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A current awareness resource for students & faculty members in Business & Economics


New for SFU: S&P Capital IQ!

Published by Mark Bodnar

I'm very pleased to announce that SFU researchers now have access to...

yellow star with the word "new!" in the centre

Logo for S&P Capital IQ

S&P Capital IQ (CapIQ): Global financial and economic data and analytics of value to institutional investors, investment advisors, and wealth managers (and academics!). Includes functions designed to help track performance, generate alpha, identify new trading and investment ideas, perform risk analysis and mitigation strategies, and much more.

CapIQ is a huge and powerful resource that's hard to sum up in a few sentences.  I'll follow up later with several more posts about its more exciting features and functions.  For now, just a couple comments to catch your interest... hopefully enough that you'll start exploring CapIQ yourself!

Highlights

CapIQ is similar in many ways to Bloomberg and Thomson Reuters Eikon, except...

line drawing of a globe with a location marker
Access anywhere!
All SFU students, faculty, and staff have access to CapIQ from their homes, office, local cafés... wherever they have a good Internet connection.  No need to come to campus and queue up for a Bloomberg or Eikon terminal!

line drawing of a browser screen with wheels indicating personalization settings
Personalized!
Our access system for CapIQ involves creating your own personal ID, which means that you can configure the interface to fit your needs. Want your portfolio front and centre? How about macroeconomic events or an energy industry profile? Sure!

Access

  1. Click on the "register with a valid SFU email address" link in our database record and follow the steps to create an account and set your password. This takes less than 5 minutes. 
     
  2. Once you are registered, click on the Connect link from within the same database record to log in... anywhere and anytime! (Remember to always start from the library's Connect link when logging into S&P Capital IQ. Don't bookmark the S&P page!)
     
  3. Go to My Capital IQ in the top left corner of the database and click on Downloads to install the optional download:
  • Office plug-in: Templates and formula-building functionality!  (Windows-based computers only - sorry. Also: note that although all SFU researchers can use the Excel/Office plug-in while on campus, off-campus access has some major restrictions for some groups. See this FAQ for details.)

Details & assistance

See this brochure outlining the scope of CapIQ's content and functions. (Note that we don't have access to the Real-Time function listed in the brochure.)

Scan this Overview of the S&P Capital IQ Platform for details on the key features. 

Explore... Enjoy!

-- MarkB
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Mark Bodnar
mbodnar@sfu.ca
Business & Economics Librarian

   Summer 2022: This post has been lightly edited to reflect some changes to the access methods. Most of the remaining information is generally still accurate, but both procedures and resource interfaces do change quickly, so please do contact the SFU Library if you have any questions!

 

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