For Academia
Academic Resource Center
Solutions for your classroom and curriculum needs.
Confident decisions begin with the right information.
Curriculum Video Modules
Prepare your students for the next step after graduation by giving them access to the tools used in the world’s financial markets. Apply S&P Global Market Intelligence data and products to classroom learning by accessing in-depth course videos for hands-on training with real-world tools.
S&P Capital IQ 101
Professor JP Tremblay (University of Denver) provides a comprehensive overview of S&P Capital IQ basics, including:
- Companies, people, and transactions data - Three case studies which utilize our
screening capability
S&P Capital IQ Student Managed Funds
In this two part overview, gain insights and best practice for quantitative analysis and portfolio management courses, to navigate:
- Company Tear Sheets for Portfolio Analysis: review the importance of your portfolio characteristics, sector allocation, return & risk analysis, and performance attribution
- Alpha Factor Library: see the power behind this valuable add-on tool and find out what factors in your portfolio are working
- Valuation Library: understand factor performance, and learn about the importance of factor comparison
S&P Capital IQ Security Analysis
Take a deep dive with this five-part series, which includes practice exercises and hands-on trainings.
- Develop equity research skills: review key filings, data, key professionals, compensation, ownership data, and more - Gain valuable insights: review CFRA reports
through the NetAdvantage add-on, research macroeconomic data, industry aggregates,
& index level fundamentals
- Examine company financials: analyze income statement and balance sheet information, practice with a DuPont Analysis and Excel Plug-in templates
- Discover equity valuation techniques by looking at a firm’s Consensus Estimates and reviewing CFRA Stock Reports, as well as applying Discounted Cash Flow through various modeling and forecasting methods - Learn key steps to relative valuation as you
explore comparable analysis
About our Academic
Professor JP Tremblay is an Associate Teaching Professor at the Reiman School of Finance within Daniels College of Business, University of Denver. His courses cover: investment management, securities analysis and valuation, portfolio management and risk analytics. Previously, Professor Tremblay managed a portfolio of financial data products and analytical software platforms for the global institutional investment management market. He was also co-portfolio manager of a long/short equity hedge fund and private wealth management firm based in Denver, CO.
Student
Development Resources
Receive industry- and job-specific trainings through our educational video modules, which include our partnership with Training the Street.
- Training the Street webinars decode the fundamentals of finance with clear guidance on corporate valuation techniques
- Hands-on analyst training from a wide selection of sectors – including Real Estate, TMT, Banking, and more
Test Your Knowledge
Assess your knowledge of the
S&P Capital IQ and Market Intelligence platforms by taking a series of
proficiency-based quizzes.
- Includes quizzes for students at the beginner, intermediate, and advanced levels
- Practice using the screening and charting tools
Webinars
Leverage your knowledge of both the S&P Capital IQ and Market Intelligence platforms, with our thought leaders, in topic-based discussions:
- S&P Capital IQ Refresher Series helps students get up to speed quickly - Access to insightful how-to guidance
for the S&P Capital IQ Excel Plug-In, plus student-focused webinars and a special intern focused webinar
Training Videos
Learn from short, work-flow based training videos which provide step-by-step guidance to utilize the best features of our platforms.
- Get started with the S&P Capital IQ and Market Intelligence platforms or NetAdvantage
- Advanced hands-on training for higher-level workflows
About S&P Global Market Intelligence
S&P Global Market Intelligence integrates financial and industry data, research, and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation, and assess risk.
Screenshots are for illustrative purposes only.
Copyright © 2019 by S&P Global Market Intelligence, a division of S&P Global Inc. All rights reserved. No content, including by framing or similar means, may be reproduced or distributed without the prior written permission of S&P Global Market Intelligence or its affiliates. The content is provided on an “as is” basis.
Accounting Research & Analytics, LLC d/b/a CFRA is not an affiliate of S&P Global Market Intelligence.
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