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Investment Banking

Investments banks have been laser focused on the potential risks of inflation, supply shortages, and the proliferation of new technologies. All the while, they’re facing pressures to modernize their investment banking workflows to keep pace with the competition. Keep sharp focus and rise above the rest with access to differentiated data, content and tools for monitoring the markets, generating ideas, and building winning pitches.

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Basel IV Global Regulatory Framework: Financial Metrics


  • M&A Advisory
  • Portfolio Management
  • Research
  • Risk and Compliance
  • Sustainable Investing
  • Equity Capital Markets
  • Debt Capital Markets
  • Energy M&A Valuations

Insights and tools for every stage of the advisory journey

Your mergers and acquisitions advisory arm needs access to quality content and tools to track the markets, profile and research companies, conduct and validate financial analysis, create compelling pitchbooks, and win business.

Confusion has no place in your portfolio management decisions

Streamline the investment process and build a strong case for your decisions with innovative tools, real-time data, and expert analysis.

  • Track the latest sector, company and peer developments with our news, Dashboards, Transcripts, and Credit Ratings and Research.
  • Leverage Data Management Solutions to uncover differentiated alpha generation and fundraising ideas, and tailor your data delivery with feed, cloud, and API solutions.
  • Integrate sustainability data – S&P Global Trucost analytics, Climate & Physical Risk Analytics, S&P Global ESG Scores, and Climate Credit Analytics – to optimize portfolios.
  • Gain investment insights and support your strategy with Research Signals, RatingsDirect, and Credit Analytics.
  • Equity Point-in-Time Ownership data supplies daily insights into institutional and fund-owned security positions, flow of funds, and emerging market activity.
  • Dig into company performance with our Dividend Forecasting service.

Develop timely research that stands out from the pack

Instead of working to ensure the completeness, consistency, accuracy, validity, and timeliness of your data, tap into our intelligence and cut straight to the insights. Equip yourself with deep data and robust screening to supplement your research and idea generation.

To stay ahead of risk and compliance exposures, you must plan ahead

The factors that go into your risk and compliance monitoring evolve and shift over time, making it hard to keep track of all the moving pieces. Leverage trusted datasets and innovative market intelligence solutions to assess creditworthiness, manage portfolio exposure, and track the latest credit events, trends, and regulations.

Environmental, social, and governance risks are too costly to ignore

Whether you’re currently developing your firm’s sustainability strategy, monitoring ongoing risk, or taking your first step into socially-conscious capital allocation, you need robust data and analytics to inform your next move in sustainable investing and standardize your reporting.

Fortify your issuance process and build a clear view of the equity markets

S&P Capital IQ Pro provides the essential data, insights, and workflow tools needed to be effective across the key phases in the equity capital markets deal origination process.

  • Analyze equity share ownership data for public firms to gain valuable insights into who owns what.
  • Identify potential investors to participate in an equity capital-raising. View the top investors in any custom aggregate of public companies. Analyze historical market value trends through custom screening.
  • Monitor your coverage list by tracking price performance and breaking news headlines with our customizable dashboards.
  • View recent market trends and screen for individual transactions, aggregate statistics, comps, and more. View aftermarket IPO performance – from one-day post-launch to six months – and build custom benchmarks.
  • Use productivity tools in Microsoft Office to build financial models and roadshow presentations. Seamlessly link content from Excel to PowerPoint, quickly format presentations, and leverage dynamic charting capabilities.

Originate, structure, and manage risk with confidence

Equip yourself with data to analyze the debt market, tools to customize your targets, and solutions to manage workflow with speed and efficiency.

  • Access over 115,000 loan facilities, including more than 3,700 with current-day live prices, spread-to-maturity, yield, and liquidity metrics. Screen for loans by sector, S&P Issue Credit Rating, liquidity score, LXID, and depth.
  • Search for fixed income transactions by default status, guarantees, and exchangeability. Leverage Topic Tags for more granular insights.
  • Monitor your coverage list by tracking price performance and breaking news headlines with our customizable dashboards.
  • Assess recent market trends and screen for individual transactions, aggregate statistics, comps, and more.
  • Use productivity tools in Microsoft Office to build financial models and roadshow presentations. Seamlessly link content from Excel to PowerPoint, quickly format presentations, and leverage dynamic charting capabilities.

Power Evaluator: Market-defining power plant valuation suite

Power Evaluator is a cutting-edge valuation suite on S&P Capital IQ Pro that integrates with our best-in-class asset-level data, 40,000+ machine-learning-powered nodal forecasts, and physical risk metrics to deliver reliable, lightning-fast valuations. Built with multiple power forecasting scenarios and adjustable financial assumptions, our completely customizable valuation suite unlocks the true value of your power plant investments from start to finish:

  • Screen for power projects, portfolios, and companies
  • Build and analyze potential new power plants and portfolios
  • Simulate a project or portfolio sale
  • Track portfolio progress to net-zero

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Assessing the Liquidity Crunch

Liquidity concerns have led to some large U.S. bank failures and prompted regulators to take historic action to shore up confidence in the banking system.

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    Access intelligence that’s in a class of its own with S&P Capital IQ Pro.

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    Discover new data and seamlessly connect it

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    Access Expert Perspective on the Equity Markets

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    Solutions for every stage of your investment banking journey

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    Build a 360º view of the private markets

    S&P Global Market Intelligence's enhanced coverage now incorporates Preqin's contact, fundraising, performance, deal, and exit data associated with 40k+ firms and 106k+ funds across multiple asset classes.

    Explore our short product tutorial on the right to see how you can leverage Preqin data and key Capital IQ Pro features to identify additional deal pipeline opportunities, uncover new financial sponsor insights, view performance benchmarks, and build custom target lists.

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    You're one step closer to unlocking our suite of financial information solutions and services.

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    We're proud of our recent rewards!

    • Best Corporate Actions Data Initiative, 2023
    • Best Overall Sell-Side Technology Provider, 2023
    • Most Innovative Regulatory Solution (Climate Risk & Transaction Reporting), 2023
    • Best Overall Data Product or Service, 2023

    And, we delight in supporting our customers with 24x7x365 customer service and a 98% customer service satisfaction rate.

    If your company has a current subscription for S&P Capital IQ Pro, you can register as a new user for access to the platform(s) covered by your license at S&P Capital IQ Pro or S&P Capital IQ


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