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

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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.

Monitor the markets and develop deal strategies with Key Developments, Sector News, Dow Jones News, Aftermarket Research, and our Screener tool.
Perform indicative valuation analysis with our Peer Comps tool, Template Library, Excel Add-In, and Office Tools.
Build winning pitchbooks to present deal value hypotheses, promote bank credentials with our Office Tools, charting features, and productivity tools.
Enhance decision-making at every stage of the deal lifecycle with our connected workflow tools and capabilities.
Efficiently execute on deals with our book-building tools for the Equity, Municipals, and Fixed Income primary issuance process.
Shine a light on the private markets with coverage on more than 52 million private companies, insights on niche sectors through topic tags and market maps, and extensive Preqin data on alternative assets.

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.

Stay up to date on key trends with our news, dashboards, transactions, RatingsDirect®, Dow Jones News, real-time alerts, and our mobile app.
Leverage differentiated datasets to uncover new insights, including transcripts, natural language processing, Panjiva, and textual data analytics.
Update models and reports dynamically with auditable, standardized data through our Excel Add-In, Office Tools suite, and charting.
Integrate environmental data and S&P Global ESG Scores into sustainability valuations.
Receive data to your specifications with linking solutions – Cross Reference Services, Kensho – and flexible delivery via Xpressfeed™, Snowflake, and API.
Shine a light on the private markets with coverage on more than 52 million private companies, insights on niche sectors through topic tags and market maps, and extensive Preqin data on alternative assets.

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.

Manage the full spectrum of your risk exposure with RatingsDirect®, Credit Analytics, RatingsXpress®, Scorecards, KY3P®, KYC, and Tax Services.
Dive into the credit risk of public and private companies with Credit Analytics.
Analyze SMEs with RiskGauge and dive into the U.S. municipal market with our Public Finance Automated Scoring Tool (PFAST).
Develop sustainability models with Trucost Portfolio Analytics and measure climate-related risks on investment portfolios with Climate Credit Analytics.
Determine the impacts of regional risks to deal fundamentals, underwriting, or default risk with our Country Intelligence Monitor. Provide actionable insight for trade execution through multi-asset compliance and custom analytics.
Manage trading book risks and regulatory capital with our XVA, Derivatives Counterparty Credit Risk, and FRTB solutions.

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.

Beginning your sustainability journey but not sure where to start? Access expert research through Sustainable1, our News, Quantamental, and Investment Research.
Leverage an extensive but defined list of performance indicators with S&P Global ESG Scores.
Bolster your management and reporting of sustainability performance with Trucost Environmental Data, Portfolio Analytics, TCFD Reporting, and Climate & Physical Risk Analytics.
Support your firm’s goals and activities by evaluating the impact of different climate-related scenarios on credit risk with Climate Credit Analytics.
Take a proactive approach and drive value creation by integrating important climate-related considerations into the investment process.

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

Explore Power Evaluator

M&A Advisory
- M&A Advisory
  
  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.
  
  Monitor the markets and develop deal strategies with Key Developments, Sector News, Dow Jones News, Aftermarket Research, and our Screener tool.
  
  Perform indicative valuation analysis with our Peer Comps tool, Template Library, Excel Add-In, and Office Tools.
  
  Build winning pitchbooks to present deal value hypotheses, promote bank credentials with our Office Tools, charting features, and productivity tools.
  
  Enhance decision-making at every stage of the deal lifecycle with our connected workflow tools and capabilities.
  
  Efficiently execute on deals with our book-building tools for the Equity, Municipals, and Fixed Income primary issuance process.
  
  Shine a light on the private markets with coverage on more than 52 million private companies, insights on niche sectors through topic tags and market maps, and extensive Preqin data on alternative assets.
Portfolio Management
- Portfolio Management
  
  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.
Research
- Research
  
  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.
  
  Stay up to date on key trends with our news, dashboards, transactions, RatingsDirect®, Dow Jones News, real-time alerts, and our mobile app.
  
  Leverage differentiated datasets to uncover new insights, including transcripts, natural language processing, Panjiva, and textual data analytics.
  
  Update models and reports dynamically with auditable, standardized data through our Excel Add-In, Office Tools suite, and charting.
  
  Integrate environmental data and S&P Global ESG Scores into sustainability valuations.
  
  Receive data to your specifications with linking solutions – Cross Reference Services, Kensho – and flexible delivery via Xpressfeed™, Snowflake, and API.
  
  Shine a light on the private markets with coverage on more than 52 million private companies, insights on niche sectors through topic tags and market maps, and extensive Preqin data on alternative assets.
Risk and Compliance
- Risk and Compliance
  
  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.
  
  Manage the full spectrum of your risk exposure with RatingsDirect®, Credit Analytics, RatingsXpress®, Scorecards, KY3P®, KYC, and Tax Services.
  
  Dive into the credit risk of public and private companies with Credit Analytics.
  
  Analyze SMEs with RiskGauge and dive into the U.S. municipal market with our Public Finance Automated Scoring Tool (PFAST).
  
  Develop sustainability models with Trucost Portfolio Analytics and measure climate-related risks on investment portfolios with Climate Credit Analytics.
  
  Determine the impacts of regional risks to deal fundamentals, underwriting, or default risk with our Country Intelligence Monitor. Provide actionable insight for trade execution through multi-asset compliance and custom analytics.
  
  Manage trading book risks and regulatory capital with our XVA, Derivatives Counterparty Credit Risk, and FRTB solutions.
Sustainable Investing
- Sustainable Investing
  
  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.
  
  Beginning your sustainability journey but not sure where to start? Access expert research through Sustainable1, our News, Quantamental, and Investment Research.
  
  Leverage an extensive but defined list of performance indicators with S&P Global ESG Scores.
  
  Bolster your management and reporting of sustainability performance with Trucost Environmental Data, Portfolio Analytics, TCFD Reporting, and Climate & Physical Risk Analytics.
  
  Support your firm’s goals and activities by evaluating the impact of different climate-related scenarios on credit risk with Climate Credit Analytics.
  
  Take a proactive approach and drive value creation by integrating important climate-related considerations into the investment process.
Equity Capital Markets
- Equity Capital Markets
  
  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.
Debt Capital Markets
- Debt Capital Markets
  
  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.
Energy M&A Valuations
- Energy M&A Valuations
  
  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
  
  Explore Power Evaluator

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

Request Follow Up

Discover new data and seamlessly connect it

View Datasets & Solutions

Solutions for Investment Banking

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Access Expert Perspective on the Equity Markets

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Solutions for every stage of your investment banking journey

Sector Coverage

The powerful combination of S&P Global and IHS Markit delivers a breadth and depth of sector-specific reports, forecasts, and interactive data you won’t find anywhere else.
Dashboards & Mobile

Stay up-to-date on the markets and companies you follow with market data, news, research, and charts.
News & Research

Stay up-to-date on the latest stories and trends across key sectors, including M&A. Dive deeper into fintech, maritime and trade, economics, and country risk. Access 35 million+ investment research reports from top brokers.
Private Company Data & Private Markets

Demystify the private company universe with access to 52+ million private company profiles. Dive deeper into our Private Equity and Venture Capital content with aggregate benchmarking and performance trends from Preqin.
Comps & Screening

Instantly screen for trending topics, transcripts, and potential investors. See transactions under a parent entity by adding subsidiaries and portfolio companies. Discover and rank potential buyers in rapid time, including new industry participants.
Productivity Tools

Leverage our Microsoft Office Tools suite to generate ideas, build unique models, and turn pitches into compelling presentations.

Create value through sustainability integration

Learn More

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.

Investment Banking

Basel IV Global Regulatory Framework: Financial Metrics

M&A Advisory

Insights and tools for every stage of the advisory journey

Portfolio Management

Confusion has no place in your portfolio management decisions

Research

Develop timely research that stands out from the pack

Risk and Compliance

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

Sustainable Investing

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

Equity Capital Markets

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

Debt Capital Markets

Originate, structure, and manage risk with confidence

Energy M&A Valuations

Power Evaluator: Market-defining power plant valuation suite

Assessing the Liquidity Crunch

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

Discover new data and seamlessly connect it

Solutions for Investment Banking

S&P Capital IQ Pro

Credit Analytics

Data Management Solutions

Access Expert Perspective on the Equity Markets

Featured Content

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Bankers less optimistic on future growth – S&P survey

The metaverse and generative AI make for a powerful combination

An Inside View on Bank Strategy in a Changing World

Talk to an expert now.

Solutions for every stage of your investment banking journey

Create value through sustainability integration

Build a 360º view of the private markets

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