S&P Global Launches AI Portfolio Tool as Stock Ranks 181st in $610M Volume

S&P Global (SPGI) closed August 7, 2025, down 0.61% to $483.25, with a trading volume of $610 million, ranking 181st in market activity. The firm unveiled iLEVEL Document Search, an AI-driven tool enabling private market professionals to extract portfolio insights through natural language queries. This platform allows users to analyze board decks, financial reports, and fund data while maintaining document confidentiality via permissions-based access. The tool aims to address challenges in portfolio management amid prolonged holding periods for private equity assets and declining deal activity.

The launch reinforces S&P Global’s position in enterprise-grade AI solutions for financial markets. Key features include traceable annotations linking data points to original sources and the ability to query unstructured documents beyond traditional templates. Christopher Sparenberg, Head of iLEVEL, emphasized the shift from portfolio monitoring to intelligence-driven decision-making, noting the tool helps firms identify hidden risks and opportunities in underperforming assets.

Recent enhancements to the iLEVEL platform include automated data ingestion and credit analysis tools, expanding S&P Global’s offerings in private market analytics. The company highlights its commitment to providing data, risk analytics, and workflow solutions to drive investment performance across global markets.

A backtested strategy of purchasing the top 500 stocks by daily trading volume and holding for one day returned 166.71% from 2022 to the present, outperforming the benchmark by 137.53%. This result underscores the potential of liquidity concentration in high-volume stocks to generate alpha in volatile market conditions.