2025 Annual Report

ChatIQ is a Generative AI powered assistant that lets you ask questions on S&P Capital IQ Pro data — providing significant time-savings responses and simplifying navigation throughout S&P Capital IQ Pro.

S&P Capital IQ Pro’s Generative AI-supported Document Intelligence enables you to efficiently discover, analyze, and extract information across text-based content, including Filings, Transcripts, News, and Investment Research. 

ChartIQ and Chart Explainer are designed to enhance data visualization and analytical capabilities for investors. ChartIQ provides dynamic, interactive charting solutions that enable users to visualize market trends and performance metrics in real-time, facilitating informed decision-making. Embedded within the chart are drawing tools, technical analysis indicators, and key development overlays that empower users to visually analyze price movements, assess market conditions, and contextualize trading decisions with relevant data. Complementing this, the Chart Explainer tool offers intuitive explanations of complex financial data, breaking down key indicators and trends such as material stock price movements and fluctuations. Together, these tools empower investors to gain deeper insights into market movements and make strategic investment choices with confidence.

When Capital IQ’s breadth meets Visible Alpha’s granularity, clients gain access to the most comprehensive and powerful estimate platform in the market. This unified dataset provides both scale and precision, enabling better forecasting, benchmarking, and decision-making.

The Visible Alpha add-on amplifies S&P Capital IQ Pro by integrating granular consensus estimates and analyst data. While Capital IQ Pro offers a comprehensive suite of financial tools, the Visible Alpha integration enriches users’ analysis with over 200 million new data points, enabling smarter, data-driven decisions.

Users can access deep financial insights on over 109,000 public companies and 54 million private companies through S&P Capital IQ Pro, with decades of historical data for robust performance and trend analysis. With the Visible Alpha add-on, their analysis can include Visible Alpha’s 1 million+ consensus estimates for more than 7,300 public companies, which offer forward-looking projections extending beyond 2040.

With dry powder at record levels and existing portfolios in a prolonged holding pattern, there has never been greater demand for deep portfolio intelligence from firms that want to better understand what they already own. Firms are striving to extract alpha in a stagnant market.

iLEVEL answers this need with its AI-powered search capability, which empowers investment teams to explore and understand the factors that shape portfolio performance, facilitating faster, better-informed decisions. iLEVEL Document Intelligence allows users to query all documents stored in iLEVEL's Document Library. This includes board decks, quarterly financials, annual financials and fund financials. Document Intelligence help users interrogate assumptions and uncover opportunities or unexpected developments that would otherwise never come to light.

Automated Data Ingestion at iLEVEL

To support the evolution of portfolio monitoring within your private investment programs, iLEVEL’s AI-powered data collection experience removes the friction inherent in collecting new and existing data sets on your investment holdings. Our Automated Data Ingestion capability reduces the time required to gather documents, extract key data points, and upload the data into iLEVEL.

Kensho Link is an advanced linking ecosystem designed to automate the linking of diverse data sets, addressing the escalating challenges associated with manual data integration.

By leveraging an ensemble model approach powered by cutting-edge NLP and LLM technologies, Kensho Link not only enhances data linking capabilities across various domains but also ensures that critical entity types, including Company, Security, People, and Asset data, are accurately mapped to S&P Global entities. This self-service platform empowers our clients and users to customize automations to meet their specific needs, while also providing robust auditability and a feedback loop to minimize drift. The ability to unify customer views, enhance compliance reporting, and support risk management through enriched entity hierarchies makes Kensho Link a transformative tool. It stands out as a vital solution that drives efficiency, accuracy, and ultimately delivers a more compelling offering for our clients in the rapidly evolving financial services industry.

Kensho LLM-ready API enables customers to seamlessly integrate a set of complex, high-priority S&P Global datasets into Generative AI models like GPT, Gemini, or Claude, allowing customers to use natural language to query S&P Global’s tabular datasets. The solution helps engineering, product, and business teams across financial services save significant time and resources by making company information, financial statements, historic market data, and global securities data a question away.

The Kensho LLM-ready API provides access to S&P Global’s AI-ready datasets. Today, this includes:

• Capital IQ Financials with Market Data
• Business Relationships
• Earnings Call Transcripts
• Company Intelligence
• Competitors
• M&A Transactions

We are combining IBM Watsonx Orchestrate Agentic framework with Global Insight deep foundation of trade, cost, economics, risk, and market data (Global Trade Atlas, Panjiva, RiskGauge, and Country Risk), to develop innovative solutions for procurement teams.

S&P Global Market Intelligence clients have access to new tools to more efficiently identify new vendors, uncover vulnerabilities, and overall build stronger, more resilient supply chains for the future.

Additionally, clients of IBM watsonx Orchestrate’s clients will be able to access our Agentic Solutions through the IBM Agent Catalog leveraging our data to further improve efficiencies in their enterprise processes, including procurement.

S&P Global Market Intelligence’s Smart Choice tool allows procurement teams to dramatically cut the time to identify the optimal suppliers.

As part of our broader strategy to make trusted intelligence more accessible within enterprise workflows, S&P Global Energy has expanded its partnership with Microsoft to integrate AI Ready Data into the Microsoft 365 ecosystem. Through a Microsoft certified custom connector, S&P Global Energy content can be securely indexed and accessed via Copilot and other Microsoft applications, including SharePoint, Word, PowerPoint, Teams, and Outlook. This integration allows customers to surface relevant insights directly within familiar tools, combining S&P Global Energy’s market intelligence with their own proprietary data in a governed, enterprise ready environment.