Muni Bond Credit Monitoring That Is Faster, Cheaper & Better

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Summary

1) Investment firms are required to monitor their clients holdings on an on-going basis to ensure that the credits remain appropriate for their risk profile.

 2) This can involve a complex and expensive process and multiple data and analytic subscriptions.

 3) BondView Pro provides an integrated data, analytics and visualization solution to this challenging problem. It facilitates both high level on-going portfolio surveillance and selective deep dives to check on credit conditions of individual bonds.

 4) Using a single data and analytic platform saves time and money and makes complying with the regulations easier and cheaper.

 

Do you struggle to keep on top of your muni bond credit monitoring?

Compliance with regulations governing client investments requires assuring that a bond is appropriate for a client portfolio and monitoring that this suitability remains the case over the lifetime of the investment.

For muni bonds, this means an investment firm must know all the details of a bond and conduct ongoing surveillance on the credit. Reliance on commercial credit ratings reports is not sufficient. Meeting these requirements can involve trying to access and assimilate multiple sources of data and/or subscribe to expensive analytical solutions.

This is especially problematic in today’s markets, where many muni credits have been pummelled by the COVID pandemic and the situation remains dynamic and fast moving (as described in our recent blog Investing In Distressed COVID Opportunity Municipal Bonds).

 

Credit Monitor For All Your Muni Bonds in One Place

Wouldn’t it be great to be able to have automatic credit monitoring for all your client’s portfolios in one easy to use platform that is fast, robust and reasonably priced?

BondView Pro provides an integrated data, analytics and visualization solution to this challenging problem. This includes:

1) Investment firms are required to monitor their clients holdings on an ongoing basis to ensure that the credits remain appropriate for their risk profile.

2) This can involve a complex and expensive process and multiple data and analytic subscriptions.

3) BondView Pro provides an integrated data, analytics and visualization solution to this challenging problem. It facilitates both high level ongoing portfolio surveillance and selective deep dives to check on credit conditions of individual bonds.

4) Using a single data and analytic platform saves time and money and makes complying with the regulations easier and cheaper.

    • Detailed reference data on 1.1 million municipal bonds
    • Current, historical and evaluated bond pricing
    • Proprietary analytical tools such as Covid Impact Ratings, the BV500 Liquid Index and fund holdings data
    • 24×7 portfolio monitoring and alerts
    • Demographic and economic data 

High Level Surveillance and Deep Dives

BondView Pro provides tools to allow users to identify the key risks of a muni bond prior to investing, and to monitor these risks going forward.

Alerts and analytics allow high level surveillance of portfolios to give early warning of any potential credit problems, and these ‘red flags’ can be pursued through a deep dive into the specifics of a particular issue or obligor.

 

Fast, Robust and Cost Effective

Having the data, tools and analytics in one proven platform delivers a significant time and resource saving for user firms in assessing and monitoring muni credit risk. Demonstrable compliance with regulations is much easier to achieve.

Using BondView Pro this can be realized in a much more cost effective route than other analytic platforms. For more information see: www.bondview.com/bond-funds

 

For more information, visit www.bondview.com/bond-funds or contact us at [email protected].