Investment Banking

Investments banks have been laser focused on the potential risks of inflation, supply shortages, and the implications of COVID-19. 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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M&A Advisory
Portfolio Management
Research
Risk and Compliance
Sales and Trading
Sustainable Investing

Confidence is a critical ingredient in M&A activity. And the first step to confidence is knowledge.

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.

Our solutions help you every step of the way.

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 a winning pitchbook to present deal value hypothesis and promote bank credentials with our Office Tools and charting feature.
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.

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 ESG data – S&P Global Trucost analytics, Climate & Physical Risk Analytics, 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.
Leverage Data Management Solutions to uncover differentiated alpha generation and fundraising ideas, and tailor your data delivery with feed, cloud, and API solutions.

Timely research can make the difference between seizing an opportunity and missing the moment

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 make decisions with confidence.

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 Trucost environmental data and ESG Scores into ESG valuations.
Receive data to your specifications with linking solutions – Cross Reference Services, Kensho – and flexible delivery via Xpressfeed™, Snowflake, and API.

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.

Don’t just follow the trend. Set it in a new direction.

The markets move quickly. Keep up to date with the latest developments on the companies, asset classes, and geographies you care about the most with our market intelligence solutions.

Create custom dashboards to pull in the insights, pricing data, credit metrics, and estimates you need updated in real time.
Go to the next level in your company analysis with robust public and private company data, including Transcripts, News, Fundamentals, and Ownership.
Run comparisons, identify opportunities, and build a complete picture of the market with powerful screening and visualization tools.
Support your syndication, secondary trading and agency tasks – including bookrunning, pipeline reporting, and document delivery – with our deal management platform.
Utilize our market-leading trade settlement platform to digitize documents, calculate trade economics, and automate leveraged loan workflows.
Provide actionable insight for trade execution through multi-asset compliance and custom analytics.

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.

M&A Advisory
- M&A Advisory
  
  Confidence is a critical ingredient in M&A activity. And the first step to confidence is knowledge.
  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.
  
  Our solutions help you every step of the way.
  
  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 a winning pitchbook to present deal value hypothesis and promote bank credentials with our Office Tools and charting feature.
  
  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.
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 ESG data – S&P Global Trucost analytics, Climate & Physical Risk Analytics, 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.
  
  Leverage Data Management Solutions to uncover differentiated alpha generation and fundraising ideas, and tailor your data delivery with feed, cloud, and API solutions.
Research
- Research
  
  Timely research can make the difference between seizing an opportunity and missing the moment
  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 make decisions with confidence.
  
  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 Trucost environmental data and ESG Scores into ESG valuations.
  
  Receive data to your specifications with linking solutions – Cross Reference Services, Kensho – and flexible delivery via Xpressfeed™, Snowflake, and API.
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.
Sales and Trading
- Sales and Trading
  
  Don’t just follow the trend. Set it in a new direction.
  The markets move quickly. Keep up to date with the latest developments on the companies, asset classes, and geographies you care about the most with our market intelligence solutions.
  
  Create custom dashboards to pull in the insights, pricing data, credit metrics, and estimates you need updated in real time.
  
  Go to the next level in your company analysis with robust public and private company data, including Transcripts, News, Fundamentals, and Ownership.
  
  Run comparisons, identify opportunities, and build a complete picture of the market with powerful screening and visualization tools.
  
  Support your syndication, secondary trading and agency tasks – including bookrunning, pipeline reporting, and document delivery – with our deal management platform.
  
  Utilize our market-leading trade settlement platform to digitize documents, calculate trade economics, and automate leveraged loan workflows.
  
  Provide actionable insight for trade execution through multi-asset compliance and custom analytics.
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.

Solutions for Investment Banking

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A Global Bank Assesses Its Resilience to Climate Risks

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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

With an expanded private company database covering 50M+ private firms, you can identify new opportunities, track PE/VC firms and related funds, view performance benchmarks, and build custom target lists with confidence.
Mapping

Run comps, identify investors and opportunities, and build a complete picture of the market with powerful screening and visualization tools.
Productivity Tools

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

Three Steps to Create Value through ESG Integration

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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.

Request Follow Up

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We're proud of our recent rewards!

Best Corporate Actions Data Provider, 2022
Best Reference Data Provider, 2022
Best Research Provider, 2022
Chartis RiskTech 100 - Top 10, 2022

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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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Investment Banking

M&A Advisory

Confidence is a critical ingredient in M&A activity. And the first step to confidence is knowledge.

Portfolio Management

Confusion has no place in your portfolio management decisions

Research

Timely research can make the difference between seizing an opportunity and missing the moment

Risk and Compliance

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

Sales and Trading

Don’t just follow the trend. Set it in a new direction.

Sustainable Investing

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

Monthly European M&A Wrap-up

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

A Global Bank Assesses Its Resilience to Climate Risks

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