global
March 2024 S&P Capital IQ Pro Release Notes
S&P Capital IQ Pro Release Highlights
In this release, we introduced a new personalized top menu for easier navigation, a new and reimagined Chart Builder with improved presentation creation and analytical capabilities, and enhanced our Investor Activism offering by launching a new market-level Activist Investor Ownership page and integrating the data in Screener. Additionally, we introduced a new Advisory & Underwriting Summary page to view the clients of financial and legal advisors in M&A and capital raising deals, integrated Nikkei News into alerts, enhanced our Search capabilities, expanded our APAC private companies coverage, and added industry-level content for Banks, Insurance, Real Estate, Energy, Metals & Mining, and TMT. Plus, so much more.
Watch a video highlighting the enhancements from our latest release
Visit S&P Capital IQ Pro and Contact Us for additional details.
Personalization
In this release, users will experience a new top menu on the S&P Capital IQ Pro platform that can be customized for a personalized navigation experience, ensuring that the most vital information for your workflow is easily accessible. We enhanced the layout of top menu icons focusing on Saved Items, User profiles, Alerts, and Help. Additionally, we revamped the organization of links and options within these menus to optimize overall user experience.
Customizable Navigation
Users can now select the content and capabilities in the top menu to personalize their navigation experience in the S&P Capital IQ Pro platform. This will enable quick and easy access to relevant and tailored content that aligns to their workflow. While the default navigation aligns with a user’s industry focus, the top menu display can be modified to accommodate individual preferences.
Find it in the platform:
On the S&P Capital IQ Pro platform, navigate to the new top navigation header and click Edit to view a customization window with Current Menu Items and Additional Menu Items
Drag and drop items to customize the layout as required
Save the preferred display settings
Should you need to restore the original display, click Restore Defaults
Enhanced Menu Icons Navigation
We have updated menu icons for Saved Items, User Profiles, Alerts, and Help located in the top right corner of the Capital IQ Pro platform.
Find it in the platform:
On the S&P Capital IQ Pro platform, navigate to any of the top header menu icons located in the top right corner Saved Items, User Profiles, Alerts, Help
Saved Items: Empower users to swiftly access their saved items such as Lists, Portfolios, and Dashboards
User Profile: Provide seamless access to a comprehensive range of user-related details, including Personal Information, Account Details, and Preferences
Alerts: Streamline the process of viewing and creating alerts on the platform
Help: Facilitate users in finding support resources, help links, platform tours, and release notes effortlessly.
View the enhanced versions of the menu icons
Coming Soon Chart Builder
In this release, we invite you to use a new and reimagined Chart Builder with improved presentation creation, analytical capability, and application performance.
Coming Soon Chart Builder (Beta)
With the introduction of Chart Builder (Beta), users can get started quickly, using chart templates functionality and edit a chart easily using technical indicators, series styling customization, and drawing tools. Users can also create custom aggregates within the application to chart a weighted index of companies on a single series.
Find it in the platform:
Navigate to Chart Builder (Beta) from the Apps menu in the top navigation
Create your chart by typing in a public company
Select a template to quickly set up a chart, or click on the Browse Metrics tab to select the data item to add to your chart
Modify the date range at the top of the chart with default date ranges or inputting customize dates
Use the left pane to add a company or custom aggregate as a benchmark to compare against, modify the data item being charted, or customize the chart formatting
Alerts
With this release, users can set alerts for Nikkei News, a comprehensive source for business activity coverage of Asia-Pacific and global financial markets.
Nikkei News Alerts
Users can set up alerts for Nikkei News, Japan’s largest business news source, which provides news and analysis on regional and global business trends.
Find it in the platform:
Expand the Bell icon on the right side of the top menu and select Create New Alert
Add Alert Name
In the Alert Filters, select desired Alert Settings, add Companies, Lists, or Portfolios
On the Alerts Triggers, select News & Industry Research
Select Nikkei News and select preferred Topic
Click Save available on the top right-hand corner of the page, to keep your selections
Search
In this release, we added a new metric, the total number of keyword mentions within the Filings filter, on the search results page. This provides the ability to view the number of keyword matches within a selected group of Filings to help users determine which document is of higher relevance for their research. Additional enhancements to search include pricing data availability in the search bar dropdown, improved relevancy, ability to search across data fields, along with topic tags search in company screener queries, and local language search in Chinese (PRC), Japanese and Korean languages.
Total Keyword Mentions in Filings
Users can see the total number of keyword matches for Filings in search results page to help them determine if a document is relevant to their research.
Find it in the platform:
Type a keyword in the top search bar and hit ENTER on keyboard or click Advanced Search link at the bottom of the search drop down
Navigate to Filings filter in the left-hand navigation in search results page
View the count of the total mentions for the keyword within the document
Improved Search Relevancy
We improved relevancy on our top search for fixed income, equities and people datasets. The new search considers usage statistics, company size measured by market capitalization, and prioritizes Stock Exchange listings for relevancy.
Find it in the platform:
Click on the top search bar
Search with a ticker, company name, or security within Equities and Fixed Income tabs to see the primary listing at the top of the results
Search for an officer or director position, company, or professionals in the People tab to see primary listing at the top of the results
Pricing Data on Top Search
Users can find pricing data directly in the top search including last price and % price change for all publicly traded companies, equities, and funds.
Find it in the platform:
Click on the top search bar to see the enhanced Search experience
View Last Price and % Price Change in the Recent Destinations and trending company view of any public traded company, fund or equity
As a keyword is entered in the search bar, Price data will be displayed for any relevant public traded companies, funds, or equities within All, Companies and Equities tabs
Multi Field Search
Users can discover search results that are relevant across multiple fields to improve discoverability. For example, Search for an officer, director or person’s name + company or a company + person’s role.
Find it in the platform:
Click on the top search bar to see the enhanced Search experience
Navigate to Companies tab and search for a Company Name + Industry and find relevant results. e.g. Aldi Food Retail or Consumer Staples Aldi. This works for other combinations such as Company Name + Geography, Company Name + Operating Status, and Geography + Industry
Navigate to Fixed Income tab and search for Issuer Name + Bond Type + Maturity Year and find relevant results. e.g., Bank of China Limited Singapore Branch 2023 Eurobond. This works for keyword phrases with a combination of any terms: Issuer Name, Issuer Ticker, Bond Type, Security Type, Coupon Rate, Maturity Year
Navigate to Funds tab and search for a Fund Name + Fund Status and find relevant results e.g., KKR Asia Final Close
Navigate to Equities tab and search for Equity Company Name + Security Type and find relevant results e.g., Kotak Mahindra Mutual Fund
Local Language Search for Companies
Users can search for companies in Chinese (PRC), Japanese, and Korean languages in the new search experience.
Find it in the platform:
Click on the top search bar to see the enhanced Search experience
Search for companies in Chinese, Japanese or Korean languages. E.g., search for “台灣積體電路製造股份有限公司” and find the company Taiwan Semiconductor Manufacturing Company Limited - 台灣積體電路製造股份有限公
Partial matches are also supported, e.g. - 台灣, should bring up companies having Taiwan in company name
Topic Tags Search in Company Screener
Users can search for companies and their fundamental data with the addition of Topic Tags as criteria for their quick company screening search.
Find it in the platform:
Click on the top search bar to see the enhanced Search experience
Enter a company screener search query, e.g.,. Top Fintech companies in USA by total revenue
Click on the search suggestions for company screener or hit Enter
Quick Company Screener widget will be available at the top of the search results page and will provide information for public companies based in USA, with the Fintech Topic Tag, sorted by Total Revenue, in descending order
Transactions
In this release, we added a new Advisory & Underwriting Summary page for users to see the clients of financial and legal advisers in M&A and capital raising deals. Additionally, we added new options to group transactions screener results based on CIQ/GICS Industry, Geography, and Sector (MI).
Advisory & Underwriting Summary (Transaction Clients)
The new summary page will enable users to see the top clients of financial institutions and law firms in M&A and capital raising deals. Users can drill into geographic and industry breakdowns as well as the advised transactions of the financial and legal advisers. Additionally, users can filter the data by buy-side or sell-side advisory, industry, geography, client size, transaction value, etc. and click-through from charts to raw data.
Find it in the platform:
Search for and select a financial institution or law firm in the top search bar to navigate to the Corporate Profile
Navigate to Transactions in the left-hand menu, select Advisor & Underwriting Summary
At a glance, you will find top 10 clients for the adviser, number of clients by industry and more
Enhanced Grouping functionality for Transactions Screens
Users can group transactions from their screening results using industry and various geographical metrics.
Find it in the platform:
Navigate to Screener from the top navigation menu or from the Apps menu
Select Transactions, choose required criteria and Run Screen to return a list of transactions
In Results, click Options > Group By to find the new group by options in the dropdown menu
Transaction Sector (MI)
Second Level Primary Industry
Transaction Industry (CIQ/GICS)
Transaction Geography
Investor Activism
In this release, we added Investor Activism data in Screener and introduced a new market-level Activist Investor Ownership page on the S&P Capital IQ Pro platform.
Investor Activism in Screener
Users can now screen across activist campaigns using key data points like campaign status, target industry, geography, tactics deployed by activists, objectives of the campaign, nominees and shareholder proposals.
Find it in the platform:
Navigate to Screener from the top navigation bar or from the Apps menu
Within the Investor Data category, select Investor Activism to find the new fields
Activist Investor Ownership Page
Users can quickly view and analyze companies that may be susceptible to an activist campaign using Early Warning/Potential Targets, New Positions, and Increased Positions by activist investors. The click-to-filter capability enables users to filter the results on the page by clicking the charts.
Find it in the platform:
Navigate to Markets & Deals from the top navigation menu and select any page from the Market Analysis category e.g. Activism Campaigns Overview
From the left-hand navigation menu, click on the Activist Investor Ownership link
Macroeconomic Data
In this release, we expanded coverage to include key macroeconomic indicators for smaller economies offering insights into economic trends and business conditions.
Macroeconomic Indicators for Smaller Economies
We enhanced our coverage of key macroeconomic indicators for Bangladesh, Brunei, Burundi, Cameroon, Fiji, Guam, Guatemala, Kenya, Macau, Micronesia, Mozambique, Myanmar, Nicaragua, Nigeria, Palestine, Papua New Guinea, Paraguay, Qatar, Senegal, Solomon Islands, Tonga, Tuvalu and Vanuatu.
The economic indicators for these economies include Producer Price Inflation, Producer Price Index, Public Debt/GDP, Public Debt (LCU), Budget Revenue (LCU), Budget Expenditure/GDP, Budget Balance/GDP, Industrial Production Growth, Labor Productivity Growth, Labor force, Unemployment rate, Interest Payments and Debt Interest Payment/GDP.
Find it in the platform:
Country Profile:
Search for any Country from the top search or navigate to a Country Profile page directly from the top menu
From the left-hand navigation, click on the Economic & Demographics tab
Select Periodicity and Date Range for the required data
Scroll down the Economic & Demographic page to see the required data
Screener:
Navigate to Screener from the top navigation bar or from Apps menu and select the Geographic Intelligence dataset
Choose Countries of interest and from Edit Criteria or Display Columns in reports, expand Macroeconomic Data – Standardized folder to choose the required macro indicators
When choosing countries, make sure to select any of the economies listed above
Sustainability
In this release, we updated the top tile ribbon of company Environmental Profiles for improved usability and added an indicator to let users know of metrics that are expected to be calculated in tables and charts. Additionally, we added Research Type flags and As-Reported Environmental data in workflow Apps and replaced ESG term with Sustainability to align with S&P Global's sustainability messaging. Finally, we introduced a dataset solution for Sustainable Finance Disclosure Regulation (SFDR) in Portfolio Analytics where users can evaluate their portfolios and understand the impact of their investment decisions on sustainability factors, as outlined by the SFDR.
Top Tile Redesign & ‘To Be Calculated’ Text in Company Environmental Profiles
Users can access an enhanced version of the top tile ribbon in company environmental profiles offering improved usability. As-Reported and S&P-generated values can be clearly differentiated, and the adjusted chart alignment enhances the user experience when reviewing and comparing Environmental data. Additionally, users can view ‘To Be Calculated’ displayed for metrics and portlets that have As-Reported data but not S&P-generated data to provide context on why the data is not available when company-disclosed data is available.
Find it in the platform:
Search and select a target company from the top search bar
From the left menu, navigate to ESG & Climate > Environmental Analytics > Environmental Profile
Physical Risk Scores for Pluvial Flood Hazard
Users can access Physical Risk Scores reflecting exposure to Pluvial Flood hazards across various scenarios and time periods for companies and their assets. These new data points continue to expand an already robust Physical Risk hazards coverage by displaying exposure to pluvial flood conditions, which is quantified as the annual frequency of a 100-year flood depth, based on the annual frequency of the historical baseline of 100-year daily precipitation rate.
Find it in the platform:
S&P Capital IQ Pro Platform:
Search for and select a target company in top search
Navigate to ESG and Climate section in the left-hand navigation menu
Expand Climate Analytics and select Physical Risk
Or select Sustainability Coverage List from the Sustainability menu in the top navigation bar
In the row for your company of interest, locate the Physical Risk column and click Yes to navigate to the company’s Physical Risk page
Screener:
Navigate to Screener from the top navigation bar or from the Apps menu
Select Companies view, navigate to Sustainability category under Browse Criteria on the left
Expand Physical Risk sub-category to find the new 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 > Physical Risk folder
Dashboard:
Navigate to Dashboard and select List or Portfolio or Quote widget using the Add Widget menu
Go to Field Selector, expand Sustainability > Environmental folder to find the new fields
Portfolio Analysis:
Select Portfolio Analysis from the Sustainability menu in the top navigation bar and select Physical Risk portfolio analysis report
Or access Physical Risk Exposure Scores and Financial Impact metric categories in Portfolio Analytics available under the Sustainability > Physical Risk folder in the widget metric library
ESG label change to Sustainability
We updated page headers and navigation labels, featuring the term Sustainability on the Capital IQ Pro platform to align product & service taxonomy to S&P Global's sustainability messaging.
Find it in the platform:
Search for and select a target company in the top search bar
Select Sustainability Home from the Sustainability menu in the top navigation bar
Environmental Research Type in Screener, S&P Capital IQ Pro Plugin and Dashboard
Users can now screen for companies based on the environmental research type, which describes how the environmental profile was generated. A company’s environmental data can either be part of the Trucost fully researched universe or modeled, and the new research type field is available in Screener, S&P Capital IQ Pro Plug-in and Dashboard.
Find it in the platform:
Screener:
Navigate to Screener from the top navigation bar or from the Apps menu
Select Companies view, navigate to Sustainability category under Browse Criteria on the left
Expand Environmental > Company Details to find Research Type field
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 to find Research Type field
Dashboard:
Navigate to Dashboard and select List or Portfolio or Quote widget using the Add Widget menu
Go to Field Selector, expand Sustainability > Environmental folder to find the new field
Environmental As-Reported Data in Screener, S&P Capital IQ Pro Plugin and Dashboard
Users can now screen for companies and access as-reported environmental data as published by the company within Screener, S&P Capital IQ Pro plug-in and Dashboard. This will highlight what was or was-not included in a company’s sustainability reporting, further enhancing the transparency in S&P Global’s modeling process that normalizes and standardizes the data.
Find it in the platform:
Screener:
Navigate to Screener from the top navigation bar or from the Apps menu
Select Companies view, navigate to Sustainability category under Browse Criteria on the left
Expand Environmental > Environmental KPI > As Reported folder 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 to find the new fields
Dashboard:
Navigate to Dashboard and select List or Portfolio or Quote widget using the Add Widget menu
Go to Field Selector, expand Sustainability > Environmental folder to find the new fields
Portfolio Analytics
In this release, we expanded Portfolio Analysis coverage by integrating Sustainable Finance Disclosure Regulation (SFDR) metrics and enhancing support for private companies, enabling users to upload these companies directly, group them as an asset type and exclude private company holdings from analysis, as required. We have further enhanced report publishing capabilities by providing a mechanism for converting numeric values to their textual equivalents, which supports tagging and enhances reporting clarity.
Sustainable Finance Disclosure Regulation (SFDR) metrics in Portfolio Analytics
Users can now evaluate their portfolios and understand the impact of their investment decisions on sustainability factors as outlined by the Sustainable Finance Disclosure Regulation. The SFDR dataset solution is now available in Portfolio Analytics. This enhancement enables users to conduct portfolio level assessment and initiate the disclosure process across a comprehensive set of corporate level indicators that align very closely with Principal Adverse Indicators (PAIs) in the areas of climate and environmental-related impacts, as well as social and employable matters, like respect for human rights, anti-corruption, and anti-bribery matters.
Find it in the platform:
Navigate to the Portfolio Analytics report page and open an existing or create a new report
Users with appropriate entitlements can select SFDR metrics in Portfolio Analytics metrics selection
Upload Portfolios with Private Company Holdings
Users can now upload portfolios with private company holdings via Portfolio Dashboard. Portfolios with private holdings can be uploaded by copying and pasting the holdings list or uploading a file containing portfolio constituents, including private companies.
Find it in the platform:
Navigate to Portfolios tab and select Portfolio Dashboard or Portfolios Management
Click Create Portfolio in the upper right
Provide portfolio metadata fields and select Upload By > By Static Weight if your portfolio contains private company holdings
Enter portfolio’s market value and Save portfolio
Once portfolio is created, click on Update Holdings on the upper right
Click Download Static Weights template to ensure your portfolio file format meets the requirements
Click Next and upload a file by clicking Select A File From Your Computer
Upload the file with portfolio holdings
When Import dialog is populated with portfolio holdings, ensure all fields are mapped correctly
For private companies, select Private Company Name for the first column
Ensure that the holdings' weights add up to 100% and click Upload
Grouping and Exclusions for Private Company Holdings
Users can group private companies as a specific asset class within portfolios containing such holdings. They can segment their private company holdings as a group and exclude all or specific private companies from analysis as required.
Find it in the platform:
Create a new Portfolio Analytics report or load an existing report and group by Asset Class where one of the supported classes is private company
Navigate to Group By field in the global bar and click Edit
In the Data Library dialog, navigate to Portfolio Data > Portfolio Data subfolder
Select Asset Class and click Add
Select the rest of the report parameters and click Run
Portfolio holdings will be grouped by asset class, with private company holdings in a group of their own, other asset classes being Equity or Fixed Income
To exclude one or more private companies from the analysis, click Options
Click Manage Exclusions
Navigate to the Companies tab and exclude Private Company Type to exclude all private company holdings
Or search for and add individual holdings to the Exclusions list in the same dialog box
Click Save and Run the report
Converting Numeric Values to Text Equivalents in Report
Users can apply formatting to convert numerical data into textual strings within reports, enabling metric tagging with textual labels or displaying numeric values as text when applicable. This approach is recommended when textual representation provides more clarity to the content of analysis and the most common use applies to custom formulas.
Find it in the platform:
Create a new formula or use an existing formula
After formula structure and content is determined, click Next in bottom right, and Apply Formatting
Create logic-based rules for the text equivalents of the numeric values, and Save
When you run a report with this formula, all reports will display the textual equivalents of the numeric values
For metrics where both numeric and textual data should be displayed side by side, create a copy of a formula and apply text-based formatting to the copy
Private Markets & Private Company Expansion
In this release, we further enhanced coverage with the addition of APAC private companies, including 3rd party vendor-sourced firmographics, financials, and officers & directors' data for small and medium enterprises based in Indonesia, Philippines and Vietnam.
Financials and Firmographics for APAC private companies
Users can access additional financials & firmographics data for small and medium enterprises in Indonesia, Philippines & Vietnam, significantly enhancing coverage for this geography.
Find it in the platform:
Search and select a private company’s Corporate Profile
Navigate to Financials in the left-hand navigation and expand the Templated sub-menu
Coverage stats:
Indonesia - 500 companies
Philippines - 6k companies
Vietnam - 27k companies
Directors & Officers data for APAC private companies
Users can access additional officers & directors' data for small and medium enterprises in Philippines, significantly enhancing coverage for this market.
Find it in the platform:
Search and select a Philippine-based company’s Corporate Profile and navigate to the Officers & Directors widget
Navigate to People Summary in the left-hand navigation
Coverage stats:
Philippines - 87k companies
RatingsDirect
In this release, we enhanced user workflows across sectors. Analysts focused on sovereign credit now have access to unique peers’ comparison views for countries based on Banking Industry & Country Risk Assessments (BICRA). Structured Finance users will benefit from the new CLO Market Overview and CLO Insights, providing detailed analysis of Collateralized Loan Obligations (CLO). Additionally, all RatingsDirect users will have improved usability in platform with Quick Alerts and Subsidiary Alerts for real-time rating actions. Furthermore, we introduced Outlook, Upside & Downside Scenario selections in Screener and S&P Capital IQ Pro plug-in.
Sovereign BICRA Analytical Peers
RatingsDirect users interested in sovereign data can now access S&P Global Ratings’ analyst-defined peers, determined based on Banking Industry & Country Risk Assessments (BICRA), via the Analyst Peers. This feature enables users to compare a comprehensive list of key metrics across similar sovereigns, including credit ratings, sovereign factors, BICRA assessments, risk metrics, and economic conditions.
Find it in the platform:
Navigate to a Country profile of a sovereign covered by RatingsDirect
Under the RatingsDirect left hand navigation, click on Analyst Peers to view the page
Coverage stats:
Includes 90+ S&P Ratings covered countries
CLO Market Overview Page
RatingsDirect users with Structured Finance capabilities will gain access to the CLO Market Overview page, providing a customizable view into the volume of new Collateralized Loan Obligation (CLO) issuances rated by S&P Ratings. Users can visualize the breakdown of issuances by portfolio type and geography, gaining insights into market dynamics. Additionally, users can analyze rated deals and tranches, with flexibility to use various parameters to visually demonstrate the value and count of rated deals across different timeframes. At the tranche level, users can track CLO credit rating actions over time, displaying an aggregate chart of CLO rating actions.
Find it in the platform:
Click the RatingsDirect menu on the top navigation
Navigate to Structured Finance or Structured Credit (including CLO) sector profile page
In Explore RatingsDirect widget, expand Analysis & Insights link to find CLO Market Overview
Coverage stats:
Includes a universe of 1500+ CLO deals
US Collateralized Loan Obligations (CLO) Insights
Users interested specifically in U.S. Collateralized Loan Obligations (CLO) deals can access a new page with an interactive focus on Credit & OC Cushion metrics for Broadly Syndicated and Middle Market category of deals. The page enables users to conduct on-the-fly analysis by comparing specific managers against the entire manager universe. The dynamic widgets and charts allow users to delve deep into the characteristics of specific CLO managers and the aggregate market.
Find it in the platform:
Click the RatingsDirect
menu on the top navigationNavigate to Structured Finance or Structured Credit (including CLO) sector profile page
In Explore RatingsDirect
widget, expand Analysis & Insights link to find US CLO Insights
Coverage stats:
Includes 490+ BSL deals with 2845+ securities and 65+ MML deals with 3285+ securities
Outlook, Upside and Downside Scenario of Entities
Users can filter entities based on keywords found in Outlook, Downside Scenario, and Upside Scenario text. They can also access the latest values through S&P Capital IQ Pro plug-in, streamlining their workflow.
Find it in the platform:
Screener:
Navigate to Screener from the top navigation menu or from the Apps menu
Navigate to Company Information > Company Details > Issuer Ratings > S&P > Outlook, Upside and Downside Scenario to find the fields
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 the fields
Coverage stats:
Includes 11k+ Global Issuers entities
Alerts Enhancements
Users can quickly create S&P Global Ratings rating action and credit research alerts directly from the Corporate Profile and Country/Region Profile using the Quick Alerts feature. This eliminates the need for users to navigate away from the profile page, resulting in a smoother and faster alert setup experience. Users can also create and receive S&P Global Ratings rating action alerts on subsidiaries of an entity or list of entities. This is beneficial for users interested in receiving rating action alerts for all entities within the corporate structure of a parent entity.
Find it in the platform:
Quick Alerts:
Navigate to Corporate Profile or Country Profile page
Click Create Alert button on the upper right side of the page
Subsidiary Alerts:
Click the Bell icon on the right side of the top navigation and select Create New Alert
Within S&P Global Ratings of the Alert Triggers section, enable Include S&P Rated Subsidiaries for selected entities
Coverage stats:
All entities covered by S&P Ratings
Banks & Credit Unions
In this release, we added new maturity fields related to bank deposits and debt details for US GAAP and Global banks. In addition, we added section 5 from Schedule D of the Investment Advisory Details report in accordance with the new additions of the SEC's Form ADV. We also enhanced Peer reports tailored for Credit Unions and updated Credit Union Regulatory Financial Summary pages with latest line-items sourced from 5300 call reports. Furthermore, we introduced new Adjusted Tangible Common Equity fields helping users analyze liquidity crunch and other derived bank regulatory fields.
Bank Deposits & Debt Maturity Fields
Users can access new maturity fields related to bank deposits and debt details for US GAAP and Global banks on the platform including Screener.
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Select Companies dataset and expand SNL Financial Fundamentals > Banks- US, Banks- NonUS, and Banks- global summary
Expand the Loan, Deposit, and Debt Details menu
Or select Companies (Classic), expand Financial > Loan, Deposit, and Debt Details menu
Coverage stats:
US GAAP and Global banks
Form ADV Schedule D - New Sections
Users can now access additional disclosure details of Separately Managed Accounts (SMAs) custodians by referring to the newly added Section 5.K.3 Custodians of Separately Managed Accounts and Section 1.F Other Offices from Form ADV in Screener. SMAs are a portfolio of assets managed by a professional investment firm of which vast majority of firms are RIA - Registered Investment Advisors who are required to disclose various details on their SMAs and their custodians to the SEC.
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Go to SNL Classic Data menu, select Specialty Financial Services (U.S.), and choose Asset Manager in the Company Types drop-down menu
Click Display Columns under results and expand the Form ADV Data category
Find the new subcategories of Custodians of Separately Managed Accounts and Other Office
Enhanced Peer Reports for Credit Unions
Users can now access enhanced peer reports from Peer Analysis specifically tailored for Credit Unions and can add or remove relevant line-items from these reports.
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Select Companies
Enable Comparable/Peer Analysis option and search for a credit union as your base company
Run Screen to run the report
Or search for and select a Credit Union from the top search bar to navigate to Corporate Profile page
Select Peer Comps from the left-hand navigation
Updated Credit Union Regulatory Financials Summary Pages
Users can access updated Credit Union Regulatory Summary Financial pages on the S&P Capital IQ Pro platform with the latest 5300 Call Report fields across Financial Highlights, Balance Sheet, Income Statement and Asset Quality pages.
Find it in the platform:
On the Capital IQ Pro platform, search and select a Credit Union from the top search bar
Expand Financials and Valuation folder within the left-hand navigation menu to find the updated summary pages
New Tangible Common Equity and Derived Bank Regulatory Ratios
Users can now access the newly created field for Tangible Common Equity adjusted for credit and new derived ratios for Banks and Bank Holding Companies.
Find it in the platform:
Navigate to Screener from the top navigation bar or from the Apps menu
Select Regulated Depositories (U.S.)
Within Criteria, select relevant Company Types and set Entity Type as Companies
Click Display Columns, navigate to Bank Reg Financials Summary or Holding Co Reg Financial Summary or Common Reg Financial sub-categories to select new financial data items
Or Expand Financials > U.S. Bank Regulatory Financials within Companies dataset
U.S. Business Listings
In this release, we added new metrics for Commercial Properties in Screener to improve reporting granularity and prospecting lists.
New Relative Date Fields in Commercial Properties
Users can now use relative maturity date fields in Commercial Properties data within Screener to pull mortgages maturing in the next 30 days, 90 days, 180 days, and 1 year, making it easier to generate and monitor prospecting lists.
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Under Geographic data, select Commercial Properties (U.S.)
Click Add Search Criteria or Display Columns and select Mortgage
Select the required fields from either Mortgage 1 or Mortgage 2
Sale Deed ID for Commercial Properties
Users can now pull Sale Deed ID in the Commercial Properties data within Screener, helping them identify multiple properties under the same sale deed.
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Under Geographic data, select Commercial Properties (U.S.)
Click Add Search Criteria or Display Columns and select Property > Deed
Select the required fields
Insurance
In this release, we introduced over 40 new data items pertaining to IFRS 17, the largest change in accounting standards for global insurers in over 20 years. IFRS 17 requires insurers to present the current value of their insurance contracts (vs. historic value) and recognize profit over the lifetime of the contracts (vs. immediate term). Additionally, we enhanced U.S. Insurance Statutory selection menu in Screener and the S&P Capital IQ Pro Plug-in with the addition of new folders, and updated Lines of Business (LOB) sourced from 2023 annual NAIC data. We also updated the Lines of Business (LOB) drop down in the Market Share application for Life & Fraternal industries.
CSM Reconciliation and IFRS 17 Supplemental Detail Page
Users can access over 40 new data points integrated in the platform which were previously added in the Screener. These new data points will provide key information on CSM, Risk Adjustments, and underwriting ratios for companies that adhere to IFRS 17 regulations to help users better understand the impact of insurance contracts on an insurance company’s profitability.
Find it in the platform:
Search and select a European Insurance or Asia-Pacific Insurance or US Insurance company’s Corporate Profile
Navigate to Financials in the left-hand menu and navigate to the Templated submenu item
View the new page Supplemental Details & CSM Reconciliation- IFRS 17
Bermuda Capital Ratios in Screener
Users can access new Bermuda capital ratios for all our Bermuda insurance-covered companies in Screener.
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Select Companies screener and navigate to Financials
Select SNL Financial Fundamental category and select US Insurance
Select Bermuda Capital Ratio category
Same category can also be accessible from the Companies Classic perspective
As-Reported Data for Insurance companies operating in Europe, Middle East & Africa (EMEA)
In this release, we expanded our financial data coverage for Insurance companies in EMEA by introducing two new as-reported pages Balance Sheet and Income Statement, sourced from SNL Financial. This complements our existing as-reported data sourced from Capital IQ, allowing users to gain a more comprehensive understanding of how companies report their financial statements in their filings.
Find it in the platform:
Search and select a European Insurance company’s Corporate Profile
Navigate to Financials in the left-hand menu and navigate to the As-reported submenu item
Access the Income statement or Balance sheet page and select the source as SNL Financial
Coverage stats:
SNL Financial as-reported data is available from the financial period of 2021 onwards, previous historical data is not available
Lines of Business Updates in Screener
Screener is enhanced to enable users to easily access and compare information from multiple exhibits across different Life & Fraternal filings, ensuring consistent Lines of Business are used throughout. A brand-new subcategory is created and Lines of Business dropdown is updated to represent the changes made in all the exhibits as below. In addition, the Insurance Statutory Market Share application is updated with all the new Lines of Business for the Life & Fraternal industry.
Insurance Statutory Financials (US) dataset:
Life State Page > Two new subcategory & marked existing as historical by adding 2022
Exhibit 1 Part 1 Pg. 9 > A new subcategory & marked existing as historical by adding 2022
Exhibit 1 Part 2 Pg. 10 > > A new subcategory & marked existing as historical by adding 2022
Exhibit 8 Part 1 Claims Liability LAH Pg. 16 > > A new subcategory & marked existing as historical by adding 2022
Exhibit 8 - Part 2 Claims Incurred LAH pg. 17 > > A new subcategory & marked existing as historical by adding 2022
Five Year Historical Pgs. 22 & 23 > Add/Remove fields
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Open Insurance Statutory Financials (US) dataset and go to Display Columns
Expand State Level Data
Expand Core Financials Pages > Exhibit 1 Part 1 Pg. 9, Exhibit 1 Part 2 Pg. 10;
Exhibit 8 Part 1 Claims Liability LAH Pg. 16, Exhibit 8 - Part 2 Claims Incurred LAH pg 17
Expand Five Year Historical Pgs. 22 & 23
New Exhibits in Screener
Users can view new exhibits, introduced by the NAIC, in Screener for the respective insurance filer.
Find it in the platform:
Navigate to Screener from the top navigation menu or the Apps menu
Open Insurance Statutory Financials (US) dataset and go to Display Columns
Expand Notes to Financials > Note 7 - Investment Income - Section B, C, D and E > P&C, Life/Fraternal and Health
Expand Supplements > Market Conduct Annual Statement (MCAS) > P&C, Life/Fraternal and Health
Expand Supplements > Exhibit of Other Liabilities by Lines of Business > P&C
Expand Supplements > Health Supp Analysis of Operations by LOB > Life/Fraternal
Real Estate
In this release, we added UK Energy Performance Certificate (EPC) data for UK-based Real Estate properties in Property Profile as well as Real Estate Properties data set in Screener.
UK Energy Performance Certificate (EPC) Data
Users can now access UK Energy Performance Certificate (EPC) data on multiple pages of the Capital IQ Pro platform, namely in Screener, Property Profile page, and Green Property Certification pages.
Find it in the platform:
Screener:
Navigate to Screener from the top navigation menu or the Apps menu
Under Asset data, select Real Estate Properties
Click Add Search Criteria or Display Columns and select Property Sustainability
Select the required fields
Property Profile page:
From the top search, navigate to Assets page and select Real estate properties
Use the search bar and enter Real Estate Property name
Or from results grid on Screener, click Property Name
Green Property Certification Page:
From Property Profile page, navigate to Green Property Certification in left hand navigation
Energy
In this release, we expanded our Ancillary Pricing data coverage to include two new regions, including PJM (Pennsylvania-New Jersey-Maryland Interconnection) and ERCOT (Electric Reliability Council of Texas), and enhanced our Global Power Markets Summary page with the addition of three new portlets. Additionally, we enhanced the overall usability of the Upstream Oil & Gas pages, with updates to the International Field Ownership page and the company-level pages.
Ancillary Pricing
Users can access Ancillary Pricing data for ISO regions throughout the United States, including the PJM and ERCOT regions.
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 PJM and ERCOT regions
Click on the widget title, the view more link, or the Ancillary Pricing link on the left-hand navigation menu to route to the Ancillary Pricing Details page
Coverage stats:
Added coverage for PJM and ERCOT regions in addition to the existing CAISO region
Global Power Market Summary portlet additions
Users can view three new portlets added to the Global Power Market Summary page that will help improve the overall usability of the page. This includes portlets that highlight Largest Projects, Largest Companies per Operating Capacity, and Largest Companies per Planned Capacity, for the country selected.
Find it in the platform:
Within the Energy profile specialization, navigate to Power tab from the top navigation menu
Locate the Global Power Markets section and select Global Power Markets Summary page
View three new portlets added to the page and retrieve the selected country’s data as expected
Upstream International Oil & Gas improvements
Users can access enhanced usability in Upstream International Oil & Gas pages, including the refined International Field Ownership page and enhanced company-level Production & Reserves page with a more intuitive ownership breakdown per owner and parent owner, along with additional Group By options for flexible data viewing.
Find it in the platform:
On the Energy profile specialization, navigate to the new Natural Gas & Oil tab from the top navigation menu
Locate the International Upstream Oil & Gas group of pages within the tab
Select the International Field Ownership page
Additionally, if an entity engages in Upstream Oil & Gas activity, the Upstream Production & Reserves pages can be accessed via an entity’s Corporate Profile within their Assets & Operations section
Metals & Mining
In this release, we added a new price series for Lithium in the commodity price chart. In addition, we added Appendix 5B Cash Flow and Reserves & Resources ratios in Companies Screener and S&P Capital IQ Pro plug-in, along with the newly launched Annual Mine Production Summary in Excel Template Library.
Spodumene Concentrate FOB Australia
Users can access a new series for Lithium Spodumene Concentrate FOB Australia historical prices in commodity price chart. The prices are sourced from benchmark minerals dating back to January 2022 and available monthly with a mid-month and end-of-month price.
Find it in the platform:
S&P Capital IQ Pro Platform:
On the Metals & Mining profile specialization, click on Commodities dropdown from top navigation and go to Commodity Profile > Price Chart
On the Generalist profile specialization, click on Sectors dropdown from top navigation and go to Materials
Expand left hand navigation Metals & Mining > Commodities > Price Chart
Select Spodumene Concentrate FOB Australia in the price series filter
Screener:
Navigate to Screener from the top navigation menu or from the Apps menu
Select Market Data in the top screener menu and navigate to Pricing Data
Select Metals & Mining Commodities as display within Field Selector and search Spodumene Concentrate FOB Australia
Select End of Day Price field
Industry Financials and Reserves & Resources Ratios
Users can access Appendix 5B Cash Flow financials and Reserves & Resources ratios of Mining companies in Companies Screener and S&P Capital IQ Pro Plug-in. The addition of these industry metrics will localize the user's workflow in a single dataset within Screener and help with the understanding of the granularity of mining companies’ financial performance.
Find it in the platform:
Navigate to Screener from the top navigation menu or from the Apps menu
Select Company Data > Companies
In Browse Criteria or Display Columns, expand Financials > SNL Financial Fundamentals > Metals & Mining > Appendix 5B Cash Flow
Expand Market Data > Equity Market Data > Reserves & Resources Ratios
Mining Claim and Agency Claim ID in Maps
Users can view mining claims in maps by searching with Mining Claim or Agency Claim ID.
Find it in the platform:
Navigate to Maps from the top navigation menu or the Apps men
Search with Mining Claim or Agency Claim ID from the search icon
Select the Mining claim on the map to get details in a separate window
Current map can be saved, shared or exported in different formats
Technology, Media and Telecommunications
In this release, we added two new pages on the Corporate Profile page to provide a comprehensive and centralized view of a company's asset and operations portfolio. In addition, we enhanced the Broadband and Video dataset by integrating 28 distinct groups of demographic data.
Deep Sector Company and Asset Linking
Users can access S&P Global's proprietary MediaCensus dataset and operator level Broadband, Mobile, Traditional Video and Online Video datasets under the Assets and Operations section of a company's Corporate Profile page.
Find it in the platform:
Within the TMT profile specialization, search for and select a TMT company from the top search bar e.g., Comcast Corporation
Navigate to the Corporate Profile page, look for Assets and Operations in the left-hand menu and expand the section
Click on Operator & OTT Knowledge Base and Broadband & Video Subscribers by Geography pages
Demographic Data for Broadband & Video Subscribers
Users can now overlay 28 categories of demographic data onto S&P Global’s proprietary MediaCensus Broadband and Video subscriber dataset, for a comprehensive understanding of demographic trends and patterns. MediaCensus data is accessible across multiple geographic levels, including Zip code, County, and DMA, encompassing 41,000 geographies and 1,200 operators.
Find it in the platform:
On the TMT profile specialization, navigate to Tech, Media & Telecom from the top navigation
Click U.S. MediaCensus > Broadband & Video Subscribers by Geography
Select preferred filter options Report Type, Geography Settings, Operators etc.
Select Include Demographic Data, and any other demographic categories and run the report
Dashboard
In this release, we rebranded Dashboard charting widgets, enhanced few ChartIQ widget functionalities and made workflow changes on the Dashboard.
Dashboard Charting Widgets
Users will now see refreshed names on the Dashboard charting widgets, ChartIQ widget is renamed as Chart accompanied by functional enhancements and the legacy Chart widget is renamed as Chart (Classic).
Find it in the platform:
Navigate to Dashboard and open the Add Widget menu on the top right
Select Chart for the widget previously referred as ChartIQ and select Chart (Classic) for the widget previously referred as Chart
Secondary Metrics in Chart Widget
Users can pull data from the end-of-day service when the selected secondary metric on the Chart Widget (previously known as ChartIQ) does not have Intraday data for the selected timeframe from the recent 30 days.
Find it in the platform:
Navigate to Dashboard and open the Add Widget menu on the top right
Add Chart widget, select 1D, 1W or custom time frame from recent 30 days
Select and add a secondary metric to the chart
Nikkei News on Newswire Widget
Users can now find an additional content sub-type named Top News in the Nikkei news content dropdown. Additionally, the default selection on the Newswire widget is updated with Nikkei News on a newly added widget on the Dashboard.
Find it in the platform:
Navigate to Dashboard and open Add Widget menu on the top right
Add Newswire widget
On the Market News tab, click on the settings gear icon and open content dropdown Nikkei News to find the new Top News option
On the Newswire tab, click on the settings gear icon and open the content dropdown to find the updated default selections - Market Intelligence, Nikkei News and partial selection in Dow Jones News
Corporate Profile
In this release, we added a link to Fund Analytics on the Fund profile page for easy access to public fund performance.
Fund Analytics
Users can now more easily navigate to Portfolio Analytics’ Fund Analytics report page with the new link from Fund profile page.
Find it in the platform:
Navigate to Corporate Profile of a public fund
Beside the Create alert button, find the Fund Analytics option which will redirect to Fund Analytics page
Fundamentals
In this release, we added All Filings view option for reporting basis on the Templated Financials pages for ease of data comparison. We also inserted CIQ absolute date functions in the S&P Capital IQ Pro plug-in to aid in model building and placed a link to the S&P Capital IQ Financials Glossary in the Apps menu for ease of discoverability.
All Filings View for Templated Financial pages
Users now can see all the reporting basis types for each period end on the Templated Financials pages for the S&P Capital IQ sourced financials.
Find it in the platform:
Navigate to a company from the top search bar that has Capital IQ sourced fundamentals data
Use the Source filter to select S&P Capital IQ Source
Go to Period filter to select All Filings radio button under Reporting Basis and click Apply
The default reporting basis will remain as Current/Restated on the templated financial pages
CIQ Absolute Date Functions in S&P Capital IQ Pro Plug-In
Users can now utilize the CIQ Absolute Date functions in the S&P Capital IQ Pro plug-in.
Find it in the platform:
Launch S&P Capital IQ Pro Plug-in and open Formula Builder
Under Company Data, go to Field Selector and expand Financials > S&P Capital IQ Fundamentals > Standard Template > Financial Period or any template folder structure
Select the new Number of Days in a period, fiscal quarter, fiscal year, calendar quarter, calendar year, or absolute period data points
S&P Capital IQ Financials Glossary
Users can access S&P Capital IQ financials glossary from an additional location in the Apps menu which provides extended definitions for Capital IQ sourced financial data items.
Find it in the platform:
Navigate to Links menu in the top Editable Navigation Menu bar
Click on the S&P Capital IQ Financials Glossary in the Apps menu
Estimates
In this release, we added the ability to create a custom consensus, enhanced click-through for detailed estimates, and added detailed estimates for commodity price targets in S&P Capital IQ Pro plug-in.
Custom Consensus
Users can refine the consensus calculations on the Consensus page by applying a custom date window or by removing specific brokers. For example, users can view a custom consensus that excludes revisions older than a specific date or number of days.
Find it in the platform:
Search a public company from the top search bar
In the Estimates left-hand menu, click Consensus
In the main filters, view dropdowns under Custom Consensus
To exclude brokers from Custom Consensus, click the Broker dropdown and deselect any broker you would like to remove
To exclude estimates older than a specific date or date range from Custom Consensus
Under Confirmed Estimate Within, click Absolute or Relative
Click Absolute to use the calendar option
Click Relative to enter number of days e.g. enter 30 to exclude estimates older than 30 days
Click Apply to calculate Custom Consensus
The estimate values for the current and future periods will update based on filter selections
To revert to CIQ consensus instead of Custom Consensus, expand the main filters > click Restore Defaults
Note: Access to a specific broker's investment research requires broker entitlements.
Enhanced Estimates Click-Through
Users can now access investment research where the detailed estimates are sourced through a direct click-through capability from the metric to the underlying components in the research document.
Find it in the platform:
Click on any hyperlinked estimate metric in the following pages to view the information within the investment research documents:
Analyst Coverage: Under Target Price, click any hyperlinked estimate value
Detailed Estimates: In the Broker grid, click any hyperlinked estimate value
Recent Changes: In the Broker Value columns, click any hyperlinked estimate value
Note: Access to a specific broker's investment research requires broker entitlements.
Commodity Detailed Estimates in S&P Capital IQ Pro plug-in
Users can pull the individual contributor price target estimates for commodities in S&P Capital IQ Pro plug-in, along with the broker and analyst names, to enhance their models with more granular data and to highlight specific contributor estimates.
Find it in the platform:
Launch S&P Capital IQ Pro Plug-in in Excel and open Formula Builder
In the Identifier field, search a commodity and click the magnifying glass e.g., Gold
Click the Commodities tab and then select the first result e.g., Gold Spot
In the Data Items list, expand Estimates > CIQ Commodities > Detailed Estimates
Click Contributor Name
Select desired parameters on the right e.g., Fiscal Year FY2024
Click Add Formula
In the Data Items list, click Target Price
Click Add Formula and Apply to pull the list of contributors and their FY2024 target price estimates for Gold as range formulas in Excel
Note: Access to a specific broker's investment research requires broker entitlements.
Screener
In this release, we enhanced the Screener experience with the introduction of a new Screener Home and Screener Menu. Screener Home, previously titled Screening & Analytics, is reorganized to promote key workflow datasets, while improving the discoverability of other unique Screener datasets. The new Screener menu presents users with the datasets that best align to their preferred industries.
Screener Home
In Screener Home, users can explore the complete list of Screener datasets, quickly reopen their recently saved or modified screens, and browse a selection of popular Idea Generation screens.
Find it in the platform:
Navigate to Screener from the top navigation menu
Click Screener Home
Screener Menu
Users can now view a new Screener Menu featuring datasets that best align to their preferred industries.
Find it in the platform:
Navigate to Screener from the top navigation menu
View a new Screener Menu
Mapping
In this release, we added the ability to Map results from the Geographic Intelligence dataset in Screener to enable visualization of the comprehensive collection of demographics, financial product demand, macroeconomic data and more, from Screener to Maps.
Map Geographic Intelligence Results
Users can visualize and create thematic presentations of Countries, US States, Counties, Zip Codes, Cities, and more from the Screener Geographic Intelligence dataset in Maps.
Find it in the platform:
Navigate to Screener from the top navigation menu
Choose Geographic Intelligence Screener
Change the Market Type to County
In Results, click Display Columns and search for Avg Rate
Choose the top result
Add the rate using the > button to selected fields and click Apply
In the Export option, change the dropdown to Criteria to Maps and click Export
Investment Research
In this release, we enhanced the Report Preview page workflow by integrating the download and print action buttons within the grid, streamlining access to research reports. This update aligns with the improved design of our Research page, ensuring that download and print options are prominently visible and easily actionable for users.
Download and Print Option on Report Preview
Users can download and print Investment Research reports directly from the Report Preview page using action buttons located above the search grid, enhancing the overall user experience.
Find it in the platform:
Navigate to Research from the top navigation and run a desired search
On the results, select one or more reports using the checkbox on the left
Click Preview button at the top of the grid to navigate to Report Preview
View Download and Print buttons above the results for quick download and print
Quick Reports
In this release, we revamped the Quick Report feature for private companies by making it a concise one-page report with a fresh layout, incorporating key data that is relevant to private companies.
Quick Report for Private Companies
The new Quick Report for private companies incorporates a more visual format while maintaining the balance of having key company information such as the latest rounds of funding, top investors, transactions, financial highlights, and more.
Find it in the platform:
Company Profile:
Search for and select a private company’s Corporate Profile
Select Export drop down
Click Export Quick Report to PDF
Report Builder:
Navigate to Report Builder from Apps or Apps menu
Search for and select a private company in the Add Companies search bar
Click on Run a Quick Report
Mobile App
In this release, improvements are made to format and readability for News, Corporate Profile, and Alerts & Notifications. All changes have been made to both our Android and iOS mobile applications.
Note: Mobile update will be available at the end of March, 2024 from the Apple App and Google Play stores.
Updated Corporate Profile Headers
Users can view updated section headers on Corporate Profile.
Find in the Mobile App:
When logged into the Mobile App, navigate to the Corporate Profile via Search
Scroll down to observe the new Section Headers
To return to the previous page, use the click-back arrow in upper left-hand corner
Updated Alerts & Notifications
Options to enable push notifications and customize mobile & email alerts are now available.
Find in the Mobile App:
Navigate to the Home page and click on the Account icon at top left-hand corner
Scroll down to see Enable Push Notifications toggle and the option to Customize Mobile & Email Alerts
To return to the previous page, use the click-back arrow in upper left-hand corner
S&P Capital IQ Pro Plug-in
In this release, we added several new or enhanced Excel templates to meet your data analysis needs.
Excel Template Library
This model allows users to view the performance of banks for a selected state ranked by City Listing, Size, Margin, Fee Income, Efficiency, Asset Quality, Earnings and Overall Performance.
Perform custom PE/VC fund benchmarking by filtering the desired funds to further slice and dice fund performance metrics and draw comparisons with any funds within a customized benchmark group. (Available to users with premium access). #Preqin
Private Equity Firm & Fund Details
Identify relevant PE/VC General Partners (GPs) using specific investment criteria, preferences, and strategies to further deep dive into the GP's funds, fund performance, portfolios, and investor information in greater detail. #Preqin
Transcript Sentiment Analysis
Analyze Transcript Sentiment Scores for a company you select and its peers, or at the portfolio level. The model also provides the ability to compare financial metrics and multiples against sentiment scores for more in-depth analysis. #Transcripts
Canadian Insurance - P&C Market Share Summary
Provides Market Share by Line of Business (LoB) and province for P&C Canadian & Foreign insurance companies using IFRS 17 disclosures. Also provides exhibits from the Provincial and Territorial Summaries for the selected company or the industry.
Canadian Insurance - P&C Peer Comps and Financials
Provides a 10-peer comparison of a Canadian P&C Insurance company that you select . Included in the template are key metrics along with performance & profitability ratios based on the IFRS 17 disclosures and Core Financial Statements for the company or the industry.
View S&P Ratings, Market Derived Signals, Credit Default Swaps, along with the Pre-Adjusted and Adjusted CreditStats Direct Financials for Banks. #RD #CIQ #Charts
Annual Mine Production Summary
Analyze historical and current yearly production data along with actual, estimate and forecast production reported at the mine level.
Capital IQ Pro Academy
We are excited to announce the release of the new Capital IQ Pro 201 Certification in Capital IQ Pro Academy to help users learn more of the advanced features on the Capital IQ Pro platform and Office Plug-in.
Capital IQ Pro 201 Certification
Users can access the new Capital IQ Pro 201 courses to learn more about advanced Capital IQ Pro platform and Office Plug-in capabilities including Peer Comps, Transaction Screening, Private Companies, Find Buyers, Office Tools, and more. Once users complete and pass all ten courses, they are eligible to receive a Capital IQ Pro 201 certification to add to their LinkedIn. The Capital IQ Pro 201 certification adds to the other great courses already available in Capital IQ Pro Academy, including Capital IQ Pro 101, Banking 101, and RatingsDirect 101.
Find it in the platform:
Click on the question mark icon at the top right hand corner on S&P Capital IQ platform and select Capital IQ Pro Academy
In Capital IQ Pro Academy, click on Capital IQ Pro 201 Certification to view courses and begin learning
Marketplace Data & Solutions Communiqué
Marketplace Data & Solutions January 2024 Communiqué
Marketplace Data & Solutions February 2024 Communiqué
Marketplace Data & Solutions March 2024 Communiqué