S&P Capital IQ - Building-In Proprietary Data
Jinfo Blog

By Chris Porter

Abstract

Following his recent in-depth product review of financial research platform S&P Capital IQ, analyst Chris Porter provides some thoughts on blending a third-party research database with your organisation's own special proprietary data.

Item

Let's hear it for those who are little bit different.

If in your professional life you look at a lot of business information services, you may feel that a lot of them, a lot of the time, do very similar things in broadly similar ways.

So it is refreshing, every so often, to come across a feature which clearly delivers genuine business value in a way that is a little out of the ordinary.

Focus on Company Financials

FreePint came across such a case in carrying out an in-depth product review of the S&P Capital IQ research platform.

This service is a research, analysis and workflow tool with a strong focus on highly structured company financials, as well as industry and other related information.

Supplement by Adding Your Own Data

It contains information on over 3 million companies; and one of its many features is the ability to add your own proprietary data.

Suppose you are dealing with a privately held company which does not normally publish its annual financials, but for one reason or another - perhaps because you are at an investment bank or a potential buyer in a sale process, or a lender to or investor in the company  concerned - your organisation does have access to that information.

S&P Capital IQ will let you add the data to its platform, in a way that will only be visible only to yourself, your immediate team or other product users within your organisation, depending on the permission levels set.

Individual datapoints can be added one by one via the product interface; or figures can be batch-loaded through a specially configured Excel spreadsheet.

Once the data is in, it can be viewed alongside other information from Capital IQ, downloaded within the context of a company profile, used within the process of screening to identify a list of companies matching a given set of criteria or even tracked back through an audit trail which will show when the datapoint was uploaded, and by whom.

So much simpler than manually maintaining a mix of third-party and proprietary data within a spreadsheet.

Find Out More

To learn more about this and other features, as well as analysis of the product maturity, value, competitor landscape and more, see the Product Review of S&P Capital IQ.

« Blog