S&P Capital IQ
It’s a jungle out there!
S&P Capital IQ is pleased to be the Platinum Sponsor of the
CFA Institute: 65th Annual conference, May 6-9 in Chicago
Escape to Booth 222 to learn about tools for survival and a chance to win a new iPad!
How to survive in the jungle with S&P Capital IQ:
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Spend more time doing value added research
The S&P Capital IQ platform combines deep information on global public and private companies, investment firms, and professionals with a wide range of research tools, allowing portfolio managers and analysts to simplify their research process. With our Excel Plug-In, you can quickly build and maintain financial models and populate your spreadsheets with scrubbed and auditable financials and estimates.
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Generate high-quality investment ideas
Our screening and targeting tools allow you to quickly identify relevant investments by combining robust, flexible financial screening with qualitative event criteria, such as share buybacks, management changes, insider trading, and many others. Screens can be automatically run and pushed to highlight new companies that match your screen criteria, so you can quickly capitalize on new ideas.
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Analyze companies with accurate, transparent data
S&P Capital IQ financials are adjusted for non-recurring charges to enhance comparability, and have robust "click through" features that allow you to trace specific items to source documents. Our financials provide the most industry-specific and supplemental data points in the market.
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Aggregate premium broker research, estimates and call transcripts
Streamline your workflow by viewing all your research and estimates in one platform. S&P Capital IQ Estimates measures include EPS, Revenue, Net Income, EBITDA, and EBIT. With S&P Capital IQ Estimates, you can view the consensus breakdowns and audit analysts' forecasts with seamless links to source documents. Add color with fully corrected transcripts for over 5,400 companies for earnings, guidance, sales/trading, M&A, specialized and many other call types.
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Build investment strategies that outperform
ClariFI® provides industry-leading factor analysis, strategy simulation, portfolio optimization, and portfolio attribution features that allow you to rapidly evaluate and refine new investment ideas.
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Discover new sources of alpha
S&P Capital IQ contains the industry's most comprehensive source of value-added stock signals and multi-factor stock-selection models. Available as a data feed and accessible through the S&P Capital IQ platform, this leading alpha factor library contains over 400 signals that can be used to jump start new investment products or dramatically improve existing ones.
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Consider diverse views on credit risk
RatingsDirect on S&P Capital IQ puts the detailed information you need at your fingertips. As the official desktop source for Standard & Poor's credit ratings and research combined with additional market intelligence and risk indicators, it delivers what you need for efficient credit analysis and alpha discovery.
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Create a solid data foundation
From credit ratings to cross-referencing capabilities, terms & conditions, corporate actions and more, S&P Capital IQ offers Enterprise Solutions that span asset classes and markets. An easy-to-implement delivery platform supports distribution via multiple channels including inbound/outbound data feeds, Web service and an Excel Plug-in.
Come to Booth 222 to play escape from SUE*
You could win a new iPad!
*SUE is the largest and most complete T-Rex in the world,
and she lives at The Field Museum in Chicago!
Join us
Getting an Edge on Company Earnings: A New Lens for Predicting Earnings Surprise
David Pope, CFA – Managing Director, Quantitative Research – S&P Capital IQ
Tuesday 8:00 AM
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More information
- Market participants have traditionally—and problematically—focused on identifying the most accurate analysts
- S&P Capital IQ has identified the drivers of forecast accuracy and used an actuarial approach to combine them to better forecast company earnings
- The resulting S&P Capital IQ Intelligent Estimates model is valuable for all types of investors because earnings are a critical input to most valuation metrics and earnings surprises are significant events that all investors attempt to anticipate
We're pleased to be hosting the networking reception and dinner at The Field Museum
Tuesday 7:00 PM
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More information
On Tuesday evening, join fellow conference delegates for a reception and dinner hosted at The Field Museum, one of the most prestigious natural history museums in the world and a premier attraction in Chicago. Spend the evening dining with SUE, the world's largest and most complete Tyrannosaurus rex, and sipping cocktails while exploring exhibits that encompass 4.6 billion years of art, archaeology, science, and history. The evening will offer a wonderful opportunity for conference attendees and their guests to socialize with new acquaintances and reconnect with old friends. Dress is business casual.
About us
S&P Capital IQ combines two of our strongest brands – S&P, with its long history and experience in the financial markets and Capital IQ, which is known for its accurate financial information and powerful analytical tools. S&P Capital IQ provides multi-asset class data, research and analytics to institutional investors, investment advisors and wealth managers around the world. We offer a broad suite of capabilities designed to help track performance, generate alpha, identify new trading and investment ideas, and perform risk analysis and mitigation strategies.
Want more information? Email us, or call us at +1 212.438.8701.