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: 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
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 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, energyScreener, 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
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
Government, Supranational, Agency, and Corporate (GSAC) bonds on S&P Capital IQ Pro
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.
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.
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.
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 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
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.
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.
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 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: Credit Risk Analysts, Portfolio Managers
Workflow Improvements:
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 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 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 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 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.
