What’s New: In this release, we integrated more than 19.4 million Government, Supranational, Agency, and Corporate (GSAC) securities from Markit, enhancing our Pricing, Analytics and Reference data coverage. In addition, we refined certain reference data to be more granular and descriptive. This includes nomenclature adjustments for fields like Bond Type, Coupon Type, Coupon Interest Frequency, Green Bond Type, Ownership Type, and Default Type, as well as modifications to historical pricing for select securities. As these fields are integral to Search, Dashboard, Screener, S&P Capital IQ Pro Plug-in and page filters, users can experience changes in their result sets. Please note that as we update the database, you may notice differences between page views and Screener results.
Expanded coverage includes:
Live Pricing: About 60,000 GSAC securities with Live Prices: Bid, Mid and Ask as well as corresponding Yield to Maturity (YTM), Yield to Worst (YTW) and Benchmark spreads for each price type
Evaluated Pricing: About 400,000 GSAC securities with Evaluated Prices: Bid, Mid and Ask as well as corresponding Yield to Maturity (YTM), Yield to Worst (YTW) and Spread to Worst (STW) data
Liquidity Scores: Daily Liquidity Scores and Quote Counts
Expanded EOD Pricing, Analytics and coverage: Bid, Mid and Ask Prices as well as more Spread, Yield, OAS, Duration and Convexity data, including YTM, YTW, STW, Z- and G-spreads for each price type
Improved Reference and Bond Schedule Information: Benchmark clarity, Regulatory Details, Interest Rate expansion and ESG details as well as Schedules for Amortizations, Calls, Put and Sinking Funds
Enhanced User Experience: New GSAC Sector Overview page, Improved Bond Security Detail page, and Enhanced Securities Summary Screener to include new and expanded data fields in addition to integration within our existing Capital Issuance pages and Dashboard widgets
Later in June, Capital IQ Pro users will have access to quality, independent pricing for illiquid loans with history from 2018. We are expanding coverage of evaluated prices for 2000+ loans by using our loan composite data to price a comparable global loan universe and cluster the comparable loans to value facilities using multi-stage filtering with more than 15 unique factors
Users now have access to over 19.4 million Markit-covered securities with additional terms and conditions (T&C) data. Of these, around 60,000 have live prices and 1.6M will have end of day prices. This data is available on Corporate Issuance pages within the Corporate Profile, Securities Summary Screener and the S&P Capital IQ Pro Plug-in. With this release, we have also created new views such as Bond Sector Overview and Bond Security Detail with live pricing, improved charting and enhanced interactive visuals. The new Bond Security Detail page includes added bond reference data and a tab for relevant Schedule information. The expanded coverage is also included in Search, Dashboards and List Manager.
What’s new: With the advent of Generative AI, we continue to build on our AI-driven enhancements across the platform in partnership with Kensho and our data science teams. In this release, we are introducing Generative AI Transcript Summarization, which provides a summary of earnings call transcripts that saves time for users and complements our NLP-derived sentiment scores within the AI-powered Document Viewer. These new transcript summaries are organized by Topics and Sentiment, offering users a comprehensive overview of the earnings call.
Most Relevant For: All users
Users will have the option to select summaries organized by Topic or Sentiment. Topical summaries cover financial results, company strategy, products & services, external factors and partnerships, while Sentiment summaries are categorized as positives or negatives. As with any document within the Document Viewer, users can directly navigate to text related to the summaries, share with colleagues, and export all summaries to PDF or Word documents.
What’s new: In this release, we expanded our private markets offering by adding 14 new energy-related topic tags and added Preqin's Private Debt asset class on S&P Capital IQ Pro. We enhanced the view of the Private Capital Benchmarks and aggregated Dry Powder & AUM trends, allowing users to gain insights into the private debt industry trends. In addition, for premium users, we expanded our private markets coverage by adding Preqin's Private Debt asset class across investors, fund managers, funds, fund performance and cashflow, benchmark constituent funds, investment criteria and preferences, as well as lender relationships and investor fund commitments.
Most Relevant For: Corporate Development, Corporate Lending, and Portfolio Managers
Users can access 14 new Topic Tags available in Market Maps, Screener, and Corporate Profile, allowing users to identify companies that operate in these niche markets, supporting the deal sourcing workflow. The new topic tags are - Residential Solar; Utility-Scale Solar; Onshore and Offshore Wind; Advanced Nuclear; Battery Energy Storage System; Electric Vehicle Charging Infrastructure; Anaerobic Digestion; Hydrogen; Carbon Capture, Utilization and Sequestration; Direct Air Capture; Green Steel; Renewable Ammonia; Bio-based & Renewable Materials; and Sustainable Aviation Fuel. With these additions, users can now access over 290 market maps to get a top-level view of the fundraising and deal activity and its participants in these niche industries.
Users can now access Preqin's private debt data across firm, fund, and investor (LP) profiles on the S&P Capital IQ Pro Platform. This enhancement provides users with an expanded view of the private debt asset class within private markets.
Note: Access only to users with Preqin Private Debt entitlements, please contact your account team for details.
What’s new: In this release, we introduced as-reported Scope 3 Upstream categories, offering granular insights into a company's Scope 3 emissions. We also added Year and Effective date dropdowns in the Net Zero Commitments tracker, and improved user experience on Nature Risk & Biodiversity and Sustainability Overview pages. We added new data points including as-reported Scope 3 Upstream categories, Nature & Biodiversity data, and Physical Risk Financial Impact fields in Screener, Capital IQ Pro Plug-in, and Dashboard. Within Portfolio Analytics, we added new Nature & Biodiversity metrics and Sustainable Investing metrics. Finally, we replaced the terminology ‘ESG’ with Sustainability to align with S&P Global's sustainability messaging and updated terminology used to describe assets within our Physical Risk product, ensuring the data remains current and valuable.
Most Relevant For: Credit Risk, Lending & Finance, Sustainability, and Investor Relations
Workflow Improvements:
Users can access as-reported greenhouse gas (GHG) Scope 3 upstream categories in a company’s Environmental pages, Screener, S&P Capital IQ Pro Plug-in, and Dashboard providing detailed Scope 3 emissions data and its concentration.
Users can now access the expanded fields on Nature & Biodiversity Risk company page, including Year and Effective Date dropdown for point-in-time analysis and global GICS sector averages for interpretation of headline impact, dependency metrics and peer comparison.
Users can also view an asset’s latitude, longitude, overlap with Key Biodiversity Area flag, area overlapping with Key Biodiversity Area, overlap with Protected Area flag, and area overlapping with Protected Area. Additionally, users can view all assets associated with a company on a map, and can see metric definitions in tooltips.
Users can access Nature & Biodiversity related metrics to understand, manage, and mitigate exposure of a list of companies or companies in your saved portfolios to nature-related risks and impacts within Screener, S&P Capital IQ Pro Plug-in and Portfolio Analytics.
Users can access a set of core Ecosystem Footprint metrics to measure impact and use dependency scores to measure aggregated dependencies across a company’s direct operations. This dataset is aligned with the Taskforce on Nature-related Financial Disclosures (TNFD) LEAP approach, enabling users to leverage these metrics to measure alignment of companies of interest with TNFD recommendations.
Users can now screen for companies with targets or commitments for the longest term that meet their criteria with the addition of Net Zero Commitments Tracker. This will help them with target setting and comparing commitments across companies for their portfolio optimization.
Users can access Year and Effective Date dropdowns in Net Zero Commitments Tracker, providing a point-in-time view for Net Zero data and an easy way to identify when the dataset was last updated for a company.
Users can access Year and Effective Date dropdowns in Net Zero Commitments Tracker, providing a point-in-time view for Net Zero data and an easy way to identify when the dataset was last updated for a company.
Users can assess sustainability of their portfolios according to the Sustainable Finance Disclosure Regulation (SFDR) definition of Sustainable Investment.
With the introduction of Sustainable Investment Framework solution on Portfolio Analytics, users can conduct portfolio-level assessments and align their products with Markets in Financial Instruments Directive (MiFID II) and the SFDR regulations, incorporating sustainability considerations into investment decision-making. This empowers investors to make informed choices based on the sustainability profile of the products they invest in.
Users can screen for companies and access information related to financial losses from exposure to climate-related physical hazards across various climate change scenarios and multiple time horizons within Screener, S&P Capital IQ Pro Plug-in and Dashboard. These metrics continue to expand on our harmonized Physical Risk offering, providing users deeper granularity into a company’s exposure to physical risks that are related to climate change.
Users can access two new options for Business Involvement screens which relates to animal welfare and uranium mining.
To align product & service taxonomy to S&P Global's sustainability messaging, we updated page navigation labels and drop-down options from ‘ESG’ to ‘Sustainability’ within News and updated ESG Score metric names and score type labels within Portfolio Analytics.
Note: Access to Sustainable Investment Framework metrics in Portfolio Analytics requires entitlements, please contact your account team for details.
Note: Access to Nature & Biodiversity metrics in Portfolio Analytics requires an additional subscription , please contact your account team for details. 
What’s new: In this release, users can automatically sync corporate and industry events within the Events Calendar to their personal calendars. My Calendar Auto Sync allows users to subscribe to Capital IQ Pro Events calendar and receive all related updates in their personal calendar seamlessly.
Users can seamlessly sync Events Calendar details to their personal calendars using the new My Calendar auto-sync feature. This functionality allows users to subscribe to relevant corporate, industry and economic events, receive updates directly in their personal calendars without the need to download invites from the Capital IQ Pro platform.
What’s new: In this release, we added click-through functionality for S&P Capital IQ sourced financials used in M&A deal valuation and general ratios calculations. We also enhanced the client level filters on the clients’ tab of the Advisory & Underwriting summary page where users can now apply financial filters, including industry and geography, at the Ultimate Parent level, when filtering to roll up on Ultimate Parent company. Additionally, M&A league tables now feature reverse mergers, including the buyer's industry and geography.
Workflow Improvements:
Users can click through into S&P Capital IQ-sourced financial values used in M&A valuation and general ratios.
Users can now filter for clients of an advisor/underwriter by Ultimate Parent using the Roll-up Client dropdown selection on the Advisory & Underwriting Summary page. This feature provides users with a view of an adviser-client relationship and client subsidiaries, and the ability to understand the depth of the existing relationship.
Users can now screen for companies and IPO transactions based on the exchange the company lists on pursuant to the IPO.
Users can now create league table rankings whereby all reverse merger transactions, including SPAC backdoor IPO’s and reverse mergers, are classified using buyer’s industry and geography for ranking purposes.
What’s new: In this release, we enhanced the top ribbon of the Corporate Profile of public and private companies with the addition of commonly sought after information to provide our users with quicker access to the latest updates of a company.
Most Relevant For: All users
Workflow Improvements:
Users can now get quicker access to earnings call details, key documents, latest share price and other metrics in the top ribbon for public companies. Similarly, for private companies, users can view parent company information, total funding and other key metrics with this update.
What’s new: In this release, we added auto-derived ratios related to Balance Sheet, Income Statement, capital adequacy, and asset quality for both U.S. and global banks. . Additionally, we added new CDFI Fields and updated Uniform Bank Performance Report (UBPR) fields. Finally, we updated & aligned the Herfindahl-Hirschman Index for Change in Market to 100 within the Branch Analytics Merger Planning/HHI Analysis Application.
Most Relevant For: All users
Workflow Improvements:
Users can now access derived ratios related to Balance Sheet, Income Statement, capital adequacy, and asset quality for US and global banks
Users can now access additional disclosure details available from section 7.A of Schedule D where a U.S. asset manager is required to disclose their financial industry affiliations and any related person that provides certain financial services. Additionally, users can access section 7.B of Schedule D, which provides basic information on the size and organizational, operational, and investment characteristics of each private fund that it advises.
Users can now access newly introduced Community Development Financial Institutions (CDFI) fields in Screener.
Users can now access updated fields within UBPR Balance Sheet (P4) sub-category on Screener.
When assessing competition and potential monopolistic behavior within a market, the Change in Market default index is now set to 100 for proforma and current years. This update is in accordance with the new guidelines introduced by the Department of Justice.
What’s new: In this release, we introduced the U.S. Commercial Real Estate Aggregates page, providing users with access to a consolidated view of maturing CRE (Commercial Real Estate) mortgages by State, MSA, or County. Additionally, we enhanced integration between Companies data and Business Listings by adding MI Institution Keys to the Business Listings dataset. Lastly, we released new and improved Idea Generation screens, further enhancing Prospecting workflows.
Most Relevant For: Lending & Finance
Users can now access an aggregated view of Commercial Real Estate (CRE) mortgages by state, MSA, or county on a single page with an option to filter further by Land Use category, making it easier to track and analyze trends in the CRE mortgage market.
Users can now pull in MI Institution Key within Business Listings data. This data integration will help establish stronger connections between company profiles and business listings, allowing for more effective prospecting.
Users can access both new and enhanced Idea Generation screens for Commercial Prospecting workflows.
What’s new: With this release, users of RatingsDirect® focused on Corporates, will benefit from the integration of Outlook Financial Thresholds, a concise one-page credit memo, and the Credit Default Swap source update to S&P Market Intelligence. U.S. Public Finance users can leverage the new US State Ratings page, while Structured Finance users can access the full collateral universe with the complete list of collateralized issues.
Most Relevant For: Credit Risk and Treasury
Workflow Improvements:
RatingsDirect® users can access Outlook Financial Thresholds on Corporate Profile, Analyst Peers page, Screener, and the S&P Capital IQ Pro Plug-in. Outlook Financial Thresholds are the key metrics and thresholds that can potentially lead to rating actions. With the help of Generative AI, the Outlook Financial Thresholds are extracted from the upside and downside scenarios of research articles for entities in the Corporate sector.
Users no longer need to navigate through research reports to find these critical data points, but can leverage these triggers to effectively monitor the credit risk of one or more entities, for quicker informed decision-making.
RatingsDirect® users interested in U.S. Public Finance can access a new page featuring an interactive map of the United States, displaying credit ratings of each state. The ratings are based on either the state's issuer credit rating or its general obligation debt rating. Users can interact with the map and filter by rating and outlook to gain valuable insights into the current ratings of U.S. states, across different regions of the country.
RatingsDirect® on Capital IQ Pro is updating the source of Credit Default Swaps (CDS) and market-derived signals to S&P Market Intelligence (Markit) pricing, valuation & reference data from ICE. This update will be reflected on the Corporate Profile, Sector Profile pages, Screener, Dashboard, and the S&P Capital IQ Pro Plug-in. The Corporate Profile now includes a chart that overlays Issuer Credit Ratings, CDS Market-Derived Signal Scores, and Probability of Default Derived Signal Score in one view.
RatingsDirect® users with Structured Finance capabilities can access the universe of collateralized and uncollateralized S&P-rated corporate loans & bonds to gain visibility into the outstanding loans & bonds market that can be included in existing and future CLOs.
RatingsDirect® users can utilize S&P Capital IQ Pro plugin to import a list of S&P Ratings analyst peers for entities and Sovereign BICRA analyst peers for sovereigns to seamlessly compare entities and sovereigns against their peers in customized excel views.
RatingsDirect® users can access Security Ratings Distribution for unrated entities with rated securities. Even if an entity does not have an issuer level rating, users can easily access the underlying rated debt from the entity profile. Security Ratings Distribution is a calculated aggregate count of securities by Debt Type, Rating Type, Rating, and CreditWatch/Outlook when the available ratings are only at the security level.
RatingsDirect® users can access Security Ratings Distribution for unrated entities with rated securities. Even if an entity does not have an issuer level rating, users can easily access the underlying rated debt from the entity profile. Security Ratings Distribution is a calculated aggregate count of securities by Debt Type, Rating Type, Rating, and CreditWatch/Outlook when the available ratings are only at the security level.
RatingsDirect® users can access an interactive security distribution chart on the Securities Summary page for an entity. This allows users to visualize how an entity’s debt is distributed by maturity date or debt type. The chart is interactive and updates the detailed security summary grid when clicked.
What’s new: In this release, we invite you to use a new and reimagined Chart Builder with improved presentation creation, analytical capability, and application performance.
Most Relevant For: All Users
Workflow Improvements:
Users can also annotate the chart with key developments and create custom aggregates within the application to chart a weighted index of companies on a single series
What’s new: With this release, we now have additional daily recaps for the US, EMEA and APAC markets for our users to stay informed of daily regional market trends. Users can sign up for the Morning and Evening IQ newsletters by region across US, EMEA and APAC. These newsletters offer timely summaries tailored for the close of each trading day and areaccessible in our Subscription Center.. Additionally, we updated Market Data alerts for easier setup and added the ability to set alerts for an individual stock Target Price . These enhancements provide better, relevant, and easily accessible content, enhancing user workflows and ensuring timely access to the information they require.
Most Relevant For: All users
Workflow Improvements:
In addition to the US Morning IQ newsletter, users can now subscribe to the US Evening IQ newsletter, which offers daily summaries at the close of the US market, providing a concise and relevant overview of crucial information. These new newsletters ensure users are well-informed with timely insights and help enhancing their decision-making by delivering end-of-day market recaps directly to their inbox.
Users can now subscribe for EMEA and APAC Regional Morning and Evening IQ newsletters to receive daily customized market insights and supplementary data much like our US market newsletters.
Users can now add multiple criteria and parameters to their market data alerts effortlessly and create single Target Price alerts.
What’s new: In this release, we introduced exciting capabilities to enhance discoverability of relevant information including comprehensive instant answers, expanded synonyms in search, and improved query suggestions. Additionally, we added NEAR operators for advanced Boolean search, the display of listing statuses for equities and funds, Government, Supranational, Agency, and Corporate (GSAC) securities availability in search, and the ability to discover investor activism campaigns.
Most Relevant For: All users
Workflow Improvements:
Users now benefit from a significant expansion of our instant answer capabilities within the top search, providing access to a wealth of additional data points directly within the search functionality. With this update, users can use keywords and sentences such as Company Revenue 2021 for past company metrics and country metrics. 71 company metrics and 8 country metrics are included. This enhancement, accompanied by an improved interface, provides better usability for users.
Users will now receive more contextually relevant suggestions as they type in their search queries, helping them discover relevant content. Search query suggestions are available to correct any misspellings or typos in the user's keyword query.
Users can more easily discover content that is relevant to their research within our advanced search capabilities, with the inclusion of NEAR operators in Boolean search. The supported operations include NEAR, NEAR(n), NEAR(x,y), NEAR with OR, NEAR with AND, NEAR with NOT, and NEAR with any combination of AND, OR, NOT.
Users can now view the status of equities in search results, even when they are inactive or no longer actively traded, providing visibility into their current status. The status is also available as a filter option for equities within the advanced search results page.
Users can now discover content related to specific companies using a variety of synonymous terms and alternative company names. This feature aims to extend the existing synonyms available for companies to include other content sets on typeahead such as Fixed Income, Equities, People, and Transactions.
Users can now access expanded coverage of Fixed Income data from Markit with the inclusion of new bond types available in top search and advanced search results.
Users can now find Investor Activism campaigns directly in Search.
What’s new: In this release, we expanded our global economic indicator coverage to include annual, quarterly, and monthly historical macro indicators for 185 countries. These 15 indicators are classified as As-Reported Macro Indicators and updated more frequently.
Most Relevant For: All users
Workflow Improvements:
Users can now access 15 new As Reported Macro Indicators which include Real GDP Growth(%), Real GDP(LCU), Nominal GDP($B), Real GDP($B), Nominal GDP(LCU), Consumer Price Inflation(%), Producer Price Inflation(%), Industrial Production Growth(%), Unemployment Rate(%), Current Account Balance($B), Goods Imports($B), Goods Exports($B), Trade Balance($B), Exchange Rate Average, Exchange Rate End. We also added two new indicators to our Forecasted Series: Real GDP($B) & Nominal GDP(LCU).
hat’s new: In this release, we expanded our equity offering coverage by adding inactive securities across the platform. Additionally, we onboarded various new Market Data metrics such as CIQ equivalent Betas on the Dashboard and Beta metrics in S&P Capital IQ Pro Plug-in.
Most Relevant For: All users
Workflow Improvements:
Users can now access the Capital IQ equivalent Beta metrics in Dashboard and S&P Capital IQ Pro Plug-in. S&P Capital IQ Pro Plug-in will additionally support custom Beta metrics.
Users can access inactive securities data within the key areas of the product, including Dashboard, Search, Charting, Office Plug-in, and Screener.
What’s new: In this release, we enhanced Peer Comps to support scoring for Topic Tags and secondary industry fields. We also updated Peer Comps reports to be specifically tailored for Banks and Credit Unions.
Most Relevant For: All users
Workflow Improvements:
Users can now score Peer Comps using Topic Tags and secondary industries. Peer candidates will be evaluated based on the number of values matching the focus company. Topic Tags and secondary industry are included as Peer Score criteria by default for public companies with market capitalization exceeding $25 billion.
Users now have access to peer reports with key fields customized for US and non US banks and Credit Unions. Additionally, users can add or remove relevant key fields from these peer reports to better align with their data requirements.
What’s new: In this release, we are excited to introduce customizable navigation on the S&P Capital IQ Pro platform to foster a personalized navigation experience, ensuring that the most vital information for a workflow is easily accessible. We enhanced the layout of 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.
Most relevant for: All users
Workflow Improvements:
What’s new: In this release, we invite you to use a new and reimagined Chart Builder with improved presentation creation, analytical capability, and application performance.
Most Relevant For: All Users
Workflow Improvements:
What’s new: In this release, users can set alerts for Nikkei News, a comprehensive source for business activity coverage of Asia-Pacific and global financial markets.
Most relevant for: All users
Workflow Improvements:
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.
Most Relevant For: All UsersWorkflow Improvements:
What's new: 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).
Most Relevant For: Corporate Strategy, Portfolio Mangers
Workflow Improvements:
What’s new: In this release, we expanded coverage to include key macroeconomic indicators for smaller economies offering insights into economic trends and business conditions.
Most Relevant For: Credit Risk Analysts, Portfolio Managers
Workflow Improvements:
What’s new: 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.
Most Relevant For: ESG & Sustainability Research, Credit Risk Analysts, Portfolio Managers
Workflow Improvements:
What’s new: 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.
Most Relevant For: Portfolio Managers, Corp Strategy
Workflow Improvements:
What’s new: 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.
Most Relevant For: Credit Analysts, Portfolio Managers
Workflow Improvements:
What’s new: 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.
Most Relevant For: FP&A, Corporate Strategy, Performance Analysts
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What’s new: In this release, we added new metrics for Commercial Properties in Screener to improve reporting granularity and prospecting lists.
Most Relevant For: Commercial Prospecting, Loan Originators
Workflow Improvements:
What’s new: 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.
Most Relevant For: FP&A, Corporate Strategy, Performance Analysts
Workflow Improvements:
What’s new: 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.
Most Relevant For: FP&A, Corporate Strategy, Performance Analysts, Portfolio Managers
Workflow Improvements:
What’s new: 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.
Most Relevant For: All Users
Workflow Improvements:
What’s new: 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.
Most Relevant For: Portfolio Managers, Corporate Strategy
Workflow Improvements:
What’s new: 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.
Most Relevant For: All Users
Workflow Improvements:
