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S&P Capital IQ Research Reports

The following information should be read in conjunction with S&P Capital IQ Research Reports and comments prepared and issued by S&P Capital IQ.

Products and publications containing S&P Capital IQ Research Reports and comments include, but are not limited to:

  • S&P Capital IQ
  • The Outlook
  • NetAdvantage
  • MarketScope Advisor

Required Disclosures

Research Objectivity Policy and Conflict of Interest Policies: 

For Code of Business Ethics

For Confidentiality, Conflicts, and Firewall

For Research Objectivity Policy

Disclosures of Possible Conflicts:

The disclosure provided below pertain to those companies or issuers that are referenced in S&P Capital IQ Research Reports. For important disclosures regarding the relationship between the subject company or issuer and S&P Capital IQ and/or its affiliates or its parent company, see below:

For a list of companies mentioned in a research report for which McGraw Hill Financial Inc., the parent company of S&P Capital IQ, and/or one of its affiliates own 1% or more of common equity securities and For a list of companies mentioned in a research report that own more than 5% of the common equity securities of McGraw Hill Financial, Inc. and/or one of its affiliates, please visit: www.spcapitaliq.com/issuer-stock-ownership


For a list of companies mentioned in a research report with whom S&P Capital IQ and/or one of its affiliates have had business relationships within the past year, please visit: www.spcapitaliq.com/Relationships

Other Required Disclosures and General Disclaimers

Equity Reports:

            For Qualitative Stock Reports (STARS) & Quantitative Stock Reports

            For Performance Disclosure for S&P Capital IQ’s STARS Performance Chart

            For Factual Stock Reports

            For Trade Detector Reports

Fixed Income Reports:

            For Bond Reports

Fund Reports:

            For ETF Reports – Equities
            For ETF Reports – Fixed Income
            For ETF Reports – Commodities
            For ETF Reports – Currencies

             For Mutual Funds Reports – Equities
             For Mutual Funds Reports – Fixed Income
             For Mutual Funds Reports – Blended
             For Mutual Funds Reports – Specialty
             For Mutual Funds Reports – Money Markets

             For Closed-End Funds Reports

Other Reports:

             For Industry Surveys

             For The Outlook

             For R2P Commentary

Information contained in Standard & Poor’s Financial Services LLC (“S&P”) websites is checked and updated by S&P on a regular basis. This notwithstanding, data may become subject to changes during the interim period. Therefore, S&P does not assume any liability or guarantee for the timeliness, accuracy and completeness of the information provided. This applies also to other websites that may be accessed through hyperlinks. S&P assumes no responsibility for the contents of websites that can be accessed through such links.

S&P reserves the right to change or amend the information provided at any time and without prior notice.

Copyright © 2014 Standard & Poor’s Financial Services LLC. All rights reserved. STANDARD & POOR’S, S&P, S&P 500, S&P EUROPE 350 and STARS are registered trademarks of Standard & Poor’s Financial Services LLC. S&P CAPITAL IQ is a trademark of Standard & Poor’s Financial Services LLC.