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: Credit Analysts, Fixed Income Portfolio Managers, Research Analysts, Investment Strategists
Workflow Improvements:
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. Summaries are available for global earnings call transcripts from January 1, 2023 onward.
Most Relevant For: Research Analysts, Portfolio Managers
Workflow Improvements:
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. With this new Generative AI Transcript Summarization, users can quickly glean the tone and mood of an earnings call, identify signals of management's optimism or challenges. 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. Summaries are available for global earnings call transcripts from January 1, 2023.
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: Research Analysts, Portfolio Managers
Workflow Improvements:
Seamlessly sync calendar invites to work and personal calendars using the new My Calendar Auto Sync feature. This functionality allows users to subscribe to relevant corporate, industry, and economic events, and receive updates directly in their calendars without downloading invites from Capital IQ Pro.
Users can also sync individual events by adding them to My Calendar from either Calendar or List view. The updated Events Calendar and My Calendar pages also simplify the process of identifying subscribed events and effortlessly remove any undesired ones.
Filter level preferences, when added to My Calendar, events are dynamic, and in the future, any events that match the filters will automatically synchronize without any manual intervention.
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: Research Analysts, Portfolio Managers
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 sustainability analysis for private companies by incorporating proprietary data related to private company holdings and expanded coverage for closed end mutual funds by offering Net Asset Value alongside day close price. We also expanded scenario analysis by including multiple portfolio and benchmark combinations within a single report for various What If scenarios and made usability enhancements for portfolio creation and upload by providing a visual interactive guide in Portfolio Management section.
Most Relevant For: Research Analysts, Portfolio Managers, Investment Strategists
Users can deepen climate and sustainability analysis for portfolios with private companies by including proprietary factors related to private company holdings.
Users can view extended coverage for closed-end funds by using Net Asset Value (NAV) as pricing in their portfolios.
Users can conduct comprehensive comparisons with multiple portfolio and benchmark combinations, under different market conditions, in a single report. Portfolio Analytics enhances the depth of scenario analysis by testing against different indices, peer groups, exploring alternative asset allocation and attribution analysis.
Users can access a new in-platform tour to learn how to populate portfolios via file uploads, copy, paste or use an existing list, portfolio, index, or fund.
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: Research Analysts, Portfolio Managers, Investment Strategists
With the introduction of Chart Builder (Beta), users can start with a template and edit a chart easily to customize series styling, add technical indicators, and markup the chart with drawing tools. 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 are accessible 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
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 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.
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: S&P Capital IQ Pro Labs enables collaboration with users on innovation initiatives for Capital IQ Pro and showcases beta applications and solutions allowing clients to explore, experiment, and provide feedback.
Access the new Labs section from the Top Menu, which features helpful tools such as:
Note: For those with editable navigation, add the Labs to your list of current menu items by selecting Edit on the top Menu. Select Labs and drop it into Current Menu Items and select Save. 
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: Research Analysts, Portfolio Managers, Investment Strategists
Users can now calculate custom Beta for a given company and index over a range of dates. Additionally, Beta functionalities in the S&P Capital IQ Pro Plug-in are expanded to include 1 year Beta, 2 year Beta, and 5 year Beta.
Users can now view and pull pricing data for inactive securities or historical (defunct) companies in S&P Capital IQ Pro Plug-in and Screener.
Template Library Additions:
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
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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: Research Analysts, Portfolio Managers, Investment Strategists
Workflow Improvements:
What’s new: With 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: Research Analysts, Portfolio Managers, Investment Strategists
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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: Research Analysts, Portfolio Managers
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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: Portfolio Managers, Investment Strategists
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What’s new: In this release, we expanded Portfolio Analysis coverage by integrating Sustainable Finance Disclosure Regulation (SFDR) metrics and enhancing support for private companies, enabling users to upload these companies directly, group them as an asset type and exclude private company holdings from analysis, as required. We have further enhanced report publishing capabilities by providing a mechanism for converting numeric values to their textual equivalents, which supports tagging and enhances reporting clarity.
Most Relevant For: Portfolio Managers
Workflow Improvements:
What’s new: In this release, we rebranded Dashboard charting widgets, enhanced few ChartIQ widget functionalities and made workflow changes on the Dashboard.
Most Relevant For: Research Analysts, Portfolio Managers
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What’s new: In this release, we added a link to Fund Analytics on Fund profile page for easy access to public fund performance.
Most Relevant For: Portfolio Managers
Workflow Improvements:
Users can now more easily navigate to Portfolio Analytics’ Fund Analytics report page with the new link from Fund profile page.
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. See Full Release Notes>
Most Relevant For: Research Analysts, Portfolio Managers
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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: Research 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, Investment Strategists
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: We are excited to announce the release of the new Capital IQ Pro 201 Certification in Capital IQ Pro Academy to help users learn more of the advanced features on the Capital IQ Pro platform and Office Plug-in.
Most Relevant For: All Users
Workflow Improvements:
Access the new Capital IQ Pro 201 courses to learn more about advanced Capital IQ Pro platform and Office Plug-in capabilities including Peer Comps, Transaction Screening, Private Companies, Find Buyers, Office Tools, and more. Once users complete and pass all ten courses, they are eligible to receive a Capital IQ Pro 201 certification to add to their LinkedIn. The Capital IQ Pro 201 certification adds to the other great courses already available in Capital IQ Pro Academy, including Capital IQ Pro 101, Banking 101, and RatingsDirect 101.
