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Investment Banking

Investment banks have been laser-focused on the potential risks of inflation, supply shortages, and the proliferation of new technologies. All the while, they’re facing pressures to modernize their investment banking workflows to keep pace with the competition. Keep sharp focus and rise above the rest with access to differentiated data, content, and tools for monitoring the markets, generating ideas, and building winning investment banking strategies.

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Basel IV Global Regulatory Framework: Financial Metrics

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  • M&A Advisory
  • Portfolio Management
  • Research
  • Risk and Compliance
  • Sustainable Investing
  • Equity Capital Markets
  • Debt Capital Markets
  • Energy Industry Bankers

Insights and tools for every stage of the M&A advisory journey

Your mergers and acquisitions advisory arm needs access to quality content and tools to track the markets, profile and research companies, conduct and validate the financial analysis, create compelling pitchbooks, and win business.

Confusion has no place in your portfolio management decisions

Streamline the investment process and build a strong case for your decisions with innovative tools, real-time data, and expert analysis.

  • Track the latest sector, company and peer developments with our news, Dashboards, Transcripts, and Credit Ratings and Research.
  • Leverage Data Management Solutions to uncover differentiated alpha generation and fundraising ideas, and tailor your data delivery with feed, cloud, and API solutions.
  • Integrate sustainability data – S&P Global Trucost analytics, Climate & Physical Risk Analytics, S&P Global ESG Scores, and Climate Credit Analytics – to optimize portfolios.
  • Gain investment insights and support your strategy with Research Signals, RatingsDirect, and Credit Analytics.
  • Equity Point-in-Time Ownership data supplies daily insights into institutional and fund-owned security positions, the flow of funds, and emerging market activity.
  • Dig into company performance with our Dividend Forecasting service.

Develop timely research that stands out from the pack

Instead of working to ensure the completeness, consistency, accuracy, validity, and timeliness of your data, tap into our intelligence and cut straight to the insights. Equip yourself with deep data and robust screening to supplement your research and idea generation.

To stay ahead of risk and compliance exposures, you must plan ahead

The factors that go into your risk and compliance monitoring evolve and shift over time, making it hard to keep track of all the moving pieces. Leverage trusted datasets and innovative market intelligence solutions to assess creditworthiness, manage portfolio exposure, and track the latest credit events, trends, and regulations.

Environmental, social, and governance risks are too costly to ignore

Whether you’re currently developing your firm’s sustainability strategy, monitoring ongoing risk, or taking your first step into socially conscious capital allocation, you need robust data and analytics to inform your next move in sustainable investing and standardize your reporting.

Fortify your issuance process and build a clear view of the equity markets

S&P Capital IQ Pro provides the essential data, insights, and workflow tools needed to be effective across the key phases in the equity capital markets deal origination process.

  • Analyze equity share ownership data for public firms to gain valuable insights into who owns what.
  • Identify potential investors to participate in an equity capital-raising. View the top investors in any custom aggregate of public companies. Analyze historical market value trends through custom screening with equity market analysis.
  • Monitor your coverage list by tracking price performance and breaking news headlines with our customizable dashboards.
  • View recent market trends and screen for individual transactions, aggregate statistics, comps, and more. View aftermarket IPO performance – from one day post-launch to six months – and build custom benchmarks.
  • Use productivity tools in Microsoft Office to build financial models and roadshow presentations. Seamlessly link content from Excel to PowerPoint, quickly format presentations, and leverage dynamic charting capabilities.

Originate, structure, and manage risk with confidence

Equip yourself with data to analyze the debt market, tools to customize your targets, and solutions to manage workflow with speed and efficiency.

  • Access over 115,000 loan facilities, including more than 3,700 with current-day live prices, spread-to-maturity, yield, and liquidity metrics. Screen for loans by sector, S&P Issue Credit Rating, liquidity score, LXID, and depth.
  • Search for fixed income transactions by default status, guarantees, and exchangeability. Leverage Topic Tags for more granular insights.
  • Monitor your coverage list by tracking price performance and breaking news headlines with our customizable dashboards.
  • Assess recent market trends and screen for individual transactions, aggregate statistics, comps, and more.
  • Use productivity tools in Microsoft Office to build financial models and roadshow presentations. Seamlessly link content from Excel to PowerPoint, quickly format presentations, and leverage dynamic charting capabilities.

Empower your energy investments

As the energy transition accelerates, how can you keep up with the changing landscape to identify potential investment opportunities? What are the impacts of the ever-shifting regulatory environment on your investments?


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Assessing the Liquidity Crunch

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