Provides access to extensive financial data, analytics, and research from across global markets, along with tools for data management and scenario analysis.
Specialized systems for acquiring, cleaning, normalizing, and analyzing non-traditional data sources such as satellite imagery, web scraping, sentiment analysis, and other alternative datasets.
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Source Diversity Ability to acquire data from a wide range of non-traditional sources (e.g., satellite, social media, web scraping). |
S&P Capital IQ aggregates data from a wide array of sources, including non-traditional alternative data via third-party feeds and partnerships. | |
Automated Data Ingestion Support for automated pipelines that regularly fetch and update alternative datasets. |
Platform supports regular automated data feeds and pipeline refresh for alternative and traditional datasets. | |
Real-time Acquisition Capability to collect and import data with minimal latency. |
No information available | |
API Integrations Availability of pre-built connectors to popular alternative data providers and APIs. |
Provides pre-built connectors and APIs for popular providers and S&P's own suite of data endpoints. | |
Flexible File Formats Support for a broad set of data formats (CSV, JSON, XML, images, video, etc.). |
Supports numerous export/import formats (CSV, XML, XLSX, API/JSON, etc.) as detailed in product docs. | |
Historical Data Access Ability to access and extract historical alternative data records. |
Longitudinal/historical data is a major product feature offering multi-decade time series for global assets. | |
Data Licensing Management In-built tools to track and manage data usage rights and compliance for purchased datasets. |
Data licensing/tracking with permissions is available to clients to manage rights and usage. | |
Geospatial Coverage Coverage for geospatial data collection across multiple global regions. |
Global geospatial datasets and coverage are available (property, location, ESG, etc.). | |
Data Volume Limits Maximum volume of data that can be ingested in a defined period. |
No information available | |
User Access Controls on Data Sources Granular permissions to restrict which users can set up/acquire which type of sources. |
Supports granular user and admin permissions per data source and data set. |
Automated Outlier Detection System automatically flags and corrects extreme or inconsistent values. |
System offers outlier and anomaly detection for input data quality. | |
Missing Value Imputation Ability to identify and fill in missing data using statistical algorithms. |
Missing value handling and imputation supported in analytics/data transformation modules. | |
Deduplication Elimination of duplicate or redundant data entries within or across sources. |
Duplicate record removal offered in standard data cleansing pipelines. | |
Error Logging and Reporting Detailed audit trails and error logs for each cleaning operation. |
Provides error logs and audit trails for all data operations, per documentation. | |
Custom Data Cleaning Rules Ability to define and apply user-specified data validation and cleaning logic. |
Advanced users can set custom cleaning logic/validation in their workflow configurations. | |
Scalability Capacity to handle cleaning tasks for large volumes of data. |
No information available | |
Automated Quality Checks Regular, scheduled quality control routines to ensure cleaned data conforms to standards. |
Automated, regular data validation and quality routines are integrated in the platform. | |
Version Control for Cleaned Data Tracking changes and access to previous versions of cleaned datasets. |
Dataset versioning/version control features are available for cleaned/processed data. | |
Data Consistency Validation Checks to ensure data conforms to expected formats and relationships. |
Consistency checks and validations on formats, data types, and integrity are part of S&P Capital IQ workflow. | |
Anomaly Alerts Automated notifications when significant data anomalies are detected. |
Supports anomaly detection and alerting for data quality monitoring. |
Unit Standardization Automated conversion of data into consistent units (e.g., metric, currency). |
Offers unit/currency standardization tools as part of the normalization pipeline. | |
Schema Mapping Tools GUI or code-based tools to map source fields to internal data schemas. |
GUI and code-based mapping tools available for data schema mapping. | |
Time Alignment Adjustment of data timestamps across sources to a common standard. |
Per documentation, timestamps are normalized/aligned across data sources. | |
Normalization Performance Number of records normalized per minute. |
No information available | |
Custom Data Transformations Support for user-defined scripts and rules for bespoke normalization. |
Users can deploy their own transformation logic/scripts in certain modules. | |
Ontology Management Tools to maintain and apply taxonomy/ontology for alternative datasets. |
No information available | |
Data Linking Across Sources Ability to join and merge related records from different alternative datasets. |
Enables joins/merges across datasets; entity and record linking. | |
Metadata Management Tools for managing standardized metadata about normalized data. |
Strong metadata management, both structured and user-annotated, throughout the platform. | |
Batch Processing Support Capacity to normalize large batches of alternative data files. |
Supports large-scale batch processing for normalization and analytics. | |
Cross-Source Consistency Checking Automated validation that normalized fields match across data providers. |
Cross-source validation routines can be enabled to check data consistency. |
Entity Resolution Automatically match and merge records referencing the same real-world entity. |
Entity resolution and de-duplication available for company, issuer, and other entity records. | |
Geospatial Tagging Append latitude/longitude and geotags to alternative datasets for use in spatial analysis. |
Geospatial information (including property, asset, ESG data) is geotagged and available. | |
Sentiment Analysis Integration Auto-generation of sentiment scores from textual/voice/image data. |
Sentiment analysis modules available for news and research text feeds; API documentation mentions sentiment scoring. | |
Event Tagging Automatic detection and labeling of significant economic, social, or physical events within the data. |
Event tagging for significant financial/corporate news and economic events. | |
Derived Feature Generation Support for constructing custom indicators based on primary alternative data. |
Supports custom feature generation and derivation in analytics and data science modules. | |
Industry Classification Mapping Ability to map entities to industry standards (e.g., GICS, NAICS). |
Industry mapping to GICS, NAICS, and proprietary S&P schemas is built-in. | |
Third-Party Data Joins Capability to enrich alternative data by merging with third-party or proprietary datasets. |
Can append third-party/external dataset fields with native S&P data via their mapping/enrichment features. | |
Machine Learning-based Scoring Automated scoring of entities using trained machine learning models. |
Several modules offer ML-based scoring and ranking of entities (credit, risk, ESG, etc.). | |
Audit Trails for Enrichment Processes Detailed logs of all enrichment actions taken. |
Audit trails for enrichment and data prep workflows are present for compliance. | |
External Reference Data Access API or links to regulatory, financial, or public reference datasets. |
Reference data and public dataset links provided via API and data download. |
Exploratory Data Analysis Tools Built-in visual and statistical analysis tools for alternative datasets. |
Integrated EDA features, including charting and summary statistics on platform. | |
Predictive Model Integration Ability to build, deploy, and run predictive models on alternative data. |
Predictive modeling tools (simple to advanced) available via analytics suite. | |
Customizable Dashboards Interactive dashboards for visualizing key metrics from alternative data. |
Interactive dashboards are available, customizable and embeddable. | |
Event Detection Algorithms Automated identification of significant new events within alternative data feeds. |
Event detection algorithms operate on news, markets, and alternative feeds. | |
Multivariate Analysis Support Ability to analyze complex interdependencies between variables. |
Supports multivariate and advanced analytics; cross-variable analysis tools present. | |
Natural Language Processing Capabilities Built-in NLP tools for analyzing text-heavy alternative datasets. |
Natural language processing available for text data analysis; named entity recognition, sentiment, etc. | |
Visualization Export Options Export visualizations and charts in various formats (PDF, PNG, etc.). |
Visualization exports in PDF, PNG, XLSX, and more are available. | |
Backtesting Frameworks Ability to test investment strategies on historical alternative data. |
Backtesting tools for investment strategies against historical datasets are part of the platform. | |
Statistical Alert Triggers Set alerts when indicators from alternative data cross statistical thresholds. |
Statistical alerting/configurable triggers available for data monitoring. | |
Signal Latency Average time between data update and signal generation. |
No information available |
Maximum Supported Data Volume The largest single dataset size supported for import and processing. |
No information available | |
Parallel Processing Capability Ability to process multiple data streams or files concurrently. |
Parallel processing supported via underlying cloud and distributed compute architecture. | |
Elastic Compute Integration Integration with cloud resources to scale up/down compute usage. |
Integrates with AWS/GCP/Azure elastic services for scalable compute. | |
Load Balancing Automatic distribution of processing workloads for optimal utilization. |
Load balancing across processing resources is automated within the platform. | |
Processing Throughput Speed of data throughput during processing operations. |
No information available | |
Scalable Storage Support Expandable data storage to accommodate increasing data volumes. |
Scalable and expandable storage offered, including cloud-native options. | |
Data Archival Automated, cost-effective archiving of old alternative datasets. |
Automated archival workflows are configurable for aged datasets. | |
Batch and Real-Time Processing Modes Support for both scheduled/batch and continuous real-time data pipelines. |
Both batch and real-time processing supported on platform data and ingestion pipelines. | |
Disaster Recovery/Rollback Systems for rapid restore from backup or rollback points. |
Disaster recovery and backup/rollback described in S&P system reliability guides. | |
Processing Error Handling Automated management of processing failures and retries. |
Processing error/retry routines are standard in all S&P Capital IQ data pipelines. |
Role-Based Access Control Fine-grained permission management for users and groups. |
Comprehensive role-based/user access management modules present. | |
Data Encryption in Transit Encryption for alternative data while in transit between systems. |
Data encryption in transit confirmed in infosec and compliance documents. | |
Data Encryption at Rest Encryption of alternative data stored in all databases and filesystems. |
Data at rest is encrypted by default (per S&P compliance documentation). | |
GDPR Compliance Tools Support for compliance with EU GDPR and related privacy regulations. |
GDPR compliance support and privacy workflow tools for EU clients. | |
Audit Logging Immutable logs of user activity and data changes. |
System logs all access/activity; immutable logs available for review. | |
Integrated Consent Management Tools to track legal consents for data use across sources. |
Consent/cookie management and legal tracking for data use is integrated for enterprise clients. | |
Data Masking/Tokenization Obfuscation of sensitive fields to protect personal information. |
Data masking and field-level tokenization available for sensitive data. | |
Vendor Due Diligence Framework to vet and approve external data providers for compliance. |
Vendor has established vetting/compliance process for third-party data providers. | |
User Authentication Protocols Supports modern authentication standards (e.g., SSO, MFA). |
Supports SSO, MFA, and modern auth protocols for enterprise clients. | |
Automated Regulatory Reporting Automated generation of reports required by financial regulators. |
Automated regulatory reporting modules for financial/ESG compliance. |
Standardized Data Export Ability to export alternative data in standard formats (e.g., FIX, CSV, Parquet, JSON). |
Standardized exports in CSV, JSON, Parquet, and industry data formats. | |
Pre-built Connectors to OMS/PMS Out-of-the-box integration with order and portfolio management systems. |
Integration libraries and APIs available for OMS, PMS, and portfolio tools. | |
Custom API Support Provision of a customizable API for bespoke use cases. |
APIs are customizable for bespoke use cases, with extensive developer support. | |
Webhooks and Event Streaming Push updates and events to downstream systems via webhooks. |
No information available | |
BI Tool Integration Built-in adapters for business intelligence/data visualization platforms. |
Integrates with leading BI and visualization tools (PowerBI, Tableau, Qlik, etc.). | |
Cloud Storage Integrations Support for uploading or syncing data with major cloud providers (AWS, GCP, Azure). |
Cloud storage integrations for AWS, Azure, GCP described in product help centers. | |
Python/R SDKs Official software libraries for interacting with the system programmatically. |
SDKs for Python and R are available for system programmatic access. | |
Batch Data Download Scheduling Automate the extraction of new data in regular intervals. |
Batch download scheduling supported for datasets and custom queries. | |
Custom Field Mapping Easily map alternative data fields to the internal structures of downstream systems. |
Custom field mapping with user interface and API mapping tools. | |
Data Lineage Visualization Visual trace of data flow and transformations for downstream users. |
Lineage and data flow visualization is available for downstream tracing. |
Self-Service Data Discovery Non-technical users can search and preview available alternative datasets. |
Self-service search, filter and preview of all available datasets is available to authenticated users. | |
Point-and-Click Data Pipeline Design Visual editors for creating data processing and transformation workflows. |
Workflow/pipeline visual designers are included for process configuration. | |
Customizable User Dashboards Users can assemble dashboards tailored to their needs. |
Dashboards are user-configurable and can be assembled per user or team. | |
In-Platform Documentation & Help Contextual help and API documentation available within the system. |
Extensive in-platform documentation, with context help and API guides. | |
Global Search Search across datasets, metadata, and processing logs. |
Globalized search across entities, datasets, and platform logs. | |
Process Monitoring UI Graphical overview of all ongoing and completed processes. |
Provides visual monitoring of all data workflows/processes in run or complete states. | |
Personalized Notifications Users receive alerts for errors or data arrivals relevant to them. |
Users set notifications for arrivals/errors; alert delivery is user-customizable. | |
API Documentation Quality Score A rating or score for the completeness and usability of the provided API docs. |
No information available | |
Language Localization Support for multiple languages in the UI. |
Localized UI versions available in multiple languages for global clients. | |
Accessibility Compliance Follows accessibility standards for inclusive UI design. |
Meets accessibility standards; platform design adheres to WCAG guidelines. |
Data Pipeline Health Monitoring Real-time status views and alerts for all active data flows. |
Data pipeline/task monitoring in real time; health dashboards included. | |
Automated Failure Recovery Automatic restart or rerouting in case of pipeline errors. |
Automatic restart, reroute, and failover of jobs is present in system configuration. | |
System Uptime SLA Percentage of time the system is contractually guaranteed to be available. |
No information available | |
Job Scheduling and Queuing Manage concurrent tasks and prioritize urgent processes. |
Task/job scheduling, concurrency, and priority queue management features exist. | |
Real-time Error Notifications Immediate alerts to relevant teams upon failures. |
Real-time notifications for job errors/failures are delivered to relevant users/teams. | |
API Latency Monitoring Tracks response times of API endpoints. |
No information available | |
Resource Usage Analytics Metrics and trends on compute, memory, and storage usage. |
Detailed usage/consumption analytics for compute, storage, and bandwidth. | |
Capacity Planning Tools Forecast future system demands using historical trends. |
Capacity and forecasting tools for resource planning are integrated for enterprise clients. | |
Manual Job Restart/Intervention Allow operators to manually intervene in processing jobs. |
Operators can manually intervene or restart pipeline jobs via UI or API. | |
Operational Audit Logs Detailed records of all operational activities and interventions. |
Operational logs and detailed intervention history are maintained. |
24/7 Technical Support Technical helpdesk is available around the clock. |
Global 24/7 technical support available as part of S&P's enterprise offerings. | |
Dedicated Account Management Assigned representative familiar with your implementation and needs. |
Dedicated account management provided to all enterprise customers. | |
Implementation Services Availability of vendor-led onboarding and integration projects. |
Onboarding and advanced support/implementation services are part of the service suite. | |
Custom Feature Development Vendor is willing to build bespoke features upon request. |
Custom feature and workflow development available for enterprise clients. | |
Knowledge Base and Training Materials Comprehensive documentation and self-paced training content. |
Knowledge base, training modules, and user documentation are extensive and regularly updated. | |
Onsite Training Vendor offers onsite workshops or training as part of onboarding. |
Onsite and remote training/workshops offered as part of onboarding. | |
Service Level Agreement (SLA) Terms Contractually specified guarantees on support response and issue resolution times. |
Comprehensive SLAs with response and resolution guarantees in contracts. | |
User Community and Forums Active user groups and forums for community support. |
User community forums, peer support, and knowledge exchanges are active. | |
Regular Product Updates Scheduled enhancement releases and security patching. |
Regular software and data updates (security, features) per published schedules. | |
Third-Party Certification Support Vendor compliance with recognized security, privacy, or quality standards. |
Product, platform, and vendor regularly undergo third-party audits and certifications (e.g., ISO, SOC 2). |
Applications that track and analyze product performance relative to benchmarks, peer groups, and objectives to support product management decisions and marketing positioning.
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Multi-source Data Integration Ability to pull data from diverse sources (internal systems, third-party vendors, market feeds, etc.). |
S&P Capital IQ offers data feeds from a wide variety of internal (S&P data), third-party, and market sources. | |
Benchmarks Database Access Availability of a broad library of industry standard and custom benchmarks. |
Product includes industry benchmarks and custom benchmarks via its platform. | |
Peer Group Data Availability Access to robust peer group datasets for comparative analytics. |
Peer group datasets available for comparison, including constituent breakdowns. | |
Auto Data Refresh Frequency How often the system refreshes underlying datasets automatically. |
No information available | |
Data Quality Checks Integrated rules and processes for ensuring completeness, accuracy, and consistency of data. |
Good data quality controls and validation are outlined in public S&P documentation. | |
Historical Data Depth The maximum lookback period for analysis. |
No information available | |
Support for Custom Universes Ability to define and analyze custom groups for peer comparisons. |
Users can create custom peer groups for analysis. | |
Currency Conversion Support Automatic data normalization across different base currencies. |
Currency normalization available across all major and many minor currencies. | |
Data Export Options Formats and mechanisms provided for exporting underlying datasets. |
Support for CSV, Excel, PDF and data API export formats widely documented. | |
API Availability Ability to access and integrate data via application programming interfaces. |
APIs provided for data and analytics integration. | |
Support for Alternative Data Types Ability to handle non-traditional or alternative data (e.g., ESG, sentiment). |
Supports ESG, sentiment, and other alternative datasets. |
Daily Performance Computation System can calculate and update returns and other metrics daily. |
The service updates returns and metrics on a daily basis. | |
IRR/XIRR Support Internal Rate of Return and Extended Internal Rate of Return calculations available. |
IRR and XIRR computation tools are part of the analytics suite. | |
Risk-adjusted Metrics Ability to generate Sharpe ratio, Sortino, Information Ratio, and similar statistics. |
Provides Sharpe, Sortino, and other risk-adjusted metrics. | |
Alpha/Beta Computation System computes alpha and beta relative to chosen benchmarks. |
Alpha and Beta analytics available. | |
Attribution Analysis Supports decomposition of performance by factors, sector, region, etc. |
Attribution and decomposition analysis supported. | |
Time-weighted vs. Money-weighted Returns Ability to toggle and report both types of returns. |
Supports both time-weighted and money-weighted returns, per documentation. | |
Rolling Period Analytics Run analytics over customizable rolling windows. |
Enables rolling period return analytics. | |
Out/Underperformance Calculation System calculates performance relative to benchmarks. |
Calculates performance relative to benchmarks. | |
Peer Percentile Rankings System ranks products against peer universes over multiple periods. |
Peer percentile rankings are available for supported product types. | |
Custom Formula Support Users can create and run custom calculation formulas. |
No information available | |
Computation Speed Average time to compute and display results for a portfolio. |
No information available |
Custom Benchmark Construction Ability to blend indices or instruments to create bespoke benchmarks. |
Can construct and blend custom indices and benchmarks. | |
Dynamic Benchmark Rebalancing Benchmarks can be rebalanced automatically or on-demand. |
No information available | |
Peer Group Customization Users can define and maintain custom peer groups. |
Custom peer groups can be defined and saved. | |
Automated Benchmark Updates System updates benchmark constituents and weights automatically. |
Many system benchmarks update automatically, based on vendor data feeds. | |
Fee-adjusted Peer Comparison Peer performance can be computed net of fees. |
Peer group analytics can be fee-adjusted in comparison tools. | |
Multi-benchmark Analysis System supports comparing products against multiple benchmarks in parallel. |
Supports comparison to multiple benchmarks simultaneously. | |
Benchmark Data Granularity Frequency of available benchmark data (e.g. daily, monthly, quarterly). |
No information available | |
Peer Universe Size Number of peers available for comparison within the system. |
No information available | |
Peer Group Data Provider Coverage Number of supported peer group data sources/providers. |
No information available | |
Governance Controls for Group Changes Ability to restrict or log changes to benchmark or peer group definitions. |
Audit logs and alerts for major changes to critical groups/benchmarks available. |
Customizable Dashboards Users can design and configure dashboards to highlight relevant analytics. |
Custom dashboards are supported in the analytics and reporting portal. | |
Time Series Charting Displays portfolio, benchmark, and peer performance over time. |
Time series charting is available throughout the platform. | |
Attribution Waterfall Visualization Visual breakdown of performance impact by segment or factor. |
No information available | |
Export to PDF/Excel/PowerPoint Output charts and tables to common report formats. |
Reports and charts can be exported to PDF, Excel, and PowerPoint formats. | |
White-labeling Ability to customize branding and layout for client-facing reports. |
Basic white-label options—branding and layout—are available for client-facing output. | |
Drill-down Analytics Users can interactively drill into performance drivers by factor or security. |
Drill-down analytics are available (by sector, issuer, etc.). | |
Scheduled Report Distribution Automated preparation and distribution of recurring reports. |
Reports can be scheduled and distributed automatically. | |
Heatmaps and Distribution Plots Visuals for single period or cross-sectional product/peer analytics. |
No information available | |
Interactive Filtering Dashboards can be filtered in real time by date range, currency, etc. |
Interactive filters are available in dashboards (date, market cap, sector, etc.). | |
Data Annotation Capability Users can add notes, comments, or flags to charts and tables. |
Notes and commentary can be added to charts and reports. | |
Real-time Visualization Updates Charts and tables refresh live with new data inputs. |
No information available |
Multi-level Attribution Attribution by asset class, sector, region, security, or custom grouping. |
Multi-level attribution supported (sector, security, region, etc.). | |
Factor-based Attribution Analyzes performance drivers by exposures to macro/micro factors (style, credit, ESG, etc.). |
No information available | |
Currency Attribution Ability to isolate impact of currency movements on returns. |
Attribution tools include currency impact analytics. | |
Excess Return Decomposition Breakdown of out(under)performance by sources. |
Excess return decomposition (sources of out/underperformance) is a key reporting feature. | |
Drill-through to Holding Level Trace attribution results from top-level to individual securities. |
Drill-down to holding/security level is available for detailed attribution. | |
Maturity/Sector Attribution for FI Attribution modules tailored for fixed income portfolio analytics. |
Fixed income attribution modules are available. | |
Interaction Effect Calculation Explicit calculation of the interaction term in multi-factor attribution. |
No information available | |
Integrated Contribution Charts Visual representation of positive/negative contributors. |
No information available | |
Look-through Attribution Attribution analyzes holdings within nested structures (fund-of-funds, wrappers). |
No information available | |
Scenario Attribution Tools Enables hypothetical or 'what if' attribution analysis. |
No information available |
Multi-product Comparison Side-by-side comparison of multiple products, portfolios, and benchmarks. |
Side-by-side comparison across multiple products and benchmarks is supported. | |
Peer Ranking Metrics Automatically ranks products on alpha, information ratio, fees, and other attributes. |
No information available | |
Performance Quartile/Decile Splits Highlights quartile or decile peer group standings for single or multi periods. |
Quartile/decile splits are available in relative performance analytics. | |
Risk Statistic Comparison Compares stdev, tracking error, downside risk, etc. across products. |
Risk statistics (stdev, tracking error, downside risk) are available for comparison. | |
Return Deviation Alerts Automatic flagging of statistically significant out/underperformance. |
Return deviation alerts or flags can be set for performance outliers. | |
Peer Group Custom Filters Filter and compare products with custom peer screens (region, strategy, etc.). |
Custom peer group filters can be configured for comparative analysis. | |
Comparative Style Mapping Maps products to style or strategy categories for peer relevance. |
No information available | |
Marketing Tear-sheets Generation Automatically produces client-ready factsheets for product positioning. |
Marketing factsheets/tear-sheets can be generated from templates. | |
Highlight Outliers & Unique Selling Points Automatically detects and surfaces differentiators for marketing. |
No information available | |
ESG/Responsible Investing Rankings Provides ESG or sustainability scores for competitive positioning. |
ESG and sustainability scores available for covered entities/products. |
Intuitive User Interface Interface is easy to navigate and use for a variety of personas. |
UI regularly rated highly for ease-of-use and navigation. | |
Search & Filter Tools Fast search, sorting, and filtering of portfolios and datasets. |
Advanced search and filter tools for data and portfolios. | |
Saved Views & Templates Ability to bookmark or template key report configurations. |
Saved report templates and user views available per documentation. | |
Multi-user Collaboration Enables team collaboration (comments, shared access, approval workflows). |
Multi-user collaboration (including comments, workflows) supported for enterprise accounts. | |
In-app Notifications & Alerts The system can send event-based alerts within the application. |
Can configure in-app notifications and alerts on specific events or data triggers. | |
Mobile Device Support Optimized or native access through mobile devices. |
Mobile apps and responsive platform for iOS/Android are available. | |
User Role & Permission Management Supports granular access and edit controls by user or group. |
Role-based permissions and user management documented in admin features. | |
Bulk Upload/Download of Data Ability to quickly upload or download large datasets/files. |
Bulk upload and download of datasets supported via web and API. | |
Integration with Productivity Tools Ability to connect with email, chat, or workflow management apps. |
Integrations with Outlook, workflow, and productivity suites available. | |
Custom Workflows Ability to configure stepwise processes for analytics reviews, approvals, or marketing. |
No information available |
Concurrent User Support Maximum number of users that can access the system simultaneously without performance degradation. |
No information available | |
Large Dataset Handling Ability to efficiently process analytics on very large portfolios or long data histories. |
Engineered for large dataset processing; cited as analytics at scale for global portfolios. | |
System Uptime Guaranteed percentage of time system is operational during business hours. |
No information available | |
Cloud Deployment Options Availability of cloud-native or hosted delivery configurations. |
Available as cloud-based SaaS, with hosted options. | |
Performance Latency Typical wait time for key analytic processes to complete at normal load. |
No information available | |
On-demand Processing Scalability System can dynamically allocate more resources to large/complex requests. |
System supports dynamic scaling for large/complex requests (cloud-based). | |
Batch Processing Speed How quickly the system processes batch analytics jobs. |
No information available | |
Automatic System Scaling Automatically increases resources to meet higher usage or data loads. |
Automatic scaling of resources in the cloud platform. | |
Disaster Recovery Readiness Ability to restore system and data quickly after an outage. |
Disaster recovery protocols and documented readiness. | |
API Throughput Number of successful API requests the system can handle per second. |
No information available |
Comprehensive Audit Trails All changes to calculations, configurations, and data are logged with user/time stamps. |
Full change/audit logs supported across major user and data activities. | |
Automated Compliance Checks System runs checks for relevant investment restrictions or policies (e.g., GIPS). |
Automated compliance modules exist for various investment and regulatory rules. | |
Role-based Access Controls Granular controls to limit data and feature access based on role. |
Granular role-based access controls provided across user/data domains. | |
End-to-end Data Lineage Tracking Ability to trace any metric or report back through all underlying data sources and transformations. |
No information available | |
Report Versioning & Approval Maintains prior versions and approval history of externally distributed reports. |
No information available | |
Data Retention Policy Support Supports configurable retention periods for audit and compliance data. |
Compliance/Audit modules support customizable retention policies. | |
Regulator-ready Exports Produces outputs suitable for submission to regulatory bodies. |
Exports in regulator-ready formats (XBRL, CSV, etc.) available. | |
Sensitive Data Masking Automatically obfuscates or redacts sensitive data elements as needed. |
Sensitive data masking for reporting is available. | |
Integrated Compliance Workflow Workflows guide users through compliance-related analytic processes. |
No information available | |
Certification Support System can help with GIPS, PRIIPs, or similar certifications. |
Some analytics support GIPS/PRIIPs certification compliance. |
Data Encryption at Rest All datasets encrypted on disk/storage. |
Data at rest is encrypted in compliance with corporate InfoSec policies. | |
Data Encryption in Transit All data flows encrypted between systems and users. |
Data in transit encrypted using TLS/SSL protocols. | |
Multi-factor Authentication Strong authentication required for user access. |
Multi-factor authentication supported for access security. | |
Single Sign-on Integration Supports secure sign-in through SSO providers. |
Supports SSO via major identity providers (Okta, Azure, etc.). | |
Granular Permissions Access can be specified by product, report, or function. |
Granular access/permissions configurable by dataset, feature, report. | |
Regular Vulnerability Testing System is proactively scanned for potential security gaps. |
Regularly scanned for vulnerabilities; adheres to information security best practices. | |
Data Backup Frequency Frequency at which all analytics and reports are securely backed up. |
No information available | |
Intrusion Detection Monitors for and alerts upon unauthorized access attempts. |
No information available | |
User Activity Monitoring Tracks and reviews user activity for suspicious behavior. |
No information available | |
Secure API Access APIs are protected with encryption and authentication. |
API framework includes strong authentication and encrypted endpoints. |
Custom Report Builder Advanced interface for designing custom reports, layouts, and analytics dashboards. |
Advanced custom report builder tools available in platform. | |
Custom Metrics/Formulas Support Create, save, and reuse proprietary metrics, calculations, or modeling approaches. |
Users can create and save proprietary/custom formulas and metrics. | |
Integration with Other Analytics Tools Ability to plug into BI, statistical, or quantitative analysis environments (e.g. Tableau, Python, R). |
Integration with Excel, Tableau, and Python/R environments is supported. | |
Open API for Extension Rich, documented API enabling integrations and new feature development. |
Rich APIs with extension and developer support are publicly available. | |
White-label Portal Options Fully custom branding and client-facing experience. |
White-label client portals offered for certain large/enterprise clients. | |
Custom Workflow Automation Ability to automate unique product approval, review, or marketing flows. |
No information available | |
Support for Plug-ins/Add-ons Users or third parties can extend platform via plugins or add-ons. |
No information available | |
Flexible Data Model Underlying data model can accommodate new instruments, attributes, hierarchies. |
Flexible, extensible data model—supports new instrument and attribute onboarding. | |
Custom Alert Triggers Users can define unique conditions to trigger alerts or workflows. |
No information available | |
Multiple Language/Regional Support Interface available in additional languages and regional formats. |
Supports multiple languages and regional settings across the interface. |
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
No information available | |
Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
The platform aggregates and harmonizes data from numerous public, proprietary, and partner sources, including regulatory filings, news, and company data. | |
Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
Historical Data Depth Length of historical data available for analysis. |
No information available | |
Frequency of Updates How often new data is ingested and made available for analysis. |
No information available | |
Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
Market data feeds support real-time and near real-time updates for securities and news. | |
Coverage of Private Products Inclusion of non-public or private fund data where available. |
The platform includes data on private funds/products where available; supports PE/VC, private placements. | |
ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
S&P ESG Scores are integrated; offers ESG screening and analytics for investment research. | |
Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
Offers alternative data integrations such as web- and news-scraped data, sentiment, and proprietary indicators. | |
News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
Aggregates news, press releases, and market commentary. | |
Definable Peer Groups Customization of peer groups for focused comparison. |
Peer group customization is a core comparison and analytics feature on Capital IQ. | |
Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Regulatory filings, updates, and compliance documents are included in S&P Capital IQ content. |
Custom Benchmarking Create user-defined benchmarks for product comparison. |
Users can define and save custom benchmarks for fund/product comparisons. | |
Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
Attribution analysis for performance and asset flows is advertised for portfolio analytics. | |
Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Peer ranking tables and lists are configurable across metrics such as performance, fees, flows, and AUM. | |
Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
Granular Timeframes Supports analysis over customizable and rolling time periods. |
Supports custom and rolling time periods for performance analytics. | |
Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
Style and factor analytics (risk premia, exposures) are available. | |
Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
Provides scenario and stress testing for portfolios and funds. | |
Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
Enables comparison of fee structures, expense ratios and custom fee breakdowns. | |
Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Product launch and closure information is tracked as part of the database. | |
Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Enables characteristic and holding drill-down for competitor and peer funds. | |
Flow Decomposition Breakdown of net flows by channel, client segment or region. |
Flow decomposition by region, segment and channel is supported in capital flow analytics. | |
Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
Portfolio overlap and similarity analysis is a prominent feature. |
Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Supports real-time or near real-time alerting for major market/competitor events. | |
Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
Alert criteria and thresholds are customizable by the user. | |
Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
Built-in event detection for launches, closures, etc. | |
Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
No information available | |
Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
No information available | |
Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
No information available | |
Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
No information available | |
Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
No information available | |
User-specific Alert Preferences Different users or teams can have their own alert definitions. |
No information available | |
Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
No information available |
Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
No information available | |
Social Media Scraping Monitors competitor activity and engagement on social media. |
No information available | |
Campaign Spend Estimation Estimates digital advertising spend by competitors. |
No information available | |
Content Analysis Analyzes the type, frequency, and engagement of published content. |
No information available | |
Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
No information available | |
Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
No information available | |
Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
No information available | |
Marketing Message Tracking Logs changes in competitor messaging and positioning. |
No information available | |
Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
No information available | |
Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
No information available |
Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
No information available | |
Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
No information available | |
Mobile Compatibility Usable on mobile devices and tablets. |
No information available | |
Language Localization Supports multiple interface languages. |
No information available | |
Data Visualization Options Number of different chart or visualization types supported. |
No information available | |
Personalized Views Users can save and share their own workspace setups. |
No information available | |
Accessibility Features Support for users with different accessibility needs. |
No information available | |
Contextual Drill-down Can move from summary to underlying data in one click. |
No information available | |
Speed of Interface Average time to load primary dashboard views. |
No information available | |
User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
No information available |
In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
No information available | |
Sharing of Reports Allows download or sharing of interactive or static reports. |
No information available | |
Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
No information available | |
API for Data Sharing Ability to send data out of the platform via an API. |
No information available | |
Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
No information available | |
Version History on Reports Maintains change logs on collaborative documents. |
No information available | |
Permission-Based Sharing Set access level for internal/external recipients. |
No information available | |
Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
No information available | |
Track Recipient Engagement See who opened or engaged with shared insights. |
No information available | |
Collaborative Workspace Supports project management and group collaboration within the platform. |
No information available |
API Connectivity Provides RESTful or other APIs for programmatic access. |
Offers programmable API access (RESTful APIs) for data and analytics integration, per technical documentation. | |
Data Ingestion Capacity Volume of external data the platform can ingest per day. |
No information available | |
Cloud Deployment Available as SaaS or cloud-native deployment. |
Offered as a cloud/SaaS solution (web platform, API, and cloud packages). | |
On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
On-premise deployment possible for enterprise customers; referenced in product FAQs. | |
Single Sign-On (SSO) Integrates with enterprise authentication services. |
No information available | |
Batch Processing Support Allows scheduled overnight or periodic jobs. |
No information available | |
Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
No information available | |
Data Encryption Ensures all data in transit and at rest is encrypted. |
No information available | |
Latency for API Data Retrieval Average time to return data from API calls. |
No information available | |
Sandbox/Test Environment Supports testing and experimentation on non-production data. |
No information available | |
Scalability How well the platform scales with increasing users and data. |
No information available |
User Authentication Controls Multi-factor authentication and granular access policies. |
No information available | |
Audit Logging Tracks every action or change for forensics and compliance. |
No information available | |
GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
No information available | |
Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
No information available | |
User Role Management Flexible assignment of user rights and access by role. |
No information available | |
Data Residency Options Ability to select or guarantee geographic location of data storage. |
No information available | |
Secure API Access APIs require secure keys and/or OAuth for all operations. |
No information available | |
Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
No information available | |
Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
No information available | |
Data Retention Policies Customizable duration for retention and deletion of client data. |
No information available |
White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
No information available | |
Custom Field Definitions Ability to define and use custom data fields/attributes. |
No information available | |
User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
No information available | |
Configurable Workflows Support for client-specific workflow automation. |
No information available | |
Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
No information available | |
Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
No information available | |
Plug-in API API for developing custom plug-ins or modules. |
No information available | |
Flexible Data Models Ability to extend or schema-customize the underlying data model. |
No information available | |
Brandable Client Portal Create personalized portals for clients or internal teams. |
No information available | |
Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
No information available |
Live Customer Support Access to chat, phone, or email support in real-time. |
No information available | |
Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
No information available | |
Implementation Services Guided onboarding and setup assistance. |
No information available | |
Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
No information available | |
Training Workshops Classroom, virtual, or recorded training sessions. |
No information available | |
In-Platform Tutorials Interactive walk-throughs and training built into the app. |
No information available | |
Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
No information available | |
Community Forum Users can interact and share solutions and workflows. |
No information available | |
User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
No information available | |
Multi-language Support Support team can provide help in multiple languages. |
No information available |
Transparent Pricing Pricing is clearly described, with no hidden fees. |
S&P Capital IQ discloses pricing and terms up front. No hidden fees noted. | |
Pricing Tiers Offers multiple pricing tiers for different user types or features. |
No information available | |
Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
Free Trial Availability Prospective users can try the full product before purchasing. |
No information available | |
Contract Flexibility Supports both short-term and annual contracts. |
No information available | |
Volume Discounts Lower unit prices when buying for more users or enterprise. |
No information available | |
No Lock-in Period Easy exit or downgrade without excessive penalty. |
No information available | |
Price Transparency by Feature Costs for add-ons and premium features are explicit. |
No information available | |
Custom Quoting Can generate bespoke pricing for unusual needs. |
No information available | |
Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
No information available |
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