S&P Capital IQ

S&P Capital IQ is a financial data, research, screening, and analytics platform used for company analysis, market research, and investment workflow.

S&P Capital IQ is a technology and financial services company that functions as the research division of S&P Global, known for managing the influential S&P Dow Jones Indices. S&P Capital IQ provides a comprehensive suite of tools, data, and analytics critical for informed decision-making in the financial sector.

History and Background

In 2004, Standard & Poor’s, a subsidiary of S&P Global, launched Capital IQ, which has since grown to become a leading provider of financial intelligence.

Key Products and Services of S&P Capital IQ

S&P Capital IQ offers a diverse range of products and services designed to support different aspects of financial and investment analysis.

Data and Analytics

S&P Capital IQ provides extensive financial data and analytics, offering insights into various asset classes, industries, and regions.

Research and Insights

Their research division offers in-depth reports, market insights, and guidelines that help professionals understand market trends and dynamics.

Portfolio Management Tools

S&P Capital IQ offers sophisticated tools for portfolio management, enabling investors and financial analysts to track and optimize their investments.

Risk Management Solutions

To help with risk assessment, S&P Capital IQ provides solutions that allow firms to measure and manage financial and operational risks effectively.

Market Intelligence Platform

The S&P Capital IQ platform gives users access to a wide array of market data and intelligence tools to help in strategic decision-making.

Role within S&P Global

S&P Capital IQ, as a division of S&P Global, contributes significantly to the company’s mission of providing essential intelligence to the market participants.

Applicability in Various Sectors

S&P Capital IQ’s tools and services are utilized across various industries, including investment banking, asset management, corporate finance, and academia.

Investment Banking

Investment banks use S&P Capital IQ to gain insights and data critical for mergers, acquisitions, and other financial services.

Asset Management

Asset managers rely on S&P Capital IQ for accurate data and analytics to manage portfolios and optimize returns.

Corporate Finance

Corporations use S&P Capital IQ for budgeting, forecasting, and identifying financial risks and opportunities.

Academic Research

S&P Capital IQ also supports academic institutions in financial research and education by providing robust data and analytical tools.

Bloomberg Terminal

Both S&P Capital IQ and Bloomberg Terminal offer financial data and analytics, but Bloomberg Terminal is often recognized for its comprehensive real-time financial information.

Thomson Reuters Eikon

Thomson Reuters Eikon, like S&P Capital IQ, provides financial intelligence but is differentiated by its focus on news and media in addition to financial data.

Evidence To Check

Check the account contract, ledger entries, transaction file, funding source, liquidity report, control owner, and regulatory rule before treating S&P Capital IQ as operationally resolved. A banking term matters most when it changes cash availability, settlement risk, capital, or customer liability.

What kind of data is available on S&P Capital IQ?

S&P Capital IQ offers data on equity, fixed income, macroeconomic indicators, commodities, and corporate actions.

Can individuals access S&P Capital IQ services?

Typically, S&P Capital IQ services are designed for institutional clients, but individual researchers and academics may access it through universities or subscriptions.

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