S&P Capital IQ Pro Governments Segment Release Highlights
What's New for Governments?
Feedback from our clients is the primary catalyst for our products’ continuous evolution. With each release, we address your feedback and deliver new features, functionality, and data to meet your changing needs. Below, we highlight enhancements from recent releases that are most relevant to you and your workflow.
Watch a video highlighting the enhancements from our latest release
June and July 2024 Energy Segment Release Highlights
Table of Contents
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Fixed Income
Fixed Income
What’s new: In this release, we integrated more than 19.4 million Government, Supranational, Agency, and Corporate securities from Markit, enhancing our Pricing, Analytics and Reference data coverage.
Most Relevant For: All users
Workflow Improvements:
- 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
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Earnings Call Transcripts Summarization
Earnings Call Transcripts Summarization
What’s new: In this release, we are introducing Generative AI Transcript Summarization, which provides a summary of earnings call transcripts and complements our NLP-derived sentiment scores within the AI-powered Document Viewer.
Most Relevant For: All Users.
Workflow Improvements:
- Users can access Topical summaries that cover financial results, company strategy, products & services, external factors, and partnerships.
- In addition, users can access Sentiment summaries categorized by 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, and export all summaries to PDF or Word documents.
- Summaries are available for global earnings call transcripts from January 1, 2023.
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Private Markets
Private Markets
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.
Most Relevant For: Private Company Analysis/Research
Workflow Improvements:
- 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.
- 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.
- 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.
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Chart Builder
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 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.
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Search
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.
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, People, 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.
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Macroeconomic Data
Macroeconomic Data
What’s new: In this release, we expanded our global economic indicator coverage to include annual, quarterly, and monthly historical macro indicators for 185 countries. These 15 indicators are classified as As-Reported Macro Indicators and updated more frequently.
Most Relevant For: Economic Research
Workflow Improvements:
As Reported, Historical Demographic Data/Macro Indicators
- Users can now access 15 new As Reported Macro Indicators which include Real GDP Growth(%), Real GDP(LCU), Nominal GDP($B), Real GDP($B), Nominal GDP(LCU), Consumer Price Inflation(%), Producer Price Inflation(%), Industrial Production Growth(%), Unemployment Rate(%), Current Account Balance($B), Goods Imports($B), Goods Exports($B), Trade Balance($B), Exchange Rate Average, Exchange Rate End. We also added two new indicators to our Forecasted Series: Real GDP($B) & Nominal GDP(LCU).
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RatingsDirect®
RatingsDirect®
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 US State Ratings page, while Structured Finance users can access the full collateral universe with the complete list of collateralized issues.
Most Relevant For: Ratings Research
Workflow Improvements:
Outlook Financial Thresholds
- RatingsDirect® users can access Outlook Financial Thresholds on Corporate Profile, Analyst Peers page, Screener, and the S&P Capital IQ Pro Plug-in. Outlook Financial Thresholds are the key metrics and thresholds that can potentially lead to rating actions. With the help of Generative AI, the Outlook Financial Thresholds are extracted from the upside and downside scenarios of research articles for entities in the Corporate sector.
U.S. Public Finance State Ratings
- RatingsDirect® users interested in U.S. Public Finance can access a new page featuring an interactive map of the United States, displaying credit ratings of each state. The ratings are based on either the state's issuer credit rating or its general obligation debt rating. Users can interact with the map and filter by rating and outlook to gain valuable insights into the current ratings of U.S. states, across different regions of the country.
Export RatingsDirect Credit Memo
- RatingsDirect® users can export a one-page credit tearsheet for Corporates, Financial Institutions, and Insurance entities directly from the Corporate Profile to get a quick snapshot of an entity's credit health. The credit memo provides an overview of key credit metrics for an entity, such as issuer credit ratings, outlook/upside/downside scenarios, scores & modifiers, outlook financial thresholds, analyst peers, and more.
Credit Default Swaps and Market Derived Signals Source Update
- RatingsDirect® on Capital IQ Pro is updating the source of Credit Default Swaps (CDS) and market-derived signals to S&P Market Intelligence (Markit) pricing, valuation & reference data from ICE. This update will be reflected on the Corporate Profile, Sector Profile pages, Screener, Dashboard, and the S&P Capital IQ Pro Plug-in. The Corporate Profile now includes a chart that overlays Issuer Credit Ratings, CDS Market-Derived Signal Scores, and Probability of Default Derived Signal Score in one view.
- The migration to S&P Market Intelligence (Markit) sourced CDS and market-derived signal data offers key benefits, including a larger universe of entities with a history dating back to 2010. Additionally, it leverages more composite pricing based on actual CDS pricing, as opposed to evaluated pricing derived from bond spreads. This enhancement ensures users have access to comprehensive and reliable CDS and market-derived signals data for informed decision-making.
Structured Finance Loans and Bonds
- RatingsDirect® users with Structured Finance capabilities can access the universe of collateralized and uncollateralized S&P-rated corporate loans & bonds to gain visibility into the outstanding loans & bonds market that can be included in existing and future CLOs.
Security Ratings Distribution
- RatingsDirect® users can access Security Ratings Distribution for unrated entities with rated securities. Even if an entity does not have an issuer level rating, users can easily access the underlying rated debt from the entity profile. Security Ratings Distribution is a calculated aggregate count of securities by Debt Type, Rating Type, Rating, and CreditWatch/Outlook when the available ratings are only at the security level.
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Energy
Energy
What’s new: In this release, we enhanced coverage of power pricing with the introduction of Global Power Pricing data, accessible on the Global Power Prices Summary page, the Global Day-Ahead Power Prices page, and the Global Power Futures page. Additionally, we expanded our Ancillary Pricing Data coverage to include two new regions, NYISO (New York ISO) and MISO (Midcontinent ISO).
Most Relevant For: Energy Research
Workflow Improvements:
- Global Day-Ahead Power Prices: United Kingdom
- Global Power Futures: Spain, Netherlands, Croatia, Slovakia, Hungary, Poland, Austria, France, Romania, Germany, Greece, Italy, Czech Republic, Switzerland, Bulgaria, Nordic Region, Belgium, United Kingdom, Slovenia, Serbia and Japan
- Added coverage for NYISO and MISO regions, in addition to the existing CAISO, ERCOT and PJM regions
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Banks and Credit Unions
Banks and Credit Unions
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: Bank Regulators, Bank Analysis
Workflow Improvements:
Bank Fundamentals Derived Ratios
- Users can now access derived ratios related to Balance Sheet, Income Statement, capital adequacy, and asset quality for US and global banks.
Form ADV Schedule D - Section 7a & b
- Users can now access additional disclosure details available from section 7.A of Schedule D where a U.S. asset manager is required to disclose their financial industry affiliations and any related person that provides certain financial services. Additionally, users can access section 7.B of Schedule D, which provides basic information on the size and organizational, operational, and investment characteristics of each private fund that it advises.
Updated Uniform Bank Performance Report (UBPR) fields in Screener
- Users can now access updated fields within UBPR Balance Sheet (P4) sub-category on Screener.
Change in Market Update for Branch-Merger Planning HHI Analysis
- When assessing competition and potential monopolistic behavior within a market, the Change in Market default index is now set to 100 for proforma and current years. This update is in accordance with the new guidelines introduced by the Department of Justice.
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Insurance
Insurance
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: Insurance Regulators
Workflow Improvements:
Lines of Business updates on U.S. Statutory pages
- Users can access updates to Lines of Business which are reflected in the following pages to ensure consistency across Life/Fraternal filings.
- Life/Fraternal Financial Highlights
- New Lines added under Premiums & Annuity Considerations by Major Segment (%)
- Life/Fraternal Income Statement
- Multiple sections updated with the new line of business
- Life/Fraternal Underwriting Analysis
- New lines added within these sections: Net Premiums, Annuities, and Consid, Benefit Ratio, General Expense Ratio and Net Commission Ratio
- Life/Fraternal Reserve Analysis
- Four new sections added to present the appropriate reserve analysis based on the new lines of business
- Life/Fraternal Five-Year Historical Data
- As per the NAIC statement - 51 new rows added to present the same details as company filings
- Life/Fraternal Financial Highlights
- Users can access updates to Lines of Business which are reflected in the following pages to ensure consistency across Life/Fraternal filings.
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Real Estate
Real Estate
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: All Users
Workflow Improvements:
U.S. Real Estate Market Overview
- Users can now access real estate and related datasets with the addition of the Real Estate Market Overview page.
Net Operating Income for REITs
- Users can view net operating income (NOI) for US REITs on the financial highlights page in Capital IQ Pro platform.
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Technology, Media & Telecommunications
Technology, Media & Telecommunications
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.
Workflow Improvements:
Data Preview
- Users can now preview multiple report types available in the Data Library directly within a pop-up window, including interactive pages, Excel spreadsheets, and visualization reports.
Deep Sector Company and Asset Linking
- Users can access OTT Services & Devices dataset along with subscribers’ metrics by service type and Vendors-in-use dataset under the Assets and Operations section of a company's Corporate Profile page.
MediaCensus Alerts
- Users can access a new feature on the MediaCensus Homepage, enabling them to set up alerts and receive notifications on upcoming release dates, data updates and key insights.
MediaCensus Feature
- Users can access a new widget on the MediaCensus Homepage designed for our proprietary U.S. Broadband and Video data within the MediaCensus offering. This enhancement will allow users to efficiently find all related research articles, alerts, and notifications in one centralized location.
Top Navigation Menu
- Users can view a streamlined Tech, Media & Telecom (TMT) menu which consolidates all our coverage into a unified location. Additionally, we introduced two new sections under the TMT menu that features all Kagan research, proprietary datasets, visualizations, templates, and key workflow pages. This centralization enhances discoverability and simplifies access to TMT's proprietary data and research for users.
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Events
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.
March 2024 Governments Segment Release Highlights
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Personalization
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.
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
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Chart Builder (Beta)
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.
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.
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Alerts
Alerts
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.
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Search
Search
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.
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Transactions
Transactions
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: All Users
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./li>
- 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.
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Macroeconomic Data
Macroeconomic Data
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: Economic Research
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.
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RatingsDirect®
RatingsDirect®
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: Ratings Research
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.
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Fundamentals
Fundamentals
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.
Most Relevant For: Company Research
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
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Estimates
Estimates
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: Estimates Research
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.
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Screener
Screener
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.
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Investment Research
Investment Research
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
Workflow Improvements:
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.
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Bank & Credit Unions
Bank & Credit Unions
What’s new: In this release, we added new maturity fields related to bank deposits and debt details for US GAAP and Global banks. In addition, we added section 5 from Schedule D of the Investment Advisory Details report in accordance with the new additions of the SEC's Form ADV. We also enhanced Peer reports tailored for Credit Unions and updated Credit Union Regulatory Financial Summary pages with latest line-items sourced from 5300 call reports. Furthermore, we introduced new Adjusted Tangible Common Equity fields helping users analyze liquidity crunch and other derived bank regulatory fields.
Most Relevant For: Banking Regulators
Workflow Improvements:
- Users can access new maturity fields related to bank deposits and debt details for US GAAP and Global banks on the platform including Screener.
- Users can now access additional disclosure details of Separately Managed Accounts (SMAs) custodians by referring to the newly added Section 5.K.3 Custodians of Separately Managed Accounts and Section 1.F Other Offices from Form ADV in Screener. SMAs are a portfolio of assets managed by a professional investment firm of which vast majority of firms are RIA - Registered Investment Advisors who are required to disclose various details on their SMAs and their custodians to the SEC.
- Users can access updated Credit Union Regulatory Summary Financial pages on the S&P Capital IQ Pro platform with the latest 5300 Call Report fields across Financial Highlights, Balance Sheet, Income Statement and Asset Quality pages.
- Users can now access the newly created field for Tangible Common Equity adjusted for credit and new derived ratios for Banks and Bank Holding Companies.
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Metals & Mining
Metals & Mining
What’s new: In this release, we added a new price series for Lithium in the commodity price chart. In addition, we added Appendix 5B Cash Flow and Reserves & Resources ratios in Companies Screener and S&P Capital IQ Pro plug-in, along with the newly launched Annual Mine Production Summary in Excel Template Library.
Most Relevant For: Metals and Mining Research
Workflow improvements:
- Industry Financials and Reserves & Resources Ratios
- Users can access Appendix 5B Cash Flow financials and Reserves & Resources ratios of Mining companies in Companies Screener and S&P Capital IQ Pro Plug-in. The addition of these industry metrics will localize the user's workflow in a single dataset within Screener and help with the understanding of the granularity of mining companies’ financial performance.
