ChatIQ

In this release, all Capital IQ Pro users will gain access to ChatIQ, a Generative AI (GenAI) assistant that enables users to ask questions about S&P Capital IQ Pro data, providing them with significant time-saving responses and simplifying navigation throughout the platform.

ChatIQ

Users can ask a question on ChatIQ to quickly gain insights, verify accuracy and easily navigate the Capital IQ Pro platform. It also includes click-through to the source content or document within Capital IQ Pro. Users can also refresh their ChatIQ session to start a new thread at any time.

ChatIQ has been trained on the following S&P Capital IQ Pro data:

• S&P Capital IQ Financials
• Company Details
• Products
• Professionals
• Key Developments
• News & Industry Research
• Transactions
• Market Data
• 10-K Annual Filings & Global Annual Reports*
• Global Earnings Call Transcripts*

Find it in the platform:

• Navigate to the Apps tab from the top navigation and select ChatIQ
• Use Ask a Question text bar, type a question you would like ChatIQ to answer and use the Generate button to submit
• Review the answer and click the links to navigate to the source to continue your research
• After asking a question, you can let us know about your experience by using the Thumbs-up, Thumbs-down, and Feedback options
• To start a new chat, navigate to the top right of the screen and click the Start New Chat button for a new session

Data is available in the same timelines as S&P Capital IQ Pro (*refreshed on a daily basis).

Giving Feedback and Support Opt-In

Users can provide feedback to help us improve ChatIQ as well as opt-in for our support team to assist via email. Our support team can help to find the data they need within ChatIQ. Leaving the opt-in checkbox blank will still allow users to submit feedback on ChatIQ.

Find it in the platform:

• Navigate to the Apps tab from the top navigation and select ChatIQ
• Use Ask a Question text bar, type a question you would like ChatIQ to answer and use the Generate button to submit
• Select Please contact me to discuss my feedback whenever you submit feedback via ChatIQ

Document Intelligence

In this release, we introduced Earnings Call Outlook summaries to provide users with forward-looking insights as shared by a company’s management team during an earnings call.

Summary of Earnings Call Outlook

This new feature is available for earnings call transcripts from Jan 15, 2025 onwards. The new Earnings Call Outlook summaries will provide users with forward-looking insights, including revenue projections, earnings estimates, key drivers, market conditions, potential risks and uncertainties, among other factors.

Find it in the platform:

• Navigate to the Documents tab in the top navigation to go to the Document Intelligence page
• Scroll down to the Transcripts & Investor Presentation widget
• Filter for Earnings Call transcripts
• Click on a document to view it
• Navigate to the Summary panel under Select By Topic

Private Company

Enhanced Business Description for Private Companies

Users can now access more comprehensive business descriptions for over 450,000 private companies. These enhanced business descriptions are generated using Generative AI (GenAI), offering a more complete view into the company's business operations, products and services, and clientele. Sourced from the company websites, these newly updated business descriptions will help stakeholders, investors, and clients quickly understand a company’s core operations.

In the coming months, we will be increasing this coverage in further phases, expanding the breadth and depth of the business descriptions on Capital IQ Pro to include even more companies and better identification of companies operating in niche and emerging industries of interest.

Find it in the platform:

• Search for a private company from the top search bar and navigate to its Corporate Profile
• Navigate to the Company Description section to view the updated business description

Coverage stats:

• 450K+ private companies

Documents & Filings

SENS announcements from the Johannesburg Stock Exchange (JSE)

Users can access Stock Exchange News Service (SENS) announcements from Johannesburg Stock Exchange (JSE) on the Capital IQ Pro platform. These announcements are accessible in all areas where company filings are available, including Dashboard, Alerts and Document Intelligence. The coverage includes various announcements including mergers and takeovers, rights offers, capital issues, annual consolidated financial results, dividend declarations and board changes.

Find it in the platform:

• Navigate to Dashboard from the top navigation bar
• Go to the Newswire widget and click the gear icon in the top right to open the settings
• From the Content filter, select Documents
• From the Document Source filter, select Johannesburg Stock Exchange (SENS)
• Click Apply to view the SENS announcements in the Newswire widget
• These announcements can also be accessed on the Alerts and Filings pages throughout the platform

Coverage stats:

• All Companies listed on the Johannesburg Stock Exchange (JSE)

Market Data

Open, High, and Low for Indices

Users can now view daily Open, High and Low values for indices in charting capabilities across the Dashboard and Index Profile. This will drive more meaningful analysis and help glean deeper insights from index pricing data.

Find it in the platform:

• Index Profile page:
  • Search for and select an Index from the top search bar
  • Navigate to the Index Profile page and scroll down to the Index Chart
  • Hover over the chart to view Open, High, Low & Close values
• Dashboard:
  • Navigate to Dashboard from the top navigation bar
  • Select List widget from the Add Widget menu at the top right to add it to the Dashboard
  • Select Chart widget and add an Index
  • Hover over the chart to view Open, High, Low & Close values

Moody's Bond Indices

Users can now access Moody's Bond indices on the Capital IQ Pro platform. This data will also be available through the S&P Capital IQ Pro Plug-in.

Below is the list of available indices:

• Moodys Bond Yield Avg - Comp. Corporates
• Moodys Bond Yield Avg - AAA Rated Corporates
• Moodys Bond Yield Avg - AA Rated Corporates
• Moodys Bond Yield Avg - A Rated Corporates
• Moody's Bond Yield Avg - BAA Rated Corporate
• Moodys Bond Yield Avg - Comp. Industrials
• Moodys Bond Yield Avg - AAA Rated Industrials
• Moodys Bond Yield Avg - AA Rated Industrials
• Moodys Bond Yield Avg - A Rated Industrials
• Moodys Bond Yield Avg - BAA Rated Industrials
• Moodys Bond Yield Avg - Comp. Public Utilities
• Moodys Bond Yield Avg - AA Rated Public Utilities
• Moodys Bond Yield Avg - A Rated Public Utilities
• Moodys Bond Yield Avg - BAA Rated Public Utilities

Find it in the platform:

• S&P Capital IQ Pro platform:
  • Search for and select an Index from the top search bar
  • Navigate to the Index Profile page for the selected index
• S&P Capital IQ Pro Plug-in
  • Open Excel and launch S&P Capital IQ Pro Plug-in
  • Navigate to Identifier Lookup, select Indices tab, enter Moody’s in the search bar, select required indices and click Apply
  • The selected Moody’s index identifiers (SPT IDs) will export to Excel for use in formulas
  • E.g., to reference Moody's Bond Yield Avg - BAA Rated Corporates Price Return index, Formula =SPG(“SPT2631488”, "SP_LASTSALEPRICE", "01/27/2025")

Industry Classifications

Latest NACE Industry Codes

The NACE 2.1 industry code revisions include new industry classifications to reflect emerging economic activities. With these changes, the total number of industries increased from 996 to 1,047.

Key Changes:

• The Information and Communication section has been restructured into two new sections
• The revised NACE codes will more accurately represent the full spectrum of environmentally sustainable activities
• There is an increased focus on digital platforms, including the introduction of intermediation service activities
• In the Wholesale and Retail Trade, there is a shift towards emphasizing the products sold rather than the methods of distribution

Find it in the platform:

• Search for and select a company to navigate to it’s Corporate Profile
• View the Corporate Data widget on the Corporate Profile page
• The updated NACE code will display in the grid within the Corporate Data section

Coverage stats:

• About 5.5 million companies across industries and regions, have their NACE codes updated to align with this new taxonomy.

Sustainability

Partnership for Carbon Accounting Financials (PCAF) Scores

Environmental dataset users can now effectively screen for companies and access detailed information related to PCAF Data Quality Scores for S&P-generated Scope 1, 2, and 3 GHG emission disclosures. These scores are based on the financed emissions methodology, which helps improve the transparency and comparability of emissions data disclosures.

Find it in the platform:

• S&P Capital IQ Pro platform
  • Navigate to Dashboard from the top navigation
  • Select List or Portfolio or Quote widget from the Add Widget menu at the top right
  • Within the Field Selector, expand Sustainability > Environmental > Environmental KPI > S&P Generated > PCAF folder
• Screener:
  • Navigate to Screener from the top navigation bar or the Apps menu
  • Select Companies view, navigate to Sustainability category under Browse Criteria on the left
  • Expand Environmental > Environmental KPI > S&P Generated > PCAF folder
• 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 > Environmental > Environmental KPI > S&P Generated > PCAF folder

S&P Capital IQ Pro Plug-in

In this release, we provided the option for users to enable S&P Capital IQ Pro Office commands in the right-click menu within S&P Capital IQ Pro Plug-in.

Right-click Options Setting

Users can choose the right-click options setting to determine the availability of S&P Capital IQ Pro Office commands in the right-click context menu.

Find it in the platform:

• Open Excel and launch S&P Capital IQ Pro Plug-in
• Navigate to S&P Capital IQ Pro ribbon, click on Settings
• Select Display Right-click Options or Do not Display Right-click Options

December 2024 S&P Capital IQ Pro Release Notes

December 2024 S&P Capital IQ Pro Release Notes

Read December 2024 S&P Capital IQ Pro Release Notes

• In this release, we added new datasets and tools on Capital IQ Pro designed to enhance your daily workflows:
• We integrated over 4.6 million U.S. Municipal securities from Markit, enhancing our coverage to nearly 6 million securities.
• We added AI-generated Transcript summaries to email alert notifications.
• We launched Regional Midday IQ Newsletters to provide users with essential market updates, breaking news, and mid-day trading insights for the EMEA and APAC regions delivered to their inbox every afternoon.
• We enhanced the Document Intelligence tool to include the ability to share filings and transcripts with non-Capital IQ Pro users.
• We expanded our coverage of French Private Companies and enriched our Private Markets offerings by providing fund managers’ AUM by asset class and enhanced Private Debt fundraising details to facilitate fundraising and manager selection workflows.

November 2024 S&P Capital IQ Pro Release Notes

November 2024 S&P Capital IQ Pro Release Notes

Read November 2024 S&P Capital IQ Pro Release Notes

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

• We are excited to introduce the Document Intelligence tool, which significantly enhances access to filings, transcripts, and investment research through a streamlined interface, featuring advanced search capabilities, saved searches, earnings call key phrases, and access to our AI-powered assistant ChatIQ to ask questions and gain insights for specific documents.
• We upgraded Market Data Alerts to include key stock events such as stock splits, spin-offs, and dividend announcements.
• We improved our Search experience by enhancing the company card view, introducing a Market Type filter for Wireless Licenses, and adding keyword mentions in Investment Research for better relevance and effectiveness.
• We launched ChatIQ, an AI-powered assistant in S&P Capital IQ Pro that offers insights through natural-language queries, enabling users to seamlessly find answers to financial and business questions using S&P Capital IQ Pro data, with direct links to the underlying sources for further research.

December 2024 S&P Capital IQ Release Notes

December 2024 S&P Capital IQ Release Notes

Read December 2024 S&P Capital IQ Release Notes

In this release, we added new enhancements on Capital IQ to improve your daily workflows:

• We enhanced the Portfolio Analytics suite with scheduler improvements for better flexibility in report management and new reporting tool functionalities for deeper portfolio insights.
• We introduced targeted alerts in RiskGauge Desktop to help users monitor credit risk changes and take informed decisions.
• We enhanced Credit Risk Pricing with GSAC Bond Sector Curves for accurate market reflection, alignment with GICS, and greater transparency to support users' pricing and regulatory needs.
• We launched a beta version of the General Corporate Scorecard, and enhanced the Project Finance Scorecard to incorporate ESG factors in Probability of Default assessments.
• We enhanced the Excel-like interface in ProSpread for a seamless financial onboarding experience, offering features like Excel data export, synthetic merged periods, streamlined data selection, easier value updates, and flexible ratio calculations.

Marketplace Data & Solutions Communiqué

Marketplace Data & Solutions Communiqué

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• Marketplace Data & Solutions January 2024 Communiqué
• Marketplace Data & Solutions December 2024 Communiqué