June & July 2024 Investor Relations Segment Release Highlights

Document Viewer

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

Workflow Improvements:  

•  Earnings Call Transcripts Summarization: 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. 

Events

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: 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. In addition to filter-level preferences, users can also sync individual events by adding them to My Calendar in either Calendar or List view. This simplifies the process of identifying subscribed events and effortlessly removing any undesired ones. 

Investor Activism

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: All users 

Workflow Improvements: 

• Activist Investor filter and flags on Ownership pages: Users can now quickly identify Activist Investors on Ownership pages with the Activist Investor filter and red indicator flags. 
• Investor Activism Enhancements in S&P Capital IQ Pro Plug-in: Users can now populate data in individual cells within the S&P Capital IQ Pro Plug-in for data items which have multiple associated entries, instead of consolidating all the data in one cell. 
• Investor Activism and Screener Enhancements: Users can now screen for companies flagged as Activist Investors and retrieve Takeover Defense Scores within the Screener.  

Corporate Profile

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 : 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. 

Chart Builder

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 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. 

Alerts

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 : 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. 
• Regional Morning and Evening IQ Newsletters: 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. 
• Enhanced Market Data Alerts: Users can now add multiple criteria and parameters to their market data alerts effortlessly and create single Target Price alerts.

Peer Comps

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: 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. 
• Enhanced Peer Reports for Banks and Credit Unions: 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. 

Search

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 

See Full Release Notes 

Workflow Improvements: 

• Instant Answers in Top Search: 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. 
• Enhanced Search Suggestions in Top Search: 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. 
• Enhanced Boolean Search with ‘NEAR’ Operators: 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.  
• Status Indicators for Equities in Search : 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.  
• Improved Synonyms in Search: 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, and Transactions.  
• Government, Supranational, Agency, and Corporate (GSAC) securities in Search: 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. 
• Investor Activism Campaigns in Search: Users can now find Investor Activism campaigns directly in Search. 

Fixed Income

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: IR Professionals who work closely with treasury

Workflow Improvements:  

Expanded Coverage 

• 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.

Sustainability

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: IR Professionals who work with their Sustainability partners 

Workflow Improvements:  

• Scope 3 Upstream As-reported Categories: 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. 
• Nature & Biodiversity Risk Company Page Enhancements: 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. 
• Year & Effective Date in Net Zero Commitments Tracker: 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. 
• Net Zero Commitments Tracker metrics in Screener, S&P Capital IQ Pro Plug-in and Dashboard: 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. 
• Physical Risk Financial Impact metrics in Screener, S&P Capital IQ Pro Plug-in and Dashboard: 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. 
• Standard Annual Updates to Physical Risk data: Users can now access recalculated sensitivity scores based on 2023 data. Additionally, we refreshed existing assets to reflect new data, including ownership changes, and integrated additional assets sourced from both internal and external sources. 
• Additional Business Involvement Screens - Animal Welfare & Uranium Mining: Users can access two new options for Business Involvement screens which relates to animal welfare and uranium mining.  Users can also review a company’s involvement in Animal Welfare, which is measured under the sub-categories of Animal Testers and Breeders, Chemicals Animal Testing, Food and Beverage Animal Testing, Household, Cosmetics and Personal Care, and Product Animal Testing.  

March 2024 Investor Relations Segment Release Highlights

Personalization

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. 

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.

Chart Builder (Beta)

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. 

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. 

Investor Activism

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.

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.

Dashboard

What’s new: We rebranded Dashboard charting widgets, enhanced few ChartIQ widget functionalities and made workflow changes on the Dashboard.

Workflow Improvements:

• Users will now see refreshed names on the Dashboard charting widgets, ChartIQ widget is renamed as Chart accompanied by functional enhancements and the legacy Chart widget is renamed as Chart (Classic).
• Users can pull data from the end-of-day service when the selected secondary metric on the Chart Widget (previously known as ChartIQ) does not have Intraday data for the selected timeframe from the recent 30 days.
• Users can now find an additional content sub-type named Top News in the Nikkei news content dropdown. Additionally, the default selection on the Newswire widget is updated with Nikkei News on a newly added widget on the Dashboard.

Estimates

What’s new: In this release, we added the ability to create a custom consensus and enhanced click-through for detailed estimates.

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.

Investment Research

Search

Sustainability

• 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.