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.
Most Relevant For: DCM, Restructuring Group, Credit Risk, Credit Analyst
Expanded coverage includes:
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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
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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: Industry Coverage Groups, M&A
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Note: Access only to users with Preqin Private Debt entitlements, 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.
Most Relevant For: All users
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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
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What’s new: In this release, we introduced exciting capabilities to enhance the 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
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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
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What’s new: In this release, we expanded our equity offering coverage by adding inactive securities across the platform. Additionally, we onboarded 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: Industry Coverage Groups, M&A, ECM
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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. We incorporated Form ADV data from Section 7.A & Section 7.B of Schedule D for all registered investment advisors and exempt filers. 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: FIG Coverage Group
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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: FIG Coverage Group
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What’s new: In this release, we introduced Real Estate Market Overview page providing users with a streamlined view of Real Estate data to seamlessly access critical market insights. We also added Net Operating Income (NOI) financial data, specifically for US REITs, empowering users to make more informed decisions.
Most Relevant For: FIG Coverage Group
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What’s new: In this release, we introduced a new preview functionality on the Data Library page. This feature allows users to open a preview window within the existing screen, providing a glimpse of available interactive pages, visualization reports, or Excel file previews without redirecting from the page. Additionally, we added two new pages on the Corporate Profile, to provide a comprehensive and centralized view of a company's asset and operations portfolio. We also introduced a new MediaCensus research widget and added alerts to keep users updated on the latest developments within our MediaCensus offering. Finally, we expanded TMT (Tech, Media & Telecom) menu on the top navigation panel to include additional links for improved content discoverability.
Most Relevant For: TMT Coverage Group
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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 U.S. State Ratings page, while Structured Finance users can access the full collateral universe with the complete list of collateralized issues.
Most Relevant For: Credit / Fixed Income Analysts, DCM
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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
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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
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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: Industry Coverage Teams, M&A, ECM
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What’s new: In this release, we introduced Activist Investor filters and indicator flags on the Ownership pages and added Activist Investor filter and Takeover Defense Scores within Screener. Additionally, we added new multi-to-one data field options in S&P Capital IQ Pro Plug-in for Activism campaigns.
Most Relevant For: Corporate Defense / Investor Activism Teams
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What’s new: In this release, we added Custom Beta, additional Beta metrics and market data information on inactive securities in S&P Capital IQ Pro Plug-in.
Most Relevant For: Industry Coverage Teams, M&A, ECM
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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
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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
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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
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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 added Investor Activism data in Screener and introduced a new market-level Activist Investor Ownership page on the S&P Capital IQ Pro platform.
Most Relevant For: Corporate Defense / Investor Activism Teams
Workflow Improvements:
Users can now screen across activist campaigns using key data points like campaign status, target industry, geography, tactics deployed by activists, objectives of the campaign, nominees and shareholder proposals.
Users can quickly view and analyze companies that may be susceptible to an activist campaign using Early Warning/Potential Targets, New Positions, and Increased Positions by activist investors. The click-to-filter capability enables users to filter the results on the page by clicking the charts.
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: Analysts
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Users can now screen across activist campaigns using key data points like campaign status, target industry, geography, tactics deployed by activists, objectives of the campaign, nominees and shareholder proposals.
Users can quickly view and analyze companies that may be susceptible to an activist campaign using Early Warning/Potential Targets, New Positions, and Increased Positions by activist investors. The click-to-filter capability enables users to filter the results on the page by clicking the charts.
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
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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
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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 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.
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 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
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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. 
What’s new: In this release, we revamped the Quick Report feature for private companies by making it a concise one-page report with a fresh layout, incorporating key data that is relevant to private companies.
Most Relevant For: All Users
Workflow Improvements:
The new Quick Report for private companies incorporates a more visual format while maintaining the balance of having key company information such as the latest rounds of funding, top investors, transactions, financial highlights, and more.
