Capital gains: Standard & Poor's Capital IQ
Jinfo Blog

By Jenny Robertson

Abstract

The April issue of VIP features a product review of Standard & Poor’s Capital IQ, a web-based research platform for global public and private capital markets.

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The April issue of VIP features a product review of Standard & Poor’s Capital IQ, a web-based research platform for global public and private capital markets. S&P Capital IQ has a wealth of data on public and private companies, markets, investment firms and professionals, and is designed to help business analysts and corporate clients perform fundamental analysis, generate ideas and manage their workflow from initial research right through to final presentations.

As delineated in Heidi Longaberger’s article in the FreePint Newsletter 322 (17 March 2011) called Capital IQ: How does your garden grow? A brief on Capital IQ’s expansion (http://web.freepint.com/go/newsletter/322), Capital IQ has undertaken a number of strategic acquisitions and partnerships that have helped to shape the latest product iteration.

Besides deploying rigorous data quality checks and standardisation on publicly sourced company financial and market performance data, it also provides news, statistics and analysis from in-house researchers and third parties, relationship paths for key professionals and visualisation tools to provide appropriate charts for those all-important business presentations. Plug-ins that work easily with Microsoft Office applications mean that data can be refreshed directly from Excel, and personal contacts and events can be reviewed alongside key industry personnel, events and announcements in Outlook. Subscribers can view research and estimates from over 1,000 brokers and independent research providers, manage their relationships with CRM tools and view industries and economic data as well as equity, mergers and acquisitions, and fixed income markets.

The powerful screening tools make it easy to research companies, and the ability to target companies, investments or investors to generate new leads is a valuable feature.

S&P Capital IQ has developed apps that work with the Blackberry to help subscribers stay up to date with the news and markets of interest on the move, and it has a dedicated modelling team who will help convert your existing models to ease migration from other platforms.

Report output options and the platform itself are highly customisable, and it even incorporates a proprietary data feature for the subscriber to upload documents and edit profiles to include their own data and connections which can be shared within their organisation’s user group.

The platform is very user-friendly, encourages teams to share research efforts and sits comfortably within the subscribers’ workflow.

VIP subscribers can read the review by logging into MyShop.

Purchase your copy of VIP Report: Product Review of S&P Capital IQ from the FreePint Shop. Or save money by purchasing VIP No. 101, which also includes the VIP Report: Product Review of Digimind.

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