What’s new: In this release, we enhanced the U.S. Insurance Statutory offering by adding the most relevant line items on the U.S. Statutory financials, providing comprehensive coverage through our relationship with the NAIC (National Association of Insurance Commissioners), the U.S. regulator for insurance companies. Additionally, we expanded our insurance coverage in North America to include financial data for Canadian insurance companies within Screener. This data is directly sourced from the Canadian regulator OSFI (Office of the Superintendent of Financial Institutions), including the newly adopted IFRS 17 regulatory disclosures by Canadian insurance companies.
Most Relevant For: Credit Analysts, Portfolio Managers
Workflow Improvements:
What’s new: In this release, we integrated more than 19.4 million Government, Sovereign, Agency, and Corporate securities from Markit, enhancing our Pricing, Analytics and Reference data coverage.
Most Relevant For: Portfolio Managers, Investment Strategists
Workflow Improvements:
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. Summaries are available for global earnings call transcripts from January 1, 2023 onward.
Most Relevant For: All users
Workflow Improvements:
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 Strategy, Portfolio Managers
Workflow Improvements:
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: ESG & Sustainability Research, Credit Risk Analysts, Portfolio Managers
Workflow Improvements:
Scope 3 Upstream As-reported Categories
Nature & Biodiversity Risk Company Page Enhancements
Year & Effective Date in Net Zero Commitments Tracker
Net Zero Commitments Tracker metrics in Screener, S&P Capital IQ Pro Plug-in and Dashboard
Physical Risk Financial Impact metrics in Screener, S&P Capital IQ Pro Plug-in and Dashboard
Standard Annual Updates to Physical Risk data
Additional Business Involvement Screens - Animal Welfare & Uranium Mining
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.
Most Relevant For: All users
Workflow Improvements:
My Calendar Auto Sync
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.
Most Relevant For: Corporate Strategy
Workflow Improvements:
Financials Click-Through for M&A Valuation and General Ratios
Roll-Up Client on Advisory & Underwriting Summary Page
Screen by Exchange for an IPO in Screener
Adjusting Industry & Geography for Reverse Mergers in League Tables
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:
Top Ribbon for Public & Private Companies
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:
Chart Builder (Beta)
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:
US Evening IQ Newsletter
Regional Morning and Evening IQ Newsletters
Enhanced Market Data 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:
Instant Answers in Top Search
Enhanced Search Suggestions in Top Search
Enhanced Boolean Search with ‘NEAR’ Operators
Status Indicators for Equities in Search
Improved Synonyms in Search
Government, Supranational, Agency, and Corporate (GSAC) securities in Search
Investor Activism Campaigns 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: Investment Strategist, Credit Risk Analysts & Portfolio Managers
Workflow Improvements:
As Reported, Historical Demographic Data/Macro Indicators
What’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:
Beta Metrics
Inactive Securities
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:
New Fields in Peer Score Criteria
Enhanced Peer Reports for Banks and Credit Unions
What’s new: In this release, users will experience a new top menu on the S&P Capital IQ Pro platform that can be customized for a personalized navigation experience, ensuring that the most vital information for your workflow is easily accessible. We enhanced the layout of top menu icons focusing on Saved Items, User profiles, Alerts, and Help. Additionally, we revamped the organization of links and options within these menus to optimize overall user experience.
Most Relevant For: All users
Workflow Improvements:
Users can now select the content and capabilities in the top menu to personalize their navigation experience in the S&P Capital IQ Pro platform. This will enable quick and easy access to relevant and tailored content that aligns to their workflow. While the default navigation aligns with a user’s industry focus, the top menu display can be modified to accommodate individual preferences.
We have updated menu icons for Saved Items, User Profiles, Alerts, and Help located in the top right corner of the Capital IQ Pro platform.
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:
With the introduction of Chart Builder (Beta), users can get started quickly, using chart templates functionality and edit a chart easily using technical indicators, series styling customization, and drawing tools.
Users can also create custom aggregates within the application to chart a weighted index of companies on a single series.
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:
Users can set up alerts for Nikkei News, Japan’s largest business news source, which provides news and analysis on regional and global business trends.
What’s new: 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 Users
Workflow Improvements:
Users can see the total number of keyword matches for Filings in search results page to help them determine if a document is relevant to their research.
improved relevancy on our top search for fixed income, equities and people datasets
Users can find pricing data directly in the top search experience including last price and % price change for all publicly traded companies, equities, and funds.
Users can discover search results that are relevant across multiple fields to improve discoverability (for example, Search for an officer, director or person’s name + company or a company + person’s role)
Users can search for companies in Chinese (PRC), Japanese, and Korean languages in the new search experience.
Users can search for companies and their fundamental data with the addition of Topic Tags as criteria for their quick company screening search.
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: Analysts, Associates, M&A
Workflow Improvements:
The new summary page will enable users to see the top clients of financial institutions and law firms in M&A and capital raising deals.
Users can drill into geographic and industry breakdowns as well as the advised transactions of the financial and legal advisers.
Additionally, users can filter the data by buy-side or sell-side advisory, industry, geography, client size, transaction value, etc. and click-through from charts to raw data.
Users can group transactions from their screening results using industry and various geographical metrics.
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
We enhanced our coverage of key macroeconomic indicators for Bangladesh, Brunei, Burundi, Cameroon, Fiji, Guam, Guatemala, Kenya, Macau, Micronesia, Mozambique, Myanmar, Nicaragua, Nigeria, Palestine, Papua New Guinea, Paraguay, Qatar, Senegal, Solomon Islands, Tonga, Tuvalu and Vanuatu.
The economic indicators for these economies include Producer Price Inflation, Producer Price Index, Public Debt/GDP, Public Debt (LCU), Budget Revenue (LCU), Budget Expenditure/GDP, Budget Balance/GDP, Industrial Production Growth, Labor Productivity Growth, Labor force, Unemployment rate, Interest Payments and Debt Interest Payment/GDP.
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.
Workflow Improvements:
Users can access an enhanced version of the top tile ribbon in company environmental profiles offering improved usability. As-Reported and S&P-generated values can be clearly differentiated, and the adjusted chart alignment enhances the user experience when reviewing and comparing Environmental data. Additionally, users can view ‘To Be Calculated’ displayed for metrics and portlets that have As-Reported data but not S&P-generated data to provide context on why the data is not available when company-disclosed data is available.
Users can access Physical Risk Scores reflecting exposure to Pluvial Flood hazards across various scenarios and time periods for companies and their assets. These new data points continue to expand an already robust Physical Risk hazards coverage by displaying exposure to pluvial flood conditions, which is quantified as the annual frequency of a 100-year flood depth, based on the annual frequency of the historical baseline of 100-year daily precipitation rate.
We updated page headers and navigation labels, featuring the term Sustainability on the Capital IQ Pro platform to align product & service taxonomy to S&P Global's sustainability messaging.
Users can now screen for companies based on the environmental research type, which describes how the environmental profile was generated. A company’s environmental data can either be part of the Trucost fully researched universe or modeled, and the new research type field is available in Screener, S&P Capital IQ Pro Plug-in and Dashboard.
Users can now screen for companies and access as-reported environmental data as published by the company within Screener, S&P Capital IQ Pro plug-in and Dashboard. This will highlight what was or was-not included in a company’s sustainability reporting, further enhancing the transparency in S&P Global’s modeling process that normalizes and standardizes the data.
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: Industry Coverage Teams, FSG, M&A
Workflow Improvements:
Users can access additional financials & firmographics data for small and medium enterprises in Indonesia, Philippines & Vietnam, significantly enhancing coverage for this geography.
Users can access additional officers & directors' data for small and medium enterprises in Philippines, significantly enhancing coverage for this market.
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 / Fixed Income Analysts, DCM
Workflow Improvements:
RatingsDirect® users interested in sovereign data can now access S&P Global Ratings’ analyst-defined peers, determined based on Banking Industry & Country Risk Assessments (BICRA), via the Analyst Peers. This feature enables users to compare a comprehensive list of key metrics across similar sovereigns, including credit ratings, sovereign factors, BICRA assessments, risk metrics, and economic conditions.
RatingsDirect® users with Structured Finance capabilities will gain access to the CLO Market Overview page, providing a customizable view into the volume of new Collateralized Loan Obligation (CLO) issuances rated by S&P Ratings.
Users can visualize the breakdown of issuances by portfolio type and geography, gaining insights into market dynamics. Additionally, users can analyze rated deals and tranches, with flexibility to use various parameters to visually demonstrate the value and count of rated deals across different timeframes.
At the tranche level, users can track CLO credit rating actions over time, displaying an aggregate chart of CLO rating actions.
Users interested specifically in U.S. Collateralized Loan Obligations (CLO) deals can access a new page with an interactive focus on Credit & OC Cushion metrics for Broadly Syndicated and Middle Market category of deals.
Users can filter entities based on keywords found in Outlook, Downside Scenario, and Upside Scenario text. They can also access the latest values through S&P Capital IQ Pro plug-in, streamlining their workflow.
What’s new: In this release, we introduced over 40 new data items pertaining to IFRS 17, the largest change in accounting standards for global insurers in over 20 years. IFRS 17 requires insurers to present the current value of their insurance contracts (vs. historic value) and recognize profit over the lifetime of the contracts (vs. immediate term). Additionally, we enhanced U.S. Insurance Statutory selection menu in Screener and the S&P Capital IQ Pro Plug-in with the addition of new folders, and updated Lines of Business (LOB) sourced from 2023 annual NAIC data. We also updated the Lines of Business (LOB) drop down in the Market Share application for Life & Fraternal industries.
Most Relevant For: Credit Analysts, Portfolio Managers
Workflow Improvements:
Users can access over 40 new data points integrated in the platform which were previously added in the Screener. These new data points will provide key information on CSM, Risk Adjustments, and underwriting ratios for companies that adhere to IFRS 17 regulations to help users better understand the impact of insurance contracts on an insurance company’s profitability.
Users can access new Bermuda capital ratios for all our Bermuda insurance-covered companies in Screener.
Users can now utilize our expanded financial data coverage for Insurance companies in EMEA by introducing two new as-reported pages Balance Sheet and Income Statement, sourced from SNL Financial. This complements our existing as-reported data sourced from Capital IQ, allowing users to gain a more comprehensive understanding of how companies report their financial statements in their filings.
Users can now easily access and compare information from multiple exhibits across different Life & Fraternal filings, ensuring consistent Lines of Business are used throughout. A brand-new subcategory is created, and Lines of Business dropdown is updated to represent the changes made in all the exhibits as below. In addition, the Insurance Statutory Market Share application is updated with all the new Lines of Business for the Life & Fraternal industry.
Users can view new exhibits, introduced by the NAIC, in Screener for the respective insurance filer.
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.
Workflow Improvements:
Users now can see all the reporting basis types for each period end on the Templated Financials pages for the S&P Capital IQ sourced financials.
Users can now utilize the CIQ Absolute Date functions in the S&P Capital IQ Pro plug-in
Users can access S&P Capital IQ financials glossary from an additional location in the Apps menu which provides extended definitions for Capital IQ sourced financial data items
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: Industry Coverage teams, Equity Research, M&A
Workflow Improvements:
Users can refine the consensus calculations on the Consensus page by applying a custom date window or by removing specific brokers. For example, users can view a custom consensus that excludes revisions older than a specific date or number of days.
Users can now access investment research where the detailed estimates are sourced through a direct click-through capability from the metric to the underlying components in the research document.
Users can pull the individual contributor price target estimates for commodities in S&P Capital IQ Pro plug-in, along with the broker and analyst names, to enhance their models with more granular data and to highlight specific contributor estimates.
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:
In Screener Home, users can explore the complete list of Screener datasets, quickly reopen their recently saved or modified screens, and browse a selection of popular Idea Generation screens.
Users can now view a new Screener Menu featuring datasets that best align to their preferred industries.
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:
Visualize and create thematic presentations of Countries, US States, Counties, Zip Codes, Cities, and more from the Screener Geographic Intelligence dataset in Maps.
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:
Users can download and print Investment Research reports directly from the Report Preview page using action buttons located above the search grid, enhancing the overall user experience.