S&P Capital IQ: NetAdvantage in Capital IQ

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

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.

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.

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

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.

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

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

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.

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.

4. 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.