arrow-left Back to Announcements
DATE:
AUTHOR:
S&P Global
TABLE OF CONTENTS:
    Document Intelligence Visible Alpha Estimates Private Markets & Private Company Fixed Income Dashboard Banks and Credit Unions Insurance U.S. Business Listings Technology Energy Metals & Mining Sustainability Portfolio Analytics RatingsDirect® Transactions News Search Alerts Mobile App S&P Capital IQ Pro Plug-in Screener Market Data

    September 2025 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 our clients' daily workflows:

      • Visible Alpha Estimates: We introduced advanced tools for analyzing company financials and industry-specific KPIs, featuring Visible Alpha dataset in the S&P Capital IQ Pro Plug-In formula builder, a new Estimates Summary page, quick charting capabilities, and a dedicated NAV Estimates page.

      • Fixed Income: We added nearly 3,600 new issuers to our Credit Default Swaps (CDS) coverage, enhanced pricing data with live prices and analytics, introduced Leveraged Loan indices, and expanded our Rates & Yields with additional Interest Rate Derivatives.

      • Private Markets: We expanded email contact information for key professionals, added Employee Movement data, introduced eight new niche Topic Tags and expanded Officers and Directors' data for small and medium enterprises in Australia.

      • Industry Content Expansion: We integrated U.S. Insurance Ratewatch content, including 2024 premiums and market share data, to streamline rate change processing and enable quicker access to aggregated statistics. Additionally, we added Minimum Capital and Leverage Requirements for the U.S., new Interest Rate Risk fields in the Uniform Bank Performance Report, 40 new ratios for banks, and expanded Mine Economics Cost Curve coverage with Manganese.

      • News: We enhanced news coverage for broader access on the company's News page and expanded topics for better curation across News page, Alerts, and Search.


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

      Visible Alpha Estimates

      In this release, we introduced significant enhancements to Visible Alpha on S&P Capital IQ Pro, providing users with powerful tools for analyzing company financials, segments, and industry-specific KPIs. The new Estimates Summary page offers a comprehensive overview of earnings data, analyst coverage, and multiples, along with revision and trend charts for quick insights into analyst sentiment. We added quick charting capabilities, allowing users to visualize data points through Revisions, Surprise, and Trends charts. The consensus mean/median toggle gives users the ability to customize data views to their preferences, while the dedicated NAV Estimates page delivers sector-specific insights for REITs and Metals & Mining. Additionally, the Business Peers feature now incorporates advanced analytics and customization options, facilitating growth and revision analysis and enabling seamless export to Excel as formulas.

      Estimates Summary Page in Visible Alpha Estimates

      Users can now access the Estimates Summary page, which offers a high-level overview of earnings data, analyst coverage, multiples, and more. It also includes revision and trend charts for quick insights into analyst sentiment and performance.

      Find in platform:

      • Search for a public company covered by Visible Alpha in the top search e.g., S&P Global. 

      • In the left-hand navigation menu, expand Visible Alpha

      • Click on Estimates Summary to access the new landing page

      Note: Access to Visible Alpha estimates data requires an additional subscription, please contact your account team for details.

      Quick Charting from Visible Alpha Pages

      Users can now utilize quick charting capabilities on the Visible Alpha company pages by clicking the chart icon next to a data point to open a chart modal featuring Revisions or Surprise charts. Additionally, they can navigate to Trends for further insights.

      Find in platform:

      • Search for a company covered by Visible Alpha in the top search, e.g., S&P Global. 

      • In the left-hand navigation menu, expand Visible Alpha

      • Open the Key Values page or any of the standardized or company data pages

      • Hover over a datapoint, e.g. FY2025 Revenue

      • Click the chart icon next to the datapoint to launch the chart

      • Within the chart, scroll or zoom to adjust the timeframe, or use dropdowns to adjust periodicity, include additional sources (e.g., median values, broker high/low), or toggle to a different chart type

      Note: Access to Visible Alpha estimates data requires an additional subscription, please contact your account team for details.

       

      Consensus Mean/Median Setting on Visible Alpha Pages

      Users can toggle between the mean and median consensus values on the Visible Alpha company pages. This updates the data, analytics, and charts to provide an alternative representation of analyst estimates based on user preference.

      Find in platform:

      • Search for a company covered by Visible Alpha in the top search, e.g., S&P Global

      • In the left-hand navigation menu, expand Visible Alpha

      • Open the Key Values page or any of the standardized or company data pages

      • At the top of the page, click the toggle option for Mean/Median

      • This option refreshes data and retains the selection across Visible Alpha pages and different companies

      Note: Access to Visible Alpha estimates data requires an additional subscription, please contact your account team for details.

      Visible Alpha NAV Estimates

      Users can now access Visible Alpha NAV estimates, which offers sector-specific insights for REITs and Metals and Mining. This page includes granular financial data, real estate property information, and details on metals and mining projects.

      Find in platform:

      • Search for a company in the top search, e.g., Barrick Mining Corporation

      • In the left-hand navigation menu, expand Visible Alpha

      • A link for NAV Estimates will display when available

      • On the page, use the toggle option to adjust the details when expanding the Statistics and Sources column

      • Click the values to view broker details or to navigate to source analyst models

      Note: Access to Visible Alpha estimates data requires an additional subscription. Broker entitlements are required to view underlying broker estimates and download analyst models. Please contact your account team for details. 

      Fixed Income

      In this release, we integrated Markit’s Credit Default Swaps (CDS), adding nearly 3,600 new issuers to our coverage. This enhancement expands our coverage of tenors and CDS securities across a broader range of currencies, seniorities, and coupons. We also enhanced CDS pricing data with live prices, analytics and liquidity scores. Additionally, we expanded our Rates & Yields coverage to include 108 additional Interest Rate Derivative rates, along with enhancing our Fixed Income coverage by adding over 90 Leveraged Loan indices, available across the platform.

      Credit Default Swaps

      Users can now access pricing and analytics data, including live prices, when available, for additional Credit Default Swaps curves. This includes non-primary curves and extended tenors, displayed on the CDS page. The Screener is enhanced to enable screening based on both live and close prices, along with expanded analytics such as dealer count, quote count, and liquidity metrics.

       Find in platform:

      o  Credit Default Swaps page:

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

      • Expand Corporate Issuance > Credit Default Swaps from the left-hand menu

      • On the Credit Default Swaps Charts tab, analyze the issuer’s CDS yield curves historically or focus on a particular tenor in the line chart

      • You can add other comparative issuers too

      • Navigate to the CDS Summary tab to see CDS price types of the primary CDS curve tenors, tenors for all curves or subsidiary curves

      • Click on any column within the grid and filter for any specific tenor, currency, or seniority

      o  Securities Screener

      • Navigate to Screener from the top navigation or from the Apps menu and select Securities dataset

      • Under Browse Criteria, expand Credit Default Swaps > CDS Attributes

      • Expand subfolders Live Price or Close Price to see pricing and analytics information

      o  Companies Screener

      • Navigate to Screener from the top navigation or from the Apps menu, and select Companies Dataset

      • Under Browse Criteria, expand Credit Default Swaps > CDS Attributes

      • Expand subfolders CDS Attributes or Price & Analytics to see pricing and analytics information

      o  Geographic Intelligence Screener

      • Navigate to Screener from the top navigation or from the Apps menu, and select Geographic Intelligence

      • Under Criteria, select any Country of your choice and Market Type as Country

      • Go to Add Criteria or Display Columns, and expand the Credit Default Swaps folder

      • Expand subfolders CDS Attributes or Price & Analytics to see pricing and analytics information

      Note: Companies Screener and the Geographic Intelligence Screener will only retrieve primary CDS curve data. 

      ICE Swap Rates and CME Term SOFR Rates

      Users can now access the CME Term SOFR and ICE Swap Rates available within Rates & Yields, Market Charts, Screener and Dashboard in S&P Capital IQ Pro.

      Find in platform:

      • Navigate to the Markets tab from the top navigation and select Rates & Yields

      • Scroll down on the Rates & Yields page to the All Rates section

      • Search for the ICE Swap rates or CME Term SOFR rates

       Note: Access to ICE Swap Rates data requires an additional subscription, please contact your account team for details.

      Leveraged Loan Indices

      Users can now access Morningstar Leveraged Loan indices in S&P Capital IQ Pro.

       Find in platform:

      • Search for and select Morningstar European Aerospace & Defense Loan within the top search

      • Navigate to the Index Profile page

      Fixed Income Indices: Expanded Workflow Support

      Users can now access Fixed Income indices, including the iBoxx Bond and Morningstar index family, across the platform, including the Index Profile page, Dashboard, and Chart Builder.

      Find in platform:

      o  Index Profile:

      • Search for and select an index within the top search e.g. iBoxx GBP Green Bonds Select

      • Navigate to the Index Profile page

      o  Dashboard:

      • Navigate to the Dashboard from the top navigation

      • Open the Add Widget menu at the top-right corner and add a List, Quote, or Chart widget

      • Search and select an Index and add the relevant data metrics

      o  Chart Builder:

      • Navigate to Chart Builder from the Apps & Links menu in the top navigation

      • Search and select an Index and add the relevant data metrics, and click Done

      Private Markets & Private Company

      In this release, we expanded coverage of email contact information for key professionals and expanded coverage of Officers and Directors' data for small and medium enterprises in Australia.

      Additionally, we strengthened our Private Markets capabilities by adding detailed Employee Movement data for insights into hiring trends, attrition, along with detailed Headcount Analytics for public companies. We also expanded our Topic Tags coverage with eight new niche markets. Additionally, users can screen for current and prior investors of a company using criteria from the new Private Ownership folder within the Screener.

      Finally, users with Preqin Premium Private Debt entitlement can add a new Screener criteria to easily identify limited partners investing in Private Debt, streamlining investor targeting and research.

      Expanded Professional Email Coverage

      Using an algorithm to estimate email contact details, we improved the availability of email contact details for professionals. This enables users to better connect with target companies, enhancing outreach opportunities.

       Find in platform:

      o  Corporate Profile:

      • Search for a company in the top search

      • On Corporate Profile, expand the Profile tab in the left-hand navigation, and click on People Summary

      • In the People tab, view the Email for a Key Professional under Corporate Contact Information

      • Note: Email IDs with an asterisk (*) are estimated

      o  Screener:

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

      • From Browse criteria or Display columns, expand Company Details > People & Compensation > Top Executives > Personal Details  

      • Select Person's Full Name and Email, and other required parameters

      • Hit Apply and Run Screen to see results

      Coverage stats:

      • ~83k Professionals with ~21k Companies

      Directors & Officers data for Australian Private Companies

      Users can access additional Officers and Directors' data for small and medium enterprises in Australia, significantly enhancing coverage for these markets.

      Find in platform:

      • Search and select a private company’s Corporate Profile and navigate to the Officers & Directors widget

      • Navigate to People Summary in the left-hand menu

      Coverage stats:

      • ~440k Professionals

      Headcount Analytics Enhancements on People Summary Page

      Users can now view monthly headcount analytics on the People Summary page for public companies. Additionally, users can access detailed Employee Movement data by company, role, and department level, for additional visibility into organizational dynamics through deeper talent flow insights.

      Find in platform:

      • Search for and select a company from the top search

      • From the left-hand menu, go to the People Summary page and select the Analytics tab to view Headcount Analytics, including the new Employee Movement widget

      Headcount Analytics Screener Enhancements

      Users can now screen for companies with Tenure by Department level and Employee Movement data in Screener. This will enable users to identify hiring and attrition trends, monitor talent flows and gain insights into competitor dynamics and workforce movements.

      Find in platform:

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

      • In the Field Selector, expand Company Details > General Business Details > Headcount Analytics folder

      • Choose the required parameters to view the results

      Private Ownership in Screener

      Users can screen for a company's current and prior investors using various criteria from the new Private Ownership folder within Screener. This enhancement enables users to effectively identify the relationships between General Partners and their investments, supporting fundraising and deal sourcing workflows.

      Find in platform:

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

      • Select Companies  and go to Ownership > Private Ownership folder 

      Eight New Topic Tags

      Users can access 8 new Topic Tags - Biomedical Engineering, DefenseTech, Electronic Money Institutions (EMIs), Agentic AI, Stem Cell Therapy, Psychedelic-Based Therapy, GPU-as-a-Service (GaaS), AI Observability via the Market Maps, Screener, and Corporate Profiles pages. The new tags enable users to identify companies that operate in these niche markets to support the deal sourcing workflow.

      Find in platform:

      o  Market Maps:

      • Navigate to Markets from the top navigation

      • Select Market Maps and choose a Topic Tag to deep dive into the deal activity

      o   Screener:

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

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

      Coverage stats:

      • ~ 53K companies across the 8 new topic tags

      Private Debt Limited Partners Screener Criteria

      Users with Preqin add-on subscription for Private Debt can access a new Screener criteria to find Limited Partners investing in the Private Debt asset class. This allows users to easily filter and identify all Limited Partners allocating to Private Debt.

      Find in platform:

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

      • Select the Investment Firms/Funds folder

      • Select Limited Partners > Private Debt > PD: Investor?

       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.

      Document Intelligence

      In this release, we enabled table export functionality for all document types and file formats within Document Intelligence, enabling users to easily access tabular data. Additionally, we integrated bulk download functionality on the Document Intelligence page.

      Expanded Table Export

      Users can now export tables from all document types in Document Intelligence, regardless of file format.

      Find in platform:

      • Navigate to the Documents tab in the top navigation to access Document Intelligence page

      • On the landing page, scroll down to the Filings tile and open a document

      • Scroll down through the document to locate a table

      • Hover over the table to access the Export Table menu, which is available for all document types

      Bulk Download in Document Intelligence

      Users can now export a maximum of 20 documents at a time in Document Intelligence. Selected documents can be downloaded as a Zip file.

      Find in platform:

      • Navigate to the Documents tab in the top navigation to access Document Intelligence page

      • Apply any search filter

      • Select the required documents and click on the download button

      Search

      In this release, we added sub-tabs under the Fixed Income and Rates & Yields tabs in the top search to better filter relevant results. Users with Visible Alpha access can seamlessly navigate to a company’s Visible Alpha Estimates Summary page when searching for a new company.

      Sub-categories for Fixed Income and Rates & Yields in Top Search

      Users can now access new sub-tabs under the Fixed Income and Rates & Yields tabs in the top search.

      Find in platform:

      • Click on the top search bar on the platform

      • Navigate to the Fixed Income tab or Rates & Yields tab

      Seamless Navigation for Visible Alpha Pages in Top Search

      Users can seamlessly navigate across Visible Alpha pages within the top search in the S&P Capital IQ Pro platform. When users are on a Visible Alpha page and enter a different company name in the top search, they will be taken directly to the Visible Alpha Estimates Summary page for that new company.

      Find in platform:

      • On any Visible Alpha page, click on the top search, then type the name of another company

      • Users will be directed to the Visible Alpha Estimates Summary page for the selected company

      Note: Access to Visible Alpha estimates requires an additional subscription, please contact your account team for details.

      Insurance

      In this release, we introduced the U.S. Insurance Ratewatch application on the S&P Capital IQ Pro platform, featuring the addition of 2024 premiums and market share data as we phase out ratefilings.com. This new offering streamlines daily rate change percentage processing, significantly reducing the time required for clients to access aggregate statistics for the top 10 groups by line of business and state combinations or custom sets. This helps users to quickly compare strategic rate planning against competitors, saving time and resources.

      U.S. Insurance Ratewatch Application

      Users can track rate change activity by state and line of business for the top ten insurance groups or custom sets. Ratewatch consolidates data from various sources, including competitor filings and financial statements, to provide insights on rate changes, market share, and profitability. It is available for personal auto and homeowners in all 50 states in the United States. Our analysts can create custom reports for additional personal lines, commercial lines, and workers’ compensation upon request, with regular updates reflecting recent activity.

      Find in platform:

      • Navigate to the Insurance tab on the top navigation menu

      • Select Ratewatch (New)

      • Proceed to create a new report or open an existing saved report

      Banks & Credit Unions

      In this release, we added Minimum Capital and Leverage Requirements by country for the United States, introduced new Interest Rate Risk fields in the Uniform Bank Performance Report, and included a Deposit Efficiency field in Screener. These changes provide users with critical insights into regulatory compliance, assess interest rate risk exposure, and evaluate deposit performance.

      Additionally, we added 40 new ratios for U.S. Banks, Non-U.S. Banks, and Global Summary Banks to further support Asset-Liability Management (ALM) analysis.

      Minimum Capital & Leverage Requirements by Country

      Users can now access Minimum Capital & Leverage Requirements for the United States. This page provides information on critical fields like Minimum CET1, Tier 1, Total Capital and relevant buffers from the Basel III framework.

      Note: Country-level Minimum Capital & Leverage requirements information is available starting Q4 2024.

      Find in platform:

      • Search for the United States in the top search bar to go to the Country Profile

      • In the left-hand navigation menu, expand Banking > Minimum Capital & Leverage Requirements to find the new metrics

      New Interest Rate Risk, Allowance & Loan Mix and Deposit Efficiency fields in Screener

      Users can now access the new Interest Rate Risk fields of Page 9 in the Uniform Bank Performance Report (UBPR) in Screener. We continue to expand our UBPR coverage and added data items within Allowance & Loan Mix Page 7 and Page 7A in Screener. We have also introduced the Deposit efficiency metric, which helps users assess operational costs against average deposits.

      Find in platform:

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

      • Select Industry & Asset Data > Financials > Regulated Depositories (U.S.)

      • Within Criteria, select Company Type as Commercial Banks and set the Entity Type dropdown to Companies

      • Select Display Columns, go to Bank Reg Financials (UBPR) to find the new fields within UBPR Int Rate Risk Analysis (P9) and UBPR Allowance & Loan Mix (P7) or UBPR Allowance & Loan Mix (P7A)

      • Expand Bank Reg Financials Summary > Financial Highlights to find the Deposit Efficiency data item

      • Similarly, within the Companies dataset, expand U.S. Bank Regulatory Financials to find the same data items

      New Ratios for Basel and Debt Securities

      Users can now access ~40 new ratios in the Companies and Companies (Classic) Screener for U.S., Non-U.S., and Global Summary Banks. These ratios will help users to conduct more comprehensive and competitive analyses for banks. By providing these additional ratios, users can gain deeper insights into any bank’s financial metrics.

      Find in platform:

      • Navigate to Screener from the top navigation bar or the Apps menu and select Companies or Companies (Classic) Screener

      • Go to Company Details > Industry classification and select Banking under Financials

      • Go to Company Details > Geography and choose the required geography

      • Go to Financial Sources > SNL Financial Fundamentals and then choose any of Banks (U.S., Non-U.S. and Global Summary)

      • Expand Industry Supplemental to access loan composition, debt detail and regulatory capital subcategories

      U.S. Business Listings

      In this release, we enhanced our Commercial Prospecting offering by adding key fields that clarify the relationship between headquarters, legal branch, and legal subsidiary within the Business Listings dataset. Additionally, we incorporated the Community Reinvestment Act (CRA) and Census tract details for better analyses of community demographics and regulatory compliance.

      Headquarters, Legal Branch, and Legal Subsidiary Relationships

      The incorporation of Headquarters, Legal Branch and Legal Subsidiary indicators in the Business Listings dataset in Screener significantly enhances data accuracy and usability, providing users with clear insights into business relationships.

      Find in platform:

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

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

      • Click Add Search Criteria or Display Columns

      • Expand Business Listings > Business Details > Business Information, select Headquarters, Legal Branch or Legal Subsidiary and add the required parameters and hit Apply

      CRA and Census Tract Information

      Users can now view Community Reinvestment Act (CRA) and Census tract details in the Business Listings dataset, enhancing commercial prospecting data by providing critical context on community demographics and socio-economic factors. This information allows businesses to identify growth opportunities and tailor strategies to specific markets while ensuring compliance with legal requirements for lending.

      Find in platform:

      o   CRA Data Items

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

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

      • Click Add Search Criteria or Display Columns

      • Expand Business Listings > CRA Designation and select the required CRA data items and the required parameters, and hit Apply

      o   Census Tract Data Items:

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

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

      • Click Add Search Criteria or Display Columns

      • Expand Business Listings > Business Details > Business Information, select Census Tract FIPS and add the required parameters and hit Apply

      Technology

      In this release, we introduced a Data Center Market Overview page that provides a holistic view of data center markets and added new energy perspectives for the key energy regions in the U.S.

      New Data Center Market Overview page

      Subscribers to the Data Center Research add-on will gain access to the ‘Data Center Market Overview page’ which presents a holistic view of the state of data center markets at the global, regional, country and market-level.

      Key features include:

      • Market-Level Insights: The top ribbon includes a summary of the selected market, showcasing market sizing metrics such as current and future data center counts, leased data center revenue, space, power, and its 5-year pipeline.

      • Geographic Granularity: Users can view data at different granularities based on geography, allowing for tailored insights into specific regions.

      • Interactive Visualizations:

        o   A map displaying the geographic locations of data centers.

        o   Bar charts illustrating IT power capacity for the top 10 markets, with a pipeline overlay for future projections.

        o   A Tree Map showcasing market share by capacity for the top 10 data center service providers.

      • Operational and Planned Facilities: Static grids include the top 10 operational data centers by capacity in selected markets, as well as the top 10 data centers in the development pipeline, including planned, land-held, and under-construction facilities.

      Find in platform:

      • Navigate to Technology tab from the top navigation

      • Select Data Center Market Overview under 451 Research

      • Use the filters to select the geographies of interest, either countries or Data center markets

      Note: Access to the Data Center dataset requires an additional subscription, please contact your account team for details.

      U.S. Energy Region perspectives for Data Centers

      The U.S. Data Center Summary page is enhanced to include Data Center listings and aggregated views of data center coverage by Energy Region. Users focused on U.S. markets will benefit from a quick analysis of energy demand and supply in data centers.

      Key features include an entire list of facilities in different Energy regions including Electric Utilities, ISO, ISO Zones, NERC Regions, NERC Sub-regions and Balancing Authority, U.S. States, Data Center Markets in U.S. and Aggregated metrics by capacity and space on each of the Energy Tabs.

      Find in platform:

      • Navigate to Technology tab from the top navigation

      • Select U.S. Data Center Summary page under Data Centers

      • View data centers aggregated data and research within Energy regions

      • Use the filters and tabs to find the right perspective and zoom into the area of interest

      Note: Access to the Data Center dataset requires an additional subscription, please contact your account team for details.

      Metals & Mining

      In this release, we introduced Manganese to the universe of cost curves, expanding the Mine Economics Cost Curve coverage, offering a comprehensive cost analysis from Manganese mines. Additionally, we enhanced the emissions data in the Emissions Curve tool by introducing a clear reporting method that distinguishes between actual and estimated emissions data.

      Manganese Cost Curve Introduction

      Users can access Manganese, which has been added to the universe of cost curves, including modeled cost data for Manganese mines from 1991 to 2050. The cost curve provides users with a visual representation of the costs associated with manganese mining, enabling them to analyze the economic viability of different mining operations. Users can utilize this tool to assess production costs, identify potential cost-saving opportunities, and conduct scenario analysis for future pricing and operational strategies. The cost curve's flexibility allows users to adjust parameters and forecast costs under various market conditions.

      Find in platform:

      • Navigate to Metals & Mining in the top navigation and select Mine Economics Cost Curve

      • Select Manganese in the commodity dropdown

      Enhanced Emissions Reporting

      Users can access additional details regarding Scope 1 and Scope 2 emissions within the emissions curve tool. Users can distinguish between actual emissions (reported directly by the company) and estimated emissions (modeled by our in-house analysts), enabling users to make more informed assessments using emissions data.

      Find in platform:

      • Navigate to Metals & Mining in the top navigation bar and select Mine Emissions Curve

      • Select a desired commodity from the commodity dropdown

      Coverage Stats:

      • Cobalt, Copper, Gold, Lead, Lithium, Manganese, Molybdenum, Nickel, Palladium, Platinum, Rhodium, Silver and Zinc.

      Note: Access only to users with Mine Emissions subscription, please contact your account team for details.

      Energy

      In this release, we added Ontario Day-Ahead and Real Time nodal prices and re-branded Market Intelligence Power Forecast pages to Market Indicative Power Forecast.

      Ontario Power Prices

      Users can access Ontario Day-Ahead and Real-Time power prices on the Historical Commodity View Screener and Commodity Charting tool within Market prices. This feature enables users to value generate assets and portfolios, and track the impact of renewable integration in these regions.

      Find in platform:

      o   Screener

      • On the Energy profile specialization, navigate to Screener from the top navigation

      • Select Historical Commodity View

      • Select IESO in the Source drop-down

      • Set desired location and select the Day-Ahead or Real Time instruments

      o   Commodity Charting Tool

      Coverage stats:

      • ~1000 nodes in IESO

      Market Indicative Power Forecast

      The Market Intelligence Power Forecast is now Market Indicative Power Forecast. Users can access forecast prices for power, gas, coal, capacity and Renewable Energy Credits (RECs) along with power supply/demand metrics and forecast guidance throughout the United States.

      Find in platform:

      Coverage stats:

      • ERCOT, FRC, ISO-NE, MISO, NYISO, PJM, SERC-SE, SPP, TVA, VACAR, West-Basin, West-CAISO, West-COWY, West-NWPP and West-SRSG

      RatingsDirect

      In this release, we introduced Credit Health Panel, enabling RatingsDirect users to quickly assess both rated and unrated entities from a credit comps perspective. Additionally, we enhanced the S&P Ratings Research Search page with a new bulk download feature, allowing users to download multiple articles with a single click. We also enhanced Credit Monitor to provide access for Fitch rating actions to licensed users and improved usability by expanding filter options and filter persistence.

      Additionally, we introduced a new Digital Infrastructure subsector tag to improve visibility into this key market and enhanced the S&P Capital IQ Pro Mobile App for smoother navigation.

      Credit Health Panel

      RatingsDirect users can now access the Credit Health Panel on the S&P Capital IQ Pro platform. This feature offers a streamlined and transparent method for analyzing an entity's credit quality in relation to a diverse set of peers. The methodology focuses on corporate entities and utilizes S&P Capital IQ Financials, which provide coverage beyond the rated universe.

      Find in platform:

      • Search for a company with S&P Capital IQ Financials in the top search e.g. DoorDash

      • In the left-hand navigation, expand RatingsDirect and select Credit Health Panel

      Credit Monitor – Credit Health Panel

      The Credit Health Panel now seamlessly integrates with the Credit Monitor Entity View. Users can easily toggle between the CreditStats Direct and Credit Health Panel tabs to evaluate credit quality against peers using the CreditStats Direct Financials (which are analyst-adjusted and cover the S&P rated universe) or S&P Capital IQ Financials, respectively.

      Find in platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • Select Entity View from the left-hand links

      • In the entity grid, select the Credit Health Panel tab

      • Click the color-coded indicator circles to view the full peer list for any covered entity

      Credit Monitor – Fitch Rating Actions and Alerts

      RatingsDirect users can now view Fitch rating actions in the Latest Updates widget on Credit Monitor, along with related alerts. This provides a more comprehensive credit overview across a custom list or sector.

      Find in platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • In the Latest Updates widget, select Fitch under the Type dropdown

      • To set up an alert, click the Alerts toggle (available for My Lists workflow only)

      • Select the Pencil icon to the right of the Alerts toggle, ensure Fitch is checked

      Note: Access to Fitch ratings requires an additional subscription, please contact your account team for details.

      Credit Monitor – Filter and Export Enhancements

      Users can now benefit from the enhanced ‘My Lists’ workflow for the Overview, Entity View, and Security View pages of Credit Monitor, which includes the following options:

      • The ability to filter by S&P Ratings Sectors or CIQ/GICS Sectors.

      • An enhanced Geography filter that includes a drill-down capability to the state level for the United States.

      Additionally, the Sector workflow on the Overview and Entity View pages features the improved Geography filter. In the Entity View Sector workflow, users can view an export option to extract the entire data grid with a 20,000 record export limit. The export feature will maintain any sorted columns in the grid for the user’s convenience.

      Find in platform:

      • Navigate to the RatingsDirect menu from the top navigation and select Credit Monitor in the Tools section

      • Access the Overview, Entity View, or Security View pages from the left-hand links

      • View the available filters at the top of each page, including under More Filters

      • In the Entity View, click the Sector toggle to activate the Sector workflow

      • Notice the Export button at the top-right of the page

      S&P Global Ratings Research Search Page – Bulk Download

      RatingsDirect users can now download multiple articles in a single click via the S&P Global Ratings Research search page. This feature accelerates the process of saving documents locally, grouping articles for future reference, and sharing content with licensed colleagues.

      Users can choose from three download options:

      • Download as Individual Reports

      • Download as Single Merged PDF

      • Download as Zip File

      Find in platform:

      • Navigate to the RatingsDirect menu from the top navigation, select Research Search, and run a search

      • Check the box next to the relevant results to select the article

      • With multiple articles checked, click Download and choose the file type

      New Digital Infrastructure Sector

      S&P Ratings introduced Digital Infrastructure as a new subsector within the Sector-Specific Corporate Methodology, encompassing telecommunication tower companies, fiber optic network providers, and data centers. This addition allows S&P Ratings to deliver more comprehensive coverage and enhanced accuracy in analyzing a subset of entities previously categorized under the Telecommunications subsector. Users can view Digital Infrastructure listed as an industry option across the RatingsDirect platform, including Research Search, Ratings Coverage, and Sector Overview pages.

      Find in platform:

      • Navigate to the RatingsDirect menu from the top navigation, click Corporates, and select Digital Infrastructure  to navigate to the sector page

      • For full coverage, visit the Ratings Coverage page and select the Corp, FI, Ins, & Govt tab

      • Open the Filters section, in the S&P Ratings Sectors filter, select Digital Infrastructure

      CreditStats Direct – Corporates Template Updates

      The CreditStats Direct corporates template is significant updated to enhance clarity and depth of the data set. This includes additions, removals, and caption updates to the underlying data items that compose the template. Changes are visible on the CreditStats Direct pages for corporate entities, and flow through to Screener and the Capital IQ Pro Plug-in.

       Find in platform:

      • See Help Center article for the full list of added and removed data items

      • Added data items will appear on all CreditStats Direct pages where applicable

      • Added data items will appear in the Screener and Capital IQ Pro Plug-in folders

      RatingsDirect on Capital IQ Pro Mobile App - Simplified Navigation

      We added Ratings content to the top ribbon of individual company profiles in the S&P Capital IQ Pro Mobile App for quick reference. Additionally, to simplify navigation, a new link to S&P Credit Research for individual companies is now available.

      Find in platform:

      • Open the Capital IQ Pro Mobile App

      • Navigate to a rated company’s profile page via the Watchlist page or the top search bar

      • View the current and prior S&P credit rating

      • Select View All Rating Research to see all relevant RatingsDirect articles

      Sustainability

      In this release, we expanded our ESG Scores data within Screener and Dashboard by adding new data points, offering users greater granularity into a company's sustainability performance. Additionally, we enhanced our Net-Zero offerings across Screener, the S&P Capital IQ Pro Plug-in, and Dashboard by introducing additional data points to gain deeper insights into companies' Net-Zero commitments.

      ESG Scores Raw Data metrics in Screener and Dashboard

      ESG Scores dataset users can now access detailed sustainability-related data points collected through the S&P Global Corporate Sustainability Assessment (CSA) process within Screener and Dashboard. Up to 1,000 data points are collected annually per company, enhancing transparency on corporate sustainability performance and enabling market participants to access high-quality, granular information to support their decision-making and reporting.

      Find in platform:

      o   Screener:

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

      • Select Companies, go to the Sustainability category under Browse Criteria

      • Select ESG Scores > Raw Data folder to find the newly added metrics

      o   Dashboard:

      • Navigate to the Dashboard from the top navigation bar

      • Select List or Portfolio, or Quote widget from the Add Widget menu at the top right to add it to the Dashboard

      • Open Field Selector, expand Sustainability > ESG Scores > Raw Data folder to find the new fields

      Note: Access to the ESG Scores dataset requires an additional subscription, please contact your account team for details.

      Additional Net-Zero metrics in Screener, S&P Capital IQ Pro Plugin and Dashboard

      Users can now access additional Net-Zero commitments tracker data points within Screener, S&P Capital IQ Pro Plugin and Dashboard, offering granular insights on transition and reduction plans of a company’s longest-term targets or commitments.

      Find in platform:

      o   Screener

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

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

      • Select Net Zero Commitments Tracker to find the new metrics

      o   S&P Capital IQ Pro Plug-in

      • In Excel, launch S&P Capital IQ Pro Plug-in and open Formula Builder

      • Under Data Items, expand Sustainability > Net Zero Commitments Tracker to find the new metrics

       o   Dashboard

      • Navigate to the Dashboard from the top navigation bar

      • Select List or Portfolio, or Quote widget from the Add Widget menu at the top right to add it to the Dashboard

      • Open Field Selector, expand Sustainability > Net Zero Commitments Tracker to find the new metrics

      Note: Access to the Net-Zero Commitments Tracker dataset requires an additional subscription, please contact your account team for details.

      Portfolio Analytics

      In this release, we introduced a Treemap chart visualization that allows users to represent both size and hierarchy in a compact view by mapping metrics to size and color. We also added the capability to simulate trades on the fly and assess their impact through Adjusted Portfolio Comparison. Additionally, we enhanced the Batch Scheduler with customizable report naming. These enhancements empower users to visualize portfolio structure more intuitively, evaluate trade decisions dynamically, and streamline report management, improving efficiency and decision-making across portfolio analytics workflows.

      Treemap Charts

      Users can now add Treemap charts to every portfolio report, enhancing their ability to visualize portfolio composition through a hierarchical layout where both size and color are determined by user-defined metrics. Treemap charts facilitate quick identification of dominant positions, exposure concentrations, and relative performance across segments, all within a single, intuitive view. By merging structure and scale into one visualization, users can analyze portfolio dynamics more effectively and uncover insights that may be overlooked in traditional tabular or flat chart formats.

      Find in platform:

      • Navigate to the Portfolios tab from the top navigation

      • Click on Reports and open an existing report or create a new one

      • Click on the Charts icon in the Widget Library on the right-hand side and select a Treemap chart type

      • Add two metrics to the widget to define size and color intensity, e.g., Weight and Return

      • Under the Color Options, choose Color Range to display the cell value in the rendered chart

      • If grouping levels are applied in the chart, select Single-level vs. Full display options to display all holdings on a single level or use hierarchical drilldown

      • Click Save and run the report

      Adjusted Portfolio Comparison

      Users can now simulate buy and sell transactions directly within a report, enabling them to evaluate the impact of potential trades on portfolio risk, performance, characteristics, and composition, without altering the original portfolio. This enhancement allows for on-the-fly scenario analysis, empowering users to make more informed investment decisions, test strategic ideas, and visualize outcomes before committing to changes. If the simulated adjustments produce favorable results, users can save the adjusted portfolio as a new version, or they can choose to discard it.

      Find in platform:

      • Navigate to the Portfolios tab from the top navigation

      • Click on Reports and open an existing report

      • Expand the dropdown arrow next to the report name and select Adjusted Portfolio Comparison

      • Choose a portfolio to adjust it with simulated trades

      • Add transactions to the portfolio and click Save

      • Notice that the report is now split into two identical copies, with the left side report generated with the original portfolio, and the right side with the adjusted portfolio pre-populated

      • Click Update

      • Evaluate the effect of simulated trades on portfolio returns, risk, composition or characteristics

      • To add temporary transactions, click on the Portfolio Options control next to the adjusted portfolio name and select Edit Portfolio

      • Click on Save Portfolio to save the adjusted portfolio to your repository

      • To discard the changes, navigate back to the dropdown arrow next to the report name and select Return to Edit Report

      Customizable Batch Scheduler Report Names

      Users can define custom filenames for reports generated through the Batch Scheduler, simplifying the process of distinguishing between outputs and avoiding naming collisions. This feature supports both static and dynamic text, parameterized tokens such as report start and end dates, enabling filenames to reflect the specific context of each scenario. As a result, users benefit from cleaner organization, improved traceability, and streamlined report management in automated workflows.

      Find in platform:

      • Navigate to the Portfolios tab from the top navigation

      • Click on Schedules and open an existing schedule or create a new one

      • Go to the Delivery tab and select the Custom Name Pattern checkbox

      • Click on the information icon to view the list of all possible system parameters that can be included in the custom name

      • Create a custom name, using required parameters and free text and click Save

      • Run the scheduled report using the Run Now button or wait until the next scheduled instance to view generated reports with custom names

      Transactions

      In this release, we expanded our deal financials coverage by adding private company financials for M&A transactions. We added transaction participant ID fields and enhanced the Transaction Lists formula in the S&P Capital IQ Pro Plug-In, enabling users to extract transactions of the focus company’s subsidiaries. Additionally, we introduced financial fields on the Transactions Screener for more in-depth analysis of Offerings.

      Private Company Financials for M&A Transactions

      Users can access expanded M&A deal financials, which include third-party private company data for both buyer and target companies at the time of the deal. This additional financial information enhances the Capital IQ deal financials available on M&A Profiles and the Transactions Screener.

      Find in platform:

      o   M&A Deal Financials page:

      • Search for and select a company in the top search bar to navigate to the Corporate Profile, e.g., Chart Industries, Inc. [MI Key: 4295886]

      • Expand Transactions in the left-hand navigation, and select the Detailed M&A History page

      • Open a M&A Deal Profile, e.g., Chart/Howden [Transaction ID: SPTRD1992399]

      • Expand Deal Financials from the left-hand navigation and open Target Financials or Buyer Financials

      • On the Financials page, select Third Party Private, wherever available, from the Source dropdown to view the private company financials

      o   Screener:

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

      • Under Browse Criteria, expand General Transaction Details > Company Financials (At Transactions Date) > Buyer Financials (LTM) or Target/Issuer Financials (LTM) > S&P Capital IQ to find the financials fields.

       Note: The private company financials do not have separate fields. These financials will be used in the same financial fields when CIQ-sourced financials are unavailable. Below are the fields that will have private company financials:

       o   CIQ Buyer Financials (LTM):

      • Total Revenue [KeyField: 330051, SPTR_BUYER_CIQ_TOTAL_REV]

      • EBITDA Incl EQ Income from Affiliates [KeyField: 330052, SPTR_BUYER_CIQ_EBITDA]

      • EBIT Incl EQ Income from Affiliates [KeyField: 330053, SPTR_BUYER_CIQ_EBIT]

      • Net Income to Common Excl Extra Items [KeyField: 330079, SPTR_BUYER_CIQ_NET_INCOME]

      • Earnings Cont Ops [KeyField: 330054, SPTR_BUYER_CIQ_EARNINGS]

      • Total Assets [KeyField: 330056, SPTR_BUYER_CIQ_TOTAL_ASSETS]

      • Total Debt [KeyField: 330057, SPTR_BUYER_CIQ_TOTAL_DEBT]

      • Net Debt [KeyField: 330058, SPTR_BUYER_CIQ_NET_DEBT]

      • Total Common Equity [KeyField: 330059, SPTR_BUYER_CIQ_TOTAL_EQUITY]

      • Total Preferred Equity [KeyField: 330060, SPTR_BUYER_CIQ_TOTAL_PREFERRED]

      • Cash and Short Term Investments [KeyField: 330061, SPTR_BUYER_CIQ_CASH_STI]

      • Total Minority Interest [KeyField: 330062, SPTR_BUYER_CIQ_MINORITY_INTEREST]

      o   CIQ Target/Issuer Financials (LTM):

      • Total Revenue [KeyField: 330169, SPTR_TARGET_CIQ_TOTAL_REV]

      • EBITDA Incl EQ Income from Affiliates [KeyField: 330172, SPTR_TARGET_CIQ_EBITDA]

      • EBIT Incl EQ Income from Affiliates [KeyField: 330173, SPTR_TARGET_CIQ_EBIT]

      • Net Income to Common Excl Extra Items [KeyField: 330179, SPTR_TARGET_CIQ_NET_INCOME]

      • Earnings Cont Ops [KeyField: 330181, SPTR_TARGET_CIQ_EARNINGS]

      • Total Assets [KeyField: 330184, SPTR_TARGET_CIQ_TOTAL_ASSETS]

      • Total Debt [KeyField: 330200, SPTR_TARGET_CIQ_TOTAL_DEBT]

      • Net Debt [KeyField: 330203, SPTR_TARGET_CIQ_NET_DEBT]

      • Total Common Equity [KeyField: 330204, SPTR_TARGET_CIQ_TOTAL_EQUITY]

      • Total Preferred Equity [KeyField: 330205, SPTR_TARGET_CIQ_TOTAL_PREFERRED]

      • Cash and Short Term Investments [KeyField: 330206, SPTR_TARGET_CIQ_CASH_STI]

      • Total Minority Interest [KeyField: 330207, SPTR_TARGET_CIQ_MINORITY_INTEREST]

      Coverage stats:

      • Private company financials are now available for ~250,000 M&A deals.

      Enhanced Transactions Lists in S&P Capital IQ Pro Plug-in

      Users can now access a comprehensive list of transactions for a focus company’s subsidiaries directly from the enhanced Transaction Lists formula in the S&P Capital IQ Pro Plug-in.

      Find in platform:

      • In Excel, launch S&P Capital IQ Pro Plug-in and open Formula Builder

      • In the top menu, select Key Workflows > Companies

      • Expand Company Details > Lists > Transaction Lists > any option as required

      • Expand Advanced Options > Include Transactions From

         o Subsidiaries from time of acquisition [Formula syntax: Options: InclSubs=Yes]

         o Subsidiaries for all time [Formula syntax: Options: InclSubs=All]

         o Focus company only (exclude deals of subsidiaries) [Formula syntax: Options: InclSubs=No]

      Buyers/Investors and Sellers IDs in S&P Capital IQ Pro Plug-in

      With the addition of fields for Buyers/Investors ID and Sellers ID to the S&P Capital IQ Pro Plug-in, users can now pivot directly from transactions to participant-level company analysis.

      Find in platform:

      • In Excel, launch S&P Capital IQ Pro Plug-in and open the Formula Builder

      • In the top menu, select Key Workflows > Transactions

      • Expand General Transaction Details > General Information to find the new fields for participant IDs:

        o   Buyers/Investors ID [KeyField: 391672]

        o   Sellers ID [KeyField: 391673]

      • In case of multiple participants, the IDs will be delimited with semicolons (;)

      • These fields can also be found in the Transactions Screener

      SNL Financial and Market Info for Offerings in Screener

      Users can now run more in-depth industry-specific financial and market analysis in Transactions Screener with the addition of 172 new fields under the SNL Financial and Market Info folder for Offerings.

      Find in platform:

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

      • Under Browse Criteria, expand Offerings > SNL Financial and Market Info to find the new folders with general and industry-specific fields:

        o   General

        o   Bank/Thrift

        o   Homebuilder

        o   Insurance

        o   Investment Company

        o   Media & Communications

      • Additionally, expand Company Information > Company Details > Company Identification to find U.S. Bank Regulatory Company Type [KeyField: 392028, COMPANY_TYPE] 

      News

      In this release, we enhanced our company news coverage, allowing users to access a wider array of news directly from the company’s News page. Additionally, we expanded the range of news topics, offering more options for curating news by topic across News pages, Alerts, and Search.

       Expanded Company News Coverage

      Users can access expanded news coverage for about 40,000 companies on S&P Capital IQ Pro platform.

      Find in platform:

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

      • In the left-hand navigation, select News, Events and Filings > News 

      • Select the Additional Sources capsule at the top of the page to discover headlines from select third-party news outlets

      • Click third-party headlines to explore third-party websites, and read free articles or choose to login or subscribe to access premium content

      Enhanced News Topics 

      Users can curate news across the platform using Capital IQ Pro’s news topic taxonomy, which is now organized into seven high-level themes: Business, Economy, Government & Regulation, Industry Intelligence, Markets, Society & Sustainability, and Technology. In addition to the existing topics, we have added dozens of new topics, such as Private Markets, Generative AI, and Tax Policy, under each theme. These topics are available on News pages, Alerts, and Advanced Search, and the News sections of the top and left-hand navigation menus.

      Find in platform:

      o   News

      • Navigate to the News dropdown menu from the top navigation

      • Click any of the Business, Economy, Government & Regulation, Industry Intelligence, Markets, Society & Sustainability and Technology to navigate to a topic page 

      • In the News dropdown menu, select News Home or any Industry News

      • Click See More Topics at the bottom of the left-hand navigation menu  

      o   Alerts

      • Click the Bell Icon on the right side of the top navigation

      • Select Create New Alert and enter required parameters

      • Under Alert Triggers, expand News & Industry Research, select Market Intelligence News & Research

      • Open the Type dropdown menu and select News

      • Open the Topics dropdown list and select the required topics

      • Click Save

      o   Advanced Search

      • Click on the Search bar in the top navigation

      • Select Advanced Search in the top right corner of the search results

      • Navigate to the Market Intelligence News (MI News) section and expand the Topics dropdown list


      Dashboard

      In this release, we added macroeconomic events in the Events widget on the Dashboard, providing users with updates on key indicators that influence market conditions. Additionally, we introduced new equity index valuation metrics on the Dashboard.

      Macroeconomic Events on Dashboard

      Users can now add macroeconomic events to the Dashboard Events widget using a new dropdown filter. This allows them to choose macro events by geography, helping them focus on the region-specific economic developments that are most relevant to their portfolios.

      Find in platform:

      • Navigate to Dashboard and open the Add Widget menu on the top right

      • Select Events

      • Click on the Macroeconomic Events drop-down, and macro events will be selected by default

      • Click on the Geography drop-down, the United States and Canada will be selected by default, and select additional geographies as required

      • The widget will display relevant events based on the selection

      • Note that Geography is a mandatory field for macroeconomic events

      Additional Index Multiples and Aggregates on Dashboard

      Users can now access additional Index multiples and aggregates across major indices on the Dashboard to easily view key valuation metrics.

      The following is the list of new metrics:

      • TEV/EBIT

      • TEV/EBITDA Forward

      • TEV/EBIT Forward

      • TEV/Total Revenue Forward

      • Price/Normalized EPS

      • TEV/ Free Cash Flow Unlevered

      • Total Enterprise Value (CIQ)

      • Dividend Yield

      Find in platform:

      • Navigate to the Dashboard from the top navigation

      • Open the Add Widget menu at the top-right corner and add a List, Quote, or Chart widget

      • Search and select an Index

      • Open Field Selector using the settings gear icon at the top-right corner of the widget

      • Navigate to Market Data > Index Data and add the relevant data metrics

      Price Volatility Metrics on Dashboard

      Users can now access the Capital IQ equivalent Price volatility metrics on the Dashboard.

      Find in platform:

      • Navigate to the Dashboard from the top navigation

      • Open the Add Widget menu at the top-right corner and add a List or Quote widget

      • Open Field Selector using the settings gear icon at the top-right corner of the widget

      • Navigate to Market Data > Equity Market Data > Price volatility to add different Price Volatility metrics for 5 Year, 2 Year, 1 Year, 6 Month and 3 Month periods

      Mobile App

      In this release, we enhanced the Capital IQ Pro mobile app by adding an earnings calendar feature to help users keep track of major announcements. Additionally, we introduced cryptocurrencies in the Market widget. Finally, we updated the company page to display biographies for executives and directors.

      Earnings Calendar in Mobile App

      The Earnings Calendar feature enables users to quickly identify companies reporting their quarterly results, offering essential information such as EPS, stock price, call details, transcripts, and related documents for both upcoming and recent announcements. This feature consolidates comprehensive earnings information in one convenient location, making it ideal for users seeking on-the-go insights.

      Find in Mobile App:

      • Log in to the Capital IQ Pro Mobile App

      • Tap on View All in the Earnings widget

      • Discover earnings events by selecting a time series

      • Tap on the time icon for a specific company to view earnings release details

      • Tap on the transcript or document icon to view the required documents

      Cryptocurrency in the Markets Widget

      We introduced a dedicated section in the Mobile app to offer timely updates on the latest cryptocurrency data and provide added value to users interested in the crypto space.

      Find in Mobile App:

      • Log in to the Capital IQ Pro Mobile App

      • Tap on the Crypto tab in the Market Widget to load the Crypto data

      Refreshed Corporate Profile Officers & Directors widget

      We enhanced the Corporate Profile mobile pages for private companies by updating the Company Descriptor widget to include headquarters location, a direct URL link, and post-money valuation. Additionally, we added personal biographies for executives and board members, offering users quick access to this essential information.

      Find in Mobile App:

      • Log into the Capital IQ Pro Mobile App

      • Search for any private company to view the updated description

      • Go to the Corporate Profile page to discover the updated details

      • Scroll down to find the Officers & Directors widget

      • Tap on the accordion to expand and view the executive’s biography

      Screener

      In this release, we enhanced the Screener criteria layout for improved performance and simplified editing, featuring a space-saving design and drag-and-drop functionality for reordering criteria rows. We also added support for Lists and Portfolios in the Add Companies tool within Screener.

      New Screener Criteria Layout

      Users can interact with a new Screener Criteria layout in Companies, Transactions, Securities, and Key Developments datasets.

      Find in platform:

      • Navigate to Screener from the top navigation or from the Apps menu and select any of the Companies, Transactions, Securities, or Key Developments datasets

      • To add criteria, search for a field in the criteria row, or select from the Browse Criteria section

      • To edit existing criteria in-line, click any part of the criteria row, including field, operator, or value

      • For advanced edits using the Field Selector, click the pencil icon in the criteria row

      • To reorder criteria rows, click the dotted icon on the far left and drag the row to the required location

      • Alternatively, click the row number, enter the destination row number, and press Tab or Enter

      Lists & Portfolios Support in the Add Companies Feature

      Users can now screen for current and prior subsidiaries and portfolio companies associated with their list and portfolio constituents.

      Find in platform:

      • Navigate to Screener from the top navigation or from the Apps menu and select Companies

      • Select Add Companies option to the right of the criteria row

      • To add a List criteria, select the List tab, type the name of your List, and choose it from the results

      • To add a Portfolio criteria, select the Portfolio tab, type the name of your Portfolio, and choose it from the results.

      • After selecting a List or Portfolio, click Add Criteria to add it to the screen

      List Manager

      In this release, we integrated iBoxx Fixed Income Indices into List Manager, enabling users to create, save, and manage lists of these indices across the platform, enhancing market monitoring, performance tracking, and index comparison workflows.

      We also improved the discoverability of entities across Indices, Fixed Income, Rates & Yields, and Commodities by updating tab structures and adding descriptive capsules within the List Manager. These enhancements to search, filter, and organize data by asset class, improve the overall navigation and list-building experience.

      iBoxx Fixed Income Indices Integration with List Manager

      Users can now access iBoxx Fixed Income Indices in List Manager, enabling them to create, save, and manage lists of indices for streamlined tracking and analysis across the platform. This integration supports key fixed income workflows and improves access to bond market linked index data.

      Find in platform:

      • Click on the Saved Items icon in the right-hand corner of the S&P Capital IQ Pro platform

      • Expand Lists & Screens and select Create Lists

      • Enter a List Name and select the Type

      • On the List Manager page, click on Search to add entities

      • Click the Indices tab or Fixed Income Indices sub-tab

      • Search for iBoxx indices of your choice to add to the list

      Enhanced discoverability of Indices, Fixed Income, Rates & Yields, and Commodities in List Manager

      Users can access an updated List Manager search experience, featuring a refined layout and added capsules across Indices, Fixed Income, Rates & Yields, and Commodities. These enhancements make it easier for users to find and organize entities by asset class while building and managing lists.

      Find in platform:

      • Click on the Saved Items icon in the right-hand corner of the S&P Capital IQ Pro platform

      • Expand Lists & Screens and select Create Lists

      • Enter a List Name and select the Type

      • On the List Manager page, click on Search to add entities

      • Click any of the Indices, Rates & Yields, Commodities, Fixed Income tabs to find the new capsules

      Alerts

      In this release, we implemented a new sharing functionality that allows users to share alerts seamlessly.

      Share Functionality on the Create Alerts Page

      Users can now share newly created alerts from the ‘Create Alerts’ page by entering the recipient’s information during the alert creation process.

      Find in platform:

      • Click the Bell icon on the right-hand side of the top navigation to open the Desktop Alert panel

      • Click Create New Alert from the panel

      • Select the necessary Alert Settings and proceed to CC Recipients under the same section

      • Enter the desired email address or group name in the input field

      • Select other necessary filters and click Save in the top right corner 

      Market Data

      In this release, we added new data points to the Index Profile pages for equity and fixed-income indices and expanded S&P Dow Jones Indices (SPDJI) coverage and constituent data for the BSE India Indices.

      Index Profile Page Enhancements

      Users can now access Dividend Yield in the Equity Index profile page and the 52 Week High/Low and 5 Year Index Performance data within the Fixed Income Index profile page.

       Find in platform:

      • Search for and select an Equity or Fixed Income index within the top search

      • Navigate to the Index Profile page

      Equity Index Coverage Expansion

      Users can access expanded coverage of 95 additional S&P Dow Jones Indices (SPDJI) indices from the index families below.

      • Dow Jones Select Green RESI

      • S&P 400 ESG Leaders

      • S&P GSCI Capped 3 Months Forward

      • SPDJI 1500 Low Valuation Tilt

      • SPDJI 1500 Positive Momentum Tilt

      • SPDJI 500 QVM & QVML Multi-Factor Composite

      • SPDJI Emerging Market Div Opp

      • SPDJI FCF Aristocrats

      • SPDJI Global Essential Metals Producers

      • SPDJI Global LMCap Commodity & Res

      • SPDJI International Div Opp

      • SPDJI Revenue Weighted

      • SPDJI Select Sectors 15/40 Plus Capped

      • SPDJI Select Sectors Capped

      • SPDJI South Africa Series

      • SPDJI US QVM Multifactor Top 90

      Find in platform:

      ·       Search for and select any SPDJI Index within the top search, e.g., S&P MidCap 400 Scored & Screened Leaders Index

      BSE India Indices: Constituents Addition

      Users can now access constituent data for the following BSE India indices in the S&P Capital IQ Pro platform.

      • BSE ALLCAP

      • BSE AUTO

      • BSE BANKEX

      • BSE CONSUMER DURABLES

      • BSE CAPITAL GOODS

      • BSE Healthcare

      • BSE Information Technology

      • BSE 100

      • BSE 200

      • BSE 500

      • BSE Fast Moving Consumer Goods

      • BSE IPO

      • BSE PSU

      • BSE LargeMidCap

      • BSE MidSmallCap

      • BSE Commodities

      • BSE Consumer Discretionary

      • BSE Energy

      • BSE Financial Services

      • BSE Industrials

      • BSE 250 LargeMidCap

      • BSE LargeCap

      • BSE METAL

      • BSE MidCap

      • BSE OIL & GAS

      • BSE POWER

      • BSE REALTY

      • BSE SENSEX

      • BSE SmallCap

      • BSE SENSEX 50

      • BSE SENSEX Next 50

      • BSE TECK

      • BSE Telecommunication

      • BSE Utilities

      Find it in platform:

      • Search for and select a BSE index within the top search, e.g. BSE India Sensex 30 Index (^SENSEX)

      • Navigate to the Index Profile page

      Note: Access to constituent data may require an additional subscription. Please contact your account manager for details.

       

      S&P Capital IQ Pro Plug-in

      In this release, we integrated Visible Alpha estimates in the S&P Capital IQ Pro Plug-In formula builder, enabling users to build formulas with Visible Alpha data directly in Excel. Additionally, we added Visible Alpha’s statistical functionalities, including Consensus Median, Min, Max, and others, to the S&P Capital IQ Pro Plug-In.

      Visible Alpha in Formula Builder

      Users can now leverage Formula Builder in the S&P Capital IQ Pro Plug-In to easily create formulas using the Visible Alpha dataset.

      Find in S&P Capital IQ Pro Plug-In:

      • In Excel, launch S&P Capital IQ Pro Plug-in and open Formula Builder

      • Under Key Workflows, click on Visible Alpha

      • Enter a company name/ticker under Identifier

      • Select the required Data Type, Data Items, Parameters, and Advanced Options for your preferred criteria

      Visible Alpha Statistics

      Users interested in statistical data associated with Visible Alpha can utilize the S&P Capital IQ Pro Plug-in to retrieve Median, Min, Max, and other functions.

      Find in S&P Capital IQ Pro Plug-In:

      • In Excel, launch S&P Capital IQ Pro Plug-in and open Formula Builder

      • Under Key Workflows, click on Visible Alpha

      • Enter a company name/ticker under Identifier

      • Select the required Data Type, Data Items, Parameters, and Advanced Options for your preferred criteria

      • Under Advanced Options, navigate to Statistics and choose the appropriate option

      • Example formulas:

      =SPG("NYSE:JNJ", "EBITDA", "FY+1", "Options: Type=SD, EstStat=Max")

      =SPG("NYSE:JNJ", "EBITDA", "FY+1", "Options: Type=SD, EstStat=Min")

      =SPG("NYSE:JNJ", "EBITDA", "FY+1", "Options: Type=SD, EstStat=Median")

      =SPG("NYSE:JNJ", "EBITDA", "FY+1", "Options: Type=SD, EstStat=FirstQuartile") 


      Excel Template Library

      In this release, we added several new or enhanced Excel templates to meet your data analysis needs.

      Merger Planning & HHI Analysis

      This model helps in evaluating banks & credit unions density using the Herfindahl-Hirschman Index (HHI). It assists in modeling market impacts & transactions by calculating Pro-forma HHI and identifying required divestitures based on user-defined inputs.

       Basel IV: Country Level Capital Requirement

      This model allows you to view minimum capital, combined buffer, leverage, liquidity and funding requirements at a country level globally. In addition, the model also allows users to view banking sector aggregates and macroeconomic indicators.

       IFRS 17 Peer Analysis

      This model provides a peer analysis of up to 5 peers for the Companies adopted IFRS 17 regulation based on the selected industry, features the dynamic graphical representation of the metrics.

       IFRS17 Insurance Tear Sheet

      Allows comparisons of key items and ratios for IFRS 17 adopted insurance companies across borders. Provides a single source for standardized financial data on listed, non-listed and subsidiary insurance companies across the US, Europe and APAC regions.

       H.8 Assets and Liabilities of Commercial Banks

      This model details the H.8 Assets and Liabilities of U.S. Commercial Banks, presenting aggregates as defined by the Federal Reserve. It includes both seasonally and not-seasonally adjusted data, also featuring weekly updates and chart tabs.

       Macroeconomic Profile

      This model offers insights into the economic landscape of a selected country/region, featuring yield curves, CDS chart, exchange rates with forecasts, PMI data, risk scores, and an analysis of historical and forecasted economic and demographic data.

       Private Company Headcount Analytics

      Identify the most relevant set of private companies using geographic, industry, funding, and detailed headcount metrics to conduct an in-depth analysis of their performance, funding, and growth trends over time.

      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.

       

      TABLE OF CONTENTS:
        Powered by LaunchNotes