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S&P Capital IQ: NetAdvantage in Capital IQ

Contains comprehensive fundamental and quantitative company research and analysis, and detailed information on investment banking, private equity, corporations, investment management, professional services, and brokerage.

What is NetAdvantage?

S&P Global NetAdvantage is a set of content not normally available in a basic Capital IQ subscription, but Ford Library has subscribed to this content via an "add-on" module. This guide page will describe this additional content and where to find it in Capital IQ.

How to access NetAdvantage content: Follow the instructions on the "Register" tab of this Guide to set up your Capital IQ account if you don't already have an account. Then use the information below to find the NetAdvantage content.

S&P Industry Surveys

After logging into your Cap IQ account, select the "Markets" tab and choose "Industry Surveys" from the mega-menu.

select Markets, then Industry Surveys

Equity & Industry Research

To locate equity research:

  1. Click "Research" in the main blue menu bar.
  2. In "Symbol/Name", enter any known ticker or begin typing a company name.
  3. Set "Report Type" to "All Types" and adjust the date range to your preference.

The primary provider of equity research in NetAdvantage is CFRA Equity Research but you may see other providers appear.

an image showing the location of equity research

To locate industry research:

  1. Click "Research" in the main blue menu bar.
  2. Set "Contributors" to "All Contributors" or "CFRA Equity Research".
  3. Enter keywords in the indicated search box. You can limit to "Search Headline Only" to locate more focused research.
  4. Adjust the Date Range to your preference.

an image showing the location of industry research

The primary provider of industry research in NetAdvantage is CFRA Equity Research but you may see other providers appear.

Mutual Funds

To locate information on mutual funds and fund families:

  1. Click "Companies" on the main blue menu bar and select "All Funds" from the mega-menu as shown.

an image showing the location of mutual fund information

  1. Enter a fund name or fund family name in the search box. You can narrow your search using the filter icon beside "Result Name".
  2. Click a fund name for a detailed tearsheet and more left-menu options.

an image showing details of mutual fund information

S&P Register (of Corporations, Directors & Executives)

To locate data & information on corporate directors and executives, begin by typing a name in the main search box beside the Capital IQ logo.

an image showing the location of executive and director information

Click the desired result to see a "Professional Summary" of the person. Use the menu items at the left under "Professional Summary" to browse a person's compensation, trading activity and more.

an image showing details of an executive professional summary page

CFRA - The Outlook

The CFRA Outlook is a weekly publication subtitled "Intelligence for the Individual Investor" and features news on individual stocks, industry sectors, and model portfolios. To locate issues, take the steps below:

  1. Click "Research" in the main blue menu bar.
  2. Set the "Contributors" dropdown to "CFRA NetAdvantage" and click search.
  3. After the search runs, click the funnel icon next to the "Headline" column and enter "Outlook" in the keyword filter pop-up and apply the filter.

an image showing how to search for CFRA outlook issues

  1. After the filter is applied, a list of available issues of the Outlook will appear. Click the PDF icon to the right of the issue title to view the issue.

an image showing search results for CFRA Outlook issues


Guide Author & Contact Info

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Carlton Brown
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