The Standard and Poor's Capital IQ Pro database provides data on banks, private equity firms, insurance companies, broker dealers and financial markets worldwide. Coverage includes ownership information, market analysis, filings, financial statements, mergers and acquisitions' data and sectoral news.
The search-box locates information on S&P financials; corporate structure; key developments; executive personnel (titles and roles); ownership; estimates; takeover defense and corporate governance.
S&P provides an Excel Template Library for ease of data download via:
- Database landing page
- Apps (upper left menu)
- Excel Template Library (in the second column of Apps full menu).
Users can set alerts via the 'News' tab in the top-bar > 'My News.'
For access to the separate S&P Compustat database follow the instructions on this Library page.
For related resources, visit the Library's Financial Data directory.
- Data coverage for European banks and financial institutions is up to 15 years
- Data coverage for North America is up to 30 years
- Data coverage for banks in emerging markets averages five years.
S&P documentation is available via:
- ? icon at the top right of the S&P Capital IQ Pro landing page
- 'Online Help' (it may be necessary to log in again)
- Select (eg.) 'User Guides' > 'Quick Reference Guides'
- An overview of the platform is on this page.
| First time EUI users of S&P Capital IQ Pro |
Returning EUI users of S&P Capital IQ Pro |
|
|
- Go to this S&P link
- Enter the EUI mail address used to register
- Enter the password.
|
Example of European banking data download
- Click the Apps drop-down menu at top left of the S&P Capital IQ Pro homepage
- Click Screener in the left column of the Apps menu
- The Screening and Analytics screen will open
- Click (eg.) Company data in the grey top menu
- Select (eg.) Companies(classic) in left menu
- Make selections. This example is for European banking sector data:
- Company - leave blank (unless searching for single or multiple companies)
- Geography - eg: ‘Europe’
- Industry - eg: ‘Banking’
- Operating status - ‘Operating companies’ and/or ‘Acquired/defunct companies’
- Ownership status - ‘Listed’ and/or ‘Non-Listed'
- Coverage depth - ‘Full’ and/or ‘Summary'
- Consolidation status - ‘Consolidated’ and/or ‘Unconsolidated'
- Click RUN SCREEN.
- Place the cursor in the Add Criteria field. The BROWSE ALL link appears
- Click BROWSE ALL
- Select the variables required
- eg.: Financials > Liquidity > Liquidity Assets/Liabilities
- Select parameters in the right column (Period Type; Period; Reporting Basis)
- Click Apply
- Click Export at upper right, selecting (eg.) 'Results as Table Function.'
External visitors to the EUI Library do not have access to this resource.
Excel 'short-cut' to S&P Global Market Intelligence
S&P Capital IQ Pro can also be accessed directly from the Excel ribbon. In order to acrtivate the ribbon, users have to login into the platform and install the 'Capital IQ Pro Office' tools available under 'Office Download'. Please, follow the instructions on the page.
As the installation requires ICT administrator rights; in order to use the add-in on EUI Workstations users have to request the support of their local ICT Site Officer (via Helpdesk) or write to [email protected] for support.
S&P Office is an Excel add-in that allows users to download data directly from S&P Capital IQ Pro into MS Excel workbooks.
- Open Excel from Start > Programmes on an EUI desktop computer
- Click on the 'SNL' tab at the upper right of the top menu.
Managing news alerts
The S&P Capital IQ Pro platform generates daily news alerts. To update - or discontinue - news alerts:
- Go to News in the top-bar of the S&P homepage
- Click My News
- Click Create Alert at the right side of the 'My News' page.
- Make selections and save.
Non-EUI members to do not have access to S&P Global Market Intelligence.
Related EUI Library resources
Compustat (S&P) provides financial information on over 28,000 U.S. and Canadian publicly-held companies from the 1950s to present. The database includes a wide range of income, balance sheet, flow of funds and supplemental data, across 340 annual and 120 quarterly items, with point-in-time snapshots from 1987 to present. The database is updated weekly, with archive from the 1950s to present; and from 1987 to present for point-in-time observations. [Full details]
Datastream (LSEG) is a global financial and macroeconomic time-series database, providing data on equities, stock market indices, currencies, company fundamentals, fixed income securities and key economic indicators for 175 countries and 60 markets. Equity data from IPO to present is updated daily. Macroeconomic time series are monthly, quarterly and annual, with up to 60 years of coverage. [Full details]
Factiva (Dow Jones) is a digital archive of global news content covering 18,000 sources from 159 countries. The platform also hosts the Factiva Companies & Markets database, providing five years of headline economic data. (EUI members requiring longer data series should use the other databases listed in this directory.) Users of Factiva can locate, elaborate and export data on single companies, or a selection of companies, by peer group. Custom reports can be generated in the Snapshot feature - including news, key developments and financial information. [Full details]
The Global Financial Database (GFD Inc.) provides long-range historical financial data on stocks, bonds, bills and other instruments, covering approximately 200 countries from the early modern period to the present. EUI members can create an account by following the instructions at How to access data. The GFD platform is called 'Finaeon.' Data series are assigned nine metadata descriptors: Series ID; Description; Start date; End date/most recent; Periodicity; Country/territory; Currency; Series type (eg. government bond yields) and GFD sector designation (eg. equity). [Full details]
Orbis Europe (Moody's Analytics) is a database of comparable financial and business information on Europe's largest 600,000 public and private companies by total assets. 43 countries are covered. Orbis Europe is published by Moody's Analytics (formerly published by Bureau van Dijk as 'Amadeus'). The database provides standardised annual accounts (consolidated and unconsolidated), financial ratios, sectoral activities and ownership data. Orbis Europe is suitable for research on competitiveness, economic integration, applied microeconomics, business cycles, economic geography and corporate finance. [Full details]
Data homepage
Contact: [email protected]
Page last updated on 05 October 2024